Capital Group U.S. Small and Mid Cap ETF $CGMM Stock: Founders Financial Securities LLC Increases Holdings

Founders Financial Securities LLC grew its position in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 29.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 79,303 shares of the company’s stock after purchasing an additional 17,949 shares during the quarter. Founders Financial Securities LLC owned approximately 0.07% of Capital Group U.S. Small and Mid Cap ETF worth $2,455,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the company. Envestnet Asset Management Inc. boosted its holdings in shares of Capital Group U.S. Small and Mid Cap ETF by 14.9% during the 2nd quarter. Envestnet Asset Management Inc. now owns 10,481,145 shares of the company’s stock worth $345,563,000 after buying an additional 1,361,364 shares during the period. Cetera Investment Advisers grew its stake in Capital Group U.S. Small and Mid Cap ETF by 30.0% in the 1st quarter. Cetera Investment Advisers now owns 1,520,291 shares of the company’s stock valued at $44,636,000 after buying an additional 350,828 shares during the last quarter. Sei Investments Co. grew its stake in Capital Group U.S. Small and Mid Cap ETF by 30.2% in the 1st quarter. Sei Investments Co. now owns 977,455 shares of the company’s stock valued at $28,698,000 after buying an additional 226,974 shares during the last quarter. Wedbush Securities Inc. raised its holdings in Capital Group U.S. Small and Mid Cap ETF by 9,617.8% in the 2nd quarter. Wedbush Securities Inc. now owns 709,887 shares of the company’s stock worth $28,265,000 after acquiring an additional 702,582 shares during the period. Finally, NewEdge Advisors LLC raised its holdings in Capital Group U.S. Small and Mid Cap ETF by 10.9% in the 2nd quarter. NewEdge Advisors LLC now owns 824,209 shares of the company’s stock worth $27,174,000 after acquiring an additional 80,691 shares during the period.

Capital Group U.S. Small and Mid Cap ETF Price Performance

Capital Group U.S. Small and Mid Cap ETF stock opened at $31.21 on Friday. The firm has a market cap of $3.55 billion, a price-to-earnings ratio of 21.71 and a beta of 0.86. Capital Group U.S. Small and Mid Cap ETF has a fifty-two week low of $26.80 and a fifty-two week high of $33.84. The firm has a fifty day moving average price of $31.78 and a two-hundred day moving average price of $31.46.

Capital Group U.S. Small and Mid Cap ETF Company Profile

The Capital Group U.S. Small and Mid Cap ETF (CGMM) is an exchange-traded fund that mostly invests in extended market equity. The fund is actively managed, investing primarily in equity-type securities of small and mid-cap companies in the US. The fund aims for capital growth CGMM was launched on Jan 14, 2025 and is issued by Capital Group.