NewEdge Advisors LLC Has $27.17 Million Stock Position in Capital Group U.S. Small and Mid Cap ETF $CGMM

Posted by Stuart Ham on Sep 10th, 2026

NewEdge Advisors LLC increased its holdings in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) by 10.9% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 824,209 shares of the company’s stock after purchasing an additional 80,691 shares during the period. NewEdge Advisors LLC’s holdings in Capital Group U.S. Small and Mid Cap ETF were worth $27,174,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of the business. Comerica Bank acquired a new position in Capital Group U.S. Small and Mid Cap ETF during the third quarter worth approximately $29,000. Raymond James Financial Inc. acquired a new stake in shares of Capital Group U.S. Small and Mid Cap ETF in the second quarter valued at approximately $30,000. CIBC Private Wealth Group LLC acquired a new stake in shares of Capital Group U.S. Small and Mid Cap ETF in the third quarter valued at approximately $38,000. Capital Analysts LLC boosted its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 1,083.5% during the 4th quarter. Capital Analysts LLC now owns 1,361 shares of the company’s stock worth $39,000 after acquiring an additional 1,246 shares during the period. Finally, Harbor Investment Advisory LLC boosted its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 20.0% during the 1st quarter. Harbor Investment Advisory LLC now owns 2,886 shares of the company’s stock worth $85,000 after acquiring an additional 480 shares during the period.

Capital Group U.S. Small and Mid Cap ETF Trading Down 1.4%

CGMM stock opened at $32.05 on Thursday. Capital Group U.S. Small and Mid Cap ETF has a 1-year low of $26.80 and a 1-year high of $33.84. The business’s 50 day simple moving average is $32.62 and its 200 day simple moving average is $31.61. The firm has a market capitalization of $3.15 billion, a PE ratio of 21.71 and a beta of 0.83.

Capital Group U.S. Small and Mid Cap ETF Announces Dividend

The business also recently disclosed a semiannual dividend, which was paid on Wednesday, July 1st. Shareholders of record on Tuesday, June 30th were issued a $0.0401 dividend. This represents a dividend yield of 24.0%. The ex-dividend date was Tuesday, June 30th.

About Capital Group U.S. Small and Mid Cap ETF

(Free Report)

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.