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Capital Group New Geography Equity ETF (CGNG) Institutional Ownership

$31.12 -0.26 (-0.83%)
As of 10/7/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Capital Group New Geography Equity ETF (NYSEARCA:CGNG)

Number of
Institutional Buyers
(last 12 months)
99
Total
Institutional Inflows
(last 12 months)
$292.44M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$8.37M
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CGNG Institutional Buying and Selling by Quarter

Capital Group New Geography Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/6/2025Venture Visionary Partners LLC10,737$332K0.0%N/A0.037%
9/4/2025Osaic Holdings Inc.147,132$4.24M0.0%+93.9%0.669%
8/29/2025Centaurus Financial Inc.5,012$144K0.0%N/A0.023%
8/27/2025Orion Porfolio Solutions LLC58,584$1.69M0.0%+106.9%0.266%
8/19/2025Advisory Services Network LLC12,211$349K0.0%N/A0.056%
8/15/2025Captrust Financial Advisors534,083$15.39M0.0%+11.6%2.428%
8/15/2025Orion Porfolio Solutions LLC15,022$433K0.0%-47.0%0.068%
8/15/2025MML Investors Services LLC185,112$5.33M0.0%+43.9%0.841%
8/15/2025Great Valley Advisor Group Inc.9,659$278K0.0%N/A0.044%
8/15/2025Benjamin Edwards Inc.146,366$4.22M0.1%+26.4%0.665%
8/14/2025Jane Street Group LLC273,985$7.89M0.0%+1,393.3%1.245%
8/14/2025Raymond James Financial Inc.742,206$21.38M0.0%+131.3%3.374%
8/14/2025Peapack Gladstone Financial Corp13,220$381K0.0%+10.9%0.060%
8/14/2025NewEdge Advisors LLC576,180$16.60M0.1%N/A2.619%
8/14/2025Acorn Wealth Advisors LLC16,337$471K0.2%+7.6%0.074%
8/14/2025Cary Street Partners Financial LLC66,197$1.91M0.1%N/A0.301%
8/13/2025Baird Financial Group Inc.110,708$3.19M0.0%+154.6%0.503%
8/13/2025Beacon Pointe Advisors LLC61,025$1.76M0.0%N/A0.277%
8/13/2025Stablepoint Partners LLC39,569$1.14M0.2%+5.5%0.180%
8/13/2025Northwestern Mutual Wealth Management Co.90,784$2.62M0.0%N/A0.413%
8/12/2025Armor Investment Advisors LLC21,563$621K0.2%N/A0.098%
8/12/2025Steward Partners Investment Advisory LLC41,486$1.20M0.0%+10.2%0.189%
8/12/2025Quadcap Wealth Management LLC169,347$4.88M0.6%+23.9%0.770%
8/12/2025MAI Capital Management6,097$176K0.0%N/A0.029%
8/12/2025Garrett Wealth Advisory Group LLC407,219$11.73M2.5%N/A1.920%
8/12/2025Lodestone Wealth Management LLC12,514$361K0.2%+23.1%0.059%
8/11/2025Perennial Investment Advisors LLC60,248$1.74M0.2%+33.5%0.284%
8/11/2025Rothschild Investment LLC3,200$92K0.0%+220.0%0.015%
8/11/2025Western Wealth Management LLC37,738$1.09M0.1%+88.0%0.178%
8/11/2025Beta Wealth Group Inc.236,878$6.82M2.5%+1.3%1.117%
8/8/2025Kingsview Wealth Management LLC21,689$625K0.0%+3.6%0.099%
8/8/2025Avantax Advisory Services Inc.265,896$7.66M0.0%+323.0%1.209%
8/8/2025Cetera Investment Advisers1,291,547$37.21M0.1%+503.4%5.871%
8/8/2025Sittner & Nelson LLC1,300$37K0.0%N/A0.006%
8/6/2025Souders Financial Advisors171,339$4.94M0.6%+2.6%0.779%
8/5/2025Beckerman Institutional LLC10,752$310K0.2%N/A0.051%
8/5/2025Claro Advisors LLC25,232$727K0.1%+21.6%0.119%
8/4/2025IFG Advisory LLC13,724$395K0.0%N/A0.065%
8/4/2025Assetmark Inc.15,893$458K0.0%N/A0.075%
8/4/2025World Investment Advisors7,120$205K0.0%N/A0.034%
8/1/2025Mendel Money Management40,330$1.16M0.5%-3.2%0.190%
8/1/2025Envestnet Asset Management Inc.1,010,295$29.11M0.0%+37.6%4.765%
7/31/2025Moloney Securities Asset Management LLC33,750$972K0.1%+19.7%0.159%
7/30/2025Bleakley Financial Group LLC89,356$2.57M0.1%+11.3%0.421%
7/30/2025Strategic Blueprint LLC92,729$2.67M0.1%+102.7%0.437%
7/30/2025Cullen Frost Bankers Inc.26,009$749K0.0%+33.5%0.123%
7/29/2025Stephens Inc. AR155,178$4.47M0.1%N/A0.732%
7/29/2025Stratos Wealth Partners LTD.11,356$327K0.0%N/A0.054%
7/29/2025Private Trust Co. NA2,788$80K0.0%N/A0.013%
7/28/2025EQ Wealth Advisors LLC24,691$711K0.5%+19.0%0.116%
7/28/2025Harbour Investments Inc.42,877$1.24M0.0%+21.5%0.202%
7/28/2025Sagespring Wealth Partners LLC11,647$336K0.0%N/A0.055%
7/28/2025RFG Advisory LLC10,684$308K0.0%N/A0.050%
7/25/2025Atria Wealth Solutions Inc.106,643$3.07M0.1%+7.5%0.503%
7/25/2025Envestnet Portfolio Solutions Inc.15,522$447K0.0%-29.0%0.073%
7/25/2025McNamara Financial Services Inc.57,121$1.65M0.3%+35.5%0.269%
7/25/2025Transcendent Capital Group LLC9,982$288K0.1%N/A0.047%
7/25/2025Concurrent Investment Advisors LLC44,906$1.29M0.0%+45.9%0.212%
7/24/2025NavPoint Financial Inc.39,223$1.13M0.7%+93.2%0.185%
7/23/2025Armstrong Fleming & Moore Inc15,355$442K0.2%N/A0.072%
7/23/2025Clear Creek Financial Management LLC57,348$1.65M0.2%N/A0.270%
7/22/2025Confluence Wealth Services Inc.396,010$11.41M0.6%+10.8%1.868%
7/22/2025Ergawealth Advisors Inc.14,442$416K0.2%N/A0.068%
7/21/2025Intrinsic Value Partners LLC9,100$262K0.2%N/A0.043%
7/18/2025Truist Financial Corp13,385$386K0.0%+5.3%0.064%
7/17/2025Janney Montgomery Scott LLC70,461$2.03M0.0%+17.8%0.338%
7/17/2025Nova R Wealth Inc.16,966$489K0.2%N/A0.081%
7/17/2025Johnson Bixby & Associates LLC493,775$14.23M2.0%+9.5%2.369%
7/16/2025ORG Partners LLC4,956$142K0.0%+1,232.3%0.024%
7/14/2025CRA Financial Services LLC78,936$2.27M0.3%+6.9%0.392%
7/14/2025U.S. Capital Wealth Advisors LLC64,839$1.87M0.1%+316.5%0.322%
7/14/2025A&I Financial Services LLC29,081$838K0.5%-17.0%0.145%
7/11/2025Petredis Investment Advisors LLC475,754$13.71M1.2%N/A2.393%
7/11/2025Lantz Financial LLC70,615$2.03M0.5%+19.0%0.355%
7/11/2025LongView Wealth Management19,349$557K0.2%-13.4%0.097%
7/10/2025Cypress Point Wealth Management LLC11,550$333K0.1%N/A0.058%
7/10/2025Sovran Advisors LLC14,143$408K0.0%N/A0.071%
7/9/2025Lincoln Capital Corp225,950$6.51M2.5%+82.7%1.136%
7/9/2025Pines Wealth Management LLC14,307$414K0.1%-3.3%0.072%
5/19/2025Jane Street Group LLC18,348$462K0.0%-84.7%0.168%
5/16/2025Jones Financial Companies Lllp73,319$1.85M0.0%N/A0.671%
5/15/2025Royal Bank of Canada350,437$8.82M0.0%+2,330.7%3.209%
5/15/2025Baird Financial Group Inc.43,490$1.09M0.0%+295.1%0.398%
5/15/2025OLD Mission Capital LLC21,452$540K0.0%N/A0.196%
5/14/2025Quadcap Wealth Management LLC136,651$3.44M0.5%+26.0%1.251%
5/14/2025Capital Analysts LLC43,472$1.09M0.0%+2,763.8%0.398%
5/13/2025Raymond James Financial Inc.320,887$8.07M0.0%+1,398.4%2.939%
5/13/2025Nations Financial Group Inc. IA ADV74,426$1.87M0.1%+9.4%0.682%
5/12/2025Virtu Financial LLC34,589$870K0.0%+156.4%0.317%
5/12/2025Benjamin Edwards Inc.115,816$2.91M0.0%+57.5%1.061%
5/9/2025Atria Wealth Solutions Inc.99,161$2.50M0.0%N/A0.908%
5/9/2025Beta Wealth Group Inc.233,822$5.88M2.1%N/A2.141%
5/8/2025Harbour Investments Inc.35,278$888K0.0%+20,651.8%0.323%
5/7/2025LPL Financial LLC111,229$2.80M0.0%+190.3%1.019%
5/6/2025Cetera Investment Advisers214,054$5.39M0.0%+1,048.6%1.960%
5/6/2025Avantax Advisory Services Inc.62,855$1.58M0.0%N/A0.576%
5/6/2025Mendel Money Management41,665$1.05M0.5%-2.4%0.382%
5/6/2025Glaxis Capital Management LLC10,900$274K1.0%N/A0.100%
5/5/2025Souders Financial Advisors167,070$4.20M0.6%+4.7%1.530%
5/5/2025Private Advisor Group LLC205,227$5.16M0.0%+432.4%1.879%
(Data available from 1/1/2016 forward)

CGNG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGNG shares?

During the previous two years, 101 institutional investors and hedge funds held shares of Capital Group New Geography Equity ETF. The most heavily invested institutionals were Cetera Investment Advisers ($37.21M), Envestnet Asset Management Inc. ($29.11M), Raymond James Financial Inc. ($21.38M), NewEdge Advisors LLC ($16.60M), Capital International Investors ($16.45M), Captrust Financial Advisors ($15.39M), and Johnson Bixby & Associates LLC ($14.23M).Learn more on Capital Group New Geography Equity ETF's institutional investors.

Which institutional investors have been buying Capital Group New Geography Equity ETF's stock?

Of the 99 institutional investors that purchased Capital Group New Geography Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cetera Investment Advisers ($1.29M), Envestnet Asset Management Inc. ($1.00M), Raymond James Financial Inc. ($763.62K), NewEdge Advisors LLC ($576.18K), Johnson Bixby & Associates LLC ($493.78K), Petredis Investment Advisors LLC ($475.75K), and Jane Street Group LLC ($441.20K).

How much institutional buying is happening at Capital Group New Geography Equity ETF?

Institutional investors have bought a total of 10,835,388 shares in the last 24 months. This purchase volume represents approximately $292.44M in transactions.

Which of Capital Group New Geography Equity ETF's major shareholders have been selling company stock?

Of the 11 institutional investors that sold Capital Group New Geography Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($167.21K), Capital International Investors ($100K), Moloney Securities Asset Management LLC ($17.95K), Orion Porfolio Solutions LLC ($13.30K), Envestnet Portfolio Solutions Inc. ($6.34K), A&I Financial Services LLC ($5.96K), and Mendel Money Management ($5.64K).

How much institutional selling is happening at Capital Group New Geography Equity ETF?

Institutional investors have sold a total of 330,845 shares in the last 24 months. This volume of shares sold represents approximately $8.37M in transactions.


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This page (NYSEARCA:CGNG) was last updated on 10/8/2025 by MarketBeat.com Staff
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