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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +17,342 | +24.1% | 89,363 | $3.35M | Q2 2026 | Sep 09, 2026 |
| Kingsview Wealth Management, Llc | Sell | -24,329 | -22.2% | 85,378 | $3.20M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +2,897 | +0.9% | 309,207 | $11.58M | Q2 2026 | Aug 18, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +2,745 | +36.3% | 10,315 | $386.41K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -1,913 | -3.8% | 48,366 | $1.81M | Q2 2026 | Aug 17, 2026 |
| Wells Fargo & Company/Mn | Buy | +2,328,952 | +150.1% | 3,880,847 | $145.38M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +491,701 | +17.5% | 3,304,930 | $123.80M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +351,707 | +61.2% | 926,273 | $33.81M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +289,674 | +37.4% | 1,065,080 | $39.90M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +178,745 | +13.7% | 1,481,536 | $55.50M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +170,887 | +58.8% | 461,393 | $17.33M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +138,435 | +22.6% | 751,258 | $28.14M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -105,413 | -46.6% | 120,567 | $4.52M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +96,326 | +73.9% | 226,605 | $8.49M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +59,211 | +72.4% | 140,988 | $5.28M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +57,944 | +110.0% | 110,632 | $4.14M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +43,282 | — | 43,282 | $1.62M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +28,268 | +17.6% | 189,312 | $7.09M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +22,073 | — | 22,073 | $826.87K | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +21,205 | +9.9% | 235,595 | $8.83M | Q2 2026 | Aug 14, 2026 |
| Merited Wealth, Llc | Sell | -20,754 | -64.3% | 11,506 | $431.01K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +20,667 | — | 20,667 | $774.19K | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +17,630 | — | 17,630 | $650.73K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +15,524 | — | 15,524 | $581.53K | Q2 2026 | Aug 14, 2026 |
| Peapack Gladstone Financial Corp | Buy | +9,539 | +7.5% | 136,529 | $5.11M | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +8,815 | +83.5% | 19,378 | $725.90K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +7,736 | +110.6% | 14,733 | $552.00K | Q2 2026 | Aug 14, 2026 |
| Roehl & Yi Investment Advisors, Llc | Buy | +7,423 | — | 7,423 | $278.07K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -6,639 | -6.3% | 97,959 | $3.67M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +5,906 | — | 5,906 | $221.25K | Q2 2026 | Aug 14, 2026 |
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.