Who owns CAPITAL GROUP EQUITY ETF TR?
- Ticker: CGMM
- CUSIP Number: 14022a102
Tip: Access positions for across all investors
Analyze quarterly positions in Capital Group Equity Etf Tr with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 |
|
| LPL Financial | 2.0M | $56M | 492% | Sep 2025 |
|
| Wells Fargo & Company | 1.6M | $46M | 349% | Dec 2025 |
|
| Merit Financial Group | 1.4M | $39M | 3% | Dec 2025 |
|
| Captrust Financial Advisors | 998k | $28M | 8% | Sep 2025 |
|
| Cetera Investment Advisers | 935k | $27M | 232% | Sep 2025 |
|
| Kestra Advisory Services | 898k | $26M | 2797% | Dec 2025 |
|
| Advisor Group Holdings | 805k | $23M | 94% | Sep 2025 |
|
| Assetmark | 751k | $22M | 40% | Dec 2025 |
|
| Sei Investments | 751k | $22M | 50% | Dec 2025 |
|
| Ergawealth Advisors | 749k | $22M | 125% | Dec 2025 |
|
| Commonwealth Equity Services | 723k | $21M | 10% | Sep 2025 |
|
| Mml Investors Services | 721k | $21M | 214% | Sep 2025 |
|
| Stifel Financial | 605k | $17M | 145% | Sep 2025 |
|
| Kestra Investment Management | 565k | $16M | 100% | Dec 2025 |
|
| Goss Wealth Management | 563k | $16M | 11% | Sep 2025 |
|
| Main Line Retirement Advisors | 522k | $15M | 1% | Dec 2025 |
|
| Strategic Blueprint | 436k | $13M | 13% | Dec 2025 |
|
| Stephens | 434k | $13M | -9% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 431k | $12M | 224% | Dec 2025 |
|
| Janney Montgomery Scott | 387k | $11M | 45% | Dec 2025 |
|
| Concurrent Investment Advisors | 369k | $11M | 19% | Dec 2025 |
|
| Capital Group Private Client Services | 366k | $10M | 43% | Sep 2025 |
|
| Benjamin Edwards | 350k | $10M | 68% | Dec 2025 |
|
| Royal Bank of Canada | 285k | $8.2M | 1374% | Sep 2025 |
|
| Coign Capital Advisors | 255k | $7.4M | 10% | Dec 2025 |
|
| National Wealth Management Group | 245k | $7.1M | 1196% | Dec 2025 |
|
| Souders Financial Advisors | 241k | $6.9M | 4% | Dec 2025 |
|
| Vestmark Advisory Solutions | 222k | $6.4M | 14% | Dec 2025 |
|
| CLS Investments | 217k | $6.2M | 585% | Sep 2025 |
|
| Wealth Enhancement Advisory Services | 211k | $6.4M | 27% | Dec 2025 |
|
| Cary Street Partners Financial | 197k | $5.7M | 3% | Dec 2025 |
|
| Wiley Bros.-aintree Capital | 178k | $5.1M | 73% | Sep 2025 |
|
| ValMark Advisers | 142k | $4.1M | 133% | Dec 2025 |
|
| StoneCrest Wealth Management | 137k | $4.0M | 11% | Dec 2025 |
|
| Smartleaf Asset Management | 126k | $3.6M | 100% | Sep 2025 |
|
| Smith Thornton Advisors | 126k | $3.6M | 4% | Dec 2025 |
|
| CMC Financial Group | 120k | $3.5M | 100% | Dec 2025 |
|
| Branch Banking & Trust Company | 112k | $3.2M | 19% | Dec 2025 |
|
| Jones Financial Companies, L.L | 106k | $3.0M | 100% | Sep 2025 |
|
| Cullen Frost Bankers | 98k | $2.8M | 30% | Dec 2025 |
|
| Wealth Science Advisors | 93k | $2.7M | 100% | Dec 2025 |
|
| Envestnet Portfolio Solutions | 89k | $2.5M | 257% | Sep 2025 |
|
| Natixis Asset Management Advisors | 87k | $2.5M | 316% | Dec 2025 |
|
| HighTower Advisors | 79k | $2.2M | 148% | Sep 2025 |
|
| Capital Research and Management Company - Division 3 | 76k | $2.2M | -56% | Sep 2025 |
|
| NavPoint Financial | 76k | $2.2M | 25% | Dec 2025 |
|
| Principal Securities | 71k | $2.0M | 100% | Sep 2025 |
|
| Tradition Wealth Management | 69k | $2.0M | 36% | Sep 2025 |
|
| Essex Financial Services | 69k | $1.9M | 194% | Sep 2025 |
|
| AI Financial Services | 66k | $1.9M | 5% | Dec 2025 |
|
| Boyer Financial Services | 63k | $1.8M | 100% | Dec 2025 |
|
| Laurel Wealth Planning | 63k | $1.8M | -2% | Dec 2025 |
|
| Beta Wealth | 61k | $1.7M | -77% | Sep 2025 |
|
| Park Avenue Securities | 58k | $1.7M | 17% | Dec 2025 |
|
| Wise Wealth Partners | 57k | $1.7M | 11% | Dec 2025 |
|
| NWF Advisory Services | 55k | $1.6M | 100% | Sep 2025 |
|
| Mariner Wealth Advisors | 54k | $1.5M | 24% | Dec 2025 |
|
| Sigma Planning | 52k | $1.5M | 26% | Dec 2025 |
|
| Pensionmark Financial Group | 51k | $1.3M | 76% | Dec 2025 |
|
| PFG Advisors | 46k | $1.3M | 207% | Dec 2025 |
|
| Dynamic Advisors Solutions | 45k | $1.3M | 100% | Dec 2025 |
|
| Sagespring Wealth Partners | 44k | $1.3M | 33% | Dec 2025 |
|
| Kingsview Wealth Management | 44k | $1.3M | -33% | Dec 2025 |
|
| LongView Wealth Management | 42k | $1.3M | 16% | Dec 2025 |
|
| Aprio Wealth Management | 41k | $1.2M | 100% | Dec 2025 |
|
| ORG Partners | 40k | $1.1M | 143% | Dec 2025 |
|
| Stratos Wealth Partners | 40k | $1.1M | 120% | Dec 2025 |
|
| Owen LaRue | 39k | $1.1M | 100% | Sep 2025 |
|
| Harbour Investments | 38k | $1.1M | 80% | Sep 2025 |
|
| RFG Advisory | 37k | $1.1M | 57% | Sep 2025 |
|
| Kingswood Wealth Advisors | 36k | $1.1M | 100% | Dec 2025 |
|
| Pines Wealth Management | 34k | $990k | 1% | Dec 2025 |
|
| Security Financial Services | 33k | $944k | 34% | Dec 2025 |
|
| Private Advisor | 32k | $916k | 63% | Sep 2025 |
|
| Moloney Securities Asset Management | 32k | $909k | 42% | Sep 2025 |
|
| Rothschild Investment | 32k | $897k | 14% | Sep 2025 |
|
| Michael Brady & Co | 30k | $870k | 100% | Dec 2025 |
|
| D.A. Davidson & Co. | 30k | $855k | 69% | Dec 2025 |
|
| Oppenheimer & Co | 27k | $778k | 100% | Dec 2025 |
|
| Latitude Advisors | 27k | $775k | 11% | Dec 2025 |
|
| Tempus Wealth Planning | 26k | $753k | 11% | Dec 2025 |
|
| Tower Research Capital | 24k | $690k | 100% | Sep 2025 |
|
| OneAscent Financial Services | 24k | $689k | 3% | Sep 2025 |
|
| Sovran Advisors | 24k | $736k | 2% | Dec 2025 |
|
| Trinity Wealth Management | 24k | $680k | 4% | Dec 2025 |
|
| Blueprint Investment Partners | 23k | $665k | 100% | Sep 2025 |
|
| Blueprint Financial Advisors | 23k | $665k | 100% | Sep 2025 |
|
| Nations Financial Group | 23k | $657k | 145% | Dec 2025 |
|
| Goldman Sachs Group | 22k | $633k | 100% | Dec 2025 |
|
| Koshinski Asset Management | 21k | $604k | 100% | Sep 2025 |
|
| AQR Capital Management | 21k | $585k | 100% | Sep 2025 |
|
| Hrt Financial | 20k | $572k | 100% | Sep 2025 |
|
| Vantus Wealth | 20k | $566k | 100% | Dec 2025 |
|
| Venture Visionary Partners | 18k | $523k | 100% | Sep 2025 |
|
| Trademark Financial Management | 18k | $531k | 100% | Dec 2025 |
|
| Davenport & Co | 17k | $483k | 100% | Dec 2025 |
|
| Mutual Advisors | 17k | $478k | 20% | Dec 2025 |
|
| Summit Wealth Group Llc / Co | 16k | $462k | 100% | Dec 2025 |
|
| Balboa Wealth Partners | 15k | $436k | 16% | Dec 2025 |
|
| Ameritas Advisory Services | 15k | $432k | 396% | Dec 2025 |
|
| Barrett & Company | 14k | $400k | 28% | Dec 2025 |
|
| Kestra Private Wealth Services | 14k | $399k | 21% | Dec 2025 |
|
| Diversify Advisory Services | 14k | $425k | 100% | Dec 2025 |
|
| Founders Financial Securities | 14k | $383k | 5% | Sep 2025 |
|
| Richards, Merrill & Peterson | 13k | $388k | 100% | Dec 2025 |
|
| Integrity Alliance | 13k | $377k | 100% | Dec 2025 |
|
| HBW Advisory Services | 13k | $373k | 100% | Dec 2025 |
|
| Western Wealth Management | 9.1k | $257k | 100% | Sep 2025 |
|
| Transamerica Financial Advisors | 8.8k | $255k | 84% | Dec 2025 |
|
| Summit Investment Advisory Services | 8.3k | $238k | 100% | Dec 2025 |
|
| Citadel Advisors | 8.0k | $228k | -10% | Sep 2025 |
|
| CLG | 7.8k | $226k | 100% | Dec 2025 |
|
| JGP Wealth Management | 7.8k | $224k | 0% | Dec 2025 |
|
| Jane Street | 7.6k | $215k | 100% | Sep 2025 |
|
| Burns Wealth Management | 7.5k | $218k | 100% | Dec 2025 |
|
| Ascent Group | 7.5k | $212k | 100% | Sep 2025 |
|
| Equitable Holdings | 7.4k | $210k | 100% | Sep 2025 |
|
| Wedbush Morgan Securities | 7.3k | $207k | 100% | Sep 2025 |
|
| Ausdal Financial Partners | 7.1k | $203k | 100% | Sep 2025 |
|
| Uhlmann Price Securities | 7.1k | $205k | 100% | Dec 2025 |
|
| Raymond James Financial | 7.1k | $200k | 537% | Sep 2025 |
|
| Advisory Services Network | 6.4k | $183k | 100% | Sep 2025 |
|
| Sunbelt Securities | 5.2k | $148k | 100% | Sep 2025 |
|
| Thurston, Springer, Miller, Herd & Titak | 3.8k | $109k | 100% | Dec 2025 |
|
| Farther Finance Advisors | 3.1k | $90k | 21% | Dec 2025 |
|
| Brian McDonald | 3.0k | $87k | 194% | Dec 2025 |
|
| IFP Advisors | 2.6k | $76k | 0% | Dec 2025 |
|
| Harbor Investment Advisory | 2.4k | $69k | 100% | Dec 2025 |
|
| CWM | 2.0k | $57k | 37% | Dec 2025 |
|
| Atlantic Trust | 1.4k | $39k | 100% | Sep 2025 |
|
| Westside Investment Management | 1.4k | $39k | 17% | Dec 2025 |
|
| EverSource Wealth Advisors | 1.3k | $36k | 0% | Dec 2025 |
|
| MAI Wealth Advisors | 1.0k | $29k | 100% | Dec 2025 |
|
| Private Trust Co Na | 1.0k | $29k | 0% | Dec 2025 |
|
| Global Retirement Partners | 785.00 | $23k | 100% | Dec 2025 |
|
| UBS Group | 453.00 | $13k | 0% | Dec 2025 |
|
| Mark Sheptoff Financial Planning | 390.00 | $11k | 0% | Sep 2025 |
|
| Archer Investment Corp | 352.00 | $10k | 100% | Dec 2025 |
|
| Steward Partners Investment Advisory | 332.00 | $9.4k | 59% | Sep 2025 |
|
| Creative Financial Designs | 310.00 | $8.9k | 100% | Dec 2025 |
|
| AdvisorNet Financial | 295.00 | $8.4k | 0% | Sep 2025 |
|
| IAG Wealth Partners | 176.00 | $5.1k | 100% | Dec 2025 |
|
| Central Trust & Investment | 154.00 | $4.4k | 100% | Dec 2025 |
|
| Ameriflex Group | 140.00 | $4.0k | 100% | Sep 2025 |
|
| Capital Analysts | 115.00 | $3.0k | 0% | Sep 2025 |
|
| Huntington National Bank | 58.00 | $1.7k | 0% | Dec 2025 |
|
| CoreCap Advisors | 42.00 | $1.2k | 100% | Dec 2025 |
|
| Legacy Wealth Managment | 14.00 | $403.999400 | 0% | Dec 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 |
| Midwest Heritage Bank | Sep 2025 | 14k | $386k |
| Nbc Securities | Sep 2025 | 621.00 | $18k |