Who owns CAPITAL GROUP EQUITY ETF TR?
- Ticker: CGMM
- CUSIP Number: 14022a102
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Analyze quarterly positions in Capital Group Equity Etf Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Equity Etf Tr stock
Who bought or sold CAPITAL GROUP EQUITY ETF TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Envestnet Asset Management | 5.2M | $148M | 182% | Sep 2025 |
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| LPL Financial | 2.0M | $56M | 492% | Sep 2025 |
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| Merit Financial Group | 1.3M | $37M | 3216% | Sep 2025 |
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| Captrust Financial Advisors | 998k | $28M | 8% | Sep 2025 |
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| Cetera Investment Advisers | 935k | $27M | 232% | Sep 2025 |
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| Advisor Group Holdings | 805k | $23M | 94% | Sep 2025 |
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| Commonwealth Equity Services | 723k | $21M | 10% | Sep 2025 |
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| Mml Investors Services | 721k | $21M | 214% | Sep 2025 |
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| Stifel Financial | 605k | $17M | 145% | Sep 2025 |
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| Goss Wealth Management | 563k | $16M | 11% | Sep 2025 |
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| Assetmark | 535k | $15M | 1332% | Sep 2025 |
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| Main Line Retirement Advisors | 517k | $15M | 6% | Sep 2025 |
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| Sei Investments | 500k | $14M | 106% | Sep 2025 |
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| Stephens | 478k | $14M | 83% | Sep 2025 |
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| Strategic Blueprint | 386k | $11M | 10% | Sep 2025 |
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| Capital Group Private Client Services | 366k | $10M | 43% | Sep 2025 |
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| Wells Fargo & Company | 353k | $10M | 100% | Sep 2025 |
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| Ergawealth Advisors | 333k | $9.4M | 244% | Sep 2025 |
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| Concurrent Investment Advisors | 309k | $8.8M | 219% | Sep 2025 |
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| Royal Bank of Canada | 285k | $8.2M | 1374% | Sep 2025 |
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| Janney Montgomery Scott | 266k | $7.6M | 704% | Sep 2025 |
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| Coign Capital Advisors | 232k | $6.6M | 100% | Sep 2025 |
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| Souders Financial Advisors | 231k | $6.6M | 2274% | Sep 2025 |
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| CLS Investments | 217k | $6.2M | 585% | Sep 2025 |
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| Benjamin Edwards | 208k | $5.9M | 116% | Sep 2025 |
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| Vestmark Advisory Solutions | 195k | $5.5M | 100% | Sep 2025 |
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| Cary Street Partners Financial | 190k | $5.4M | -2% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 178k | $5.1M | 73% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 166k | $4.7M | 98% | Sep 2025 |
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| Cambridge Investment Research Advisors | 133k | $3.8M | 49% | Sep 2025 |
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| Smartleaf Asset Management | 126k | $3.6M | 100% | Sep 2025 |
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| StoneCrest Wealth Management | 123k | $3.5M | 4% | Sep 2025 |
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| Smith Thornton Advisors | 122k | $3.4M | 7% | Sep 2025 |
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| Jones Financial Companies, L.L | 106k | $3.0M | 100% | Sep 2025 |
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| Branch Banking & Trust Company | 94k | $2.7M | 344% | Sep 2025 |
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| Envestnet Portfolio Solutions | 89k | $2.5M | 257% | Sep 2025 |
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| HighTower Advisors | 79k | $2.2M | 148% | Sep 2025 |
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| Capital Research and Management Company - Division 3 | 76k | $2.2M | -56% | Sep 2025 |
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| Cullen Frost Bankers | 75k | $2.1M | 99% | Sep 2025 |
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| Principal Securities | 71k | $2.0M | 100% | Sep 2025 |
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| Tradition Wealth Management | 69k | $2.0M | 36% | Sep 2025 |
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| Essex Financial Services | 69k | $1.9M | 194% | Sep 2025 |
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| Kingsview Wealth Management | 66k | $1.9M | 31% | Sep 2025 |
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| H D Vest Advisory Services | 65k | $1.7M | 100% | Jun 2025 |
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| Laurel Wealth Planning | 64k | $1.8M | 100% | Sep 2025 |
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| AI Financial Services | 63k | $1.8M | 20% | Sep 2025 |
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| ValMark Advisers | 61k | $1.7M | 383% | Sep 2025 |
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| Beta Wealth | 61k | $1.7M | -77% | Sep 2025 |
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| NavPoint Financial | 61k | $1.7M | 19% | Sep 2025 |
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| NWF Advisory Services | 55k | $1.6M | 100% | Sep 2025 |
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| Wise Wealth Partners | 52k | $1.5M | -13% | Sep 2025 |
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| Park Avenue Securities | 49k | $1.4M | 100% | Sep 2025 |
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| Mariner Wealth Advisors | 43k | $1.2M | 80% | Sep 2025 |
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| Sigma Planning | 41k | $1.2M | 104% | Sep 2025 |
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| Owen LaRue | 39k | $1.1M | 100% | Sep 2025 |
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| Harbour Investments | 38k | $1.1M | 80% | Sep 2025 |
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| RFG Advisory | 37k | $1.1M | 57% | Sep 2025 |
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| LongView Wealth Management | 36k | $1.0M | 115% | Sep 2025 |
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| Pines Wealth Management | 34k | $960k | -2% | Sep 2025 |
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| Sagespring Wealth Partners | 33k | $942k | 29% | Sep 2025 |
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| Private Advisor | 32k | $916k | 63% | Sep 2025 |
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| Moloney Securities Asset Management | 32k | $909k | 42% | Sep 2025 |
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| Rothschild Investment | 32k | $897k | 14% | Sep 2025 |
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| Kestra Advisory Services | 31k | $880k | 146% | Sep 2025 |
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| Pensionmark Financial Group | 29k | $821k | 167% | Sep 2025 |
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| Security Financial Services | 25k | $696k | 98% | Sep 2025 |
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| Tower Research Capital | 24k | $690k | 100% | Sep 2025 |
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| OneAscent Financial Services | 24k | $689k | 3% | Sep 2025 |
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| Latitude Advisors | 24k | $686k | 57% | Sep 2025 |
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| Tempus Wealth Planning | 24k | $668k | 100% | Sep 2025 |
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| Blueprint Investment Partners | 23k | $665k | 100% | Sep 2025 |
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| Blueprint Financial Advisors | 23k | $665k | 100% | Sep 2025 |
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| Sovran Advisors | 23k | $652k | 4% | Sep 2025 |
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| Trinity Wealth Management | 23k | $642k | 16% | Sep 2025 |
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| Koshinski Asset Management | 21k | $604k | 100% | Sep 2025 |
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| Natixis Asset Management Advisors | 21k | $596k | 100% | Sep 2025 |
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| AQR Capital Management | 21k | $585k | 100% | Sep 2025 |
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| Hrt Financial | 20k | $572k | 100% | Sep 2025 |
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| National Wealth Management Group | 19k | $535k | 100% | Sep 2025 |
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| Venture Visionary Partners | 18k | $523k | 100% | Sep 2025 |
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| Stratos Wealth Partners | 18k | $511k | 100% | Sep 2025 |
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| D.A. Davidson & Co. | 18k | $499k | 5% | Sep 2025 |
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| ORG Partners | 16k | $465k | 61% | Sep 2025 |
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| PFG Advisors | 15k | $426k | 100% | Sep 2025 |
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| Mutual Advisors | 14k | $394k | 100% | Sep 2025 |
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| Midwest Heritage Bank | 14k | $386k | 0% | Sep 2025 |
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| Founders Financial Securities | 14k | $383k | 5% | Sep 2025 |
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| Balboa Wealth Partners | 13k | $371k | 29% | Sep 2025 |
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| Kestra Private Wealth Services | 12k | $326k | 100% | Sep 2025 |
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| Barrett & Company | 11k | $309k | 92% | Sep 2025 |
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| Nations Financial Group | 9.3k | $264k | 100% | Sep 2025 |
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| Western Wealth Management | 9.1k | $257k | 100% | Sep 2025 |
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| Citadel Advisors | 8.0k | $228k | -10% | Sep 2025 |
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| JGP Wealth Management | 7.8k | $221k | 0% | Sep 2025 |
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| Jane Street | 7.6k | $215k | 100% | Sep 2025 |
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| Ascent Group | 7.5k | $212k | 100% | Sep 2025 |
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| Equitable Holdings | 7.4k | $210k | 100% | Sep 2025 |
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| Wedbush Morgan Securities | 7.3k | $207k | 100% | Sep 2025 |
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| Ausdal Financial Partners | 7.1k | $203k | 100% | Sep 2025 |
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| Raymond James Financial | 7.1k | $200k | 537% | Sep 2025 |
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| Advisory Services Network | 6.4k | $183k | 100% | Sep 2025 |
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| Sunbelt Securities | 5.2k | $148k | 100% | Sep 2025 |
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| Transamerica Financial Advisors | 4.8k | $137k | 100% | Sep 2025 |
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| Ameritas Advisory Services | 3.0k | $86k | 100% | Sep 2025 |
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| IFP Advisors | 2.6k | $74k | 111% | Sep 2025 |
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| Farther Finance Advisors | 2.6k | $73k | 100% | Sep 2025 |
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| Morgan Stanley | 1.7k | $47k | 100% | Jun 2025 |
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| CWM | 1.4k | $41k | 385% | Sep 2025 |
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| Atlantic Trust | 1.4k | $39k | 100% | Sep 2025 |
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| EverSource Wealth Advisors | 1.3k | $36k | 100% | Sep 2025 |
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| Westside Investment Management | 1.2k | $33k | 100% | Sep 2025 |
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| Brian McDonald | 1.0k | $29k | 100% | Sep 2025 |
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| Private Trust Co Na | 1.0k | $28k | 100% | Sep 2025 |
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| Nbc Securities | 621.00 | $18k | 100% | Sep 2025 |
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| UBS Group | 453.00 | $13k | 100% | Sep 2025 |
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| Mark Sheptoff Financial Planning | 390.00 | $11k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 332.00 | $9.4k | 59% | Sep 2025 |
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| AdvisorNet Financial | 295.00 | $8.4k | 0% | Sep 2025 |
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| Ameriflex Group | 140.00 | $4.0k | 100% | Sep 2025 |
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| Capital Analysts | 115.00 | $3.0k | 0% | Sep 2025 |
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| Huntington National Bank | 58.00 | $1.6k | 100% | Sep 2025 |
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| Legacy Investment Solutions | 14.00 | $377.000400 | 100% | Jun 2025 |
|
| Legacy Wealth Managment | 14.00 | $398.000400 | 0% | Sep 2025 |
|
Who sold out of Capital Group Equity Etf Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2025 | 22k | $585k |
| Summit Wealth Group Llc / Co | Jun 2025 | 8.0k | $215k |
| Capital A Wealth Management | Mar 2025 | 520.00 | $12k |