CAP GROUP SMALL AND MID CAP (CGMM) Institutional Shareholders
CAP GROUP SMALL AND MID CAP (CGMM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.56B in CGMM holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of CGMM tracked by InsiderSet, reporting ownership valued at approximately $708.04M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $675.18M, representing an estimated loss of -4.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed CGMM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Envestnet Asset Management Inc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in CAP GROUP SMALL AND MID CAP (CGMM).
This page ranks the largest institutional CGMM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.16% | 21,475,187 | $708,036,916 | $675,179,879 | -$32,857,037 | -4.64% | |
| Envestnet Asset Management Inc | 0.08% | 10,481,145 | $345,563,359 | $329,527,199 | -$16,036,160 | -4.64% | |
| Wells Fargo & Company/Mn | 0.03% | 4,714,240 | $155,428,492 | $148,215,706 | -$7,212,786 | -4.64% | |
| Jones Financial Companies Lllp | 0.03% | 2,507,602 | $81,296,461 | $78,839,007 | -$2,457,454 | -3.02% | |
| Osaic Holdings, Inc. | 0.09% | 2,443,779 | $80,575,066 | $76,832,412 | -$3,742,654 | -4.64% | |
| Cetera Investment Advisers | 0.07% | 2,276,254 | $75,048,116 | $71,565,426 | -$3,482,690 | -4.64% | |
| Commonwealth Equity Services, Llc | 0.07% | 1,573,652 | $51,883,300 | $49,475,619 | -$2,407,681 | -4.64% | |
| Pathstone Holdings, Llc | 0.20% | 1,679,370 | $49,306,293 | $52,799,393 | +$3,493,100 | +7.08% | |
| Merit Financial Group, Llc | 0.29% | 1,407,335 | $46,399,847 | $44,246,612 | -$2,153,235 | -4.64% | |
| Mml Investors Services, Llc | 0.09% | 1,325,925 | $43,715,737 | $41,687,082 | -$2,028,655 | -4.64% | |
| Raymond James Financial Inc | 0.01% | 1,218,875 | $40,186,309 | $38,321,430 | -$1,864,879 | -4.64% | |
| Sei Investments Co | 0.03% | 1,192,327 | $39,311,350 | $37,486,761 | -$1,824,589 | -4.64% | |
| Janney Montgomery Scott Llc | 0.07% | 1,171,983 | $38,640,000 | $36,847,146 | -$1,792,854 | -4.64% | |
| Captrust Financial Advisors | 0.06% | 1,131,525 | $37,306,391 | $35,575,146 | -$1,731,245 | -4.64% | |
| Assetmark, Inc | 0.06% | 1,104,735 | $36,423,113 | $34,732,868 | -$1,690,245 | -4.64% | |
| Royal Bank Of Canada | 0.01% | 1,077,007 | $35,509,000 | $33,861,100 | -$1,647,900 | -4.64% | |
| Kestra Advisory Services, Llc | 0.11% | 998,736 | $32,928,340 | $31,400,260 | -$1,528,080 | -4.64% | |
| Stifel Financial Corp | 0.03% | 955,775 | $31,512,077 | $30,049,566 | -$1,462,511 | -4.64% | |
| Capital Group Private Client Services, Inc. | 0.44% | 955,714 | $31,509,904 | $30,047,648 | -$1,462,256 | -4.64% | |
| Newedge Advisors, Llc | 0.08% | 824,209 | $27,174,160 | $25,913,131 | -$1,261,029 | -4.64% | |
| Ergawealth Advisors, Inc. | 10.44% | 815,624 | $26,891,130 | $25,643,219 | -$1,247,911 | -4.64% | |
| Benjamin Edwards Inc | 0.24% | 801,560 | $26,426,784 | $25,201,046 | -$1,225,738 | -4.64% | |
| Presper Financial Architects, Llc | 11.04% | 641,960 | $21,165,421 | $20,183,222 | -$982,199 | -4.64% | |
| &Partners | 0.07% | 552,692 | $18,253,894 | $17,376,636 | -$877,258 | -4.81% | |
| Natixis Advisors, Llc | 0.02% | 522,131 | $17,214,000 | $16,415,799 | -$798,201 | -4.64% | |
| Main Line Retirement Advisors, Llc | 7.73% | 511,035 | $16,848,831 | $16,066,940 | -$781,891 | -4.64% | |
| Baird Financial Group, Inc. | 0.02% | 509,926 | $16,812,260 | $16,032,073 | -$780,187 | -4.64% | |
| Valmark Advisers, Inc. | 0.16% | 468,806 | $15,456,540 | $14,739,261 | -$717,279 | -4.64% | |
| Macquarie Group Ltd | 0.07% | 460,000 | $15,166,200 | $14,462,400 | -$703,800 | -4.64% | |
| Strategic Blueprint, Llc | 0.76% | 458,668 | $15,122,268 | $14,420,522 | -$701,746 | -4.64% | |
| Compton Financial Group, Llc | 2.91% | 457,700 | $15,090,377 | $14,390,088 | -$700,289 | -4.64% | |
| Stephens Inc | 0.15% | 404,504 | $13,336,497 | $12,717,606 | -$618,891 | -4.64% | |
| Kwb Wealth | 1.07% | 379,650 | $12,517,061 | $11,936,196 | -$580,865 | -4.64% | |
| Rockefeller Capital Management L.P. | 0.02% | 372,277 | $12,273,973 | $11,704,389 | -$569,584 | -4.64% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 311,525 | $10,126,117 | $9,794,346 | -$331,771 | -3.28% | |
| Souders Financial Advisors | 1.01% | 305,649 | $10,077,264 | $9,609,605 | -$467,659 | -4.64% | |
| Vestmark Advisory Solutions, Inc. | 0.09% | 303,954 | $10,021,363 | $9,556,314 | -$465,049 | -4.64% | |
| Coign Capital Advisors Llc | 4.26% | 286,923 | $9,460,165 | $9,020,859 | -$439,306 | -4.64% | |
| Orion Porfolio Solutions, Llc | 0.07% | 282,307 | $9,307,646 | $8,875,732 | -$431,914 | -4.64% | |
| J. Derek Lewis & Associates Inc. | 1.75% | 281,626 | $9,285,249 | $8,854,321 | -$430,928 | -4.64% | |
| Great Valley Advisor Group, Inc. | 0.14% | 270,456 | $8,917,140 | $8,503,137 | -$414,003 | -4.64% | |
| Essex Financial Services, Inc. | 0.35% | 215,247 | $7,096,697 | $6,767,366 | -$329,331 | -4.64% | |
| Equitable Holdings, Inc. | 0.04% | 213,117 | $7,026,474 | $6,700,398 | -$326,076 | -4.64% | |
| Cary Street Partners Financial Llc | 0.14% | 190,437 | $6,278,708 | $5,987,339 | -$291,369 | -4.64% | |
| Private Advisor Group, Llc | 0.03% | 190,130 | $6,268,584 | $5,977,687 | -$290,897 | -4.64% | |
| National Wealth Management Group, Llc | 1.83% | 179,661 | $5,923,430 | $5,648,542 | -$274,888 | -4.64% | |
| Royal Harbor Partners, Llc | 1.80% | 175,902 | $5,799,489 | $5,530,359 | -$269,130 | -4.64% | |
| Concurrent Investment Advisors, Llc | 0.05% | 165,625 | $5,460,637 | $5,207,250 | -$253,387 | -4.64% | |
| Smartleaf Asset Management Llc | 0.17% | 164,361 | $5,372,971 | $5,167,510 | -$205,461 | -3.82% | |
| Bank Of America Corp | 0.00% | 159,931 | $5,272,925 | $5,028,231 | -$244,694 | -4.64% |
Frequently asked questions about CGMM
Who owns the most CGMM stock?
The largest holders of CGMM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CAP GROUP SMALL AND MID CAP (CGMM).
Is CGMM widely held by superinvestors?
Many widely followed stocks like CGMM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGMM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.