Institutional Ownership
Capital Group Equity ETF Tr
CUSIP 14022A102US SMALL AND MIDCGMMQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
198
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 13.22M | $388.09M |
| 2 | Envestnet Asset Management Inc | 9.12M | $267.76M |
| 3 | Wells Fargo & Company/Mn | 3.03M | $89.00M |
| 4 | Osaic Holdings, Inc. | 1.69M | $49.50M |
| 5 | Pathstone Holdings, LLC | 1.68M | $49.31M |
| 6 | Cetera Investment Advisers | 1.52M | $44.64M |
| 7 | Jones Financial Companies Lllp | 1.48M | $42.47M |
| 8 | Merit Financial Group, LLC | 1.40M | $41.22M |
| 9 | Commonwealth Equity Services, LLC | 1.37M | $40.25M |
| 10 | Captrust Financial Advisors | 1.11M | $32.66M |