CAP GROUP NEW GEOGRAPHY EQ (CGNG) Institutional Shareholders
CAP GROUP NEW GEOGRAPHY EQ (CGNG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.22B in CGNG holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of CGNG tracked by InsiderSet, reporting ownership valued at approximately $330.20M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $322.62M, representing an estimated loss of -2.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed CGNG value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Envestnet Asset Management Inc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in CAP GROUP NEW GEOGRAPHY EQ (CGNG).
This page ranks the largest institutional CGNG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
240
Total Reported Value
$2.22B
Largest Holder
Lpl Financial Llc
Largest Position
$330.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.07% | 8,814,822 | $330,203,207 | $322,622,485 | -$7,580,722 | -2.30% | |
| Envestnet Asset Management Inc | 0.05% | 5,377,346 | $201,435,385 | $196,810,864 | -$4,624,521 | -2.30% | |
| Wells Fargo & Company/Mn | 0.03% | 3,880,847 | $145,376,511 | $142,039,000 | -$3,337,511 | -2.30% | |
| Capital Group Private Client Services, Inc. | 1.93% | 3,657,623 | $137,014,602 | $133,869,002 | -$3,145,600 | -2.30% | |
| Raymond James Financial Inc | 0.03% | 3,304,930 | $123,802,670 | $120,960,438 | -$2,842,232 | -2.30% | |
| Cetera Investment Advisers | 0.10% | 2,875,984 | $107,734,347 | $105,261,014 | -$2,473,333 | -2.30% | |
| Benjamin Edwards Inc | 0.54% | 1,578,663 | $59,134,900 | $57,779,066 | -$1,355,834 | -2.29% | |
| Bank Of America Corp | 0.00% | 1,481,536 | $55,498,339 | $54,224,218 | -$1,274,121 | -2.30% | |
| Bank Of New York Mellon Corp | 0.01% | 1,120,083 | $41,958,303 | $40,995,038 | -$963,265 | -2.30% | |
| Commonwealth Equity Services, Llc | 0.05% | 1,076,909 | $40,340,993 | $39,414,869 | -$926,124 | -2.30% | |
| Osaic Holdings, Inc. | 0.05% | 1,065,080 | $39,900,815 | $38,981,928 | -$918,887 | -2.30% | |
| Mml Investors Services, Llc | 0.07% | 956,911 | $35,845,871 | $35,022,943 | -$822,928 | -2.30% | |
| Jones Financial Companies Lllp | 0.01% | 926,273 | $33,808,957 | $33,901,592 | +$92,635 | +0.27% | |
| Newedge Advisors, Llc | 0.09% | 795,666 | $29,805,634 | $29,121,376 | -$684,258 | -2.30% | |
| Stifel Financial Corp | 0.02% | 769,367 | $28,820,690 | $28,158,832 | -$661,858 | -2.30% | |
| Royal Bank Of Canada | 0.00% | 751,258 | $28,142,000 | $27,496,043 | -$645,957 | -2.30% | |
| Captrust Financial Advisors | 0.04% | 722,533 | $27,066,100 | $26,444,708 | -$621,392 | -2.30% | |
| Ubs Group Ag | 0.00% | 669,558 | $25,081,643 | $24,505,823 | -$575,820 | -2.30% | |
| Confluence Wealth Services, Inc. | 0.71% | 663,785 | $24,863,254 | $24,294,531 | -$568,723 | -2.29% | |
| Garrett Wealth Advisory Group, Llc | 3.62% | 628,204 | $23,532,504 | $22,992,266 | -$540,238 | -2.30% | |
| Assetmark, Inc | 0.04% | 621,294 | $23,273,673 | $22,739,360 | -$534,313 | -2.30% | |
| Waverly Advisors, Llc | 0.12% | 558,863 | $20,935,008 | $20,454,386 | -$480,622 | -2.30% | |
| Merit Financial Group, Llc | 0.13% | 557,268 | $20,875,261 | $20,396,009 | -$479,252 | -2.30% | |
| Capital Analysts, Llc | 0.45% | 519,389 | $19,456,000 | $19,009,637 | -$446,363 | -2.29% | |
| Petredis Investment Advisors Llc | 1.30% | 513,997 | $19,254,328 | $18,812,290 | -$442,038 | -2.30% | |
| Baird Financial Group, Inc. | 0.03% | 508,549 | $19,050,246 | $18,612,893 | -$437,353 | -2.30% | |
| Johnson Bixby & Associates, Llc | 2.09% | 499,265 | $18,702,466 | $18,273,099 | -$429,367 | -2.30% | |
| Janney Montgomery Scott Llc | 0.04% | 484,885 | $18,164,000 | $17,746,791 | -$417,209 | -2.30% | |
| Presper Financial Architects, Llc | 9.26% | 473,897 | $17,752,182 | $17,344,630 | -$407,552 | -2.30% | |
| &Partners | 0.07% | 461,393 | $17,326,408 | $16,886,984 | -$439,424 | -2.54% | |
| Private Advisor Group, Llc | 0.06% | 364,909 | $13,669,490 | $13,355,669 | -$313,821 | -2.30% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 337,820 | $12,404,757 | $12,364,212 | -$40,545 | -0.33% | |
| Beacon Pointe Advisors, Llc | 0.05% | 309,207 | $11,582,909 | $11,316,976 | -$265,933 | -2.30% | |
| Concurrent Investment Advisors, Llc | 0.10% | 307,935 | $11,535,249 | $11,270,421 | -$264,828 | -2.30% | |
| Rockefeller Capital Management L.P. | 0.02% | 305,557 | $11,446,165 | $11,183,386 | -$262,779 | -2.30% | |
| Silveroak Wealth Management Llc | 1.45% | 300,157 | $11,243,881 | $10,985,746 | -$258,135 | -2.30% | |
| Compton Financial Group, Llc | 2.08% | 288,762 | $10,817,029 | $10,568,689 | -$248,340 | -2.30% | |
| Quadcap Wealth Management, Llc | 1.03% | 281,070 | $10,528,893 | $10,287,162 | -$241,731 | -2.30% | |
| Stephens Inc | 0.11% | 265,986 | $9,963,836 | $9,735,088 | -$228,748 | -2.30% | |
| Sentinel Advisory Group, Llc | 3.84% | 251,196 | $9,409,817 | $9,193,774 | -$216,043 | -2.30% | |
| Lincoln Capital Corp | 2.95% | 242,499 | $9,084,014 | $8,875,463 | -$208,551 | -2.30% | |
| Truist Financial Corp | 0.01% | 236,331 | $8,852,960 | $8,649,715 | -$203,245 | -2.30% | |
| Orion Porfolio Solutions, Llc | 0.07% | 235,595 | $8,825,382 | $8,622,777 | -$202,605 | -2.30% | |
| Natixis Advisors, Llc | 0.01% | 226,605 | $8,488,000 | $8,293,743 | -$194,257 | -2.29% | |
| Armor Investment Advisors, Llc | 2.70% | 224,769 | $8,419,835 | $8,226,545 | -$193,290 | -2.30% | |
| Atria Investments, Inc | 0.08% | 204,064 | $7,644,237 | $7,468,742 | -$175,495 | -2.30% | |
| Ewa, Llc | 1.38% | 201,323 | $7,541,572 | $7,368,422 | -$173,150 | -2.30% | |
| Souders Financial Advisors | 0.75% | 200,363 | $7,505,592 | $7,333,286 | -$172,306 | -2.30% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 199,428 | $7,470,561 | $7,299,065 | -$171,496 | -2.30% | |
| Aprio Wealth Management, Llc | 0.37% | 199,059 | $7,456,750 | $7,285,559 | -$171,191 | -2.30% |
Frequently asked questions about CGNG
Who owns the most CGNG stock?
The largest holders of CGNG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CAP GROUP NEW GEOGRAPHY EQ (CGNG).
Is CGNG widely held by superinvestors?
Many widely followed stocks like CGNG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGNG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.