Institutional Ownership
Capital Group Equity ETF Tr
CUSIP 14022A102US SMALL AND MIDCGMMQ1 2026
Institutional Holders
198
13F filers
Shares Held
57.88M
Aggregate institutional
Institutional Value
$1.67B
Q1 2026
Net New Holders
+28
39 new · 11 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions39
Increased128
Decreased15
Sold out11
Institutional Holders
198 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 13.22M | $388.09M | +10.26M | Added |
| 2 | Envestnet Asset Management Inc | 9.12M | $267.76M | +1.82M | Added |
| 3 | Wells Fargo & Company/Mn | 3.03M | $89.00M | +1.44M | Added |
| 4 | Osaic Holdings, Inc. | 1.69M | $49.50M | +150.8K | Added |
| 5 | Pathstone Holdings, LLC | 1.68M | $49.31M | +1.67M | Added |
| 6 | Cetera Investment Advisers | 1.52M | $44.64M | +350.8K | Added |
| 7 | Jones Financial Companies Lllp | 1.48M | $42.47M | +1.01M | Added |
| 8 | Merit Financial Group, LLC | 1.40M | $41.22M | +43.6K | Added |
| 9 | Commonwealth Equity Services, LLC | 1.37M | $40.25M | +450.8K | Added |
| 10 | Captrust Financial Advisors | 1.11M | $32.66M | +77.1K | Added |
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