Who Owns CAPITAL GROUP EQUITY ETF TR (CGMM)? -- Institutional Holders (2026-03-31)

210 institutions reported holding $1.70B of CAPITAL GROUP EQUITY ETF TR (CGMM) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($388.1M), ENVESTNET ASSET MANAGEMENT INC ($267.8M), WELLS FARGO & COMPANY/MN ($89.0M), OSAIC HOLDINGS, INC. ($49.5M), Pathstone Holdings, LLC ($49.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$388.1M13.2MAdded
2ENVESTNET ASSET MANAGEMENT INC$267.8M9.1MAdded
3WELLS FARGO & COMPANY/MN$89.0M3.0MAdded
4OSAIC HOLDINGS, INC.$49.5M1.7MAdded
5Pathstone Holdings, LLC$49.3M1.7MAdded
6Cetera Investment Advisers$44.6M1.5MAdded
7JONES FINANCIAL COMPANIES LLLP$42.5M1.5MAdded
8Merit Financial Group, LLC$41.2M1.4MAdded
9COMMONWEALTH EQUITY SERVICES, LLC$40.2M1.4MAdded
10CAPTRUST FINANCIAL ADVISORS$32.7M1.1MAdded
11Kestra Investment Management, LLC$31.6M1.1MAdded
12SEI INVESTMENTS CO$28.7M977,455Added
13MML INVESTORS SERVICES, LLC$27.8M946,539Added
14NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$27.5M937,734Added
15STIFEL FINANCIAL CORP$27.2M926,659Added
16Kestra Advisory Services, LLC$26.8M913,227Added
17ASSETMARK, INC$26.1M890,379Added
18Ergawealth Advisors, Inc.$23.3M794,117Added
19Royal Bank of Canada$23.3M793,978Added
20Capital Group Private Client Services, Inc.$21.7M738,682Added
21Presper Financial Architects, LLC$18.8M641,703New
22BENJAMIN EDWARDS INC$15.7M534,271Added
23Main Line Retirement Advisors, LLC$15.4M523,944Added
24Cambridge Investment Research Advisors, Inc.$15.2M518,250Added
25RAYMOND JAMES FINANCIAL INC$14.6M495,747Added

Source: SEC Form 13F filings · as of 2026-03-31