CGMM — CAP GROUP SMALL AND MID CAP

As of Q2 2026, 10 SEC-registered investment managers reported holding CGMM (CAP GROUP SMALL AND MID CAP) in their latest 13F filings, with a combined reported value of $166.29M across 5.04M shares. That is +62.4% by share count (+1.94M shares) versus the previous quarter, while reported value moved +82.4%. Ownership is concentrated: the five largest holders account for 99.2% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 4 opened new positions, 6 added to existing stakes, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.