# CAPITAL GROUP EQUITY ETF TR US SMALL AND MID

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.

## Summary

- Issuer: CAPITAL GROUP EQUITY ETF TR
- Class: US SMALL AND MID
- CUSIP: 14022A102
- 13F holders: 219
- 13F value: $1.9B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 219 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/8032) | 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](https://search.stillhousedata.com/firm/142457) | ALPHARETTA, GA | $46.4M | 1,407,335 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $44.6M | 1,520,291 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $42.5M | 1,478,890 |
| [ASSETMARK, INC](https://search.stillhousedata.com/firm/109018) | CONCORD, CA | $36.4M | 1,104,735 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $32.9M | 998,736 |
| [CAPTRUST FINANCIAL ADVISORS](https://search.stillhousedata.com/firm/175112) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/14022a102.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.