Who owns CGMM?
Capital Group U.S. Small and Mid Cap ETF · Capital Group
226 institutions reported holding CGMM, worth $2.8B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CGMM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $708.0M | 21,475,187 | +8,256,733 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $345.6M | 10,481,145 | +1,361,364 shares |
| Wells Fargo & Company | San Francisco, CA | $155.4M | 4,714,240 | +1,682,787 shares |
| Pathstone Holdings, LLC | Englewood, NJ | $95.8M | 2,904,910 | +1,225,540 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $81.3M | 2,507,602 | +1,028,712 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $80.6M | 2,443,779 | +758,030 shares |
| Cetera Investment Advisers | Schaumburg, IL | $75.0M | 2,276,254 | +755,963 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $70.6M | 2,140,159 | +1,621,909 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $51.9M | 1,573,652 | +202,749 shares |
| Merit Financial Group, LLC | Alpharetta, GA | $46.4M | 1,407,335 | +3,314 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CGMM?
226 institutional managers reported holding CGMM in Form 13F filings for June 30, 2026, worth $2.8B in total. The largest reported position was held by LPL Financial LLC, at $708.0M.
Did institutions buy or sell CGMM last quarter?
Reported 13F value rose 62.3% from March 31, 2026, which includes price moves as well as buying and selling. 44 firms reported a new position and 12 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CGMM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.