CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

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

Grundlæggende statistik
Institutionelle ejere 82 total, 82 long only, 0 short only, 0 long/short - change of 84,09% MRQ
Gennemsnitlig porteføljeallokering 0.2691 % - change of 82,10% MRQ
Institutionelle aktier (lange) 9.634.411 (ex 13D/G) - change of 6,07MM shares 171,93% MRQ
Institutionel værdi (lang) $ 231.376 USD ($1000)
Institutionelt ejerskab og aktionærer

Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF (US:CGMM) har 82 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 9,634,411 aktier. Største aktionærer omfatter Envestnet Asset Management Inc, Captrust Financial Advisors, Commonwealth Equity Services, Llc, GWM Advisors LLC, Main Line Retirement Advisors, LLC, Advisor Group Holdings, Inc., Strategic Blueprint, LLC, LPL Financial LLC, Cetera Investment Advisers, and Beta Wealth Group, Inc. .

Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF (ARCA:CGMM) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of September 8, 2025 is 28,58 / share. Previously, on January 16, 2025, the share price was 25,98 / share. This represents an increase of 10,01% over that period.

CGMM / Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

CGMM / Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Historical Put/Call Ratio
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
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
2025-09-09 13F NWF Advisory Services Inc. 33.572 902
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
2025-08-13 13F Capital International Investors 174.909 -82,59 4.702 -80,42
2025-09-04 13F/A Advisor Group Holdings, Inc. 414.909 1.090,90 11.153 1.240,38
2025-08-01 13F Gwn Securities Inc. 0 -100,00 0
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
2025-08-14 13F Mariner, LLC 24.050 0,00 646 12,54
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
2025-08-13 13F Capital Analysts, Inc. 115 0,00 0
2025-07-22 13F Ergawealth Advisors, Inc. 96.732 2.600
2025-07-17 13F Janney Montgomery Scott LLC 33.124 1
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 390 0,00 10 11,11
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
2025-07-14 13F Ai Financial Services Llc 52.617 -4,16 1.414 7,86
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
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 24.999 -16,89 672 -6,55
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
2025-08-11 13F Beta Wealth Group, Inc. 267.824 -1,09 7.199 11,30
2025-07-24 13F IFP Advisors, Inc 1.242 0,00 33 13,79
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
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