Capital Group U.S. Small and Mid Cap ETF (CGMM) Institutional Ownership $27.97 +0.12 (+0.43%) 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)42TotalInstitutional Inflows(last 12 months)$80.06MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$197.89K 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 CompanyDetails7/30/2025D.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% 7/29/2025 Stephens Inc. AR260,608$7.01M0.1%N/A1.858% 7/29/2025 Balboa Wealth Partners10,102$272K0.1%N/A0.072% 7/29/2025 Latitude Advisors LLC15,399$414K0.2%+24.7%0.110% 7/28/2025 Harbour Investments Inc.21,010$565K0.0%+143.8%0.150% 7/28/2025 JGP Wealth Management LLC7,770$209K0.0%N/A0.055% 7/28/2025 Sagespring Wealth Partners LLC25,750$692K0.0%N/A0.184% 7/28/2025 RFG Advisory LLC23,504$632K0.0%N/A0.168% 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. 7/25/2025 Envestnet Portfolio Solutions Inc.24,999$672K0.0%-16.9%0.178% 7/25/2025 Concurrent Investment Advisors LLC96,946$2.61M0.1%+139.0%0.691% 7/24/2025 NavPoint Financial Inc.50,983$1.37M0.8%+195.4%0.364% 7/23/2025 Valmark Advisers Inc.12,610$339K0.0%N/A0.090% 7/23/2025 Wise Wealth Partners59,905$1.61M2.7%N/A0.427% 7/22/2025 Ergawealth Advisors Inc.96,732$2.60M1.2%N/A0.690% 7/21/2025 Barrett & Company Inc.5,675$153K0.1%+10.7%0.040% 7/18/2025 Truist Financial Corp21,242$571K0.0%+6.2%0.152% 7/17/2025 Janney Montgomery Scott LLC33,124$890K0.0%N/A0.245% 7/16/2025 Midwest Heritage Bank FSB13,574$365K0.1%N/A0.100% 7/16/2025 ORG Partners LLC10,189$276K0.1%+1,071.1%0.075% 7/15/2025 StoneCrest Wealth Management Inc.118,935$3.20M1.5%N/A0.879% 7/14/2025 Main Line Retirement Advisors LLC488,907$13.14M7.5%+4,133.0%3.631% 7/14/2025 A&I Financial Services LLC52,617$1.41M0.8%-4.2%0.391% 7/11/2025 Trinity Wealth Management LLC19,473$523K0.2%N/A0.149% 7/11/2025 LongView Wealth Management16,861$453K0.1%N/A0.129% 7/10/2025 Wealth Enhancement Advisory Services LLC83,792$2.30M0.0%+35.0%0.642% 7/10/2025 Sovran Advisors LLC22,424$611K0.1%N/A0.172% 7/9/2025 Pines Wealth Management LLC34,618$951K0.3%+6.4%0.265% 5/21/2025 Main 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% 5/8/2025 Harbour Investments Inc.8,618$206K0.0%N/A0.141% 5/5/2025 IFP 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% 5/1/2025 A&I Financial Services LLC54,899$1.31M0.9%N/A0.897% Nvidia’s next AI move could catch traders flat-footed (Ad)Tired of Missing Big AI Moves Like Nvidia? 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Results proven.Watch the system in action.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% 4/29/2025 Concurrent 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% 4/28/2025 Latitude Advisors LLC12,344$295K0.2%N/A0.202% 4/25/2025 Essex Financial Services Inc.10,095$241K0.0%N/A0.165% 4/22/2025Cambridge Investment Research Advisors Inc.10,297$246K0.0%N/A0.168% 4/21/2025 Envestnet Portfolio Solutions Inc.30,079$719K0.0%N/A0.491% 4/21/2025 Barrett & Company Inc.5,125$122K0.1%N/A0.084% 4/16/2025 Wealth Enhancement Advisory Services LLC62,050$1.48M0.0%N/A1.591% 4/14/2025 NavPoint Financial Inc.17,260$412K0.3%N/A0.443% 4/11/2025 Pines 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, 42 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), Main Line Retirement Advisors LLC ($13.14M), Stephens Inc. AR ($7.01M), Beta Wealth Group Inc. ($6.47M), Strategic Blueprint LLC ($4.99M), StoneCrest Wealth Management Inc. ($3.20M), and Smith Thornton Advisors LLC ($3.06M).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 42 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), Main Line Retirement Advisors LLC ($488.91K), Beta Wealth Group Inc. ($270.77K), Stephens Inc. AR ($260.61K), Strategic Blueprint LLC ($208.86K), StoneCrest Wealth Management Inc. ($118.94K), and Smith Thornton Advisors LLC ($113.64K). How much institutional buying is happening at Capital Group U.S. Small and Mid Cap ETF? Institutional investors have bought a total of 3,180,231 shares in the last 24 months. This purchase volume represents approximately $80.06M 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), 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 7,362 shares in the last 24 months. This volume of shares sold represents approximately $197.89K in transactions. Related Companies CSMD Institutional Ownership NBSM Institutional Ownership SMIZ Institutional Ownership RSMC Institutional Ownership FSCS Institutional Ownership FSGS Institutional Ownership MCHS Institutional Ownership MSSM Institutional Ownership TMSL Institutional Ownership QGRW Institutional Ownership This page (NYSEARCA:CGMM) was last updated on 7/30/2025 by MarketBeat.com Staff From Our PartnersAI Frenzy Could Send ‘EarnPhone’ SoaringThe hidden fuel behind AI? Your phone. Billions of data points — from your clicks, swipes, scrolls, and sea...Mode Mobile | SponsoredNvidia’s next AI move could catch traders flat-footedTired of Missing Big AI Moves Like Nvidia? You’re not the problem—your trading system is. Tim’s XGPT system...Timothy Sykes | SponsoredEx-Hedge Fund Manager Uncovers $100 Trillion Land ShiftTrump's Radical New Plan Could Enrich Thousands This isn't a campaign stunt. 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