CAP GROUP SMALL AND MID CAP CGMM
$32.72
-0.6% 52w: $25.94 – $32.97
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data25.9429.4632.97
Jun 20, 2025 Jul 2, 2026
Institutional holders
199
+24 QoQ
13F value
$1.72B
+68.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CGMM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 13.2M | $388.1M | 0.1% | +347.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 9.1M | $267.8M | 0.1% | +24.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.0M | $89.0M | 0.0% | +90.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.7M | $49.5M | 0.1% | +9.8% |
| Pathstone Holdings, LLC | Diversified mechanical | 1.7M | $49.3M | 0.2% | +13978.0% |
| Cetera Investment Advisers | Wealth advisor | 1.5M | $44.6M | 0.0% | +30.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.5M | $42.5M | 0.0% | +214.8% |
| Merit Financial Group, LLC | Wealth advisor | 1.4M | $41.2M | 0.3% | +3.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.4M | $40.2M | 0.1% | +49.0% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.1M | $32.7M | 0.1% | +7.4% |
| Kestra Investment Management, LLC | Wealth advisor | 1.1M | $31.6M | 0.5% | +90.6% |
| SEI INVESTMENTS CO | Diversified mechanical | 977.5K | $28.7M | 0.0% | +30.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 946.5K | $27.8M | 0.1% | +10.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 937.7K | $27.5M | 0.0% | +233.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 926.7K | $27.2M | 0.0% | +4.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 913.2K | $26.8M | 0.1% | +1.6% |
| ASSETMARK, INC | Wealth advisor | 890.4K | $26.1M | 0.1% | +18.5% |
| Ergawealth Advisors, Inc. | Wealth advisor | 794.1K | $23.3M | 10.3% | +6.0% |
| ROYAL BANK OF CANADA | Bank broker | 794.0K | $23.3M | 0.0% | +25.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 743.5K | $21.8M | 0.1% | +10.0% |
| Capital Group Private Client Services, Inc. | Wealth advisor | 738.7K | $21.7M | 0.4% | +52.8% |
| Presper Financial Architects, LLC | Wealth advisor | 641.7K | $18.8M | 11.2% | New |
| BENJAMIN EDWARDS INC | Diversified mechanical | 534.3K | $15.7M | 0.2% | +52.8% |
| Main Line Retirement Advisors, LLC | Wealth advisor | 523.9K | $15.4M | 7.7% | +0.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 518.3K | $15.2M | 0.0% | +20.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 495.7K | $14.6M | 0.0% | +3493.2% |
| Strategic Blueprint, LLC | Wealth advisor | 449.6K | $13.2M | 0.8% | +3.2% |
| &PARTNERS | Diversified mechanical | 435.3K | $12.8M | 0.1% | +30.3% |
| STEPHENS INC /AR/ | Diversified mechanical | 396.3K | $11.6M | 0.1% | -8.6% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 317.7K | $9.3M | 0.1% | -13.9% |
| Souders Financial Advisors | Wealth advisor | 287.6K | $8.4M | 1.0% | +19.5% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 286.2K | $8.4M | 0.1% | +29.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 281.2K | $8.4M | 0.0% | +33.5% |
| Coign Capital Advisors LLC | Wealth advisor | 278.3K | $8.2M | 4.3% | +9.2% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 267.9K | $7.9M | 0.0% | +207.0% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 265.4K | $7.8M | 0.1% | +12.6% |
| National Wealth Management Group, LLC | Wealth advisor | 249.9K | $7.3M | 2.7% | +2.2% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 230.1K | $6.8M | 0.1% | New |
| J. Derek Lewis & Associates Inc. | Wealth advisor | 225.8K | $6.7M | 1.5% | +32.1% |
| Valmark Advisers, Inc. | Wealth advisor | 208.7K | $6.1M | 0.1% | +47.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 206.5K | $6.1M | 0.0% | +219.1% |
| Compton Financial Group, LLC | Wealth advisor | 196.0K | $5.8M | 1.3% | +2528.4% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 180.6K | $5.3M | 0.1% | -8.2% |
| Royal Harbor Partners, LLC | Wealth advisor | 174.2K | $5.1M | 1.7% | New |
| Per Stirling Capital Management, LLC. | Wealth advisor | 161.1K | $4.7M | 0.5% | New |
| Smartleaf Asset Management LLC | Wealth advisor | 164.4K | $4.7M | 0.2% | +14.7% |
| StoneCrest Wealth Management, Inc. | Wealth advisor | 139.7K | $4.1M | 1.7% | +1.9% |
| BNB Wealth Management, LLC | Wealth advisor | 133.2K | $3.9M | 2.5% | +11.8% |
| Smith Thornton Advisors LLC | Wealth advisor | 133.0K | $3.9M | 2.0% | +5.5% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 128.7K | $3.8M | 0.1% | +119.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.