Capital Group U.S. Small and Mid Cap ETF (CGMM) Institutional Ownership $24.32 +0.68 (+2.88%) As of 05/2/2025 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)17TotalInstitutional Inflows(last 12 months)$34.47MNumber 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 CompanyDetails5/2/2025Cullen 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% 5/1/2025 Smith Thornton Advisors LLC113,115$2.70M1.7%N/A1.848% 4/30/2025 Moloney Securities Asset Management LLC15,730$376K0.1%N/A0.257% 4/29/2025 Envestnet Asset Management Inc.772,624$18.46M0.0%N/A12.625% 4/29/2025 Concurrent Investment Advisors LLC40,564$969K0.0%N/A0.663% 4/29/2025 World Investment Advisors9,150$219K0.0%N/A0.150% 4/29/2025 Strategic 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% 4/22/2025 Cambridge 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, 17 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), 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), Concurrent Investment Advisors LLC ($969K), and Pines Wealth Management LLC ($777K).Learn more on CGMM's institutional investors. Which institutional investors have been buying Capital Group U.S. Small and Mid Cap ETF stock? Of the 17 institutional investors that purchased Capital Group U.S. Small and Mid Cap ETF 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), 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), Concurrent Investment Advisors LLC ($40.56K), and Pines Wealth Management LLC ($32.52K). How much institutional buying is happening at Capital Group U.S. Small and Mid Cap ETF? Institutional investors have bought a total of 1,442,962 shares in the last 24 months. This purchase volume represents approximately $34.47M in transactions. Related Companies NBSM Institutional Ownership SMIZ Institutional Ownership CSMD 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 5/3/2025 by MarketBeat.com Staff From Our PartnersThink NVDA’s run was epic? 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