Capital Group U.S. Small and Mid Cap ETF (CGMM) Institutional Ownership $27.25 +0.05 (+0.18%) As of 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM)Number ofInstitutional Buyers(last 12 months)25TotalInstitutional Inflows(last 12 months)$43.34MNumber ofInstitutional Sellers(last 12 months)0 Get CGMM Insider Trade Alerts Want to know when executives and insiders are buying or selling Capital Group U.S. Small and Mid Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CGMM Institutional Buying and Selling by Quarter Capital Group U.S. Small and Mid Cap ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/21/2025Main 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% Get the Latest News and Ratings for CGMM and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Capital Group U.S. Small and Mid Cap ETF and its competitors with MarketBeat's FREE daily newsletter. 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, 25 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. ($18.46M), Beta Wealth Group Inc. ($6.47M), Strategic Blueprint LLC ($4.99M), Smith Thornton Advisors LLC ($2.70M), Wealth Enhancement Advisory Services LLC ($1.48M), A&I Financial Services LLC ($1.31M), and Benjamin Edwards Inc. ($982K).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 25 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. ($772.62K), Beta Wealth Group Inc. ($270.77K), Strategic Blueprint LLC ($208.86K), Smith Thornton Advisors LLC ($113.12K), Wealth Enhancement Advisory Services LLC ($62.05K), A&I Financial Services LLC ($54.90K), and Benjamin Edwards Inc. ($41.12K). How much institutional buying is happening at Capital Group U.S. Small and Mid Cap ETF? Institutional investors have bought a total of 1,814,323 shares in the last 24 months. This purchase volume represents approximately $43.34M in transactions. Related Companies CSMD Institutional Ownership NBSM Institutional Ownership SMIZ Institutional Ownership FSCS Institutional Ownership MCHS Institutional Ownership MSSM Institutional Ownership RSMC Institutional Ownership TMSL Institutional Ownership QGRW Institutional Ownership FSMD Institutional Ownership This page (NYSEARCA:CGMM) was last updated on 7/8/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredThis Signal Only Flashes Once Every 4 Years – And It Just TriggeredThis same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...Crypto Swap Profits | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredForget Nvidia, This “Ghost Town” Company Holds the Key to the AI BoomCold War Discovery Could Unlock $100 Trillion in Wealth Jeff recently traveled to an American ghost town to...Brownstone Research | SponsoredTrump’s biggest move, misreportedThe media and financial pundits are all misreading Trump’s actions. 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