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Capital Group New Geography Equity ETF (CGNG) Institutional Ownership

$36.65 -0.57 (-1.53%)
Closing price 09/10/2026 04:10 PM Eastern
Extended Trading
$37.87 +1.22 (+3.33%)
As of 05:23 AM 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)
177
Total
Institutional Inflows
(last 12 months)
$554.46M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$51.91M
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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
9/9/2026 Capital Analysts LLC519,389$19.46M0.4%+17.6%0.683%
9/9/2026 Integrated Wealth Concepts LLC89,363$3.35M0.0%+24.1%0.117%
9/9/2026 RFG Advisory LLC63,039$2.36M0.0%+232.3%0.083%
9/9/2026 NewEdge Advisors LLC795,666$29.81M0.1%+10.6%1.046%
9/9/2026 IFP Advisors Inc1,512$57K0.0%+102.1%0.002%
9/9/2026 Baird Financial Group Inc.508,549$19.05M0.0%+30.7%0.668%
9/8/2026 Waverly Advisors LLC558,863$20.94M0.1%-0.1%0.734%
8/23/2026 Ameritas Advisory Services LLC22,073$827K0.0%N/A0.029%
8/23/2026 Kintra Wealth LLC17,630$651K0.0%N/A0.023%
8/23/2026 HB Wealth Management LLC28,175$1.06M0.0%N/A0.037%
8/22/2026 Hopwood Nicholas Hunter31,320$1.17M0.3%N/A0.041%
8/22/2026 NWF Advisory Services Inc.6,112$229K0.0%N/A0.008%
8/22/2026 Concurrent Investment Advisors LLC307,935$11.54M0.1%+24.1%0.405%
8/21/2026 Continuum Advisory LLC109,227$4.09M0.3%N/A0.144%
8/21/2026 Acorn Wealth Advisors LLC64,491$2.42M0.6%+8.2%0.085%
7/10/2026 William 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%
6/3/2026 NewEdge Advisors LLC719,193$22.71M0.1%+9.3%1.211%
5/27/2026 Security Financial Services INC.16,394$518K0.1%+18.1%0.028%
5/21/2026 J. Derek Lewis & Associates Inc.127,409$4.05M0.9%+21.0%0.214%
5/19/2026 Western Wealth Management LLC104,598$3.30M0.1%+146.3%0.176%
5/19/2026 Bank of America Corp DE1,302,791$41.13M0.0%+131.4%2.193%
5/18/2026 Royal Bank of Canada612,823$19.35M0.0%+0.7%1.032%
5/15/2026 Gateway Wealth Partners LLC80,408$2.54M0.1%+415.0%0.135%
5/15/2026 Quadcap Wealth Management LLC261,006$8.24M0.9%+21.5%0.439%
5/15/2026 Waverly Advisors LLC559,186$17.65M0.1%-0.4%0.941%
5/14/2026 Sentinel Advisory Group LLC243,539$7.69M3.7%N/A0.410%
5/14/2026 Towle & Co.14,544$459K0.2%N/A0.024%
5/13/2026 Cetera Investment Advisers2,400,095$75.77M0.1%+13.3%4.041%
5/7/2026 Florida Financial Advisors LLC14,358$453K0.1%+80.6%0.024%
5/6/2026 Assetmark Inc.425,882$13.45M0.0%+28.8%0.717%
5/6/2026 Independent Financial Group LLC42,206$1.33M0.0%N/A0.071%
5/6/2026 Birchwood Financial Partners Inc.8,232$260K0.3%+109.6%0.014%
5/5/2026 Bank of New York Mellon Corp1,048,010$33.09M0.0%-0.7%1.764%
5/5/2026 Geneos Wealth Management Inc.18,127$572K0.0%+137.7%0.031%
5/5/2026 Sanctuary Advisors LLC18,208$575K0.0%-19.4%0.031%
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5/5/2026 BlueChip Wealth Advisors LLC30,064$949K0.4%N/A0.051%
5/4/2026 Beckerman Institutional LLC20,321$642K0.3%+54.4%0.034%
5/4/2026 Bleakley Financial Group LLC115,008$3.63M0.1%+11.2%0.194%
5/2/2026 Diversify Wealth Management LLC16,605$567K0.0%N/A0.028%
5/2/2026 Valmark Advisers Inc.52,843$1.67M0.0%+70.9%0.089%
5/1/2026 Fifth Third Bancorp7,401$234K0.0%N/A0.013%
5/1/2026 Sovran Advisors LLC15,189$529K0.0%+2.2%0.026%
5/1/2026 EQ Wealth Advisors LLC31,130$983K0.6%+9.9%0.053%
4/30/2026 Kestra Advisory Services LLC113,442$3.58M0.0%+399.1%0.192%
4/29/2026 Richmond Investment Services LLC12,504$395K0.1%+12.0%0.021%
4/29/2026 SilverOak Wealth Management LLC297,548$9.39M1.5%+5.8%0.504%
4/29/2026 Armor Investment Advisors LLC218,055$6.88M2.5%+11.7%0.370%
4/28/2026 Intrinsic Value Partners LLC31,450$993K0.8%+47.3%0.054%
4/28/2026 Compton Financial Group LLC85,810$2.71M0.6%N/A0.146%
4/28/2026 Stephens Inc. AR236,191$7.46M0.1%-25.4%0.403%
4/28/2026 Pennsylvania Capital Management Inc. ADV8,612$272K0.1%N/A0.015%
4/28/2026 Koshinski Asset Management Inc.19,946$630K0.0%+34.6%0.034%
4/27/2026 World Investment Advisors25,935$819K0.0%+65.0%0.044%
4/27/2026 Private Advisor Group LLC328,861$10.38M0.0%+7.6%0.561%
4/25/2026 Eagle Bay Advisors LLC151,651$4.79M4.2%N/A0.261%
4/25/2026 NavPoint Financial Inc.98,320$3.10M1.3%+22.3%0.169%
4/24/2026 Merited Wealth LLC32,260$1.02M0.8%+1.5%0.055%
4/24/2026 True Blue Financial LLC27,705$875K0.7%+13.8%0.048%
4/23/2026 EWA LLC185,005$5.84M1.3%N/A0.318%
4/23/2026 Apollon Wealth Management LLC8,933$282K0.0%N/A0.015%
4/21/2026 Main Line Retirement Advisors LLC12,026$380K0.2%+6.7%0.021%
4/20/2026 Heritage Wealth Management Inc.22,158$700K0.3%+12.8%0.038%
4/20/2026 RFG Advisory LLC18,970$599K0.0%+4.6%0.033%
4/17/2026 Cornell Pochily Investment Advisors Inc.47,908$1.51M0.4%+8.7%0.083%
4/17/2026 Johnson Bixby & Associates LLC482,119$15.22M1.9%+3.3%0.833%
4/16/2026 Petredis Investment Advisors LLC501,303$15.83M1.3%+2.9%0.866%
4/16/2026 Lincoln Capital Corp235,582$7.44M2.7%+1.8%0.425%
4/16/2026 Founders Financial Securities LLC78,881$2.65M0.2%+90.5%0.142%
4/15/2026 Nations Financial Group Inc. IA ADV86,936$2.75M0.1%+5.3%0.157%
3/23/2026 J. Derek Lewis & Associates Inc.105,281$3.36M0.8%N/A0.227%
3/17/2026 Rockefeller Capital Management L.P.63,110$2.02M0.0%N/A0.136%
3/13/2026 World Investment Advisors15,717$502K0.0%+4.3%0.034%
2/19/2026 Birchwood Financial Partners Inc.3,927$125K0.1%N/A0.008%
2/18/2026 Beacon Pointe Advisors LLC279,944$8.94M0.1%+12.2%0.603%
2/18/2026 NewEdge Advisors LLC657,916$21.01M0.1%+10.4%1.418%
2/18/2026 Main Street Financial Solutions LLC28,494$910K0.1%+132.2%0.061%
2/18/2026 IHT Wealth Management LLC15,951$509K0.0%N/A0.034%
2/18/2026 Claro Advisors Inc.41,685$1.33M0.2%+57.4%0.090%
2/18/2026 BNB Wealth Management LLC13,019$416K0.3%N/A0.028%
2/17/2026 Cetera Investment Advisers2,118,041$67.63M0.1%+13.5%4.565%
2/17/2026 Equitable Holdings Inc.34,636$1.11M0.0%+56.6%0.075%
2/17/2026 Osaic Holdings Inc.801,988$25.61M0.0%+162.6%1.728%
2/17/2026 Advisory Services Network LLC34,178$1.09M0.0%+178.4%0.074%
2/17/2026 Private Advisor Group LLC305,546$9.76M0.0%+10.7%0.659%
2/17/2026 Captrust Financial Advisors630,281$20.13M0.0%+9.1%1.358%
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2/17/2026 &PARTNERS251,092$8.01M0.0%+49.4%0.541%
2/17/2026 Royal Bank of Canada608,790$19.44M0.0%+7.5%1.312%
2/16/2026 Venture Visionary Partners LLC29,133$930K0.0%+171.3%0.063%
2/16/2026 MML Investors Services LLC364,110$11.63M0.0%+21.9%0.785%
2/16/2026 Mariner LLC32,865$1.05M0.0%+106.8%0.071%
2/16/2026 Beta Wealth Group Inc.50,497$1.61M0.6%-1.8%0.109%
2/13/2026 Kestra Advisory Services LLC22,730$726K0.0%+39.5%0.049%
2/13/2026 Transamerica Financial Advisors LLC3,709$118K0.0%+68.9%0.008%
2/13/2026 Stifel Financial Corp248,205$7.93M0.0%+82.9%0.535%
2/13/2026 Smartleaf Asset Management LLC86,344$2.77M0.1%+14.6%0.186%


CGNG Institutional Ownership - Frequently Asked Questions

During the previous two years, 192 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 190 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 NewEdge Advisors LLC ($795.67K).

Institutional investors have bought a total of 17,483,356 shares in the last 24 months. This purchase volume represents approximately $554.46M in transactions.

Of the 14 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 Sanctuary Advisors LLC ($11.75K).

Institutional investors have sold a total of 1,633,487 shares in the last 24 months. This volume of shares sold represents approximately $51.91M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CGNG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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