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CGMM CAPITAL GROUP EQUITY ETF TR

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ETF (fund)

219 managers (226 13F filers) reported a position in CGMM shares at 2026-06-30, 82,585,812 shares in all. 38 filers opened a position and 12 filers sold out during the quarter.

Managers
219
13F filers
226
New
38
Added
144
Reduced
27
Sold out
12
Shares held by filers
82,585,812

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Colonial Trust Co / SCin group Colonial Trust Advisors2,886$94.3K0.01%new13F-HRTimelineGroup
Silver Grove Financial Group, Inc.1,963$64.7K0.04%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,548$51K<0.01%+1,29313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,452$47.9K<0.01%+9913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,443$47.6K<0.01%new13F-HRTimelineGroup
Westside Investment Management, Inc.1,395$46K0.01%+4513F-HRTimeline
Rossby Financial, LCC1,147$37.8K0.01%+36513F-HRTimeline
Cape Investment Advisory, Inc.1,066$35.1K0.01%new13F-HRTimeline
Vision Retirement, LLC692$22.8K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.618$20.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\597$19.7K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.563$18.6K0.01%+34113F-HRTimeline
IAG Wealth Partners, LLC434$14.3K<0.01%013F-HRTimeline
Archer Investment Corp352$11.6K<0.01%013F-HR/ATimeline
Signature Equity Partners, LLC308$10.2K<0.01%013F-HRTimeline
CoreCap Advisors, LLC165$5.44K<0.01%+12313F-HRTimeline
CENTRAL TRUST Co154$5.08K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc145$4.78K<0.01%013F-HRTimeline
Key Financial Inc54$1.78K<0.01%new13F-HRTimeline