Who Owns Capital Group New Geography Equity ETF (CGNG)?Hedge Fund & Institutional Holders

$31.50-0.39 (-1.21%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.4400084660810007e+216T

% of Float Held

—

QoQ Change in Holders

+14 / -6

Price History

$22.52$25.66$28.81$31.96$35.10Aug 24Jun 25Mar 26

CGNG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+2.6M+$81.0M
Bank of New York Mellon CorpNew Position+1.1M+$33.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+909K+$29.0M
Merit Financial Group, LLCNew Position+509K+$16.2M
Johnson Bixby & Associates, LLCNew Position+467K+$14.9M
Confluence Wealth Services, Inc.New Position+454K+$14.5M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+428K+$14.2M
STEPHENS INC /AR/New Position+317K+$10.1M
BENJAMIN EDWARDS INCNew Position+292K+$9.3M
SilverOak Wealth Management LLCNew Position+281K+$9.0M
Concurrent Investment Advisors, LLCNew Position+252K+$8.1M
LINCOLN CAPITAL CORPNew Position+231K+$7.4M
Janney Montgomery Scott LLCNew Position+243K+$7.0M
JONES FINANCIAL COMPANIES LLLPNew Position+220K+$7.0M
Cambridge Investment Research Advisors, Inc.Increased+228K+$6.9M

CGNG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-1.2M-$41.9B
PETREDIS INVESTMENT ADVISORS LLCDecreased-1K-$15.1B
OLD MISSION CAPITAL LLCClosed Position-454K-$14.0B
CITADEL ADVISORS LLCClosed Position-198K-$6.1B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-185K-$5.7B
JANE STREET GROUP, LLCClosed Position-113K-$3.5B
Beta Wealth Group, Inc.Decreased-902-$1.6B
GTS SECURITIES LLCDecreased-39K-$1.6B
Mendel Money ManagementDecreased-2K-$1.5B
Capital International InvestorsDecreased-233-$1.3B
William Mack & Associates, Inc.Decreased-24K-$1.0B
Glaxis Capital Management, LLCClosed Position-11K-$336.8M
Marshall & Sterling Wealth Advisors Inc.Closed Position-1K-$31.4M
NBC SECURITIES, INC.Decreased-4-$8.9M
EXCHANGE TRADED CONCEPTS, LLCDecreased-40-$1.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC4,532,999$144.0M0.04%Share
2Capital Group Private Client Services, Inc.2,651,446$84.7M1.35%Share
3ENVESTNET ASSET MANAGEMENT INC2,557,197$81.0M0.02%Share
4Cetera Investment Advisers2,118,041$67.0M0.07%Share
5RAYMOND JAMES FINANCIAL INC1,125,344$35.0M0.01%Share
6Bank of New York Mellon Corp1,054,404$33.0M0.01%Share
7RAYMOND JAMES FINANCIAL INC984,044$31.0M0.01%Share
8COMMONWEALTH EQUITY SERVICES, LLC909,211$29.0M0.04%Share
9OSAIC HOLDINGS, INC.795,747$25.0M0.04%Share
10NewEdge Advisors, LLC657,916$21.0M0.08%Share
11CAPTRUST FINANCIAL ADVISORS630,281$20.0M0.04%Share
12ROYAL BANK OF CANADA597,334$19.0M0.00%Share
13Waverly Advisors, LLC561,314$17.0M0.14%Share
14Merit Financial Group, LLC508,723$16.2M0.13%Share
15BANK OF AMERICA CORP /DE/530,431$16.0M0.00%Share
16WELLS FARGO & COMPANY/MN518,335$16.0M0.00%Share
17PETREDIS INVESTMENT ADVISORS LLC487,362$15.6M1.22%Share
18Johnson Bixby & Associates, LLC466,836$14.9M1.85%Share
19Garrett Wealth Advisory Group, LLC466,674$14.9M2.82%Share
20Confluence Wealth Services, Inc.453,794$14.5M0.60%Share
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC427,985$14.2M0.02%Share
22Cambridge Investment Research Advisors, Inc.458,420$14.0M0.04%Share
23MML INVESTORS SERVICES, LLC364,110$11.0M0.03%Share
24ASSETMARK, INC330,667$10.6M0.02%Share
25STEPHENS INC /AR/316,541$10.1M0.13%Share
26Capital Analysts, LLC310,026$9.9M0.30%Share
27BENJAMIN EDWARDS INC289,813$9.3M0.10%Share
28Private Advisor Group, LLC305,546$9.0M0.04%Share
29SilverOak Wealth Management LLC281,216$9.0M1.41%Share
30Beacon Pointe Advisors, LLC279,944$8.0M0.06%Share
31&PARTNERS251,092$8.0M0.04%Share
32Baird Financial Group, Inc.253,751$8.0M0.01%Share
33LINCOLN CAPITAL CORP231,396$7.4M2.62%Share
34JONES FINANCIAL COMPANIES LLLP219,619$7.0M0.00%Share
35Janney Montgomery Scott LLC242,976$7.0M0.02%Share
36STIFEL FINANCIAL CORP247,969$7.0M0.01%Share
37Quadcap Wealth Management, LLC214,907$6.9M0.78%Share
38Concurrent Investment Advisors, LLC206,095$6.6M0.07%Share
39Armor Investment Advisors, LLC195,246$6.2M2.29%Share
40Aprio Wealth Management, LLC186,234$5.9M0.34%Share
41Souders Financial Advisors180,797$5.8M0.66%Share
42Ergawealth Advisors, Inc.165,051$5.3M2.42%Share
43National Wealth Management Group, LLC163,789$5.2M1.81%Share
44WELLS FARGO & COMPANY/MN173,716$5.0M0.00%Share
45Orion Porfolio Solutions, LLC183,072$5.0M0.04%Share
46NewCorp Financial Services, Inc.133,464$4.3M3.77%Share
47Stratos Wealth Partners, LTD.130,735$4.2M0.05%Share
48PEAPACK GLADSTONE FINANCIAL CORP132,223$4.0M0.05%Share
49Vestmark Advisory Solutions, Inc.123,775$4.0M0.05%Share
50NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO148,418$3.8M0.00%Share

CGNG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025185$1.0B+92
Q3 202593$555.0B-8
Q2 2025101$354.4B+21
Q1 202580$181.6B+32
Q4 202448$12.2T+28
Q3 202420$40.9T+16
Q2 20244$10.5T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold CGNG (Capital Group New Geography Equity ETF). The largest holder is LPL Financial LLC with $144.0M in shares. This quarter, 14 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own CGNG?

As of Q4 2025, 50 institutional investors report holding CGNG (Capital Group New Geography Equity ETF) in their 13F filings.

Who is the largest institutional holder of CGNG?

The largest institutional holder of CGNG is LPL Financial LLC with $144.0M in shares.

Is institutional ownership of CGNG increasing or decreasing?

This quarter, 14 institutions opened new positions in CGNG and 6 closed their positions.