Capital Group U.S. Small and Mid Cap ETF (CGMM)
ETF ยท NYSE Arca
Capital Group U.S. Small and Mid Cap ETF (CGMM) is an exchange-traded fund listed on NYSE Arca, where it has traded since January 14, 2025.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- January 14, 2025
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 225 institutions reported holding CGMM, with 82.5 million shares worth $2.7 billion in aggregate. The largest reported holder was Lpl Financial, with 21.5 million shares worth $708.0 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Lpl Financial | 21,475,187 | $708M | Added 62.46% |
| Envestnet Asset Management | 10,481,145 | $346M | Added 14.93% |
| Wells Fargo & Company/MN | 4,714,240 | $155M | Added 55.51% |
| Pathstone Holdings | 2,904,910 | $96M | Added 72.98% |
| Jones Financial Companies Lllp | 2,507,602 | $81M | Added 69.56% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is CGMM?
Capital Group U.S. Small and Mid Cap ETF (CGMM) is an exchange-traded fund listed on NYSE Arca, where it has traded since January 14, 2025.
Who are the largest institutional holders of CGMM?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of CGMM were Lpl Financial, Envestnet Asset Management and Wells Fargo & Company/MN.
How many institutions own CGMM?
225 institutions reported a position in CGMM for the quarter ended June 30, 2026, worth $2.7 billion in total.
Did institutions buy or sell CGMM last quarter?
Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for CGMM.
Every reported institutional holder, plus insider and congressional trades in CGMM, on SentiSense.