CAPITAL GROUP EQUITY ETF TR (CGMM)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
221
Reporting holders
$2.7B
Reported value
0.0%
Held as options
+26
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $708.0M | 21,475,187 | 0.16% | 5q | +62.5%+$272.2M |
| ENVESTNET ASSET MANAGEMENT INC | $345.6M | 10,481,145 | 0.08% | 6q | +14.9%+$44.9M |
| WELLS FARGO & COMPANY/MN | $155.4M | 4,714,240 | 0.03% | 4q | -22.2%-$44.5M |
| Pathstone Holdings, LLC | $95.8M | 2,904,910 | 0.28% | 3q | +73.0%+$40.4M |
| Merit Financial Group, LLC | $92.8M | 2,814,670 | 0.28% | 6q | +100.5%+$46.5M |
| JONES FINANCIAL COMPANIES LLLP | $81.3M | 2,507,602 | 0.03% | 4q | +69.6%+$33.4M |
| OSAIC HOLDINGS, INC. | $80.6M | 2,443,779 | 0.09% | 6q | +45.0%+$25.0M |
| Cetera Investment Advisers | $75.0M | 2,276,254 | 0.07% | 5q | +49.7%+$24.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $51.9M | 1,573,652 | 0.07% | 6q | +14.8%+$6.7M |
| MML INVESTORS SERVICES, LLC | $43.7M | 1,325,925 | 0.09% | 6q | +40.1%+$12.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $40.7M | 1,235,373 | 0.02% | 3q | +31.7%+$9.8M |
| RAYMOND JAMES FINANCIAL INC | $40.2M | 1,218,875 | 0.01% | 5q | +145.9%+$23.8M |
| SEI INVESTMENTS CO | $39.3M | 1,192,327 | 0.03% | 6q | +22.0%+$7.1M |
| CAPTRUST FINANCIAL ADVISORS | $37.3M | 1,131,525 | 0.06% | 6q | +1.7%+$624.0K |
| ASSETMARK, INC | $36.4M | 1,104,735 | 0.06% | 5q | +24.1%+$7.1M |
| ROYAL BANK OF CANADA | $35.5M | 1,077,007 | 0.01% | 6q | +35.6%+$9.3M |
| Kestra Advisory Services, LLC | $32.9M | 998,736 | 0.11% | 5q | +9.4%+$2.8M |
| STIFEL FINANCIAL CORP | $31.5M | 955,775 | 0.03% | 5q | +3.1%+$960.0K |
| Capital Group Private Client Services, Inc. | $31.5M | 955,714 | 0.44% | 6q | +29.4%+$7.2M |
| NewEdge Advisors, LLC | $27.2M | 824,209 | 0.08% | new | NEW |
| Ergawealth Advisors, Inc. | $26.9M | 815,624 | 10.44% | 5q | +2.7%+$709.1K |
| BENJAMIN EDWARDS INC | $26.4M | 801,560 | 0.24% | 6q | +50.0%+$8.8M |
| Kestra Investment Management, LLC | $24.5M | 744,539 | 0.48% | 3q | -30.9%-$11.0M |
| Presper Financial Architects, LLC | $21.2M | 641,960 | 11.04% | 2q | HELD |
| &PARTNERS | $18.3M | 552,692 | 0.07% | 6q | +27.0%+$3.9M |
| Main Line Retirement Advisors, LLC | $16.8M | 511,035 | 7.73% | 6q | -2.5%-$425.6K |
| Baird Financial Group, Inc. | $16.8M | 509,926 | 0.02% | 2q | +438.4%+$13.7M |
| Valmark Advisers, Inc. | $15.5M | 468,806 | 0.16% | 5q | +124.7%+$8.6M |
| MACQUARIE GROUP LTD | $15.2M | 460,000 | 0.07% | new | NEW |
| Strategic Blueprint, LLC | $15.1M | 458,668 | 0.76% | 6q | +2.0%+$297.9K |
| Compton Financial Group, LLC | $15.1M | 457,700 | 2.91% | 3q | +133.5%+$8.6M |
| STEPHENS INC /AR/ | $13.3M | 404,504 | 0.15% | 5q | +2.1%+$269.1K |
| KWB Wealth | $12.5M | 379,650 | 1.07% | new | NEW |
| Rockefeller Capital Management L.P. | $12.3M | 372,277 | 0.02% | 3q | +80.2%+$5.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.1M | 311,525 | 0.02% | 6q | +10.8%+$984.3K |
| Souders Financial Advisors | $10.1M | 305,649 | 1.01% | 5q | +6.3%+$594.9K |
| Vestmark Advisory Solutions, Inc. | $10.0M | 303,954 | 0.09% | 4q | +6.2%+$584.0K |
| Coign Capital Advisors LLC | $9.5M | 286,923 | 4.26% | 4q | +3.1%+$284.5K |
| Orion Porfolio Solutions, LLC | $9.3M | 282,307 | 0.07% | 5q | +6.4%+$558.3K |
| J. Derek Lewis & Associates Inc. | $9.3M | 281,626 | 1.75% | 3q | +24.7%+$1.8M |
| GREAT VALLEY ADVISOR GROUP, INC. | $8.9M | 270,456 | 0.14% | 2q | +17.5%+$1.3M |
| Essex Financial Services, Inc. | $7.1M | 215,247 | 0.35% | 6q | +98.6%+$3.5M |
| Equitable Holdings, Inc. | $7.0M | 213,117 | 0.04% | 4q | +130.3%+$4.0M |
| CARY STREET PARTNERS FINANCIAL LLC | $6.3M | 190,437 | 0.14% | 5q | +5.5%+$325.6K |
| Private Advisor Group, LLC | $6.3M | 190,130 | 0.03% | 5q | +110.7%+$3.3M |
| National Wealth Management Group, LLC | $5.9M | 179,661 | 1.83% | 4q | -28.1%-$2.3M |
| Royal Harbor Partners, LLC | $5.8M | 175,902 | 1.80% | 2q | +1.0%+$56.3K |
| Concurrent Investment Advisors, LLC | $5.5M | 165,625 | 0.05% | 6q | -47.9%-$5.0M |
| Smartleaf Asset Management LLC | $5.4M | 164,361 | 0.17% | 4q | HELD |
| BANK OF AMERICA CORP /DE/ | $5.3M | 159,931 | 0.00% | new | NEW |
| Per Stirling Capital Management, LLC. | $5.2M | 156,930 | 0.49% | 2q | -2.6%-$136.1K |
| HARBOUR INVESTMENTS, INC. | $5.1M | 155,166 | 0.07% | 6q | +20.6%+$873.7K |
| TRUIST FINANCIAL CORP | $4.9M | 148,932 | 0.01% | 6q | +20.3%+$828.9K |
| DAVENPORT & Co LLC | $4.8M | 146,308 | 0.02% | 3q | +306.6%+$3.6M |
| Aprio Wealth Management, LLC | $4.7M | 143,654 | 0.23% | 3q | +157.6%+$2.9M |
| INDEPENDENT FINANCIAL GROUP, LLC | $4.7M | 143,030 | 0.09% | 5q | +31.8%+$1.1M |
| Smith Thornton Advisors LLC | $4.7M | 145,026 | 2.06% | 6q | +9.0%+$388.2K |
| Laurel Wealth Planning LLC | $4.6M | 140,924 | 2.06% | 4q | +15.7%+$629.5K |
| StoneCrest Wealth Management, Inc. | $4.6M | 139,716 | 1.47% | 5q | HELD |
| Sigma Planning Corp | $4.6M | 139,127 | 0.12% | 6q | +18.9%+$728.3K |
| Envestnet Portfolio Solutions, Inc. | $4.5M | 137,808 | 0.02% | 6q | +16.5%+$645.0K |
| Cullen/Frost Bankers, Inc. | $4.4M | 133,823 | 0.04% | 6q | +10.1%+$406.3K |
| BNB Wealth Management, LLC | $4.3M | 130,610 | 2.35% | 3q | -1.9%-$84.6K |
| Wealth Science Advisors LLC | $4.3M | 130,103 | 1.91% | 3q | +39.5%+$1.2M |
| NavPoint Financial, Inc. | $4.2M | 127,106 | 1.55% | 6q | +23.9%+$807.5K |
| PRINCIPAL SECURITIES, INC. | $4.1M | 125,820 | 0.05% | 4q | +22.0%+$749.4K |
| Tradition Wealth Management, LLC | $4.1M | 124,541 | 0.25% | 6q | HELD |
| Mutual Advisors, LLC | $3.7M | 111,477 | 0.07% | 4q | +64.9%+$1.4M |
| HighTower Advisors, LLC | $3.3M | 101,139 | 0.00% | 5q | +19.3%+$538.8K |
| Boyer Financial Services, Inc. | $3.2M | 98,023 | 2.71% | 3q | +28.6%+$713.0K |
| Atria Investments, Inc | $3.0M | 92,004 | 0.03% | 3q | +87.0%+$1.4M |
| Gateway Wealth Partners, LLC | $3.0M | 91,946 | 0.18% | 2q | -16.2%-$586.0K |
| A&I FINANCIAL SERVICES, LLC | $2.8M | 83,521 | 1.20% | 6q | +14.3%+$345.2K |
| OPPENHEIMER & CO INC | $2.7M | 83,390 | 0.03% | 3q | +38.3%+$761.9K |
| PFG Advisors | $2.7M | 82,104 | 0.14% | 4q | +40.4%+$779.5K |
| NWF Advisory Services Inc. | $2.7M | 80,560 | 0.25% | 5q | +9.4%+$228.7K |
| Entruity Wealth, LLC | $2.7M | 80,520 | 1.72% | 3q | -1.2%-$32.3K |
| Venture Visionary Partners LLC | $2.5M | 74,576 | 0.07% | 4q | +39.0%+$690.2K |
| Hopwood Nicholas Hunter | $2.5M | 74,531 | 0.67% | 3q | +4.2%+$98.0K |
| World Investment Advisors | $2.3M | 77,386 | 0.04% | 6q | HELD |
| FOUNDERS FINANCIAL SECURITIES LLC | $2.0M | 61,354 | 0.10% | 6q | +15.8%+$276.3K |
| Wise Wealth Partners | $2.0M | 60,388 | 3.38% | 5q | +1.2%+$23.0K |
| Beta Wealth Group, Inc. | $1.9M | 58,683 | 0.73% | 6q | HELD |
| Kingsview Wealth Management, LLC | $1.8M | 56,101 | 0.02% | 5q | -17.2%-$384.8K |
| Sanctuary Advisors, LLC | $1.8M | 54,711 | 0.01% | 2q | +316.3%+$1.4M |
| Bank of New York Mellon Corp | $1.8M | 54,557 | 0.00% | 2q | +199.2%+$1.2M |
| Vise Technologies, Inc. | $1.8M | 53,549 | 0.02% | new | NEW |
| Steward Partners Investment Advisory, LLC | $1.7M | 51,746 | 0.01% | 6q | +10353.7%+$1.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.7M | 51,114 | 0.00% | 2q | HELD |
| Stratos Wealth Partners, LTD. | $1.6M | 49,851 | 0.02% | 4q | +7.7%+$117.9K |
| HighPoint Advisor Group LLC | $1.6M | 49,758 | 0.06% | 3q | +19.2%+$264.4K |
| SAGESPRING WEALTH PARTNERS, LLC | $1.6M | 48,819 | 0.02% | 5q | +3.4%+$52.3K |
| KINTRA WEALTH, LLC | $1.6M | 47,672 | 0.08% | 2q | +407.1%+$1.3M |
| R2 Capital Strategies, LLC | $1.6M | 48,614 | 0.73% | new | FIRST |
| AQR CAPITAL MANAGEMENT LLC | $1.6M | 48,470 | 0.00% | 4q | +135.2%+$918.6K |
| D.A. DAVIDSON & CO. | $1.6M | 48,399 | 0.01% | 5q | -18.8%-$369.8K |
| Apollon Wealth Management, LLC | $1.6M | 48,283 | 0.02% | 2q | +213.1%+$1.1M |
| Blueprint Investment Partners LLC | $1.6M | 48,230 | 0.13% | 4q | +14.5%+$201.1K |
| Blueprint Financial Advisors LLC | $1.6M | 48,230 | 0.18% | 4q | +14.5%+$201.1K |
| Dynamic Advisor Solutions LLC | $1.6M | 48,005 | 0.04% | 3q | +1.5%+$23.5K |
Showing the largest 100 of 228 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 221 | $2.7B | 81,084,790 | 39 | 137 | 26 | 0.0% |
| Q1 2026 | 195 | $1.8B | 60,163,494 | 37 | 125 | 12 | 0.0% |
| Q4 2025 | 169 | $994.2M | 34,452,969 | 49 | 86 | 9 | 0.0% |
| Q3 2025 | 115 | $609.8M | 21,481,352 | 42 | 61 | 7 | 0.0% |
| Q2 2025 | 75 | $232.5M | 8,645,466 | 37 | 29 | 4 | 0.0% |
| Q1 2025 | 39 | $74.0M | 3,099,561 | 39 | 0 | 0 | 0.0% |