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
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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 |
|---|---|---|---|---|---|
| LPL Financial | 13M | $388M | 347% | Mar 2026 |
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| Envestnet Asset Management | 9.1M | $268M | 25% | Mar 2026 |
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| Wells Fargo & Company | 3.0M | $89M | 91% | Mar 2026 |
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| Pathstone Holdings | 1.7M | $49M | 13978% | Mar 2026 |
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| Advisor Group Holdings | 1.5M | $44M | 91% | Dec 2025 |
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| Cetera Investment Advisers | 1.5M | $45M | 30% | Mar 2026 |
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| Merit Financial Group | 1.4M | $41M | 3% | Mar 2026 |
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| Commonwealth Equity Services | 1.4M | $40M | 49% | Mar 2026 |
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| Kestra Investment Management | 1.1M | $32M | 91% | Mar 2026 |
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| Captrust Financial Advisors | 1.0M | $30M | 4% | Dec 2025 |
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| Sei Investments | 978k | $29M | 30% | Mar 2026 |
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| Mml Investors Services | 947k | $28M | 11% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 938k | $28M | 233% | Mar 2026 |
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| Stifel Financial | 927k | $27M | 4% | Mar 2026 |
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| Kestra Advisory Services | 913k | $27M | 2% | Mar 2026 |
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| Assetmark | 890k | $26M | 19% | Mar 2026 |
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| Ergawealth Advisors | 794k | $23M | 6% | Mar 2026 |
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| Royal Bank of Canada | 794k | $23M | 179% | Mar 2026 |
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| Capital Group Private Client Services | 739k | $22M | 53% | Mar 2026 |
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| Presper Financial Architects | 642k | $19M | 100% | Mar 2026 |
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| Benjamin Edwards | 534k | $16M | 53% | Mar 2026 |
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| Main Line Retirement Advisors | 524k | $15M | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 518k | $15M | 20% | Mar 2026 |
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| Jones Financial Companies, L.L | 470k | $14M | 344% | Dec 2025 |
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| Strategic Blueprint | 450k | $13M | 3% | Mar 2026 |
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| Stephens | 396k | $12M | -9% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 334k | $9.6M | 88% | Dec 2025 |
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| Concurrent Investment Advisors | 318k | $9.3M | -14% | Mar 2026 |
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| Souders Financial Advisors | 288k | $8.4M | 19% | Mar 2026 |
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| Vestmark Advisory Solutions | 286k | $8.4M | 29% | Mar 2026 |
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| Natixis Asset Management Advisors | 268k | $7.9M | 207% | Mar 2026 |
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| CLS Investments | 265k | $7.8M | 13% | Mar 2026 |
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| Coign Capital Advisors | 255k | $7.4M | 10% | Dec 2025 |
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| National Wealth Management Group | 250k | $7.3M | 2% | Mar 2026 |
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| Great Valley Advisor Group | 230k | $6.8M | 100% | Mar 2026 |
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| ValMark Advisers | 209k | $6.1M | 47% | Mar 2026 |
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| Rockefeller Capital Management | 207k | $6.1M | 219% | Mar 2026 |
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| Compton Financial Group | 196k | $5.8M | 2528% | Mar 2026 |
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| Cary Street Partners Financial | 181k | $5.3M | -8% | Mar 2026 |
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| Royal Harbor Partners | 174k | $5.1M | 100% | Mar 2026 |
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| J. Derek Lewis & Associates | 171k | $4.9M | 0% | Mar 2026 |
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| Smartleaf Asset Management | 164k | $4.7M | 15% | Mar 2026 |
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| Per Stirling Capital Management | 161k | $4.7M | 100% | Mar 2026 |
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| StoneCrest Wealth Management | 140k | $4.1M | 2% | Mar 2026 |
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| BNB Wealth Management | 133k | $3.9M | 100% | Mar 2026 |
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| Smith Thornton Advisors | 133k | $3.9M | 5% | Mar 2026 |
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| Harbour Investments | 129k | $3.8M | 120% | Mar 2026 |
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| Branch Banking & Trust Company | 124k | $3.6M | 10% | Mar 2026 |
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| Laurel Wealth Planning | 122k | $3.6M | 95% | Mar 2026 |
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| Cullen Frost Bankers | 122k | $3.6M | 24% | Mar 2026 |
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| Tradition Wealth Management | 121k | $3.5M | 74% | Dec 2025 |
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| Envestnet Portfolio Solutions | 118k | $3.5M | 11% | Mar 2026 |
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| Sigma Planning | 117k | $3.4M | 123% | Mar 2026 |
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| Gateway Wealth Partners | 110k | $3.2M | 100% | Mar 2026 |
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| Independent Financial Group | 109k | $3.2M | 54% | Mar 2026 |
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| Essex Financial Services | 108k | $3.2M | 17% | Mar 2026 |
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| Principal Securities | 103k | $3.0M | 13% | Mar 2026 |
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| NavPoint Financial | 103k | $3.0M | 36% | Mar 2026 |
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| Mariner Wealth Advisors | 98k | $2.9M | 83% | Mar 2026 |
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| Wealth Science Advisors | 93k | $2.7M | 0% | Mar 2026 |
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| Equitable Holdings | 93k | $2.7M | 238% | Mar 2026 |
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| Private Advisor | 90k | $2.6M | 74% | Mar 2026 |
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| HighTower Advisors | 85k | $2.5M | 6% | Mar 2026 |
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| Entruity Wealth | 82k | $2.4M | -2% | Mar 2026 |
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| Pensionmark Financial Group | 77k | $2.3M | 52% | Mar 2026 |
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| Boyer Financial Services | 76k | $2.2M | 21% | Mar 2026 |
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| NWF Advisory Services | 74k | $2.2M | 9% | Mar 2026 |
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| AI Financial Services | 73k | $2.1M | 10% | Mar 2026 |
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| Kingsview Wealth Management | 68k | $2.0M | 54% | Mar 2026 |
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| Mutual Advisors | 68k | $2.0M | 308% | Mar 2026 |
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| Oppenheimer & Co | 60k | $1.8M | 123% | Mar 2026 |
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| Wise Wealth Partners | 60k | $1.8M | 4% | Mar 2026 |
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| D.A. Davidson & Co. | 60k | $1.8M | 101% | Mar 2026 |
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| Beta Wealth | 59k | $1.7M | -3% | Mar 2026 |
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| PFG Advisors | 59k | $1.7M | 27% | Mar 2026 |
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| Aprio Wealth Management | 56k | $1.6M | 37% | Mar 2026 |
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| Venture Visionary Partners | 54k | $1.6M | 7% | Mar 2026 |
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| Founders Financial Securities | 53k | $1.6M | 93% | Mar 2026 |
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| Trademark Financial Management | 52k | $1.5M | 181% | Mar 2026 |
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| Ubs Global Asset Management Americas | 51k | $1.5M | 100% | Mar 2026 |
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| Merited Wealth | 50k | $1.5M | -2% | Mar 2026 |
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| Atria Investments | 49k | $1.4M | 88% | Mar 2026 |
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| Dynamic Advisors Solutions | 47k | $1.4M | 5% | Mar 2026 |
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| Sagespring Wealth Partners | 47k | $1.4M | 7% | Mar 2026 |
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| Stratos Wealth Partners | 46k | $1.4M | 17% | Mar 2026 |
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| LongView Wealth Management | 44k | $1.4M | 5% | Mar 2026 |
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| Koshinski Asset Management | 44k | $1.3M | 25% | Mar 2026 |
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| Blueprint Financial Advisors | 42k | $1.2M | 6% | Mar 2026 |
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| Michael Brady & Co | 42k | $1.2M | 40% | Mar 2026 |
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| RFG Advisory | 40k | $1.2M | 4% | Mar 2026 |
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| Blueprint Investment Partners | 40k | $1.1M | 70% | Dec 2025 |
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| ORG Partners | 40k | $1.1M | 143% | Dec 2025 |
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| Alchemi Wealth | 39k | $1.1M | 100% | Mar 2026 |
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| Forge Financial Services | 37k | $1.1M | 38% | Mar 2026 |
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| Rothschild Investment | 37k | $1.1M | 16% | Mar 2026 |
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| Davenport & Co | 36k | $1.1M | 115% | Mar 2026 |
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| Latitude Advisors | 34k | $993k | 26% | Mar 2026 |
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| Pines Wealth Management | 33k | $964k | -4% | Mar 2026 |
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| Security Financial Services | 33k | $944k | 34% | Dec 2025 |
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| Richmond Investment Services | 32k | $940k | 100% | Mar 2026 |
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| Frazier Financial Advisors | 29k | $839k | 15% | Mar 2026 |
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| Diversify Wealth Management | 28k | $871k | 100% | Mar 2026 |
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| Sittner & Nelson | 28k | $821k | 83% | Mar 2026 |
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| Trinity Wealth Management | 28k | $819k | 18% | Mar 2026 |
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| Kestra Private Wealth Services | 28k | $809k | 99% | Mar 2026 |
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| OneAscent Financial Services | 28k | $808k | 25% | Mar 2026 |
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| Tempus Wealth Planning | 26k | $772k | 1% | Mar 2026 |
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| Capital Investment Management | 26k | $748k | 12% | Mar 2026 |
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| Owen LaRue | 25k | $728k | -13% | Mar 2026 |
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| Sovran Advisors | 24k | $770k | 2% | Mar 2026 |
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| Nations Financial Group | 23k | $682k | 2% | Mar 2026 |
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| Kingswood Wealth Advisors | 23k | $682k | -36% | Mar 2026 |
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| Summit Investment Advisory Services | 22k | $654k | 170% | Mar 2026 |
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| Advyzon Investment Management | 22k | $642k | 10% | Mar 2026 |
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| Western Wealth Management | 21k | $629k | 16% | Mar 2026 |
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| Barrett & Company | 21k | $628k | 54% | Mar 2026 |
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| Richards, Merrill & Peterson | 21k | $625k | 58% | Mar 2026 |
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| Goldman Sachs Group | 21k | $606k | -6% | Mar 2026 |
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| AQR Capital Management | 21k | $605k | 0% | Mar 2026 |
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| Vantus Wealth | 20k | $566k | 100% | Dec 2025 |
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| Prospera Financial Services | 19k | $566k | 76% | Mar 2026 |
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| Fearless Solutions, LLC dba Best Invest | 19k | $548k | 100% | Mar 2026 |
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| Junk Investment Group | 19k | $545k | 100% | Mar 2026 |
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| Bank of New York Mellon | 18k | $535k | 100% | Mar 2026 |
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| Capital Analysts | 18k | $533k | 1234% | Mar 2026 |
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| Transamerica Financial Advisors | 18k | $528k | 103% | Mar 2026 |
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| Integrity Alliance | 17k | $497k | 29% | Mar 2026 |
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| Summit Wealth Group Llc / Co | 17k | $496k | 5% | Mar 2026 |
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| Balboa Wealth Partners | 16k | $464k | 5% | Mar 2026 |
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| Ameritas Advisory Services | 16k | $463k | 5% | Mar 2026 |
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| Apollon Wealth Management | 15k | $453k | 100% | Mar 2026 |
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| HBW Advisory Services | 15k | $445k | 17% | Mar 2026 |
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| Cornerstone Wealth Management | 15k | $443k | 30% | Mar 2026 |
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| Raymond James Financial | 14k | $398k | 96% | Dec 2025 |
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| Lantern Wealth Advisors | 14k | $401k | 29% | Mar 2026 |
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| Sanctuary Advisors | 13k | $386k | 100% | Mar 2026 |
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| Sterling Investment Advisors | 13k | $379k | 100% | Mar 2026 |
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| Stewardship Concepts Financial Services | 12k | $344k | 100% | Mar 2026 |
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| Private Trust Co Na | 11k | $326k | 1010% | Mar 2026 |
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| Florida Financial Advisors | 11k | $313k | 100% | Mar 2026 |
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| Citadel Advisors | 10k | $304k | 100% | Mar 2026 |
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| First Heartland Consultants | 10k | $296k | 100% | Mar 2026 |
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| Integrated Wealth Concepts | 9.7k | $285k | 100% | Mar 2026 |
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| Farther Finance Advisors | 9.6k | $285k | 207% | Mar 2026 |
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| Evergreen Wealth Solutions | 9.4k | $276k | 100% | Mar 2026 |
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| Trilogy Capital | 9.3k | $272k | 100% | Mar 2026 |
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| CI Private Wealth | 9.1k | $266k | 100% | Mar 2026 |
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| LexAurum Advisors | 9.0k | $264k | 100% | Mar 2026 |
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| Gwn Securities | 8.9k | $258k | 100% | Dec 2025 |
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| Fifth Third Bancorp | 8.8k | $257k | 100% | Mar 2026 |
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Who sold out of Capital Group Equity Etf Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goss Wealth Management | Dec 2025 | 676k | $20M |
| Janney Montgomery Scott | Dec 2025 | 387k | $11M |
| Wealth Enhancement Advisory Services | Dec 2025 | 211k | $6.4M |
| CMC Financial Group | Dec 2025 | 120k | $3.5M |
| Park Avenue Securities | Dec 2025 | 58k | $1.7M |
| Jane Street | Dec 2025 | 29k | $844k |
| Tower Research Capital | Sep 2025 | 24k | $690k |
| Capital Research and Management Company - Division 3 | Dec 2025 | 22k | $624k |
| Diversify Advisory Services | Dec 2025 | 14k | $425k |
| Hrt Financial | Dec 2025 | 12k | $347k |