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Capital Group New Geography Equity ETF (CGNG) Institutional Ownership

$28.33 -0.25 (-0.87%)
As of 08/1/2025 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)
81
Total
Institutional Inflows
(last 12 months)
$186.54M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$7.99M
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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
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%
7/31/2025 Moloney Securities Asset Management LLC33,750$972K0.1%+19.7%0.159%
7/30/2025 Bleakley Financial Group LLC89,356$2.57M0.1%+11.3%0.421%
7/30/2025 Strategic Blueprint LLC92,729$2.67M0.1%+102.7%0.437%
7/30/2025 Cullen Frost Bankers Inc.26,009$749K0.0%+33.5%0.123%
7/29/2025 Stephens Inc. AR155,178$4.47M0.1%N/A0.732%
7/29/2025 Stratos Wealth Partners LTD.11,356$327K0.0%N/A0.054%
7/29/2025 Private Trust Co. NA2,788$80K0.0%N/A0.013%
7/28/2025 EQ Wealth Advisors LLC24,691$711K0.5%+19.0%0.116%
7/28/2025 Harbour Investments Inc.42,877$1.24M0.0%+21.5%0.202%
7/28/2025 Sagespring Wealth Partners LLC11,647$336K0.0%N/A0.055%
7/28/2025 RFG Advisory LLC10,684$308K0.0%N/A0.050%
7/25/2025 Atria Wealth Solutions Inc.106,643$3.07M0.1%+7.5%0.503%
7/25/2025 Envestnet Portfolio Solutions Inc.15,522$447K0.0%-29.0%0.073%
7/25/2025 McNamara Financial Services Inc.57,121$1.65M0.3%+35.5%0.269%
7/25/2025 Transcendent Capital Group LLC9,982$288K0.1%N/A0.047%
7/25/2025 Concurrent Investment Advisors LLC44,906$1.29M0.0%+45.9%0.212%
7/24/2025 NavPoint Financial Inc.39,223$1.13M0.7%+93.2%0.185%
7/23/2025 Armstrong Fleming & Moore Inc15,355$442K0.2%N/A0.072%
7/23/2025 Clear Creek Financial Management LLC57,348$1.65M0.2%N/A0.270%
7/22/2025 Confluence Wealth Services Inc.396,010$11.41M0.6%+10.8%1.868%
7/22/2025 Ergawealth Advisors Inc.14,442$416K0.2%N/A0.068%
7/21/2025 Intrinsic Value Partners LLC9,100$262K0.2%N/A0.043%
7/18/2025 Truist Financial Corp13,385$386K0.0%+5.3%0.064%
7/17/2025 Janney Montgomery Scott LLC70,461$2.03M0.0%+17.8%0.338%
7/17/2025 Nova R Wealth Inc.16,966$489K0.2%N/A0.081%
7/17/2025 Johnson Bixby & Associates LLC493,775$14.23M2.0%+9.5%2.369%
7/16/2025 ORG Partners LLC4,956$142K0.0%+1,232.3%0.024%
7/14/2025 CRA Financial Services LLC78,936$2.27M0.3%+6.9%0.392%
7/14/2025 U.S. Capital Wealth Advisors LLC64,839$1.87M0.1%+316.5%0.322%
7/14/2025 A&I Financial Services LLC29,081$838K0.5%-17.0%0.145%
7/11/2025 Petredis Investment Advisors LLC475,754$13.71M1.2%N/A2.393%
7/11/2025 Lantz Financial LLC70,615$2.03M0.5%+19.0%0.355%
7/11/2025 LongView 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%
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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%
5/9/2025 Atria 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%
5/8/2025 Harbour 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%
5/2/2025 Cullen Frost Bankers Inc.19,484$490K0.0%N/A0.178%
5/1/2025 Bleakley Financial Group LLC80,259$2.02M0.1%+30.4%0.840%
5/1/2025 A&I Financial Services LLC35,041$882K0.6%+76.0%0.367%
5/1/2025Acorn Wealth Advisors LLC15,188$382K0.2%+21.3%0.159%
4/30/2025 Moloney Securities Asset Management LLC28,200$710K0.1%-38.9%0.295%
4/30/2025 John W. Brooker & Co. CPAs8,594$216K0.1%N/A0.090%
4/29/2025 U.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%
4/29/2025 Concurrent Investment Advisors LLC30,774$774K0.0%N/A0.322%
4/29/2025 Strategic Blueprint LLC45,736$1.15M0.1%N/A0.478%
4/28/2025Lodestone Wealth Management LLC10,166$256K0.1%+4.7%0.106%
4/28/2025 Lincoln Capital Corp123,639$3.11M1.3%N/A1.293%
4/24/2025 Confluence 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%
4/23/2025 Johnson Bixby & Associates LLC451,120$11.35M1.7%+76.4%4.719%
4/23/2025 EQ Wealth Advisors LLC20,749$522K0.4%+71.2%0.217%
4/22/2025 Cambridge Investment Research Advisors Inc.81,137$2.04M0.0%+43.3%0.849%
4/21/2025 LongView Wealth Management22,347$562K0.2%+20.7%0.234%
4/21/2025 Envestnet Portfolio Solutions Inc.21,861$550K0.0%N/A0.229%
4/17/2025 Janney Montgomery Scott LLC59,813$1.51M0.0%+8.1%0.626%
4/17/2025 Cornell Pochily Investment Advisors Inc.19,208$483K0.2%+90.5%0.201%
4/16/2025 CRA 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%
4/14/2025 NavPoint Financial Inc.20,297$511K0.4%N/A0.212%
4/11/2025 Pines Wealth Management LLC14,798$372K0.2%-20.4%0.155%
4/11/2025 McNamara Financial Services Inc.42,152$1.06M0.2%+361.2%0.441%
4/11/2025Stablepoint Partners LLC37,490$943K0.2%N/A0.392%
4/9/2025 Merit Financial Group LLC15,856$399K0.0%N/A0.193%
4/8/2025 Lantz Financial LLC59,322$1.49M0.4%+22.8%0.723%
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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%
(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, 83 institutional investors and hedge funds held shares of Capital Group New Geography Equity ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($29.11M), Capital International Investors ($16.45M), Johnson Bixby & Associates LLC ($14.23M), Petredis Investment Advisors LLC ($13.71M), Capital Group Private Client Services Inc. ($13.50M), Confluence Wealth Services Inc. ($11.41M), 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 81 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. ($1.00M), Johnson Bixby & Associates LLC ($493.78K), Petredis Investment Advisors LLC ($475.75K), Confluence Wealth Services Inc. ($396.01K), 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 7,160,358 shares in the last 24 months. This purchase volume represents approximately $186.54M in transactions.

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

Of the 10 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), Envestnet Portfolio Solutions Inc. ($6.34K), A&I Financial Services LLC ($5.96K), Mendel Money Management ($5.64K), and Pines Wealth Management LLC ($4.29K).

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

Institutional investors have sold a total of 317,548 shares in the last 24 months. This volume of shares sold represents approximately $7.99M in transactions.


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This page (NYSEARCA:CGNG) was last updated on 8/2/2025 by MarketBeat.com Staff
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