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Capital Group New Geography Equity ETF (CGNG) Institutional Ownership

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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)
53
Total
Institutional Inflows
(last 12 months)
$74.33M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$4.46M
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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
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%
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%
2/17/2025Quadcap 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%
2/14/2025Capital Group Private Client Services Inc.545,114$13.50M0.1%+95.8%0.000%
2/14/2025Capital International Investors664,000$16.45M0.0%-13.1%0.000%
2/13/2025Mariner LLC15,520$384K0.0%N/A0.000%
2/13/2025Raymond James Financial Inc.21,415$530K0.0%N/A0.000%
2/13/2025Peapack Gladstone Financial Corp11,870$294K0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.56,223$1.39M0.0%+599.6%0.000%
2/13/2025Perennial Investment Advisors LLC32,921$816K0.1%N/A0.000%
2/12/2025Mendel Money Management42,711$1.06M0.5%-7.1%0.000%
2/11/2025LPL Financial LLC38,318$949K0.0%N/A0.000%
2/11/2025Virtu Financial LLC13,492$334K0.0%+41.9%0.000%
2/10/2025Commonwealth Equity Services LLC38,888$963K0.0%+190.3%0.000%
2/6/2025Raymond James Financial Inc.21,415$530K0.0%N/A0.000%
2/6/2025Souders Financial Advisors159,627$3.95M0.6%N/A0.000%
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2/6/2025Steward Partners Investment Advisory LLC1,527$38K0.0%N/A0.000%
2/5/2025A&I Financial Services LLC19,914$493K0.5%N/A0.000%
2/5/2025 Armstrong Fleming & Moore Inc9,134$226K0.1%N/A0.000%
2/4/2025Acorn Wealth Advisors LLC12,522$310K0.1%N/A0.000%
2/4/2025Transcendent Capital Group LLC1,437$36K0.0%N/A0.000%
2/3/2025Private Advisor Group LLC38,544$955K0.0%N/A0.000%
1/31/2025Sanctuary Advisors LLC17,480$449K0.0%+104.2%0.000%
1/30/2025Lodestone Wealth Management LLC9,706$240K0.1%+4.8%0.000%
1/30/2025Nations Financial Group Inc. IA ADV68,017$1.69M0.1%N/A0.000%
1/28/2025Moloney Securities Asset Management LLC46,150$1.14M0.2%N/A0.000%
1/28/2025Kingsview Wealth Management LLC16,278$403K0.0%+4.6%0.000%
1/27/2025Bleakley 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%
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%
1/13/2025Claro Advisors LLC13,669$339K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC8,559$215K0.0%N/A0.000%
11/20/2024Virtu Financial LLC9,506$252K0.0%-23.4%0.000%
11/15/2024MML Investors Services LLC8,129$215K0.0%N/A0.000%
11/15/2024Jane Street Group LLC185,558$4.91M0.0%N/A0.000%
11/15/2024Stifel Financial Corp55,213$1.46M0.0%N/A0.000%
11/15/2024Benjamin Edwards Inc.27,339$724K0.0%N/A0.000%
11/14/2024Captrust Financial Advisors267,261$7.08M0.0%N/A0.000%
11/12/2024Kingsview Wealth Management LLC15,568$412K0.0%N/A0.000%
10/29/2024Lodestone Wealth Management LLC9,261$245K0.1%N/A0.000%
10/29/2024 Confluence Wealth Services Inc.240,566$6.37M0.5%N/A0.000%
10/29/2024 Janney Montgomery Scott LLC44,957$1.19M0.0%N/A0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC9,130$242K0.0%N/A0.000%
10/22/2024 International Assets Investment Management LLC19,569$5.18M0.0%N/A0.000%
10/10/2024 Johnson Bixby & Associates LLC220,872$5.85M0.9%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, 55 institutional investors and hedge funds held shares of Capital Group New Geography Equity ETF. The most heavily invested institutionals were 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), Captrust Financial Advisors ($8.49M), International Assets Investment Management LLC ($5.18M), and Souders Financial Advisors ($3.95M).Learn more on CGNG's institutional investors.

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

Of the 53 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: Johnson Bixby & Associates LLC ($451.12K), Confluence Wealth Services Inc. ($357.30K), Captrust Financial Advisors ($342.81K), Capital Group Private Client Services Inc. ($266.70K), Jane Street Group LLC ($185.56K), Souders Financial Advisors ($159.63K), and Benjamin Edwards Inc. ($73.54K).

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

Institutional investors have bought a total of 2,917,112 shares in the last 24 months. This purchase volume represents approximately $74.33M 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: Capital International Investors ($100K), Jane Street Group LLC ($65.56K), Wealth Enhancement Advisory Services LLC ($4.27K), Pines Wealth Management LLC ($3.79K), Mendel Money Management ($3.26K), 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 179,777 shares in the last 24 months. This volume of shares sold represents approximately $4.46M in transactions.



This page (NYSEARCA:CGNG) was last updated on 4/26/2025 by MarketBeat.com Staff
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