Capital Group U.S. Small and Mid Cap ETF (CGMM) Institutional Ownership $27.71 -0.02 (-0.07%) 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)54TotalInstitutional Inflows(last 12 months)$177.24MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$277.08K 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 CompanyDetails8/15/2025 Captrust Financial Advisors923,440$24.82M0.1%+2,813.8%6.036% 8/15/2025 Orion Porfolio Solutions LLC31,651$851K0.0%N/A0.207% 8/15/2025 MML Investors Services LLC229,187$6.16M0.0%+37.2%1.498% 8/15/2025 Benjamin Edwards Inc.96,264$2.59M0.0%+134.1%0.629% 8/14/2025 Raymond James Financial Inc.1,107$30K0.0%N/A0.007% 8/14/2025 Sei Investments Co.242,983$6.53M0.0%+1,613.3%1.588% 8/14/2025 NewEdge Advisors LLC505,750$13.60M0.1%N/A3.306% 8/14/2025 Cary Street Partners Financial LLC193,673$5.21M0.1%N/A1.266% 8/11/2025 Rothschild Investment LLC27,690$744K0.0%N/A0.197% 8/11/2025 Beta Wealth Group Inc.267,824$7.20M2.6%-1.1%1.910% 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. 8/8/2025 Kingsview Wealth Management LLC49,984$1.34M0.0%N/A0.356% 8/8/2025 Cetera Investment Advisers281,832$7.58M0.0%N/A2.010% 8/8/2025 Security Financial Services INC.12,405$333K0.1%N/A0.088% 8/6/2025 Souders Financial Advisors9,724$261K0.0%N/A0.069% 8/4/2025 Assetmark Inc.37,334$1.00M0.0%N/A0.266% 8/4/2025 World Investment Advisors10,812$291K0.0%+18.2%0.077% 8/1/2025 Envestnet Asset Management Inc.1,846,515$49.63M0.0%+139.0%13.167% 7/31/2025 Moloney Securities Asset Management LLC22,560$606K0.1%+43.4%0.161% 7/30/2025 Strategic Blueprint LLC352,716$9.48M0.5%+68.9%2.515% 7/30/2025 D.A. Davidson & CO.16,720$449K0.0%N/A0.119% 7/30/2025 Cullen Frost Bankers Inc.37,685$1.01M0.0%+33.4%0.269% 7/30/2025 Smith 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% 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% BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis (Ad)With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist Ben Stein—drawing on insights from his own experience and his father’s time advising two U.S. presidents—just released a new report on how to help protect your retirement from the next major crisis.Claim your free copy of “How to Survive the Next Financial Crisis” today7/15/2025 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% 5/14/2025 Tradition Wealth Management LLC12,150$290K0.0%N/A0.148% 5/13/2025 Sei Investments Co.14,182$339K0.0%N/A0.173% 5/12/2025 Benjamin Edwards Inc.41,115$982K0.0%N/A0.501% 5/9/2025 Beta 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% 5/5/2025 OneAscent Financial Services LLC11,734$280K0.0%N/A0.192% 5/2/2025 Cullen Frost Bankers Inc.28,251$675K0.0%N/A0.462% 5/2/2025 Sigma 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, 54 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), Strategic Blueprint LLC ($9.48M), Cetera Investment Advisers ($7.58M), and Beta Wealth Group Inc. ($7.20M).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 54 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), Strategic Blueprint LLC ($352.72K), Cetera Investment Advisers ($281.83K), and Beta Wealth Group Inc. ($270.77K). How much institutional buying is happening at Capital Group U.S. Small and Mid Cap ETF? Institutional investors have bought a total of 6,795,451 shares in the last 24 months. This purchase volume represents approximately $177.24M 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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