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 allInvestorReported Balance
- Lpl Financial Llc$708.04M
- Envestnet Asset Management Inc$345.56M
- Wells Fargo & Company/Mn$155.43M
- Jones Financial Companies Lllp$81.30M
- Osaic Holdings, Inc.$80.58M