Who Owns CAP GROUP SMALL AND MID CAP (CGMM)? -- Institutional Holders (2026-06-30)

239 institutions reported holding $2.72B of CAP GROUP SMALL AND MID CAP (CGMM) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($708.0M), ENVESTNET ASSET MANAGEMENT INC ($345.6M), WELLS FARGO & COMPANY/MN ($155.4M), Pathstone Holdings, LLC ($95.8M), JONES FINANCIAL COMPANIES LLLP ($81.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$708.0M	21.5M	Added
2	ENVESTNET ASSET MANAGEMENT INC	$345.6M	10.5M	Added
3	WELLS FARGO & COMPANY/MN	$155.4M	4.7M	Added
4	Pathstone Holdings, LLC	$95.8M	2.9M	Added
5	JONES FINANCIAL COMPANIES LLLP	$81.3M	2.5M	Added
6	OSAIC HOLDINGS, INC.	$80.6M	2.4M	Added
7	Cetera Investment Advisers	$75.0M	2.3M	Added
8	COMMONWEALTH EQUITY SERVICES, LLC	$51.9M	1.6M	Added
9	Merit Financial Group, LLC	$46.4M	1.4M	Added
10	MML INVESTORS SERVICES, LLC	$43.7M	1.3M	Added
11	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$40.7M	1.2M	Added
12	RAYMOND JAMES FINANCIAL INC	$40.2M	1.2M	Added
13	SEI INVESTMENTS CO	$39.3M	1.2M	Added
14	Janney Montgomery Scott LLC	$38.6M	1.2M	New
15	CAPTRUST FINANCIAL ADVISORS	$37.3M	1.1M	Added
16	ASSETMARK, INC	$36.4M	1.1M	Added
17	Royal Bank of Canada	$35.5M	1.1M	Added
18	Cambridge Investment Research Advisors, Inc.	$35.3M	1.1M	Added
19	Kestra Advisory Services, LLC	$32.9M	998,736	Added
20	STIFEL FINANCIAL CORP	$31.5M	955,775	Added
21	Capital Group Private Client Services, Inc.	$31.5M	955,714	Added
22	NewEdge Advisors, LLC	$27.2M	824,209	Added
23	Ergawealth Advisors, Inc.	$26.9M	815,624	Added
24	BENJAMIN EDWARDS INC	$26.4M	801,560	Added
25	Kestra Investment Management, LLC	$24.5M	744,539	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30