CGMM CAPITAL GROUP EQUITY ETF TR
FollowETF (fund)
Filings received so far for Q3 2026: 8 13F filers report a position in CGMM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Wealth Science Advisors LLC | 137,874 | $4.27M | 1.79% | +7,771 | 13F-HRTimeline |
| Venture Visionary Partners LLC | 85,614 | $2.65M | 0.07% | +11,038 | 13F-HRTimeline |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES… | 44,504 | $1.38M | 0.9% | +4,529 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 25,126 | $778K | 0.05% | +12,332 | 13F-HRTimeline |
| Lincoln Capital LLC | 15,427 | $478K | 0.08% | +5,221 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 14,053 | $435K | <0.01% | -21,487 | 13F-HRTimeline |
| PRIVATE CLIENT SERVICES, LLC | 10,049 | $311K | 0.08% | +2,090 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 151 | $4.67K | <0.01% | -14 | 13F-HRTimeline |