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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 7.3M | $211M | 40% | Dec 2025 |
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| LPL Financial | 3.0M | $85M | 49% | Dec 2025 |
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| Wells Fargo & Company | 1.6M | $46M | 349% | Dec 2025 |
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| Advisor Group Holdings | 1.5M | $44M | 91% | Dec 2025 |
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| Merit Financial Group | 1.4M | $39M | 3% | Dec 2025 |
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| Cetera Investment Advisers | 1.2M | $34M | 25% | Dec 2025 |
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| Captrust Financial Advisors | 1.0M | $30M | 4% | Dec 2025 |
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| Commonwealth Equity Services | 920k | $27M | 27% | Dec 2025 |
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| Kestra Advisory Services | 898k | $26M | 2797% | Dec 2025 |
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| Stifel Financial | 890k | $26M | 47% | Dec 2025 |
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| Mml Investors Services | 853k | $25M | 18% | Dec 2025 |
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| Assetmark | 751k | $22M | 40% | Dec 2025 |
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| Sei Investments | 751k | $22M | 50% | Dec 2025 |
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| Ergawealth Advisors | 749k | $22M | 125% | Dec 2025 |
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| Goss Wealth Management | 676k | $20M | 20% | Dec 2025 |
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| Kestra Investment Management | 565k | $16M | 100% | Dec 2025 |
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| Main Line Retirement Advisors | 522k | $15M | 1% | Dec 2025 |
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| Capital Group Private Client Services | 483k | $14M | 32% | Dec 2025 |
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| Jones Financial Companies, L.L | 470k | $14M | 344% | Dec 2025 |
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| Strategic Blueprint | 436k | $13M | 13% | Dec 2025 |
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| Stephens | 434k | $13M | -9% | Dec 2025 |
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| Cambridge Investment Research Advisors | 431k | $12M | 224% | Dec 2025 |
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| Janney Montgomery Scott | 387k | $11M | 45% | Dec 2025 |
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| Concurrent Investment Advisors | 369k | $11M | 19% | Dec 2025 |
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| Benjamin Edwards | 350k | $10M | 68% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 334k | $9.6M | 88% | Dec 2025 |
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| Royal Bank of Canada | 285k | $8.2M | 1374% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 282k | $8.1M | 100% | Dec 2025 |
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| Coign Capital Advisors | 255k | $7.4M | 10% | Dec 2025 |
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| National Wealth Management Group | 245k | $7.1M | 1196% | Dec 2025 |
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| Souders Financial Advisors | 241k | $6.9M | 4% | Dec 2025 |
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| CLS Investments | 236k | $6.8M | 9% | Dec 2025 |
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| Vestmark Advisory Solutions | 222k | $6.4M | 14% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 211k | $6.4M | 27% | Dec 2025 |
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| Cary Street Partners Financial | 197k | $5.7M | 3% | Dec 2025 |
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| J. Derek Lewis & Associates | 171k | $4.9M | 100% | Dec 2025 |
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| Smartleaf Asset Management | 143k | $4.2M | 13% | Dec 2025 |
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| ValMark Advisers | 142k | $4.1M | 133% | Dec 2025 |
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| StoneCrest Wealth Management | 137k | $4.0M | 11% | Dec 2025 |
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| Smith Thornton Advisors | 126k | $3.6M | 4% | Dec 2025 |
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| Tradition Wealth Management | 121k | $3.5M | 74% | Dec 2025 |
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| CMC Financial Group | 120k | $3.5M | 100% | Dec 2025 |
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| Branch Banking & Trust Company | 112k | $3.2M | 19% | Dec 2025 |
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| Envestnet Portfolio Solutions | 107k | $3.1M | 20% | Dec 2025 |
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| Cullen Frost Bankers | 98k | $2.8M | 30% | Dec 2025 |
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| Wealth Science Advisors | 93k | $2.7M | 100% | Dec 2025 |
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| Essex Financial Services | 93k | $2.7M | 35% | Dec 2025 |
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| Principal Securities | 91k | $2.6M | 27% | Dec 2025 |
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| Natixis Asset Management Advisors | 87k | $2.5M | 316% | Dec 2025 |
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| Entruity Wealth | 83k | $2.4M | 100% | Dec 2025 |
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| HighTower Advisors | 80k | $2.3M | 2% | Dec 2025 |
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| NavPoint Financial | 76k | $2.2M | 25% | Dec 2025 |
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| NWF Advisory Services | 68k | $2.0M | 23% | Dec 2025 |
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| AI Financial Services | 66k | $1.9M | 5% | Dec 2025 |
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| Rockefeller Capital Management | 65k | $1.9M | 100% | Dec 2025 |
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| Boyer Financial Services | 63k | $1.8M | 100% | Dec 2025 |
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| Laurel Wealth Planning | 63k | $1.8M | -2% | Dec 2025 |
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| Beta Wealth | 60k | $1.7M | -1% | Dec 2025 |
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| Harbour Investments | 59k | $1.7M | 55% | Dec 2025 |
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| Park Avenue Securities | 58k | $1.7M | 17% | Dec 2025 |
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| Wise Wealth Partners | 57k | $1.7M | 11% | Dec 2025 |
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| Mariner Wealth Advisors | 54k | $1.5M | 24% | Dec 2025 |
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| Sigma Planning | 52k | $1.5M | 26% | Dec 2025 |
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| Private Advisor | 52k | $1.5M | 60% | Dec 2025 |
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| Merited Wealth | 51k | $1.5M | 100% | Dec 2025 |
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| Pensionmark Financial Group | 51k | $1.5M | 76% | Dec 2025 |
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| Venture Visionary Partners | 50k | $1.4M | 171% | Dec 2025 |
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| PFG Advisors | 46k | $1.3M | 207% | Dec 2025 |
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| Dynamic Advisors Solutions | 45k | $1.3M | 100% | Dec 2025 |
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| Sagespring Wealth Partners | 44k | $1.3M | 33% | Dec 2025 |
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| Kingsview Wealth Management | 44k | $1.3M | -33% | Dec 2025 |
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| LongView Wealth Management | 42k | $1.3M | 16% | Dec 2025 |
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| Aprio Wealth Management | 41k | $1.2M | 100% | Dec 2025 |
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| Blueprint Investment Partners | 40k | $1.1M | 70% | Dec 2025 |
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| Blueprint Financial Advisors | 40k | $1.1M | 70% | Dec 2025 |
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| ORG Partners | 40k | $1.1M | 143% | Dec 2025 |
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| Stratos Wealth Partners | 40k | $1.1M | 120% | Dec 2025 |
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| RFG Advisory | 39k | $1.1M | 4% | Dec 2025 |
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| Kingswood Wealth Advisors | 36k | $1.1M | 100% | Dec 2025 |
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| Koshinski Asset Management | 35k | $1.0M | 66% | Dec 2025 |
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| Pines Wealth Management | 34k | $990k | 1% | Dec 2025 |
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| Security Financial Services | 33k | $944k | 34% | Dec 2025 |
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| Moloney Securities Asset Management | 32k | $909k | 42% | Sep 2025 |
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| Rothschild Investment | 32k | $911k | 0% | Dec 2025 |
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| Michael Brady & Co | 30k | $870k | 100% | Dec 2025 |
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| D.A. Davidson & Co. | 30k | $855k | 69% | Dec 2025 |
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| Jane Street | 29k | $844k | 287% | Dec 2025 |
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| Owen LaRue | 29k | $823k | -27% | Dec 2025 |
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| Founders Financial Securities | 28k | $792k | 104% | Dec 2025 |
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| Equitable Holdings | 27k | $789k | 269% | Dec 2025 |
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| Oppenheimer & Co | 27k | $778k | 100% | Dec 2025 |
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| Latitude Advisors | 27k | $775k | 11% | Dec 2025 |
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| Forge Financial Services | 27k | $770k | 100% | Dec 2025 |
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| Atria Investments | 26k | $756k | 100% | Dec 2025 |
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| Tempus Wealth Planning | 26k | $753k | 11% | Dec 2025 |
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| Frazier Financial Advisors | 25k | $714k | 100% | Dec 2025 |
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| Sovran Advisors | 24k | $736k | 2% | Dec 2025 |
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| Trinity Wealth Management | 24k | $680k | 4% | Dec 2025 |
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| Nations Financial Group | 23k | $657k | 145% | Dec 2025 |
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| Goldman Sachs Group | 22k | $633k | 100% | Dec 2025 |
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| OneAscent Financial Services | 22k | $633k | -10% | Dec 2025 |
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| Capital Research and Management Company - Division 3 | 22k | $624k | -72% | Dec 2025 |
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| AQR Capital Management | 21k | $585k | 100% | Sep 2025 |
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| Advyzon Investment Management | 20k | $574k | 100% | Dec 2025 |
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| Vantus Wealth | 20k | $566k | 100% | Dec 2025 |
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| Trademark Financial Management | 18k | $531k | 100% | Dec 2025 |
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| Western Wealth Management | 18k | $531k | 103% | Dec 2025 |
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| Davenport & Co | 17k | $483k | 100% | Dec 2025 |
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| Mutual Advisors | 17k | $478k | 20% | Dec 2025 |
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| Summit Wealth Group Llc / Co | 16k | $462k | 100% | Dec 2025 |
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| Sittner & Nelson | 15k | $476k | 100% | Dec 2025 |
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| Balboa Wealth Partners | 15k | $436k | 16% | Dec 2025 |
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| Ameritas Advisory Services | 15k | $432k | 396% | Dec 2025 |
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| Barrett & Company | 14k | $400k | 28% | Dec 2025 |
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| Kestra Private Wealth Services | 14k | $399k | 21% | Dec 2025 |
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| Raymond James Financial | 14k | $398k | 96% | Dec 2025 |
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| Diversify Advisory Services | 14k | $425k | 100% | Dec 2025 |
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| Richards, Merrill & Peterson | 13k | $388k | 100% | Dec 2025 |
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| Integrity Alliance | 13k | $377k | 100% | Dec 2025 |
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| HBW Advisory Services | 13k | $373k | 100% | Dec 2025 |
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| Hrt Financial | 12k | $347k | -40% | Dec 2025 |
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| Pathstone Holdings | 12k | $344k | 100% | Dec 2025 |
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| Cornerstone Wealth Management | 12k | $333k | 100% | Dec 2025 |
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| Prospera Financial Services | 11k | $316k | 100% | Dec 2025 |
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| Lantern Wealth Advisors | 11k | $305k | 100% | Dec 2025 |
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| Gwn Securities | 8.9k | $258k | 100% | Dec 2025 |
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| Transamerica Financial Advisors | 8.8k | $255k | 84% | Dec 2025 |
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| Summit Investment Advisory Services | 8.3k | $238k | 100% | Dec 2025 |
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| Citadel Advisors | 8.0k | $228k | -10% | Sep 2025 |
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| CLG | 7.8k | $226k | 100% | Dec 2025 |
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| JGP Wealth Management | 7.8k | $224k | 0% | Dec 2025 |
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| Ascent Group | 7.7k | $221k | 3% | Dec 2025 |
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| Wedbush Morgan Securities | 7.6k | $220k | 5% | Dec 2025 |
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| Burns Wealth Management | 7.5k | $218k | 100% | Dec 2025 |
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| Advisortrust Partners | 7.5k | $216k | 100% | Dec 2025 |
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| Compton Financial Group | 7.5k | $215k | 100% | Dec 2025 |
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| We Are One Seven | 7.4k | $214k | 100% | Dec 2025 |
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| International Assets Investment Management | 7.2k | $207k | 100% | Dec 2025 |
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| Uhlmann Price Securities | 7.1k | $205k | 100% | Dec 2025 |
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| Sunbelt Securities | 5.2k | $150k | 0% | Dec 2025 |
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| McIlrath & Eck | 3.8k | $110k | 100% | Dec 2025 |
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| Thurston, Springer, Miller, Herd & Titak | 3.8k | $109k | 100% | Dec 2025 |
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| Farther Finance Advisors | 3.1k | $90k | 21% | Dec 2025 |
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| Brian McDonald | 3.0k | $87k | 194% | Dec 2025 |
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| Flagship Harbor Advisors | 2.7k | $79k | 100% | Dec 2025 |
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| IFP Advisors | 2.6k | $76k | 0% | Dec 2025 |
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| Harbor Investment Advisory | 2.4k | $69k | 100% | Dec 2025 |
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| CWM | 2.0k | $57k | 37% | Dec 2025 |
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| Capital Analysts | 1.4k | $39k | 1083% | Dec 2025 |
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| Atlantic Trust | 1.4k | $39k | 0% | Dec 2025 |
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Who sold out of Capital Group Equity Etf Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Tower Research Capital | Sep 2025 | 24k | $690k |
| Midwest Heritage Bank | Sep 2025 | 14k | $386k |
| Ausdal Financial Partners | Sep 2025 | 7.1k | $203k |
| Advisory Services Network | Sep 2025 | 6.4k | $183k |