CGMM

Cap Group Small And Mid Cap

+$677.9M

Net Activity

Institutions Holding

199

Popularity Rank

#2898

Avg Weight

0.39%

Total Value

$1.7B

Ownership Trend

199 institutions currently hold CGMM, with 168 net buyers and 27 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

27

Net Buying Institutions

168

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$388.1M
EA
Envestnet Asset Management INC
$267.8M
WF
Wells Fargo & Company/mn
$89.0M
OH
Osaic Holdings, INC.
$49.5M
PH
Pathstone Holdings, LLC
$49.3M

Top 5 by Conviction

PF
Presper Financial Architects, LLC
11.20%
EA
Ergawealth Advisors, Inc.
10.31%
ML
Main Line Retirement Advisors, LLC
7.68%
CC
Coign Capital Advisors LLC
4.29%
NW
National Wealth Management Group, LLC
2.73%
View all 199 holding institutions

Quarterly Activity

Recent Activity

+$1.7B

Total Buy Value

$77.1M

Total Sell Value

New buy39
Trim15
Add129
Sold out12

168

Net Buyers

27

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CAP GROUP SMALL AND MID CAP (CGMM)?
Major stakeholders currently include LPL Financial LLC ($388.1M), Envestnet Asset Management INC ($267.8M), Wells Fargo & Company/mn ($89.0M). Based on the latest 13F filings, there are a total of 199 tracked investment funds and institutions maintaining positions in CGMM.
What is the overall institutional sentiment toward CGMM recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $677.9M, driven by 168 managers accumulating shares while 27 reduced their exposure.
Which institutions have been selling or reducing their CGMM positions?
In the latest period, 15 funds trimmed their holdings, and 12 managers completely exited their positions. The aggregate reported sell value was $77.1M.
Are there any notable investors adding CGMM to their portfolios?
Yes, buying activity remains notable. 39 institutions opened new positions in {ticker}, and 129 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.7B.

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