CGMM / Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF - Net Long/Short Value

Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF
US ˙ ARCA

CGMM / Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF - Net Long/Short Value
This page provides the net long/short valuations for each institutional holding reported via 13F or NPORT filings. To calculate the net long/short value, we add the equity value to the call option value and subtract the put option value. Funds that report short-borrowed positions will report equity values as negatives. Net long positions will have positive numbers in the net long/short column, and net short positions will have negative values in that column.
Owner Equity Value
($1000)
Call Value
($1000)
Put Value
($1000)
Net Long/Short
($1000)
LPL Financial LLC
Strategic Blueprint, LLC
Founders Financial Securities Llc
Essex Financial Services, Inc.
Assetmark, Inc
Merit Financial Group, LLC
Concurrent Investment Advisors, LLC
Commonwealth Equity Services, Llc
Stifel Financial Corp
Pensionmark Financial Group, Llc
Advisor Group Holdings, Inc.
Barrett & Company, Inc.
Capital A Wealth Management, LLC
Avantax Advisory Services, Inc.
Ergawealth Advisors, Inc.
Envestnet Asset Management Inc
Capital International Investors
Harbour Investments, Inc.
Mml Investors Services, Llc
Cullen/frost Bankers, Inc.
Capital Group Private Client Services, Inc.
ORG Partners LLC
Latitude Advisors, LLC
Mariner, LLC
LongView Wealth Management
D.a. Davidson & Co.
Balboa Wealth Partners
Rothschild Investment Llc
Ai Financial Services Llc
Security Financial Services, INC.
Sagespring Wealth Partners, Llc
Legacy Wealth Managment, LLC/ID
GWM Advisors LLC
Capital Analysts, Inc.
Valmark Advisers, Inc.
Private Advisor Group, LLC
AdvisorNet Financial, Inc
Sovran Advisors, LLC
Morgan Stanley
Souders Financial Advisors
OneAscent Financial Services LLC
Wealth Enhancement Advisory Services, Llc
RFG Advisory, LLC
StoneCrest Wealth Management, Inc.
Benjamin Edwards Inc
Sei Investments Co
Cary Street Partners Financial Llc
Cwm, Llc
Pines Wealth Management, LLC
Captrust Financial Advisors
Trinity Wealth Management, LLC
HighTower Advisors, LLC
Sigma Planning Corp
Kingsview Wealth Management, LLC
Susquehanna International Group, Llp
Truist Financial Corp
JGP Wealth Management, LLC
Stephens Inc /ar/
Kestra Advisory Services, LLC
Raymond James Financial Inc
NavPoint Financial, Inc.
Legacy Investment Solutions, LLC
Citadel Advisors Llc
Wiley Bros.-aintree Capital, Llc
IFP Advisors, Inc
Mark Sheptoff Financial Planning, Llc
Cambridge Investment Research Advisors, Inc.
Royal Bank Of Canada
Janney Montgomery Scott LLC
Brinker Capital Investments, LLC
Envestnet Portfolio Solutions, Inc.
Moloney Securities Asset Management, LLC
Smith Thornton Advisors LLC
Steward Partners Investment Advisory, Llc
Summit Wealth Group Llc / Co
Wise Wealth Partners
Beta Wealth Group, Inc.
Main Line Retirement Advisors, LLC
Midwest Heritage Bank, FSB
Cetera Investment Advisers
Tradition Wealth Management, LLC
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