CAP GROUP NEW GEOGRAPHY EQ (CGNG) Institutional Ownership Changes & 13F Activity

CAP GROUP NEW GEOGRAPHY EQ (CGNG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Raymond James Financial Inc, Jones Financial Companies Lllp, Osaic Holdings, Inc., and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+17,342+24.1%89,363$3.35MQ2 2026Sep 09, 2026
Kingsview Wealth Management, LlcSell-24,329-22.2%85,378$3.20MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+2,897+0.9%309,207$11.58MQ2 2026Aug 18, 2026
Transamerica Financial Advisors, LlcBuy+2,745+36.3%10,315$386.41KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-1,913-3.8%48,366$1.81MQ2 2026Aug 17, 2026
Wells Fargo & Company/MnBuy+2,328,952+150.1%3,880,847$145.38MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+491,701+17.5%3,304,930$123.80MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+351,707+61.2%926,273$33.81MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+289,674+37.4%1,065,080$39.90MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+178,745+13.7%1,481,536$55.50MQ2 2026Aug 14, 2026
&PartnersBuy+170,887+58.8%461,393$17.33MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+138,435+22.6%751,258$28.14MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-105,413-46.6%120,567$4.52MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+96,326+73.9%226,605$8.49MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+59,211+72.4%140,988$5.28MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+57,944+110.0%110,632$4.14MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+43,28243,282$1.62MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+28,268+17.6%189,312$7.09MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+22,07322,073$826.87KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+21,205+9.9%235,595$8.83MQ2 2026Aug 14, 2026
Merited Wealth, LlcSell-20,754-64.3%11,506$431.01KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+20,66720,667$774.19KQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+17,63017,630$650.73KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+15,52415,524$581.53KQ2 2026Aug 14, 2026
Peapack Gladstone Financial CorpBuy+9,539+7.5%136,529$5.11MQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+8,815+83.5%19,378$725.90KQ2 2026Aug 14, 2026
Betterment LlcBuy+7,736+110.6%14,733$552.00KQ2 2026Aug 14, 2026
Roehl & Yi Investment Advisors, LlcBuy+7,4237,423$278.07KQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-6,639-6.3%97,959$3.67MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+5,9065,906$221.25KQ2 2026Aug 14, 2026
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Frequently asked questions about CGNG activity

  • Which institutional owners are buying CGNG?

    Institutional owners buying CGNG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CGNG activity?

    "Buy" means an investor increased their reported position in CGNG compared to the prior reporting period. This reflects growing exposure to CAP GROUP NEW GEOGRAPHY EQ (CGNG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CGNG increasing?

    Institutional interest in CGNG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.