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Capital Group U.S. Small and Mid Cap ETF (CGMM) Institutional Ownership

$22.42 +0.17 (+0.76%)
As of 04/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$2.67M
Number of
Institutional Sellers
(last 12 months)
0
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Capital Group U.S. Small and Mid Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025 Wealth Enhancement Advisory Services LLC62,050$1.48M0.0%N/A1.591%
4/14/2025 NavPoint Financial Inc.17,260$412K0.3%N/A0.443%
4/11/2025 Pines Wealth Management LLC32,523$777K0.3%N/A0.834%
(Data available from 1/1/2016 forward)

CGMM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGMM shares?

During the previous two years, the following institutional investors and hedge funds held shares of Capital Group U.S. Small and Mid Cap ETF shares: Wealth Enhancement Advisory Services LLC ($1.48M), and Pines Wealth Management LLC ($777K), NavPoint Financial Inc. ($412K).Learn more on CGMM's institutional investors.

Which institutional investors have been buying Capital Group U.S. Small and Mid Cap ETF stock?

The following institutional investors have purchased Capital Group U.S. Small and Mid Cap ETF stock in the last 24 months: Wealth Enhancement Advisory Services LLC ($62.05K), Pines Wealth Management LLC ($32.52K), and NavPoint Financial Inc. ($17.26K).

How much institutional buying is happening at Capital Group U.S. Small and Mid Cap ETF?

Institutional investors have bought a total of 111,833 shares in the last 24 months. This purchase volume represents approximately $2.67M in transactions.



This page (NYSEARCA:CGMM) was last updated on 4/18/2025 by MarketBeat.com Staff
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