13F Insight
DOSSIER · 13F Holders · Q2 2026
CGMM

CAPITAL GROUP EQUITY ETF TR

233 institutions still hold CAPITAL GROUP EQUITY ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14022A102·233 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.0B
visible holders
Holders
233
filers reporting
Concentration
34.77%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

233 institutions reported CGMM in Q2 2026. LPL Financial LLC leads at 34.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$708M21.5M0.16%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$346M10.5M0.08%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$155M4.7M0.03%Q2 202604
Pathstone Holdings, LLC
CIK 0002011612
$96M2.9M0.28%Q2 202605
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$81M2.5M0.03%Q2 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$81M2.4M0.09%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$75M2.3M0.07%Q2 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$52M1.6M0.07%Q2 202609
Merit Financial Group, LLC
CIK 0001621225
$46M1.4M0.28%Q2 202610
MML INVESTORS SERVICES, LLC
CIK 0000701059
$44M1.3M0.09%Q2 202611
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$41M1.2M0.02%Q2 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$40M1.2M0.01%Q2 202613
SEI INVESTMENTS CO
CIK 0000350894
$39M1.2M0.03%Q2 202614
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$37M1.1M0.06%Q2 202615
ASSETMARK, INC
CIK 0001344551
$36M1.1M0.06%Q2 202616
ROYAL BANK OF CANADA
CIK 0001000275
$36M1.1M0.01%Q2 202617
Kestra Advisory Services, LLC
CIK 0001830819
$33M999K0.11%Q2 202618
STIFEL FINANCIAL CORP
CIK 0000720672
$32M956K0.03%Q2 202619
Capital Group Private Client Services, Inc.
CIK 0001857666
$32M956K0.44%Q2 202620
NewEdge Advisors, LLC
CIK 0001633516
$27M824K0.08%Q2 2026
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