Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF include GWM Advisors LLC, LPL Financial LLC, Cetera Investment Advisers, Stephens Inc /ar/, Stifel Financial Corp, Cary Street Partners Financial Llc, StoneCrest Wealth Management, Inc., Ergawealth Advisors, Inc., Avantax Advisory Services, Inc., Wise Wealth Partners, Kingsview Wealth Management, LLC, Assetmark, Inc, Janney Montgomery Scott LLC, Brinker Capital Investments, LLC, HighTower Advisors, LLC, Rothschild Investment Llc, Sagespring Wealth Partners, Llc, RFG Advisory, LLC, Sovran Advisors, LLC, and Private Advisor Group, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 37,685 | 33.39 | 1,013 | 50.15 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 59,905 | 1,610 | ||||||
| 2025-08-06 | 13F | Souders Financial Advisors | 9,724 | 261 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 22,424 | 611 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 39,691 | 73.57 | 1,067 | 95.24 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,107 | 30 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 22,560 | 43.42 | 606 | 61.60 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,846,515 | 138.99 | 49,634 | 168.92 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 7,994 | 215 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 23,506 | 100.32 | 1 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31,651 | 851 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 414,909 | 1,090.90 | 11,153 | 1,240.38 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 12,889 | 13.92 | 346 | 31.06 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 7,770 | 209 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21,754 | 118.63 | 585 | 146.41 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 10,812 | 18.16 | 291 | 33.03 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 83,792 | 35.04 | 2,302 | 55.26 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 12,405 | 333 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 10,102 | 272 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 295 | 8 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 281,832 | 7,576 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,748 | 47 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19,830 | 533 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 229,187 | 37.19 | 6 | 100.00 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 520 | 12 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 34,618 | 6.44 | 951 | 39.30 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 25,750 | 692 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 14 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 37,334 | 1,004 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 12,630 | 339 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 654,161 | 170.50 | 18 | 240.00 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 242,983 | 1,613.32 | 6,531 | 1,832.25 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 27,690 | 744 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8,969 | 241 | ||||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 113,644 | 0.47 | 3,055 | 13.03 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 102,637 | 106.48 | 2,778 | 133.36 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21,010 | 143.79 | 565 | 175.12 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 247,324 | 6,648 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 23,334 | 131.14 | 627 | 160.17 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 15,399 | 24.75 | 414 | 40.48 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 260,608 | 7,005 | ||||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 19,473 | 523 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 14 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 505,750 | 13,595 | ||||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 118,935 | 3,197 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 21,242 | 6.19 | 571 | 19.50 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 96,732 | 2,600 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 33,124 | 1 | ||||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 50,983 | 195.38 | 1,370 | 232.52 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 89,344 | 767.67 | 2 | |||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 488,907 | 4,132.96 | 13,142 | 4,678.55 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 16,861 | 453 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 16,720 | 449 | ||||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 255,947 | 224.46 | 6,880 | 265.13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 923,440 | 2,813.80 | 24,822 | 3,179.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 49,984 | 1,344 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 12,610 | 339 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 193,673 | 5,206 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 335,707 | 9,024 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 64,937 | 1,746 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 23,504 | 632 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 20,281 | 1.41 | 545 | 14.26 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 5,675 | 10.73 | 153 | 24.59 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 96,264 | 134.13 | 2,588 | 163.44 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 96,946 | 139.00 | 2,606 | 168.83 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 13,574 | 365 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 209 | 37.50 | 6 | 66.67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 19,315 | 302.90 | 519 | 351.30 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 31,636 | 850 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 50,990 | 319.67 | 1,371 | 372.41 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 352,716 | 68.88 | 9,481 | 90.04 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 299 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 10,189 | 1,071.15 | 276 | 1,280.00 |
