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

$32.26+0.70 (+2.22%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+10 / -7

Price History

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

CGNG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+909K+$29.0B
RAYMOND JAMES FINANCIAL INCIncreased+846K+$26.6B
BANK OF AMERICA CORP /DE/Increased+544K+$17.0B
WELLS FARGO & COMPANY/MNIncreased+533K+$16.1B
OSAIC HOLDINGS, INC.Increased+497K+$15.8B
Johnson Bixby & Associates, LLCNew Position+467K+$14.9B
Confluence Wealth Services, Inc.New Position+454K+$14.5B
STEPHENS INC /AR/New Position+317K+$10.1B
Capital Group Private Client Services, Inc.Increased+221K+$9.5B
SilverOak Wealth Management LLCNew Position+281K+$9.0B
LINCOLN CAPITAL CORPNew Position+231K+$7.4B
JONES FINANCIAL COMPANIES LLLPNew Position+220K+$7.0B
Armor Investment Advisors, LLCNew Position+195K+$6.2B
Souders Financial AdvisorsNew Position+181K+$5.8B
Ergawealth Advisors, Inc.New Position+165K+$5.3B

CGNG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-1.2M-$41.9B
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
GTS SECURITIES LLCDecreased-39K-$1.6B
Capital International InvestorsDecreased-233-$1.3B
Glaxis Capital Management, LLCClosed Position-11K-$336.8M
Marshall & Sterling Wealth Advisors Inc.Closed Position-1K-$31.4M
Mendel Money ManagementDecreased-2K-$24.1M
EXCHANGE TRADED CONCEPTS, LLCDecreased-40-$1.9M
AMERIFLEX GROUP, INC.Closed Position-48-$1.5M
CENTAURUS FINANCIAL, INC.Decreased-44-$156K
NBC SECURITIES, INC.Decreased-4-$-1K
William Mack & Associates, Inc.Decreased-129-$-7.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Capital Group Private Client Services, Inc.2,651,446$84.7B1347.50%Share
2RAYMOND JAMES FINANCIAL INC1,125,344$35.0B10.89%Share
3RAYMOND JAMES FINANCIAL INC984,044$31.0B9.65%Share
4COMMONWEALTH EQUITY SERVICES, LLC909,211$29.0B38.66%Share
5OSAIC HOLDINGS, INC.795,747$25.0B36.53%Share
6ROYAL BANK OF CANADA597,334$19.0B3.09%Share
7BANK OF AMERICA CORP /DE/530,431$16.0B1.16%Share
8WELLS FARGO & COMPANY/MN518,335$16.0B2.91%Share
9PETREDIS INVESTMENT ADVISORS LLC487,362$15.6B1.22%Share
10Johnson Bixby & Associates, LLC466,836$14.9B1.85%Share
11Confluence Wealth Services, Inc.453,794$14.5B0.60%Share
12ASSETMARK, INC330,667$10.6B21.53%Share
13STEPHENS INC /AR/316,541$10.1B125.74%Share
14Private Advisor Group, LLC305,546$9.0B42.34%Share
15SilverOak Wealth Management LLC281,216$9.0B1.41%Share
16Baird Financial Group, Inc.253,751$8.0B12.47%Share
17LINCOLN CAPITAL CORP231,396$7.4B2.62%Share
18STIFEL FINANCIAL CORP247,969$7.0B6.30%Share
19JONES FINANCIAL COMPANIES LLLP219,619$7.0B4.27%Share
20Quadcap Wealth Management, LLC214,907$6.9B0.78%Share
21Armor Investment Advisors, LLC195,246$6.2B2.29%Share
22Souders Financial Advisors180,797$5.8B0.66%Share
23Ergawealth Advisors, Inc.165,051$5.3B2.42%Share
24National Wealth Management Group, LLC163,789$5.2B1.81%Share
25WELLS FARGO & COMPANY/MN173,716$5.0B0.91%Share
26Orion Porfolio Solutions, LLC183,072$5.0B36.67%Share
27Stratos Wealth Partners, LTD.130,735$4.2B47.19%Share
28Strategic Blueprint, LLC118,464$3.8B0.22%Share
29Lantz Financial LLC94,046$3.0B0.63%Share
30Perennial Investment Advisors, LLC85,131$2.7B0.21%Share
31Armstrong, Fleming & Moore, Inc84,927$2.7B1.25%Share
32NavPoint Financial, Inc.80,368$2.6B1.10%Share
33First Heartland Consultants, Inc.73,693$2.4B0.18%Share
34CARY STREET PARTNERS FINANCIAL LLC64,481$2.1B0.05%Share
35Rockefeller Capital Management L.P.63,110$2.0B3.60%Share
36Smartleaf Asset Management LLC86,344$2.0B0.08%Share
37LongView Wealth Management50,896$1.7B0.41%Share
38Acorn Wealth Advisors, LLC51,343$1.6B0.49%Share
39Beta Wealth Group, Inc.50,497$1.6B0.65%Share
40Pines Wealth Management, LLC46,406$1.5B0.48%Share
41Mendel Money Management45,329$1.4B0.61%Share
42Stablepoint Partners, LLC44,869$1.4B0.22%Share
43Stonebridge Financial Group, LLC44,452$1.4B0.12%Share
44Cornell Pochily Investment Advisors, Inc.44,089$1.4B0.41%Share
45A&I FINANCIAL SERVICES, LLC36,732$1.2B0.56%Share
46Western Wealth Management, LLC42,464$1.0B0.05%Share
47CULLEN/FROST BANKERS, INC.58,544$1.0B11.00%Share
48Steward Partners Investment Advisory, LLC53,644$1.0B5.48%Share
49Equitable Holdings, Inc.34,636$1.0B6.84%Share
50BANK OF AMERICA CORP /DE/32,516$1.0B0.07%Share

CGNG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025184$473.3B+91
Q3 202593$529.6B-7
Q2 2025100$338.9B+20
Q1 202580$177.1B+32
Q4 202448$2.0T+28
Q3 202420$27.2T+16
Q2 20244$9.1T—

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As of Q4 2025, 50 institutional investors hold CGNG (Capital Group New Geography Equity ETF). The largest holder is Capital Group Private Client Services, Inc. with $84.7B in shares. This quarter, 10 institutions opened new positions and 7 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 Capital Group Private Client Services, Inc. with $84.7B in shares.

Is institutional ownership of CGNG increasing or decreasing?

This quarter, 10 institutions opened new positions in CGNG and 7 closed their positions.