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Capital Group New Geography Equity ETF (CGNG) Institutional Ownership

$29.50 +0.12 (+0.41%)
As of 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)
94
Total
Institutional Inflows
(last 12 months)
$287.09M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$8.37M
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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
8/15/2025Orion Porfolio Solutions LLC15,022$433K0.0%-47.0%0.068%
8/15/2025MML Investors Services LLC185,112$5.33M0.0%+43.9%0.841%
8/15/2025Great Valley Advisor Group Inc.9,659$278K0.0%N/A0.044%
8/15/2025Benjamin Edwards Inc.146,366$4.22M0.1%+26.4%0.665%
8/14/2025Jane Street Group LLC273,985$7.89M0.0%+1,393.3%1.245%
8/14/2025Raymond James Financial Inc.742,206$21.38M0.0%+131.3%3.374%
8/14/2025Peapack Gladstone Financial Corp13,220$381K0.0%+10.9%0.060%
8/14/2025NewEdge Advisors LLC576,180$16.60M0.1%N/A2.619%
8/14/2025Acorn Wealth Advisors LLC16,337$471K0.2%+7.6%0.074%
8/14/2025 Cary Street Partners Financial LLC66,197$1.91M0.1%N/A0.301%
8/13/2025 Baird Financial Group Inc.110,708$3.19M0.0%+154.6%0.503%
8/13/2025 Beacon Pointe Advisors LLC61,025$1.76M0.0%N/A0.277%
8/13/2025 Stablepoint Partners LLC39,569$1.14M0.2%+5.5%0.180%
8/13/2025 Northwestern Mutual Wealth Management Co.90,784$2.62M0.0%N/A0.413%
8/12/2025 Armor Investment Advisors LLC21,563$621K0.2%N/A0.098%
8/12/2025 Steward Partners Investment Advisory LLC41,486$1.20M0.0%+10.2%0.189%
8/12/2025 Quadcap Wealth Management LLC169,347$4.88M0.6%+23.9%0.770%
8/12/2025 MAI Capital Management6,097$176K0.0%N/A0.029%
8/12/2025 Garrett Wealth Advisory Group LLC407,219$11.73M2.5%N/A1.920%
8/12/2025 Lodestone Wealth Management LLC12,514$361K0.2%+23.1%0.059%
8/11/2025 Perennial Investment Advisors LLC60,248$1.74M0.2%+33.5%0.284%
8/11/2025 Rothschild Investment LLC3,200$92K0.0%+220.0%0.015%
8/11/2025 Western Wealth Management LLC37,738$1.09M0.1%+88.0%0.178%
8/11/2025 Beta Wealth Group Inc.236,878$6.82M2.5%+1.3%1.117%
8/8/2025 Kingsview Wealth Management LLC21,689$625K0.0%+3.6%0.099%
8/8/2025 Avantax Advisory Services Inc.265,896$7.66M0.0%+323.0%1.209%
8/8/2025 Cetera Investment Advisers1,291,547$37.21M0.1%+503.4%5.871%
8/8/2025 Sittner & Nelson LLC1,300$37K0.0%N/A0.006%
8/6/2025 Souders Financial Advisors171,339$4.94M0.6%+2.6%0.779%
8/5/2025 Beckerman Institutional LLC10,752$310K0.2%N/A0.051%
8/5/2025 Claro Advisors LLC25,232$727K0.1%+21.6%0.119%
8/4/2025 IFG Advisory LLC13,724$395K0.0%N/A0.065%
8/4/2025 Assetmark Inc.15,893$458K0.0%N/A0.075%
8/4/2025 World Investment Advisors7,120$205K0.0%N/A0.034%
8/1/2025 Mendel Money Management40,330$1.16M0.5%-3.2%0.190%
8/1/2025 Envestnet Asset Management Inc.1,010,295$29.11M0.0%+37.6%4.765%
7/31/2025 Moloney Securities Asset Management LLC33,750$972K0.1%+19.7%0.159%
7/30/2025 Bleakley Financial Group LLC89,356$2.57M0.1%+11.3%0.421%
7/30/2025 Strategic Blueprint LLC92,729$2.67M0.1%+102.7%0.437%
7/30/2025 Cullen Frost Bankers Inc.26,009$749K0.0%+33.5%0.123%
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7/29/2025 Stephens Inc. AR155,178$4.47M0.1%N/A0.732%
7/29/2025 Stratos Wealth Partners LTD.11,356$327K0.0%N/A0.054%
7/29/2025 Private Trust Co. NA2,788$80K0.0%N/A0.013%
7/28/2025 EQ Wealth Advisors LLC24,691$711K0.5%+19.0%0.116%
7/28/2025 Harbour Investments Inc.42,877$1.24M0.0%+21.5%0.202%
7/28/2025 Sagespring Wealth Partners LLC11,647$336K0.0%N/A0.055%
7/28/2025 RFG Advisory LLC10,684$308K0.0%N/A0.050%
7/25/2025 Atria Wealth Solutions Inc.106,643$3.07M0.1%+7.5%0.503%
7/25/2025 Envestnet Portfolio Solutions Inc.15,522$447K0.0%-29.0%0.073%
7/25/2025 McNamara Financial Services Inc.57,121$1.65M0.3%+35.5%0.269%
7/25/2025 Transcendent Capital Group LLC9,982$288K0.1%N/A0.047%
7/25/2025 Concurrent Investment Advisors LLC44,906$1.29M0.0%+45.9%0.212%
7/24/2025 NavPoint Financial Inc.39,223$1.13M0.7%+93.2%0.185%
7/23/2025 Armstrong Fleming & Moore Inc15,355$442K0.2%N/A0.072%
7/23/2025 Clear Creek Financial Management LLC57,348$1.65M0.2%N/A0.270%
7/22/2025 Confluence Wealth Services Inc.396,010$11.41M0.6%+10.8%1.868%
7/22/2025 Ergawealth Advisors Inc.14,442$416K0.2%N/A0.068%
7/21/2025 Intrinsic Value Partners LLC9,100$262K0.2%N/A0.043%
7/18/2025 Truist Financial Corp13,385$386K0.0%+5.3%0.064%
7/17/2025 Janney Montgomery Scott LLC70,461$2.03M0.0%+17.8%0.338%
7/17/2025 Nova R Wealth Inc.16,966$489K0.2%N/A0.081%
7/17/2025 Johnson Bixby & Associates LLC493,775$14.23M2.0%+9.5%2.369%
7/16/2025 ORG Partners LLC4,956$142K0.0%+1,232.3%0.024%
7/14/2025 CRA Financial Services LLC78,936$2.27M0.3%+6.9%0.392%
7/14/2025 U.S. Capital Wealth Advisors LLC64,839$1.87M0.1%+316.5%0.322%
7/14/2025 A&I Financial Services LLC29,081$838K0.5%-17.0%0.145%
7/11/2025 Petredis Investment Advisors LLC475,754$13.71M1.2%N/A2.393%
7/11/2025 Lantz Financial LLC70,615$2.03M0.5%+19.0%0.355%
7/11/2025 LongView Wealth Management19,349$557K0.2%-13.4%0.097%
7/10/2025 Cypress Point Wealth Management LLC11,550$333K0.1%N/A0.058%
7/10/2025 Sovran Advisors LLC14,143$408K0.0%N/A0.071%
7/9/2025 Lincoln Capital Corp225,950$6.51M2.5%+82.7%1.136%
7/9/2025 Pines Wealth Management LLC14,307$414K0.1%-3.3%0.072%
5/19/2025Jane Street Group LLC18,348$462K0.0%-84.7%0.168%
5/16/2025 Jones Financial Companies Lllp73,319$1.85M0.0%N/A0.671%
5/15/2025Royal 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%
5/15/2025OLD 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%
5/13/2025Raymond 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%
5/12/2025Benjamin 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%
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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%
5/1/2025Acorn 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%
(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, 97 institutional investors and hedge funds held shares of Capital Group New Geography Equity ETF. The most heavily invested institutionals were Cetera Investment Advisers ($37.21M), Envestnet Asset Management Inc. ($29.11M), Raymond James Financial Inc. ($21.38M), NewEdge Advisors LLC ($16.60M), Capital International Investors ($16.45M), Johnson Bixby & Associates LLC ($14.23M), and Petredis Investment Advisors LLC ($13.71M).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 94 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: Cetera Investment Advisers ($1.29M), Envestnet Asset Management Inc. ($1.00M), Raymond James Financial Inc. ($763.62K), NewEdge Advisors LLC ($576.18K), Johnson Bixby & Associates LLC ($493.78K), Petredis Investment Advisors LLC ($475.75K), and Jane Street Group LLC ($441.20K).

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

Institutional investors have bought a total of 10,650,572 shares in the last 24 months. This purchase volume represents approximately $287.09M in transactions.

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

Of the 11 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: Jane Street Group LLC ($167.21K), Capital International Investors ($100K), Moloney Securities Asset Management LLC ($17.95K), Orion Porfolio Solutions LLC ($13.30K), Envestnet Portfolio Solutions Inc. ($6.34K), A&I Financial Services LLC ($5.96K), and Mendel Money Management ($5.64K).

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

Institutional investors have sold a total of 330,845 shares in the last 24 months. This volume of shares sold represents approximately $8.37M in transactions.



This page (NYSEARCA:CGNG) was last updated on 8/15/2025 by MarketBeat.com Staff
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