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Cliff Asness’s CGMM Holdings & Trades

First Buy
Q3 2025
Duration Held
2 Quarters
Largest Add
Q3 2025
+20,607 Shares
Current Position
20,607 Shares
$594,305 Value

Cliff Asness's CGMM Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 20,607 shares of Capital Group U.S. Small and Mid Cap ETF (CGMM) worth $594,305, representing 0.00% of the portfolio. First purchased in 2025-Q3, this recently established position has been held for 2 quarters.

Based on recent 13F filings, Cliff Asness has initiated a new position in CGMM, representing a fresh investment thesis on this company.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's Capital Group US Small and Mid Cap ETF (CGMM) Holding Value Over Time

Track share changes against reported price movement

Quarterly Capital Group US Small and Mid Cap ETF (CGMM) Trades by Cliff Asness

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2025 +20,607 New Buy 20,607 $28.39

Cliff Asness's Capital Group US Small and Mid Cap ETF Investment FAQs

Cliff Asness first purchased Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q3 2025, acquiring 20,607 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held Capital Group U.S. Small and Mid Cap ETF (CGMM) for 2 quarters since Q3 2025.

Cliff Asness's largest addition to Capital Group U.S. Small and Mid Cap ETF (CGMM) was in Q3 2025, adding 20,607 shares worth $585,032.

According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 20,607 shares of Capital Group U.S. Small and Mid Cap ETF (CGMM), valued at approximately $594,305.

As of the Q4 2025 filing, Capital Group U.S. Small and Mid Cap ETF (CGMM) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.

Cliff Asness's peak holding in Capital Group U.S. Small and Mid Cap ETF (CGMM) was 20,607 shares, as reported at the end of Q3 2025.