Who Owns Capital Group U.S. Small and Mid Cap ETF (CGMM)?Hedge Fund & Institutional Holders

$29.82+0.38 (+1.29%)Financial ServicesNYSE_ARCA

Institutional Holders

as of QNaN NaN

Total Institutional Value

$81.7T

% of Float Held

—

QoQ Change in Holders

+43 / -0

Price History

CGMM — Biggest Institutional Buyers This Quarter

Fund	Shares Added	Value	% of Portfolio
Capital International InvestorsNew	1.0M	$24.0T	4.72%
ENVESTNET ASSET MANAGEMENT INCNew	773K	$18.5T	5.95%
Beta Wealth Group, Inc.New	271K	$6.5T	2.32%
COMMONWEALTH EQUITY SERVICES, LLCNew	242K	$5.8T	8.18%
Strategic Blueprint, LLCNew	209K	$5.0T	0.27%
MML INVESTORS SERVICES, LLCNew	167K	$4.0T	13.29%
Smith Thornton Advisors LLCNew	113K	$2.7T	1.68%
Capital Group Private Client Services, Inc.New	79K	$1.9T	18.40%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew	62K	$1.5T	2.83%
A&I FINANCIAL SERVICES, LLCNew	55K	$1.3T	0.89%
&PARTNERSNew	50K	$1.2T	12.65%
BENJAMIN EDWARDS INCNew	41K	$982.2B	13.72%
OSAIC HOLDINGS, INC.New	35K	$832.3B	1.85%
CAPTRUST FINANCIAL ADVISORSNew	32K	$757.1B	1.90%
Pines Wealth Management, LLCNew	33K	$682.3B	0.32%

Top Institutional Holders(QNaN NaN)

#	Fund	Shares	Value	% of Portfolio	QoQ Share Change
1	Capital International Investors	1,004,890	$24.0T	4.72%	New
2	ENVESTNET ASSET MANAGEMENT INC	772,624	$18.5T	5.95%	New
3	Beta Wealth Group, Inc.	270,770	$6.5T	2.32%	New
4	COMMONWEALTH EQUITY SERVICES, LLC	241,835	$5.8T	8.18%	New
5	Strategic Blueprint, LLC	208,856	$5.0T	0.27%	New
6	MML INVESTORS SERVICES, LLC	167,058	$4.0T	13.29%	New
7	Smith Thornton Advisors LLC	113,115	$2.7T	1.68%	New
8	Capital Group Private Client Services, Inc.	78,885	$1.9T	18.40%	New
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	62,050	$1.5T	2.83%	New
10	A&I FINANCIAL SERVICES, LLC	54,899	$1.3T	0.89%	New
11	&PARTNERS	49,707	$1.2T	12.65%	New
12	BENJAMIN EDWARDS INC	41,115	$982.2B	13.72%	New
13	OSAIC HOLDINGS, INC.	34,840	$832.3B	1.85%	New
14	CAPTRUST FINANCIAL ADVISORS	31,692	$757.1B	1.90%	New
15	Pines Wealth Management, LLC	32,523	$682.3B	0.32%	New
16	CULLEN/FROST BANKERS, INC.	28,251	$674.9B	9.46%	New
17	Mariner, LLC	24,050	$574.6B	0.96%	New
18	Merit Financial Group, LLC	22,867	$546.3B	8.18%	New
19	TRUIST FINANCIAL CORP	20,004	$477.9B	0.76%	New
20	Sigma Planning Corp	20,000	$477.8B	0.02%	New
21	NavPoint Financial, Inc.	17,260	$412.3B	0.29%	New
22	SEI INVESTMENTS CO	14,182	$338.9B	0.43%	New
23	Latitude Advisors, LLC	12,344	$294.9B	0.17%	New
24	GWN SECURITIES INC.	12,344	$294.9B	0.02%	New
25	Tradition Wealth Management, LLC	12,150	$290.3B	0.03%	New
26	Main Line Retirement Advisors, LLC	11,550	$275.9B	0.18%	New
27	FOUNDERS FINANCIAL SECURITIES LLC	11,314	$264.4B	0.02%	New
28	Essex Financial Services, Inc.	10,095	$241.2B	0.02%	New
29	SUSQUEHANNA INTERNATIONAL GROUP, LLP	9,950	$237.7B	0.04%	New
30	World Investment Advisors	9,150	$218.6B	0.01%	New
31	HARBOUR INVESTMENTS, INC.	8,618	$205.9B	0.01%	New
32	BARRETT & COMPANY, INC.	5,125	$122.4B	0.05%	New
33	ROYAL BANK OF CANADA	4,794	$115.0B	0.02%	New
34	IFP Advisors, Inc	1,242	$29.7B	0.00%	New
35	ORG Partners LLC	870	$20.9B	0.01%	New
36	Capital A Wealth Management, LLC	520	$12.4B	0.01%	New
37	MARK SHEPTOFF FINANCIAL PLANNING, LLC	390	$9.3B	0.01%	New
38	Steward Partners Investment Advisory, LLC	152	$3.6B	0.03%	New
39	Concurrent Investment Advisors, LLC	40,564	$969.0M	0.02%	New
40	Envestnet Portfolio Solutions, Inc.	30,079	$718.0M	0.00%	New
41	OneAscent Financial Services LLC	11,734	$280.0M	0.02%	New
42	Cambridge Investment Research Advisors, Inc.	10,297	$246.0M	0.00%	New
43	Capital Analysts, LLC	115	$3.0M	0.00%	New

Similar Stocks by Institutional Ownership

VOO

Vanguard S&P 500 ETF

JPM

JPMorgan Chase & Co.

IVV

iShares Core S&P 500 ETF

SPY

State Street SPDR S&P 500 ETF Trust

VXUS

Vanguard Total International Stock ETF

Visa Inc.

VTI

Vanguard Total Stock Market ETF

Mastercard Incorporated

As of QNaN NaN, 43 institutional investors hold CGMM (Capital Group U.S. Small and Mid Cap ETF). The largest holder is Capital International Investors with $24.0T in shares. This quarter, 43 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own CGMM?

As of QNaN NaN, 43 institutional investors report holding CGMM (Capital Group U.S. Small and Mid Cap ETF) in their 13F filings.

Who is the largest institutional holder of CGMM?

The largest institutional holder of CGMM is Capital International Investors with $24.0T in shares.

Is institutional ownership of CGMM increasing or decreasing?

This quarter, 43 institutions opened new positions in CGMM and 0 closed their positions.