Who Owns CAP GROUP SMALL AND MID CAP (CGMM)? -- Institutional Holders (2026-06-30)

239 institutions reported holding $2.72B of CAP GROUP SMALL AND MID CAP (CGMM) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($708.0M), ENVESTNET ASSET MANAGEMENT INC ($345.6M), WELLS FARGO & COMPANY/MN ($155.4M), Pathstone Holdings, LLC ($95.8M), JONES FINANCIAL COMPANIES LLLP ($81.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$708.0M21.5MAdded
2ENVESTNET ASSET MANAGEMENT INC$345.6M10.5MAdded
3WELLS FARGO & COMPANY/MN$155.4M4.7MAdded
4Pathstone Holdings, LLC$95.8M2.9MAdded
5JONES FINANCIAL COMPANIES LLLP$81.3M2.5MAdded
6OSAIC HOLDINGS, INC.$80.6M2.4MAdded
7Cetera Investment Advisers$75.0M2.3MAdded
8COMMONWEALTH EQUITY SERVICES, LLC$51.9M1.6MAdded
9Merit Financial Group, LLC$46.4M1.4MAdded
10MML INVESTORS SERVICES, LLC$43.7M1.3MAdded
11NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$40.7M1.2MAdded
12RAYMOND JAMES FINANCIAL INC$40.2M1.2MAdded
13SEI INVESTMENTS CO$39.3M1.2MAdded
14Janney Montgomery Scott LLC$38.6M1.2MNew
15CAPTRUST FINANCIAL ADVISORS$37.3M1.1MAdded
16ASSETMARK, INC$36.4M1.1MAdded
17Royal Bank of Canada$35.5M1.1MAdded
18Cambridge Investment Research Advisors, Inc.$35.3M1.1MAdded
19Kestra Advisory Services, LLC$32.9M998,736Added
20STIFEL FINANCIAL CORP$31.5M955,775Added
21Capital Group Private Client Services, Inc.$31.5M955,714Added
22NewEdge Advisors, LLC$27.2M824,209Added
23Ergawealth Advisors, Inc.$26.9M815,624Added
24BENJAMIN EDWARDS INC$26.4M801,560Added
25Kestra Investment Management, LLC$24.5M744,539Trimmed

Source: SEC Form 13F filings · as of 2026-06-30