CAP GROUP SMALL AND MID CAP (CGMM) Institutional Ownership and Insiders Activity

CAP GROUP SMALL AND MID CAP (CGMM) is widely held by institutional investors, with 222 firms reporting positions valued at approximately $2.56B based on SEC Form 13F filings for the quarter ended June 30, 2026.

Lpl Financial Llc is the largest disclosed holder, reporting approximately $708.04M in CGMM holdings in its latest filing.

Institutional Holders

222

Total Reported Value

$2.56B

Largest Holder

Lpl Financial Llc

Largest Position

$708.04M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

42

Funds Exiting Positions

22

Top Institutional Owners

View all
InvestorReported Balance