CGMM: Capital Group U.S. Small And Mid Cap Etf insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
226 institutions reported holding $2.62B of Capital Group U.S. Small And Mid Cap Etf on Form 13F (200 the quarter before). 38 opened a new position and 12 sold out. Shares held by institutions: +43%.
| Largest holders | Shares | Value |
|---|---|---|
| LPL Financial LLC | 21,475,187 | $708.04M |
| ENVESTNET ASSET MANAGEMENT INC | 10,481,145 | $345.56M |
| WELLS FARGO & COMPANY/MN | 4,714,240 | $155.43M |
| Pathstone Holdings, LLC | 2,904,910 | $95.77M |
| JONES FINANCIAL COMPANIES LLLP | 2,507,602 | $81.30M |
| OSAIC HOLDINGS, INC. | 2,443,779 | $80.58M |
| Cetera Investment Advisers | 2,276,254 | $75.05M |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,573,652 | $51.88M |
| Merit Financial Group, LLC | 1,407,335 | $46.40M |
| MML INVESTORS SERVICES, LLC | 1,325,925 | $43.72M |
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