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Who holds CGMM

CAPITAL GROUP EQUITY ETF TR · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
LPL Financial LLC21.5M$708.0M0.2%
ENVESTNET ASSET MANAGEMENT INC10.5M$345.6M0.1%
WELLS FARGO & COMPANY/MN4.7M$155.4M0.0%
Pathstone Holdings, LLC2.9M$95.8M0.3%
JONES FINANCIAL COMPANIES LLLP2.5M$81.3M0.0%
OSAIC HOLDINGS, INC.2.4M$80.6M0.1%
Cetera Investment Advisers2.3M$75.0M0.1%
COMMONWEALTH EQUITY SERVICES, LLC1.6M$51.9M0.1%
Merit Financial Group, LLC1.4M$46.4M0.3%
MML INVESTORS SERVICES, LLC1.3M$43.7M0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.2M$40.7M0.0%
RAYMOND JAMES FINANCIAL INC1.2M$40.2M0.0%
SEI INVESTMENTS CO1.2M$39.3M0.0%
Janney Montgomery Scott LLC1.2M$38.6M0.1%
CAPTRUST FINANCIAL ADVISORS1.1M$37.3M0.1%
ASSETMARK, INC1.1M$36.4M0.1%
ROYAL BANK OF CANADA1.1M$35.5M0.0%
Cambridge Investment Research Advisors, Inc.1.1M$35.3M0.1%
Kestra Advisory Services, LLC998.7K$32.9M0.1%
STIFEL FINANCIAL CORP955.8K$31.5M0.0%
Capital Group Private Client Services, Inc.955.7K$31.5M0.4%
NewEdge Advisors, LLC824.2K$27.2M0.1%
Ergawealth Advisors, Inc.815.6K$26.9M10.4%
BENJAMIN EDWARDS INC801.6K$26.4M0.2%
Kestra Investment Management, LLC744.5K$24.5M0.5%
Presper Financial Architects, LLC642.0K$21.2M11.0%
&PARTNERS552.7K$18.3M0.1%
NATIXIS ADVISORS, LLC522.1K$17.2M0.0%
Main Line Retirement Advisors, LLC511.0K$16.8M7.7%
Baird Financial Group, Inc.509.9K$16.8M0.0%
Valmark Advisers, Inc.468.8K$15.5M0.2%
MACQUARIE GROUP LTD460.0K$15.2M0.1%
Strategic Blueprint, LLC458.7K$15.1M0.8%
Compton Financial Group, LLC457.7K$15.1M2.9%
STEPHENS INC /AR/404.5K$13.3M0.1%
KWB Wealth379.6K$12.5M1.1%
Rockefeller Capital Management L.P.372.3K$12.3M0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC311.5K$10.1M0.0%
Souders Financial Advisors305.6K$10.1M1.0%
Vestmark Advisory Solutions, Inc.304.0K$10.0M0.1%
Coign Capital Advisors LLC286.9K$9.5M4.3%
Orion Porfolio Solutions, LLC282.3K$9.3M0.1%
J. Derek Lewis & Associates Inc.281.6K$9.3M1.8%
GREAT VALLEY ADVISOR GROUP, INC.270.5K$8.9M0.1%
Essex Financial Services, Inc.215.2K$7.1M0.4%
Equitable Holdings, Inc.213.1K$7.0M0.0%
CARY STREET PARTNERS FINANCIAL LLC190.4K$6.3M0.1%
Private Advisor Group, LLC190.1K$6.3M0.0%
National Wealth Management Group, LLC179.7K$5.9M1.8%
Royal Harbor Partners, LLC175.9K$5.8M1.8%
Concurrent Investment Advisors, LLC165.6K$5.5M0.0%
Smartleaf Asset Management LLC164.4K$5.4M0.2%
BANK OF AMERICA CORP /DE/159.9K$5.3M0.0%
Per Stirling Capital Management, LLC.156.9K$5.2M0.5%
HARBOUR INVESTMENTS, INC.155.2K$5.1M0.1%
TRUIST FINANCIAL CORP148.9K$4.9M0.0%
DAVENPORT & Co LLC146.3K$4.8M0.0%
Aprio Wealth Management, LLC143.7K$4.7M0.2%
INDEPENDENT FINANCIAL GROUP, LLC143.0K$4.7M0.1%
Smith Thornton Advisors LLC145.0K$4.7M2.1%
Top Fund Holdings
13F
Top Fund Holdings

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