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Capital Group New Geography Equity ETF (CGNG) Institutional Ownership

$36.27 +1.02 (+2.89%)
As of 11:41 AM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
176
Total
Institutional Inflows
(last 12 months)
$655.32M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$55.27M
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Skip Chart & View Institutional Buying and Selling Data

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
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%
5/4/2026 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%
3/17/2026Rockefeller 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%
2/19/2026Birchwood 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%
2/18/2026 Claro 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%
2/17/2026 Private 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%
2/16/2026 MML 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%
2/13/2026 Kestra 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%
2/12/2026 Richmond Investment Services LLC11,160$356K0.1%+51.4%0.024%
2/12/2026 Commonwealth 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%
2/11/2026 Janney 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%
2/10/2026Bank of New York Mellon Corp1,055,871$33.71M0.0%-1.0%2.276%
2/10/2026Natixis Advisors LLC56,924$1.82M0.0%+423.5%0.123%
2/10/2026Vantus Wealth LLC9,395$300K0.2%N/A0.020%
2/10/2026 NewCorp Financial Services Inc.133,464$4.26M3.8%N/A0.288%
2/10/2026Peapack Gladstone Financial Corp132,223$4.22M0.1%+120.1%0.285%
2/10/2026Florida Financial Advisors LLC7,951$254K0.1%+5.8%0.017%
2/10/2026 Founders Financial Securities LLC41,403$1.32M0.1%+147.3%0.089%
2/10/2026 Acorn Wealth Advisors LLC51,343$1.64M0.5%+66.1%0.111%
2/10/2026Rothschild Investment LLC6,200$198K0.0%+93.8%0.013%
2/10/2026Northwestern Mutual Wealth Management Co.1,736,735$55.45M0.0%+28.1%3.743%
2/10/2026 Beckerman Institutional LLC13,158$420K0.2%+3.9%0.028%
2/10/2026IFG Advisory LLC29,899$955K0.0%+17.2%0.064%
2/9/2026Kingsview Wealth Management LLC105,444$3.37M0.0%+58.7%0.227%
2/9/2026 Bleakley Financial Group LLC103,408$3.30M0.1%+14.8%0.223%
2/9/2026 Cary Street Partners Financial LLC64,481$2.06M0.1%+0.9%0.139%
2/9/2026Harbour Investments Inc.70,637$2.26M0.0%+35.2%0.152%
2/9/2026 Prospera Financial Services Inc6,712$214K0.0%N/A0.014%
2/6/2026EverSource Wealth Advisors LLC2,251$72K0.0%+4,589.6%0.005%
2/6/2026Global Retirement Partners LLC17,821$569K0.0%+133.5%0.038%
2/6/2026Cullen Frost Bankers Inc.58,544$1.87M0.0%+29.6%0.126%


CGNG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGNG shares?

During the previous two years, 180 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), Envestnet Asset Management Inc. ($68.57M), Cetera Investment Advisers ($67.63M), Northwestern Mutual Wealth Management Co. ($55.45M), Raymond James Financial Inc. ($39.36M), and Bank of New York Mellon Corp ($33.09M).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 179 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), Northwestern Mutual Wealth Management Co. ($1.74M), LPL Financial LLC ($1.58M), Cetera Investment Advisers ($1.54M), Raymond James Financial Inc. ($1.30M), Capital Group Private Client Services Inc. ($1.23M), and NewEdge Advisors LLC ($657.92K).

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

Institutional investors have bought a total of 21,549,424 shares in the last 24 months. This purchase volume represents approximately $655.32M in transactions.

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

Of the 19 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), Jane Street Group LLC ($101.65K), Johnson Bixby & Associates LLC ($42.72K), Bank of New York Mellon Corp ($19.05K), and Moloney Securities Asset Management LLC ($18K).

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

Institutional investors have sold a total of 1,763,108 shares in the last 24 months. This volume of shares sold represents approximately $55.27M in transactions.


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This page (NYSEARCA:CGNG) was last updated on 5/6/2026 by MarketBeat.com Staff.
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