CAPITAL GROUP EQUITY ETF TR US SMALL AND MID is a security (CUSIP 14022A102) tracked across SEC portfolio filings. 219 institutional managers reported $1.9B on Form 13F as of 2026-06-30.
Showing 15 of 219 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $388.1M | 13,218,454 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $345.6M | 10,481,145 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $89.0M | 3,031,453 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $51.9M | 1,573,652 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $49.5M | 1,685,749 |
| Pathstone Holdings, LLC | ENGLEWOOD, NJ | $49.3M | 1,679,370 |
| Merit Financial Group, LLC | ALPHARETTA, GA | $46.4M | 1,407,335 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $44.6M | 1,520,291 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $42.5M | 1,478,890 |
| ASSETMARK, INC | CONCORD, CA | $36.4M | 1,104,735 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $32.9M | 998,736 |
| CAPTRUST FINANCIAL ADVISORS | RALEIGH, NC | $32.7M | 1,112,599 |
| SEI INVESTMENTS CO | OAKS, PA | $28.7M | 977,455 |
| MML INVESTORS SERVICES, LLC | SPRINGFIELD, MA | $27.8M | 946,539 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $27.5M | 937,734 |