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Capital Group U.S. Small and Mid Cap ETF (CGMM) Institutional Ownership

$28.38 +0.04 (+0.14%)
As of 12:53 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$189.21M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$277.08K
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CGMM Institutional Buying and Selling by Quarter

Capital Group U.S. Small and Mid Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2025NWF Advisory Services Inc.33,572$902K0.1%N/A0.219%
9/4/2025Osaic Holdings Inc.414,909$11.15M0.0%+1,090.9%2.712%
8/27/2025Orion Porfolio Solutions LLC31,651$851K0.0%N/A0.207%
8/15/2025Captrust Financial Advisors923,440$24.82M0.1%+2,813.8%6.036%
8/15/2025Orion Porfolio Solutions LLC31,651$851K0.0%N/A0.207%
8/15/2025MML Investors Services LLC229,187$6.16M0.0%+37.2%1.498%
8/15/2025Benjamin Edwards Inc.96,264$2.59M0.0%+134.1%0.629%
8/14/2025Raymond James Financial Inc.1,107$30K0.0%N/A0.007%
8/14/2025Sei Investments Co.242,983$6.53M0.0%+1,613.3%1.588%
8/14/2025NewEdge Advisors LLC505,750$13.60M0.1%N/A3.306%
8/14/2025Cary Street Partners Financial LLC193,673$5.21M0.1%N/A1.266%
8/11/2025Rothschild Investment LLC27,690$744K0.0%N/A0.197%
8/11/2025Beta Wealth Group Inc.267,824$7.20M2.6%-1.1%1.910%
8/8/2025Kingsview Wealth Management LLC49,984$1.34M0.0%N/A0.356%
8/8/2025Cetera Investment Advisers281,832$7.58M0.0%N/A2.010%
8/8/2025Security Financial Services INC.12,405$333K0.1%N/A0.088%
8/6/2025Souders Financial Advisors9,724$261K0.0%N/A0.069%
8/4/2025Assetmark Inc.37,334$1.00M0.0%N/A0.266%
8/4/2025World Investment Advisors10,812$291K0.0%+18.2%0.077%
8/1/2025Envestnet Asset Management Inc.1,846,515$49.63M0.0%+139.0%13.167%
7/31/2025Moloney Securities Asset Management LLC22,560$606K0.1%+43.4%0.161%
7/30/2025Strategic Blueprint LLC352,716$9.48M0.5%+68.9%2.515%
7/30/2025D.A. Davidson & CO.16,720$449K0.0%N/A0.119%
7/30/2025Cullen Frost Bankers Inc.37,685$1.01M0.0%+33.4%0.269%
7/30/2025Smith Thornton Advisors LLC113,644$3.06M1.8%+0.5%0.810%
7/29/2025Stephens Inc. AR260,608$7.01M0.1%N/A1.858%
7/29/2025Balboa Wealth Partners10,102$272K0.1%N/A0.072%
7/29/2025Latitude Advisors LLC15,399$414K0.2%+24.7%0.110%
7/28/2025Harbour Investments Inc.21,010$565K0.0%+143.8%0.150%
7/28/2025JGP Wealth Management LLC7,770$209K0.0%N/A0.055%
7/28/2025Sagespring Wealth Partners LLC25,750$692K0.0%N/A0.184%
7/28/2025RFG Advisory LLC23,504$632K0.0%N/A0.168%
7/25/2025Envestnet Portfolio Solutions Inc.24,999$672K0.0%-16.9%0.178%
7/25/2025Concurrent Investment Advisors LLC96,946$2.61M0.1%+139.0%0.691%
7/24/2025NavPoint Financial Inc.50,983$1.37M0.8%+195.4%0.364%
7/23/2025Valmark Advisers Inc.12,610$339K0.0%N/A0.090%
7/23/2025Wise Wealth Partners59,905$1.61M2.7%N/A0.427%
7/22/2025Ergawealth Advisors Inc.96,732$2.60M1.2%N/A0.690%
7/21/2025Barrett & Company Inc.5,675$153K0.1%+10.7%0.040%
7/18/2025Truist Financial Corp21,242$571K0.0%+6.2%0.152%
7/17/2025Janney Montgomery Scott LLC33,124$890K0.0%N/A0.245%
7/16/2025Midwest Heritage Bank FSB13,574$365K0.1%N/A0.100%
7/16/2025ORG Partners LLC10,189$276K0.1%+1,071.1%0.075%
7/15/2025StoneCrest Wealth Management Inc.118,935$3.20M1.5%N/A0.879%
7/14/2025Main Line Retirement Advisors LLC488,907$13.14M7.5%+4,133.0%3.631%
7/14/2025A&I Financial Services LLC52,617$1.41M0.8%-4.2%0.391%
7/11/2025Trinity Wealth Management LLC19,473$523K0.2%N/A0.149%
7/11/2025LongView Wealth Management16,861$453K0.1%N/A0.129%
7/10/2025Wealth Enhancement Advisory Services LLC83,792$2.30M0.0%+35.0%0.642%
7/10/2025Sovran Advisors LLC22,424$611K0.1%N/A0.172%
7/9/2025Pines Wealth Management LLC34,618$951K0.3%+6.4%0.265%
5/21/2025Main Line Retirement Advisors LLC11,550$276K0.2%N/A0.141%
5/14/2025Tradition Wealth Management LLC12,150$290K0.0%N/A0.148%
5/13/2025Sei Investments Co.14,182$339K0.0%N/A0.173%
5/12/2025Benjamin Edwards Inc.41,115$982K0.0%N/A0.501%
5/9/2025Beta Wealth Group Inc.270,770$6.47M2.3%N/A4.424%
5/8/2025Harbour Investments Inc.8,618$206K0.0%N/A0.141%
5/5/2025IFP Advisors Inc1,242$30K0.0%N/A0.020%
5/5/2025OneAscent Financial Services LLC11,734$280K0.0%N/A0.192%
5/2/2025Cullen Frost Bankers Inc.28,251$675K0.0%N/A0.462%
5/2/2025Sigma Planning Corp20,000$478K0.0%N/A0.327%
5/1/2025A&I Financial Services LLC54,899$1.31M0.9%N/A0.897%
5/1/2025Smith Thornton Advisors LLC113,115$2.70M1.7%N/A1.848%
4/30/2025Moloney Securities Asset Management LLC15,730$376K0.1%N/A0.257%
4/29/2025Envestnet Asset Management Inc.772,624$18.46M0.0%N/A12.625%
4/29/2025Concurrent Investment Advisors LLC40,564$969K0.0%N/A0.663%
4/29/2025World Investment Advisors9,150$219K0.0%N/A0.150%
4/29/2025Strategic Blueprint LLC208,856$4.99M0.3%N/A3.413%
4/28/2025Latitude Advisors LLC12,344$295K0.2%N/A0.202%
4/25/2025Essex Financial Services Inc.10,095$241K0.0%N/A0.165%
4/22/2025Cambridge Investment Research Advisors Inc.10,297$246K0.0%N/A0.168%
4/21/2025Envestnet Portfolio Solutions Inc.30,079$719K0.0%N/A0.491%
4/21/2025Barrett & Company Inc.5,125$122K0.1%N/A0.084%
4/16/2025Wealth Enhancement Advisory Services LLC62,050$1.48M0.0%N/A1.591%
4/14/2025NavPoint Financial Inc.17,260$412K0.3%N/A0.443%
4/11/2025Pines Wealth Management LLC32,523$777K0.3%N/A0.834%
(Data available from 1/1/2016 forward)

CGMM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGMM shares?

During the previous two years, 56 institutional investors and hedge funds held shares of Capital Group U.S. Small and Mid Cap ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($49.63M), Captrust Financial Advisors ($24.82M), NewEdge Advisors LLC ($13.60M), Main Line Retirement Advisors LLC ($13.14M), Osaic Holdings Inc. ($11.15M), Strategic Blueprint LLC ($9.48M), and Cetera Investment Advisers ($7.58M).Learn more on Capital Group U.S. Small and Mid Cap ETF's institutional investors.

Which institutional investors have been buying Capital Group U.S. Small and Mid Cap ETF's stock?

Of the 56 institutional investors that purchased Capital Group U.S. Small and Mid Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($1.85M), Captrust Financial Advisors ($891.75K), NewEdge Advisors LLC ($505.75K), Main Line Retirement Advisors LLC ($488.91K), Osaic Holdings Inc. ($380.07K), Strategic Blueprint LLC ($352.72K), and Cetera Investment Advisers ($281.83K).

How much institutional buying is happening at Capital Group U.S. Small and Mid Cap ETF?

Institutional investors have bought a total of 7,240,743 shares in the last 24 months. This purchase volume represents approximately $189.21M in transactions.

Which of Capital Group U.S. Small and Mid Cap ETF's major shareholders have been selling company stock?

The following institutional investors have sold Capital Group U.S. Small and Mid Cap ETF stock in the last 24 months: Envestnet Portfolio Solutions Inc. ($5.08K), Beta Wealth Group Inc. ($2.95K), and A&I Financial Services LLC ($2.28K).

How much institutional selling is happening at Capital Group U.S. Small and Mid Cap ETF?

Institutional investors have sold a total of 10,308 shares in the last 24 months. This volume of shares sold represents approximately $277.08K in transactions.


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This page (NYSEARCA:CGMM) was last updated on 9/10/2025 by MarketBeat.com Staff
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