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 | 22M | $708M | 62% | Jun 2026 |
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| Envestnet Asset Management | 11M | $346M | 15% | Jun 2026 |
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| Wells Fargo & Company | 4.7M | $155M | 56% | Jun 2026 |
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| Pathstone Holdings | 2.9M | $96M | 73% | Jun 2026 |
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| Jones Financial Companies, L.L | 2.5M | $81M | 70% | Jun 2026 |
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| Advisor Group Holdings | 2.4M | $81M | 45% | Jun 2026 |
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| Cetera Investment Advisers | 2.3M | $75M | 50% | Jun 2026 |
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| Commonwealth Equity Services | 1.6M | $52M | 15% | Jun 2026 |
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| Merit Financial Group | 1.4M | $46M | 0% | Jun 2026 |
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| Mml Investors Services | 1.3M | $44M | 40% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 1.2M | $41M | 32% | Jun 2026 |
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| Raymond James Financial | 1.2M | $40M | 146% | Jun 2026 |
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| Sei Investments | 1.2M | $39M | 22% | Jun 2026 |
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| Janney Montgomery Scott | 1.2M | $39M | 100% | Jun 2026 |
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| Captrust Financial Advisors | 1.1M | $37M | 2% | Jun 2026 |
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| Assetmark | 1.1M | $36M | 24% | Jun 2026 |
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| Royal Bank of Canada | 1.1M | $35M | 36% | Jun 2026 |
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| Cambridge Investment Research Advisors | 1.1M | $35M | 106% | Jun 2026 |
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| Kestra Advisory Services | 999k | $33M | 9% | Jun 2026 |
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| Stifel Financial | 956k | $32M | 3% | Jun 2026 |
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| Capital Group Private Client Services | 956k | $32M | 29% | Jun 2026 |
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| Goss Wealth Management | 824k | $27M | 11% | Jun 2026 |
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| Ergawealth Advisors | 816k | $27M | 3% | Jun 2026 |
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| Benjamin Edwards | 802k | $26M | 50% | Jun 2026 |
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| Kestra Investment Management | 745k | $25M | -31% | Jun 2026 |
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| Presper Financial Architects | 642k | $21M | 0% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 553k | $18M | 27% | Jun 2026 |
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| Natixis Asset Management Advisors | 522k | $17M | 95% | Jun 2026 |
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| Main Line Retirement Advisors | 511k | $17M | -2% | Jun 2026 |
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| Baird Financial | 510k | $17M | 438% | Jun 2026 |
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| ValMark Advisers | 469k | $16M | 125% | Jun 2026 |
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| Macquarie Group | 460k | $15M | 100% | Jun 2026 |
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| Strategic Blueprint | 459k | $15M | 2% | Jun 2026 |
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| Compton Financial Group | 458k | $15M | 134% | Jun 2026 |
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| Stephens | 405k | $13M | 2% | Jun 2026 |
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| KWB Wealth | 380k | $13M | 100% | Jun 2026 |
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| Rockefeller Capital Management | 372k | $12M | 80% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 312k | $10M | 100% | Jun 2026 |
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| Souders Financial Advisors | 306k | $10M | 6% | Jun 2026 |
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| Vestmark Advisory Solutions | 304k | $10M | 6% | Jun 2026 |
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| Coign Capital Advisors | 287k | $9.5M | 3% | Jun 2026 |
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| CLS Investments | 282k | $9.3M | 6% | Jun 2026 |
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| J. Derek Lewis & Associates | 282k | $9.3M | 25% | Jun 2026 |
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| Great Valley Advisor Group | 271k | $8.9M | 18% | Jun 2026 |
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| Essex Financial Services | 215k | $7.1M | 99% | Jun 2026 |
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| Equitable Holdings | 213k | $7.0M | 130% | Jun 2026 |
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| Cary Street Partners Financial | 190k | $6.3M | 5% | Jun 2026 |
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| Private Advisor | 190k | $6.3M | 111% | Jun 2026 |
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| National Wealth Management Group | 180k | $5.9M | -28% | Jun 2026 |
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| Royal Harbor Partners | 176k | $5.8M | 1% | Jun 2026 |
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| Concurrent Investment Advisors | 166k | $5.5M | -48% | Jun 2026 |
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| Smartleaf Asset Management | 164k | $5.4M | 0% | Jun 2026 |
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| Bank of America Corporation | 160k | $5.3M | 100% | Jun 2026 |
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| Per Stirling Capital Management | 157k | $5.2M | -3% | Jun 2026 |
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| Harbour Investments | 155k | $5.1M | 21% | Jun 2026 |
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| Branch Banking & Trust Company | 149k | $4.9M | 20% | Jun 2026 |
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| Davenport & Co | 146k | $4.8M | 307% | Jun 2026 |
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| Smith Thornton Advisors | 145k | $4.7M | 9% | Jun 2026 |
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| Aprio Wealth Management | 144k | $4.7M | 158% | Jun 2026 |
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| Laurel Wealth Planning | 141k | $4.6M | 16% | Jun 2026 |
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| StoneCrest Wealth Management | 140k | $4.6M | 0% | Jun 2026 |
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| Sigma Planning | 139k | $4.6M | 19% | Jun 2026 |
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| Envestnet Portfolio Solutions | 138k | $4.5M | 17% | Jun 2026 |
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| Cullen Frost Bankers | 134k | $4.4M | 10% | Jun 2026 |
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| BNB Wealth Management | 131k | $4.3M | -2% | Jun 2026 |
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| Wealth Science Advisors | 130k | $4.3M | 39% | Jun 2026 |
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| NavPoint Financial | 127k | $4.2M | 24% | Jun 2026 |
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| Principal Securities | 126k | $4.1M | 22% | Jun 2026 |
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| Tradition Wealth Management | 125k | $4.1M | 0% | Jun 2026 |
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| Mutual Advisors | 112k | $3.7M | 65% | Jun 2026 |
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| Independent Financial Group | 109k | $3.2M | 100% | Mar 2026 |
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| HighTower Advisors | 101k | $3.3M | 19% | Jun 2026 |
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| Atria Investments | 92k | $3.0M | 87% | Jun 2026 |
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| Gateway Wealth Partners | 92k | $3.0M | -16% | Jun 2026 |
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| Park Avenue Securities | 87k | $2.9M | 100% | Jun 2026 |
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| AI Financial Services | 84k | $2.8M | 14% | Jun 2026 |
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| Oppenheimer & Co | 83k | $2.7M | 38% | Jun 2026 |
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| PFG Advisors | 82k | $2.7M | 40% | Jun 2026 |
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| NWF Advisory Services | 81k | $2.7M | 9% | Jun 2026 |
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| Entruity Wealth | 81k | $2.7M | -1% | Jun 2026 |
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| Pensionmark Financial Group | 77k | $2.3M | 0% | Jun 2026 |
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| Boyer Financial Services | 76k | $2.2M | 21% | Mar 2026 |
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| Venture Visionary Partners | 75k | $2.5M | 39% | Jun 2026 |
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| Kingsview Wealth Management | 68k | $2.0M | 54% | Mar 2026 |
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| Founders Financial Securities | 61k | $2.0M | 16% | Jun 2026 |
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| Wise Wealth Partners | 60k | $2.0M | 1% | Jun 2026 |
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| Beta Wealth | 59k | $1.9M | 0% | Jun 2026 |
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| Sanctuary Advisors | 55k | $1.8M | 316% | Jun 2026 |
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| Bank of New York Mellon | 55k | $1.8M | 199% | Jun 2026 |
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| Vise Technologies | 54k | $1.8M | 100% | Jun 2026 |
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| Steward Partners Investment Advisory | 52k | $1.7M | 10354% | Jun 2026 |
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| Ubs Global Asset Management Americas | 51k | $1.7M | 0% | Jun 2026 |
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| Stratos Wealth Partners | 50k | $1.6M | 8% | Jun 2026 |
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| HighPoint Advisor | 50k | $1.6M | 19% | Jun 2026 |
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| Sagespring Wealth Partners | 49k | $1.6M | 3% | Jun 2026 |
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| R2 Capital Strategies | 49k | $1.6M | 100% | Jun 2026 |
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| AQR Capital Management | 49k | $1.6M | 135% | Jun 2026 |
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| D.A. Davidson & Co. | 48k | $1.6M | -19% | Jun 2026 |
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| Apollon Wealth Management | 48k | $1.6M | 213% | Jun 2026 |
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| Blueprint Investment Partners | 48k | $1.6M | 14% | Jun 2026 |
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| Blueprint Financial Advisors | 48k | $1.6M | 14% | Jun 2026 |
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| Dynamic Advisors Solutions | 48k | $1.6M | 2% | Jun 2026 |
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| Evergreen Wealth Solutions | 48k | $1.6M | 407% | Jun 2026 |
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| Frazier Financial Advisors | 47k | $1.6M | 65% | Jun 2026 |
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| IFG Advisory | 46k | $1.5M | 100% | Jun 2026 |
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| LongView Wealth Management | 46k | $1.5M | 3% | Jun 2026 |
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| Capital Analysts | 45k | $1.5M | 149% | Jun 2026 |
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| Warren Averett Asset Management | 45k | $1.5M | 100% | Jun 2026 |
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| Kestra Private Wealth Services | 44k | $1.5M | 61% | Jun 2026 |
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| RFG Advisory | 44k | $1.5M | 10% | Jun 2026 |
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| Koshinski Asset Management | 44k | $1.3M | 25% | Mar 2026 |
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| Michael Brady & Co | 42k | $1.2M | 40% | Mar 2026 |
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| Security Financial Services | 42k | $1.4M | 10% | Jun 2026 |
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| Alchemi Wealth | 42k | $1.4M | 7% | Jun 2026 |
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| Latitude Advisors | 42k | $1.4M | 23% | Jun 2026 |
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| Trademark Financial Management | 40k | $1.3M | -22% | Jun 2026 |
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| Kingswood Wealth Advisors | 40k | $1.3M | 73% | Jun 2026 |
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| Sittner & Nelson | 39k | $1.3M | 40% | Jun 2026 |
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| Rothschild Investment | 37k | $1.2M | 1% | Jun 2026 |
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| Mariner Wealth Advisors | 36k | $1.2M | -63% | Jun 2026 |
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| Forge Financial Services | 36k | $1.2M | -3% | Jun 2026 |
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| Farther Finance Advisors | 36k | $1.2M | 270% | Jun 2026 |
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| Summit Investment Advisory Services | 34k | $1.1M | 54% | Jun 2026 |
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| Pines Wealth Management | 33k | $1.1M | 0% | Jun 2026 |
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| Integrity Alliance | 32k | $1.1M | 89% | Jun 2026 |
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| Global Retirement Partners | 31k | $1.0M | 3870% | Jun 2026 |
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| Prospera Financial Services | 31k | $1.0M | 61% | Jun 2026 |
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| Qube Research & Technologies | 31k | $1.0M | 100% | Jun 2026 |
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| Barrett & Company | 30k | $1.0M | 42% | Jun 2026 |
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| Trinity Wealth Management | 29k | $942k | 2% | Jun 2026 |
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| Nations Financial Group | 28k | $918k | 20% | Jun 2026 |
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| Diversify Wealth Management | 27k | $875k | -2% | Jun 2026 |
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| Diversify Advisory Services | 27k | $875k | 100% | Jun 2026 |
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| OneAscent Financial Services | 27k | $891k | -2% | Jun 2026 |
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| D. E. Shaw & Co | 27k | $880k | 100% | Jun 2026 |
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| Tempus Wealth Planning | 27k | $876k | 1% | Jun 2026 |
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| Sovran Advisors | 26k | $837k | 7% | Jun 2026 |
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| Capital Investment Management | 26k | $748k | 12% | Mar 2026 |
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| Richards, Merrill & Peterson | 25k | $817k | 16% | Jun 2026 |
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| Transamerica Financial Advisors | 25k | $817k | 38% | Jun 2026 |
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| Owen LaRue | 24k | $785k | -4% | Jun 2026 |
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| Advyzon Investment Management | 23k | $771k | 7% | Jun 2026 |
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| Western Wealth Management | 20k | $672k | -5% | Jun 2026 |
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| Ameritas Advisory Services | 20k | $645k | 24% | Jun 2026 |
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| Cornerstone Wealth Management | 20k | $641k | 29% | Jun 2026 |
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| Integrated Wealth Concepts | 19k | $626k | 96% | Jun 2026 |
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| Carson Advisory | 19k | $624k | 100% | Jun 2026 |
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| Fearless Solutions, LLC dba Best Invest | 19k | $548k | 100% | Mar 2026 |
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| Junk Investment Group | 19k | $612k | 0% | Jun 2026 |
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| Citadel Advisors | 18k | $590k | 73% | Jun 2026 |
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| Susquehanna International | 18k | $577k | 100% | Jun 2026 |
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| Merited Wealth | 15k | $500k | -70% | Jun 2026 |
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Who sold out of Capital Group Equity Etf Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Richmond Investment Services | Mar 2026 | 32k | $940k |
| Goldman Sachs Group | Mar 2026 | 21k | $606k |