证券记录 · 已归档季度
CGMM
Capital Group U.S. Small and Mid Cap ETF · Financial Services · Asset Management
30被追踪持有人
+2Δ持有人
21.78M持有股份
$628.42M报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +7.1% ·
股份流向 +0.1% ·
净新建仓位 +6.7%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +2 | 56.64M | $1.87B | +7 | −5 |
| Q1 2026 | 35 | +5 | 39.54M | $1.16B | +8 | −3 |
| Q4 2025 | 30 | +2 | 21.78M | $628.42M | +3 | −1 |
| Q3 2025 | 3 | +1 | 29.50K | $837,533 | +1 | — |
| Q2 2025 | 1 | +1 | 8.97K | $241,087 | +1 | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 7.30M | — | $210.58M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 2.96M | — | $85.22M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.59M | — | $45.81M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.59M | — | $45.81M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 1.53M | — | $44.27M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 1.53M | — | $44.27M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 1.53M | — | $44.27M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 1.17M | — | $33.73M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Captrust Financial Advisors | 1.04M | — | $29.86M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 920.12K | — | $26.54M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 889.75K | — | $25.66M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 889.75K | — | $25.66M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 853.14K | — | $24.60M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Assetmark, Inc | 751.16K | — | $21.66M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Sei Investments Co | 750.48K | — | $21.64M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 634.79K | — | $18.31M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 634.79K | — | $18.31M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 634.79K | — | $18.31M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 469.79K | — | $13.55M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 281.57K | — | $8.12M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 210.72K | — | $6.37M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 112.21K | — | $3.24M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 79.96K | — | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 64.72K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 53.64K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 53.64K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jane Street Group, Llc | 29.25K | — | $843,599 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 21.94K | 新增 | $632,865 | 0.0% | New | 1 | SEC ↗ |
| 29 | Capital International Investors | 21.63K | — | $623,867 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 20.61K | 0.0% | $594,305 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Raymond James Financial Inc | 13.80K | — | $397,906 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Raymond James Financial Inc | 13.80K | — | $397,906 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Hrt Financial Lp | 12.05K | — | $347,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cwm, Llc | 1.99K | — | $57,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 578 | 新增 | $16,670 | 0.0% | New | 1 | SEC ↗ |
| 36 | UBS Group AG | 453 | — | $13,065 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 255 | -69.9% | $7,354 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 9 | 新增 | $260 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Goldman Sachs Group | $632,865 | 0.0% |
| JPMorgan Chase | $16,670 | 0.0% |
| Fidelity (FMR) | $260 | 0.0% |
已清仓
| Citadel Advisors | $228,426 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 197 持有人, 57.81M 股份, $1.67B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据