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Capital Group New Geography Equity ETF (CGNG) Institutional Ownership

$36.72 +0.01 (+0.03%)
As of 07/10/2026 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)
178
Total
Institutional Inflows
(last 12 months)
$662.26M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$52.67M
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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
7/10/2026William Mack & Associates Inc.16,907$633K0.2%+114.5%0.023%
7/10/2026 A&I Financial Services LLC47,968$1.80M0.8%+26.3%0.067%
7/8/2026 First Heartland Consultants Inc.15,821$593K0.0%+7.3%0.022%
7/7/2026 DMKC Advisory Services LLC110,126$4.13M0.8%N/A0.154%
7/7/2026 Inspirion Wealth Advisors LLC13,970$511K0.1%N/A0.020%
7/6/2026 Stonebridge Financial Group LLC108,734$4.07M0.3%+39.1%0.152%
6/3/2026NewEdge Advisors LLC719,193$22.71M0.1%+9.3%1.211%
5/27/2026Security Financial Services INC.16,394$518K0.1%+18.1%0.028%
5/21/2026J. Derek Lewis & Associates Inc.127,409$4.05M0.9%+21.0%0.214%
5/19/2026Western Wealth Management LLC104,598$3.30M0.1%+146.3%0.176%
5/19/2026Bank of America Corp DE1,302,791$41.13M0.0%+131.4%2.193%
5/18/2026Royal Bank of Canada612,823$19.35M0.0%+0.7%1.032%
5/15/2026Gateway Wealth Partners LLC80,408$2.54M0.1%+415.0%0.135%
5/15/2026Quadcap Wealth Management LLC261,006$8.24M0.9%+21.5%0.439%
5/15/2026Waverly Advisors LLC559,186$17.65M0.1%-0.4%0.941%
5/14/2026Sentinel Advisory Group LLC243,539$7.69M3.7%N/A0.410%
5/14/2026Towle & Co.14,544$459K0.2%N/A0.024%
5/13/2026Cetera Investment Advisers2,400,095$75.77M0.1%+13.3%4.041%
5/7/2026Florida Financial Advisors LLC14,358$453K0.1%+80.6%0.024%
5/6/2026Assetmark Inc.425,882$13.45M0.0%+28.8%0.717%
5/6/2026Independent Financial Group LLC42,206$1.33M0.0%N/A0.071%
5/6/2026Birchwood Financial Partners Inc.8,232$260K0.3%+109.6%0.014%
5/5/2026Bank of New York Mellon Corp1,048,010$33.09M0.0%-0.7%1.764%
5/5/2026Geneos Wealth Management Inc.18,127$572K0.0%+137.7%0.031%
5/5/2026Sanctuary Advisors LLC18,208$575K0.0%-19.4%0.031%
5/5/2026BlueChip Wealth Advisors LLC30,064$949K0.4%N/A0.051%
5/4/2026Beckerman Institutional LLC20,321$642K0.3%+54.4%0.034%
5/4/2026Bleakley Financial Group LLC115,008$3.63M0.1%+11.2%0.194%
5/2/2026Diversify Wealth Management LLC16,605$567K0.0%N/A0.028%
5/2/2026Valmark Advisers Inc.52,843$1.67M0.0%+70.9%0.089%
5/1/2026Fifth Third Bancorp7,401$234K0.0%N/A0.013%
5/1/2026Sovran Advisors LLC15,189$529K0.0%+2.2%0.026%
5/1/2026EQ Wealth Advisors LLC31,130$983K0.6%+9.9%0.053%
4/30/2026Kestra Advisory Services LLC113,442$3.58M0.0%+399.1%0.192%
4/29/2026Richmond Investment Services LLC12,504$395K0.1%+12.0%0.021%
4/29/2026SilverOak Wealth Management LLC297,548$9.39M1.5%+5.8%0.504%
4/29/2026Armor Investment Advisors LLC218,055$6.88M2.5%+11.7%0.370%
4/28/2026Intrinsic Value Partners LLC31,450$993K0.8%+47.3%0.054%
4/28/2026Compton Financial Group LLC85,810$2.71M0.6%N/A0.146%
4/28/2026Stephens Inc. AR236,191$7.46M0.1%-25.4%0.403%
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4/28/2026Pennsylvania Capital Management Inc. ADV8,612$272K0.1%N/A0.015%
4/28/2026Koshinski Asset Management Inc.19,946$630K0.0%+34.6%0.034%
4/27/2026World Investment Advisors25,935$819K0.0%+65.0%0.044%
4/27/2026Private Advisor Group LLC328,861$10.38M0.0%+7.6%0.561%
4/25/2026Eagle Bay Advisors LLC151,651$4.79M4.2%N/A0.261%
4/25/2026NavPoint Financial Inc.98,320$3.10M1.3%+22.3%0.169%
4/24/2026Merited Wealth LLC32,260$1.02M0.8%+1.5%0.055%
4/24/2026True Blue Financial LLC27,705$875K0.7%+13.8%0.048%
4/23/2026EWA LLC185,005$5.84M1.3%N/A0.318%
4/23/2026Apollon Wealth Management LLC8,933$282K0.0%N/A0.015%
4/21/2026Main Line Retirement Advisors LLC12,026$380K0.2%+6.7%0.021%
4/20/2026Heritage Wealth Management Inc.22,158$700K0.3%+12.8%0.038%
4/20/2026RFG Advisory LLC18,970$599K0.0%+4.6%0.033%
4/17/2026Cornell Pochily Investment Advisors Inc.47,908$1.51M0.4%+8.7%0.083%
4/17/2026Johnson Bixby & Associates LLC482,119$15.22M1.9%+3.3%0.833%
4/16/2026Petredis Investment Advisors LLC501,303$15.83M1.3%+2.9%0.866%
4/16/2026Lincoln Capital Corp235,582$7.44M2.7%+1.8%0.425%
4/16/2026Founders Financial Securities LLC78,881$2.65M0.2%+90.5%0.142%
4/15/2026Nations Financial Group Inc. IA ADV86,936$2.75M0.1%+5.3%0.157%
3/23/2026J. Derek Lewis & Associates Inc.105,281$3.36M0.8%N/A0.227%
3/17/2026Rockefeller Capital Management L.P.63,110$2.02M0.0%N/A0.136%
3/13/2026World Investment Advisors15,717$502K0.0%+4.3%0.034%
2/19/2026Birchwood Financial Partners Inc.3,927$125K0.1%N/A0.008%
2/18/2026Beacon Pointe Advisors LLC279,944$8.94M0.1%+12.2%0.603%
2/18/2026NewEdge Advisors LLC657,916$21.01M0.1%+10.4%1.418%
2/18/2026Main Street Financial Solutions LLC28,494$910K0.1%+132.2%0.061%
2/18/2026IHT Wealth Management LLC15,951$509K0.0%N/A0.034%
2/18/2026Claro Advisors Inc.41,685$1.33M0.2%+57.4%0.090%
2/18/2026BNB Wealth Management LLC13,019$416K0.3%N/A0.028%
2/17/2026Cetera Investment Advisers2,118,041$67.63M0.1%+13.5%4.565%
2/17/2026Equitable Holdings Inc.34,636$1.11M0.0%+56.6%0.075%
2/17/2026Osaic Holdings Inc.801,988$25.61M0.0%+162.6%1.728%
2/17/2026Advisory Services Network LLC34,178$1.09M0.0%+178.4%0.074%
2/17/2026Private Advisor Group LLC305,546$9.76M0.0%+10.7%0.659%
2/17/2026Captrust Financial Advisors630,281$20.13M0.0%+9.1%1.358%
2/17/2026&PARTNERS251,092$8.01M0.0%+49.4%0.541%
2/17/2026Royal Bank of Canada608,790$19.44M0.0%+7.5%1.312%
2/16/2026Venture Visionary Partners LLC29,133$930K0.0%+171.3%0.063%
2/16/2026MML Investors Services LLC364,110$11.63M0.0%+21.9%0.785%
2/16/2026Mariner LLC32,865$1.05M0.0%+106.8%0.071%
2/16/2026Beta Wealth Group Inc.50,497$1.61M0.6%-1.8%0.109%
2/13/2026Kestra Advisory Services LLC22,730$726K0.0%+39.5%0.049%
2/13/2026Transamerica Financial Advisors LLC3,709$118K0.0%+68.9%0.008%
2/13/2026Stifel Financial Corp248,205$7.93M0.0%+82.9%0.535%
2/13/2026Smartleaf Asset Management LLC86,344$2.77M0.1%+14.6%0.186%
2/13/2026Advyzon Investment Management LLC9,518$304K0.0%N/A0.021%
2/13/2026Integrated Wealth Concepts LLC31,385$1.00M0.0%+101.4%0.068%
2/13/2026Wells Fargo & Company MN692,051$22.10M0.0%+334.5%1.491%
2/12/2026Orion Porfolio Solutions LLC183,072$5.85M0.0%+12.5%0.395%
2/12/2026Richmond Investment Services LLC11,160$356K0.1%+51.4%0.024%
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2/12/2026Commonwealth Equity Services LLC909,211$29.03M0.0%+15.9%1.960%
2/12/2026Steward Partners Investment Advisory LLC53,644$1.71M0.0%+13.7%0.116%
2/12/2026Principal Securities Inc.41,283$1.32M0.0%+30.2%0.089%
2/12/2026Great Valley Advisor Group Inc.15,746$503K0.0%+23.4%0.034%
2/11/2026Gateway Wealth Partners LLC15,613$499K0.1%+52.8%0.034%
2/11/2026Janney Montgomery Scott LLC242,976$7.76M0.0%+31.2%0.524%
2/11/2026Capital Analysts LLC363,888$11.62M0.4%+27.6%0.784%
2/11/2026LPL Financial LLC4,532,999$144.74M0.0%+48.1%9.769%
2/11/2026Capital Group Private Client Services Inc.2,651,446$84.66M1.3%+9.1%5.714%
2/11/2026Sittner & Nelson LLC8,933$304K0.1%+80.3%0.019%


CGNG Institutional Ownership - Frequently Asked Questions

During the previous two years, 186 institutional investors and hedge funds held shares of Capital Group New Geography Equity ETF. The most heavily invested institutionals were LPL Financial LLC ($144.74M), Capital Group Private Client Services Inc. ($84.66M), Cetera Investment Advisers ($75.77M), Envestnet Asset Management Inc. ($68.57M), Northwestern Mutual Wealth Management Co. ($55.45M), Bank of America Corp DE ($41.13M), and Raymond James Financial Inc. ($39.36M).Learn more on Capital Group New Geography Equity ETF's institutional investors.

Of the 184 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. ($2.21M), Cetera Investment Advisers ($1.83M), Northwestern Mutual Wealth Management Co. ($1.74M), LPL Financial LLC ($1.58M), Raymond James Financial Inc. ($1.30M), Capital Group Private Client Services Inc. ($1.23M), and Bank of America Corp DE ($758.67K).

Institutional investors have bought a total of 21,410,039 shares in the last 24 months. This purchase volume represents approximately $662.26M in transactions.

Of the 17 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: Northwestern Mutual Wealth Management Co. ($1.21M), Beta Wealth Group Inc. ($186.38K), Stephens Inc. AR ($131.52K), Johnson Bixby & Associates LLC ($42.72K), Bank of New York Mellon Corp ($19.05K), Moloney Securities Asset Management LLC ($18K), and Orion Porfolio Solutions LLC ($13.30K).

Institutional investors have sold a total of 1,660,095 shares in the last 24 months. This volume of shares sold represents approximately $52.67M in transactions.


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This page (NYSEARCA:CGNG) was last updated on 7/11/2026 by MarketBeat.com Staff.
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