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Capital Group New Geography Equity ETF (CGNG) Institutional Ownership

$27.36 0.00 (0.00%)
As of 05/20/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$143.54M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$7.50M
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CGNG Institutional Buying and Selling by Quarter

Capital Group New Geography Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC18,348$462K0.0%-84.7%0.168%
5/16/2025 Jones Financial Companies Lllp73,319$1.85M0.0%N/A0.671%
5/15/2025 Royal Bank of Canada350,437$8.82M0.0%+2,330.7%3.209%
5/15/2025 Baird Financial Group Inc.43,490$1.09M0.0%+295.1%0.398%
5/15/2025 OLD Mission Capital LLC21,452$540K0.0%N/A0.196%
5/14/2025 Quadcap Wealth Management LLC136,651$3.44M0.5%+26.0%1.251%
5/14/2025 Capital Analysts LLC43,472$1.09M0.0%+2,763.8%0.398%
5/13/2025 Raymond James Financial Inc.320,887$8.07M0.0%+1,398.4%2.939%
5/13/2025 Nations Financial Group Inc. IA ADV74,426$1.87M0.1%+9.4%0.682%
5/12/2025 Virtu Financial LLC34,589$870K0.0%+156.4%0.317%
5/12/2025 Benjamin 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%
5/9/2025 Beta 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%
5/7/2025 LPL Financial LLC111,229$2.80M0.0%+190.3%1.019%
5/6/2025 Cetera Investment Advisers214,054$5.39M0.0%+1,048.6%1.960%
5/6/2025 Avantax Advisory Services Inc.62,855$1.58M0.0%N/A0.576%
5/6/2025 Mendel Money Management41,665$1.05M0.5%-2.4%0.382%
5/6/2025 Glaxis Capital Management LLC10,900$274K1.0%N/A0.100%
5/5/2025 Souders Financial Advisors167,070$4.20M0.6%+4.7%1.530%
5/5/2025 Private Advisor Group LLC205,227$5.16M0.0%+432.4%1.879%
5/2/2025 Kingsview 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%
5/1/2025 Acorn 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%
4/29/2025 Envestnet 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%
4/28/2025 Lodestone 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%
4/23/2025 Western 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%
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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%
4/11/2025 Stablepoint 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%
4/8/2025 Rothschild Investment LLC1,000$25K0.0%N/A0.012%
3/17/2025 Wealth Enhancement Advisory Services LLC30,855$764K0.0%+238.0%0.000%
2/17/2025 Quadcap Wealth Management LLC108,454$2.69M0.4%+24.7%0.000%
2/17/2025 Cetera Investment Advisers18,636$462K0.0%N/A0.000%
2/17/2025 Captrust Financial Advisors342,810$8.49M0.0%+28.3%0.000%
2/17/2025 Baird Financial Group Inc.11,006$273K0.0%N/A0.000%
2/17/2025 Benjamin Edwards Inc.73,535$1.82M0.0%+169.0%0.000%
2/14/2025 Jane Street Group LLC120,000$2.97M0.0%-35.3%0.000%
2/14/2025 Comerica Bank3,323$82K0.0%N/A0.000%
2/14/2025 Capital Analysts LLC1,518$38K0.0%N/A0.000%
2/14/2025 Capital Group Private Client Services Inc.545,114$13.50M0.1%+95.8%0.000%
2/14/2025 Capital International Investors664,000$16.45M0.0%-13.1%0.000%
2/13/2025 Mariner LLC15,520$384K0.0%N/A0.000%
2/13/2025 Raymond James Financial Inc.21,415$530K0.0%N/A0.000%
2/13/2025 Peapack Gladstone Financial Corp11,870$294K0.0%N/A0.000%
2/13/2025 Envestnet Asset Management Inc.56,223$1.39M0.0%+599.6%0.000%
2/13/2025 Perennial Investment Advisors LLC32,921$816K0.1%N/A0.000%
2/12/2025 Mendel Money Management42,711$1.06M0.5%-7.1%0.000%
2/11/2025 LPL Financial LLC38,318$949K0.0%N/A0.000%
2/11/2025 Virtu Financial LLC13,492$334K0.0%+41.9%0.000%
2/10/2025 Commonwealth Equity Services LLC38,888$963K0.0%+190.3%0.000%
2/6/2025 Raymond James Financial Inc.21,415$530K0.0%N/A0.000%
2/6/2025 Souders Financial Advisors159,627$3.95M0.6%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC1,527$38K0.0%N/A0.000%
2/5/2025 A&I Financial Services LLC19,914$493K0.5%N/A0.000%
2/5/2025 Armstrong Fleming & Moore Inc9,134$226K0.1%N/A0.000%
2/4/2025 Acorn Wealth Advisors LLC12,522$310K0.1%N/A0.000%
2/4/2025 Transcendent Capital Group LLC1,437$36K0.0%N/A0.000%
2/3/2025 Private Advisor Group LLC38,544$955K0.0%N/A0.000%
1/31/2025Sanctuary Advisors LLC17,480$449K0.0%+104.2%0.000%
1/30/2025 Lodestone Wealth Management LLC9,706$240K0.1%+4.8%0.000%
1/30/2025 Nations Financial Group Inc. IA ADV68,017$1.69M0.1%N/A0.000%
1/28/2025 Moloney Securities Asset Management LLC46,150$1.14M0.2%N/A0.000%
1/28/2025 Kingsview Wealth Management LLC16,278$403K0.0%+4.6%0.000%
1/27/2025 Bleakley Financial Group LLC61,548$1.53M0.0%N/A0.000%
1/27/2025 Confluence Wealth Services Inc.331,258$8.49M0.6%+37.7%0.000%
1/24/2025 EQ Wealth Advisors LLC12,123$300K0.3%N/A0.000%
1/24/2025 McNamara Financial Services Inc.9,140$226K0.1%N/A0.000%
1/22/2025Main Line Retirement Advisors LLC11,200$277K0.2%N/A0.000%
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1/22/2025 Cornell Pochily Investment Advisors Inc.10,081$250K0.1%N/A0.000%
1/21/2025 Lantz Financial LLC48,301$1.20M0.3%+52.9%0.000%
1/21/2025 Johnson Bixby & Associates LLC255,704$6.33M1.0%+15.8%0.000%
1/17/2025 Janney Montgomery Scott LLC55,324$1.37M0.0%+23.1%0.000%
1/15/2025 LongView Wealth Management18,518$459K0.1%N/A0.000%
1/14/2025 Pines Wealth Management LLC18,592$457K0.2%N/A0.000%
1/13/2025 Claro Advisors LLC13,669$339K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC8,559$215K0.0%N/A0.000%
11/20/2024 Virtu Financial LLC9,506$252K0.0%-23.4%0.000%
11/15/2024 MML Investors Services LLC8,129$215K0.0%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, 69 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), Capital Group Private Client Services Inc. ($13.50M), Johnson Bixby & Associates LLC ($11.35M), Confluence Wealth Services Inc. ($8.96M), Royal Bank of Canada ($8.82M), and Captrust Financial Advisors ($8.49M).Learn more on CGNG's institutional investors.

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

Of the 67 institutional investors that purchased Capital Group New Geography Equity ETF 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), Johnson Bixby & Associates LLC ($451.12K), Confluence Wealth Services Inc. ($357.30K), Captrust Financial Advisors ($342.81K), Raymond James Financial Inc. ($342.30K), Royal Bank of Canada ($336.02K), and Capital Group Private Client Services Inc. ($266.70K).

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

Institutional investors have bought a total of 5,667,753 shares in the last 24 months. This purchase volume represents approximately $143.54M in transactions.

Which Capital Group New Geography Equity ETF 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), Wealth Enhancement Advisory Services LLC ($4.27K), Pines Wealth Management LLC ($3.79K), and Virtu Financial LLC ($2.90K).

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

Institutional investors have sold a total of 300,425 shares in the last 24 months. This volume of shares sold represents approximately $7.50M in transactions.



This page (NYSEARCA:CGNG) was last updated on 5/21/2025 by MarketBeat.com Staff
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