CGMM — Capital Group Equity ETF Tr Institutional Holders · Q3 2026
Who owns Capital Group Equity ETF Tr (CGMM)? 8 institutions reported holding $10.30M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Wealth Science Advisors LLC ($4.3M), Venture Visionary Partners LLC ($2.7M), Stewardship Concepts Financial Services LLC ($1.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealth Science Advisors LLC | $4.3M | 137,874 | Added |
| 2 | Venture Visionary Partners LLC | $2.7M | 85,614 | Added |
| 3 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $1.4M | 44,504 | Added |
| 4 | First Heartland Consultants, Inc. | $777,908 | 25,126 | Added |
| 5 | Lincoln Capital LLC | $477,860 | 15,427 | Added |
| 6 | Farther Finance Advisors, LLC | $435,083 | 14,053 | Trimmed |
| 7 | PRIVATE CLIENT SERVICES, LLC | $311,117 | 10,049 | Added |
| 8 | CoreCap Advisors, LLC | $4,675 | 151 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30