Capital Group U.S. Small and Mid Cap ETF (CGMM) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for CGMM. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Lpl Financial | 21,475,187 | $708M | INCREASED |
| Envestnet Asset Management | 10,481,145 | $346M | INCREASED |
| Wells Fargo & Company/MN | 4,714,240 | $155M | INCREASED |
| Pathstone Holdings | 2,904,910 | $96M | INCREASED |
| Jones Financial Companies Lllp | 2,507,602 | $81M | INCREASED |
Full institutional holdings, insider history, and congressional trades for Capital Group U.S. Small and Mid Cap ETF on SentiSense.