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Capital Group New Geography Equity ETF (CGNG) Institutional Ownership

$28.69 -0.16 (-0.55%)
As of 07/11/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Capital Group New Geography Equity ETF (NYSEARCA:CGNG)

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$161.26M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$7.60M
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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
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%
7/10/2025 Cypress Point Wealth Management LLC11,550$333K0.1%N/A0.058%
7/10/2025 Sovran Advisors LLC14,143$408K0.0%N/A0.071%
7/9/2025 Lincoln Capital Corp225,950$6.51M2.5%+82.7%1.136%
7/9/2025 Pines 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%
5/2/2025Kingsview Wealth Management LLC20,931$527K0.0%+28.6%0.192%
5/2/2025Cullen Frost Bankers Inc.19,484$490K0.0%N/A0.178%
5/1/2025Bleakley Financial Group LLC80,259$2.02M0.1%+30.4%0.840%
5/1/2025A&I Financial Services LLC35,041$882K0.6%+76.0%0.367%
5/1/2025Acorn Wealth Advisors LLC15,188$382K0.2%+21.3%0.159%
4/30/2025Moloney Securities Asset Management LLC28,200$710K0.1%-38.9%0.295%
4/30/2025John W. Brooker & Co. CPAs8,594$216K0.1%N/A0.090%
4/29/2025U.S. Capital Wealth Advisors LLC15,567$392K0.0%N/A0.163%
4/29/2025Envestnet Asset Management Inc.734,467$18.48M0.0%+1,206.3%7.683%
4/29/2025Concurrent Investment Advisors LLC30,774$774K0.0%N/A0.322%
4/29/2025Strategic Blueprint LLC45,736$1.15M0.1%N/A0.478%
4/28/2025Lodestone Wealth Management LLC10,166$256K0.1%+4.7%0.106%
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4/28/2025 Lincoln Capital Corp123,639$3.11M1.3%N/A1.293%
4/24/2025Confluence Wealth Services Inc.357,297$8.96M0.6%+7.9%3.737%
4/23/2025Western Wealth Management LLC20,071$505K0.0%+51.9%0.210%
4/23/2025Johnson Bixby & Associates LLC451,120$11.35M1.7%+76.4%4.719%
4/23/2025EQ Wealth Advisors LLC20,749$522K0.4%+71.2%0.217%
4/22/2025Cambridge Investment Research Advisors Inc.81,137$2.04M0.0%+43.3%0.849%
4/21/2025LongView Wealth Management22,347$562K0.2%+20.7%0.234%
4/21/2025Envestnet Portfolio Solutions Inc.21,861$550K0.0%N/A0.229%
4/17/2025Janney Montgomery Scott LLC59,813$1.51M0.0%+8.1%0.626%
4/17/2025Cornell Pochily Investment Advisors Inc.19,208$483K0.2%+90.5%0.201%
4/16/2025CRA Financial Services LLC73,811$1.86M0.3%+54.5%0.772%
4/16/2025 Wealth Enhancement Advisory Services LLC26,585$669K0.0%-13.8%0.278%
4/14/2025NavPoint Financial Inc.20,297$511K0.4%N/A0.212%
4/11/2025 Pines Wealth Management LLC14,798$372K0.2%-20.4%0.155%
4/11/2025McNamara Financial Services Inc.42,152$1.06M0.2%+361.2%0.441%
4/11/2025Stablepoint Partners LLC37,490$943K0.2%N/A0.392%
4/9/2025Merit Financial Group LLC15,856$399K0.0%N/A0.193%
4/8/2025Lantz Financial LLC59,322$1.49M0.4%+22.8%0.723%
4/8/2025Rothschild Investment LLC1,000$25K0.0%N/A0.012%
3/17/2025 Wealth Enhancement Advisory Services LLC30,855$764K0.0%+238.0%0.000%
2/17/2025Quadcap Wealth Management LLC108,454$2.69M0.4%+24.7%0.000%
2/17/2025Cetera Investment Advisers18,636$462K0.0%N/A0.000%
2/17/2025Captrust Financial Advisors342,810$8.49M0.0%+28.3%0.000%
2/17/2025Baird Financial Group Inc.11,006$273K0.0%N/A0.000%
2/17/2025Benjamin Edwards Inc.73,535$1.82M0.0%+169.0%0.000%
2/14/2025Jane Street Group LLC120,000$2.97M0.0%-35.3%0.000%
2/14/2025Comerica Bank3,323$82K0.0%N/A0.000%
2/14/2025Capital Analysts LLC1,518$38K0.0%N/A0.000%
2/14/2025Capital Group Private Client Services Inc.545,114$13.50M0.1%+95.8%0.000%
2/14/2025Capital International Investors664,000$16.45M0.0%-13.1%0.000%
2/13/2025Mariner LLC15,520$384K0.0%N/A0.000%
2/13/2025Raymond James Financial Inc.21,415$530K0.0%N/A0.000%
2/13/2025Peapack Gladstone Financial Corp11,870$294K0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.56,223$1.39M0.0%+599.6%0.000%
2/13/2025Perennial Investment Advisors LLC32,921$816K0.1%N/A0.000%
2/12/2025Mendel Money Management42,711$1.06M0.5%-7.1%0.000%
2/11/2025LPL Financial LLC38,318$949K0.0%N/A0.000%
2/11/2025Virtu Financial LLC13,492$334K0.0%+41.9%0.000%
2/10/2025Commonwealth Equity Services LLC38,888$963K0.0%+190.3%0.000%
2/6/2025Raymond James Financial Inc.21,415$530K0.0%N/A0.000%
2/6/2025Souders Financial Advisors159,627$3.95M0.6%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC1,527$38K0.0%N/A0.000%
2/5/2025A&I Financial Services LLC19,914$493K0.5%N/A0.000%
2/5/2025Armstrong Fleming & Moore Inc9,134$226K0.1%N/A0.000%
2/4/2025Acorn Wealth Advisors LLC12,522$310K0.1%N/A0.000%
2/4/2025Transcendent Capital Group LLC1,437$36K0.0%N/A0.000%
2/3/2025Private Advisor Group LLC38,544$955K0.0%N/A0.000%
1/31/2025Sanctuary Advisors LLC17,480$449K0.0%+104.2%0.000%
1/30/2025Lodestone Wealth Management LLC9,706$240K0.1%+4.8%0.000%
1/30/2025Nations Financial Group Inc. IA ADV68,017$1.69M0.1%N/A0.000%
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1/28/2025Moloney Securities Asset Management LLC46,150$1.14M0.2%N/A0.000%
1/28/2025Kingsview Wealth Management LLC16,278$403K0.0%+4.6%0.000%
1/27/2025Bleakley Financial Group LLC61,548$1.53M0.0%N/A0.000%
1/27/2025Confluence Wealth Services Inc.331,258$8.49M0.6%+37.7%0.000%
1/24/2025EQ Wealth Advisors LLC12,123$300K0.3%N/A0.000%
1/24/2025McNamara Financial Services Inc.9,140$226K0.1%N/A0.000%
1/22/2025Main Line Retirement Advisors LLC11,200$277K0.2%N/A0.000%
1/22/2025Cornell Pochily Investment Advisors Inc.10,081$250K0.1%N/A0.000%
1/21/2025Lantz Financial LLC48,301$1.20M0.3%+52.9%0.000%
1/21/2025Johnson Bixby & Associates LLC255,704$6.33M1.0%+15.8%0.000%
(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, 72 institutional investors and hedge funds held shares of Capital Group New Geography Equity ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($18.48M), Capital International Investors ($16.45M), Petredis Investment Advisors LLC ($13.71M), Capital Group Private Client Services Inc. ($13.50M), Johnson Bixby & Associates LLC ($11.35M), Confluence Wealth Services Inc. ($8.96M), and Royal Bank of Canada ($8.82M).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 70 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: Envestnet Asset Management Inc. ($726.43K), Petredis Investment Advisors LLC ($475.75K), Johnson Bixby & Associates LLC ($451.12K), Confluence Wealth Services Inc. ($357.30K), Captrust Financial Advisors ($342.81K), Raymond James Financial Inc. ($342.30K), and Royal Bank of Canada ($336.02K).

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

Institutional investors have bought a total of 6,282,804 shares in the last 24 months. This purchase volume represents approximately $161.26M in transactions.

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

The following institutional investors have sold Capital Group New Geography Equity ETF stock in the last 24 months: Jane Street Group LLC ($167.21K), Capital International Investors ($100K), Moloney Securities Asset Management LLC ($17.95K), Mendel Money Management ($4.30K), Pines Wealth Management LLC ($4.29K), Wealth Enhancement Advisory Services LLC ($4.27K), and LongView Wealth Management ($3.00K).

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

Institutional investors have sold a total of 303,914 shares in the last 24 months. This volume of shares sold represents approximately $7.60M in transactions.


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This page (NYSEARCA:CGNG) was last updated on 7/13/2025 by MarketBeat.com Staff
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