CAPITAL GROUP EQUITY ETF TR (CGMM) is held by 54 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Are institutions buying or selling CGMM?

In Q1 2026, 49 institutions opened or increased positions in CAPITAL GROUP EQUITY ETF TR while 4 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on CGMM?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for CAPITAL GROUP EQUITY ETF TR.

How many hedge funds hold CGMM?

54 institutional investors report holding CAPITAL GROUP EQUITY ETF TR (CGMM) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into CGMM?

As of Q1 2026, tracked institutions in CAPITAL GROUP EQUITY ETF TR show 49 buyers versus 4 sellers — net inflows.

CAPITAL GROUP EQUITY ETF TR

CGMM·14022A102·US·ETF·Unknown - Unknown

Holders

Avg rating(18 Elite)

$1.4B

Total Value

92% (57)

Fund Consensus

49 buying - 4 selling

No verdict yet — fewer than 2 funds hold CGMM.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	13.2M(+347.3%)	$388.1M	0.1%	+7.05%	60
ENVESTNET ASSET MANAGEMENT INC	Increased	9.1M(+24.9%)	$267.8M	0.1%	+14.23%	38
WELLS FARGO & COMPANY/MN	Increased	3M(+90.9%)	$89M	0.0%	+8.73%	47
OSAIC HOLDINGS, INC.	Increased	1.7M(+9.8%)	$49.5M	0.1%	+14.21%	32
Pathstone Holdings, LLC	Increased	1.7M(+140x)	$49.3M	0.2%	+5.15%	56
Cetera Investment Advisers	Increased	1.5M(+30.0%)	$44.6M	0.0%	+13.01%	37
JONES FINANCIAL COMPANIES LLLP	Increased	1.5M(+214.8%)	$42.5M	0.0%	+7.28%	47
MFMerit Financial Group, LLC	Increased	1.4M(+3.2%)	$41.2M	0.3%	+14.67%	36
COMMONWEALTH EQUITY SERVICES, LLC	Increased	1.4M(+49.0%)	$40.2M	0.1%	+16.06%	40
CAPTRUST FINANCIAL ADVISORS	Increased	1.1M(+7.5%)	$32.7M	0.1%	+19.78%	31
SEI INVESTMENTS CO	Increased	977,455(+30.2%)	$28.7M	0.0%	+13.25%	36
MML INVESTORS SERVICES, LLC	Increased	946,539(+10.9%)	$27.8M	0.1%	+17.00%	32
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	937,734(+233.0%)	$27.5M	0.0%	+6.97%	46
STIFEL FINANCIAL CORP	Increased	926,659(+4.2%)	$27.2M	0.0%	+15.02%	30
Kestra Advisory Services, LLC	Increased	913,227(+1.6%)	$26.8M	0.1%	+11.64%	35
ASSETMARK, INC	Increased	890,379(+18.5%)	$26.1M	0.1%	+12.60%	34
ROYAL BANK OF CANADA	Increased	793,978(+25.1%)	$23.3M	0.0%	+11.51%	35
NewEdge Advisors, LLC	Increased	743,518(+10.0%)	$21.8M	0.1%	+13.36%	31
BENJAMIN EDWARDS INC	Increased	534,271(+52.8%)	$15.7M	0.2%	+12.39%	47
RAYMOND JAMES FINANCIAL INC	Increased	495,747(+3493.2%)	$14.6M	0.0%	+5.33%	45