CGNG Institutional Ownership & Shareholders
CAP GROUP NEW GEOGRAPHY EQ (CGNG) is currently held by 256 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.28B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $292.30M, representing an estimated loss of -11.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% 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
256
Total Reported Value
$2.28B
Largest Holder
Lpl Financial Llc
Largest Position
$330.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
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 | $292,299,498 | -$37,903,709 | -11.48% | |
| Envestnet Asset Management Inc | 0.05% | 5,377,346 | $201,435,385 | $178,312,793 | -$23,122,592 | -11.48% | |
| Wells Fargo & Company/Mn | 0.03% | 3,880,847 | $145,376,511 | $128,688,887 | -$16,687,624 | -11.48% | |
| Capital Group Private Client Services, Inc. | 1.93% | 3,657,623 | $137,014,602 | $121,286,779 | -$15,727,823 | -11.48% | |
| Raymond James Financial Inc | 0.03% | 3,304,930 | $123,802,670 | $109,591,479 | -$14,211,191 | -11.48% | |
| Cetera Investment Advisers | 0.10% | 2,875,984 | $107,734,347 | $95,367,629 | -$12,366,718 | -11.48% | |
| Benjamin Edwards Inc | 0.54% | 1,578,663 | $59,134,900 | $52,348,465 | -$6,786,435 | -11.48% | |
| Bank Of America Corp | 0.00% | 1,481,536 | $55,498,339 | $49,127,734 | -$6,370,605 | -11.48% | |
| Bank Of New York Mellon Corp | 0.01% | 1,120,083 | $41,958,303 | $37,141,952 | -$4,816,351 | -11.48% | |
| Commonwealth Equity Services, Llc | 0.05% | 1,076,909 | $40,340,993 | $35,710,302 | -$4,630,691 | -11.48% | |
| Osaic Holdings, Inc. | 0.05% | 1,065,080 | $39,900,815 | $35,318,053 | -$4,582,762 | -11.49% | |
| Mml Investors Services, Llc | 0.07% | 956,911 | $35,845,871 | $31,731,169 | -$4,114,702 | -11.48% | |
| Jones Financial Companies Lllp | 0.01% | 926,273 | $33,808,957 | $30,715,213 | -$3,093,744 | -9.15% | |
| Assetmark, Inc | 0.05% | 895,345 | $32,635,325 | $29,689,640 | -$2,945,685 | -9.03% | |
| Newedge Advisors, Llc | 0.09% | 795,666 | $29,805,634 | $26,384,285 | -$3,421,349 | -11.48% | |
| Stifel Financial Corp | 0.02% | 769,367 | $28,820,690 | $25,512,210 | -$3,308,480 | -11.48% | |
| Royal Bank Of Canada | 0.00% | 751,258 | $28,142,000 | $24,911,715 | -$3,230,285 | -11.48% | |
| Captrust Financial Advisors | 0.04% | 722,533 | $27,066,100 | $23,959,194 | -$3,106,906 | -11.48% | |
| Ubs Group Ag | 0.00% | 669,558 | $25,081,643 | $22,202,543 | -$2,879,100 | -11.48% | |
| Confluence Wealth Services, Inc. | 0.71% | 663,785 | $24,863,254 | $22,011,111 | -$2,852,143 | -11.47% | |
| Garrett Wealth Advisory Group, Llc | 3.50% | 631,764 | $23,027,790 | $20,949,294 | -$2,078,496 | -9.03% | |
| Waverly Advisors, Llc | 0.12% | 558,863 | $20,935,008 | $18,531,897 | -$2,403,111 | -11.48% | |
| Merit Financial Group, Llc | 0.13% | 557,268 | $20,875,261 | $18,479,007 | -$2,396,254 | -11.48% | |
| Capital Analysts, Llc | 0.45% | 519,389 | $19,456,000 | $17,222,939 | -$2,233,061 | -11.48% | |
| Petredis Investment Advisors Llc | 1.25% | 525,415 | $19,151,377 | $17,422,761 | -$1,728,616 | -9.03% | |
| Baird Financial Group, Inc. | 0.03% | 508,549 | $19,050,246 | $16,863,485 | -$2,186,761 | -11.48% | |
| Johnson Bixby & Associates, Llc | 2.03% | 510,174 | $18,595,842 | $16,917,370 | -$1,678,472 | -9.03% | |
| Janney Montgomery Scott Llc | 0.04% | 484,885 | $18,164,000 | $16,078,787 | -$2,085,213 | -11.48% | |
| Presper Financial Architects, Llc | 9.26% | 473,897 | $17,752,182 | $15,714,425 | -$2,037,757 | -11.48% | |
| &Partners | 0.07% | 461,393 | $17,326,408 | $15,299,792 | -$2,026,616 | -11.70% | |
| First Pacific Financial | 1.67% | 446,993 | $16,292,895 | $14,822,288 | -$1,470,607 | -9.03% | |
| Private Advisor Group, Llc | 0.06% | 364,909 | $13,669,490 | $12,100,382 | -$1,569,108 | -11.48% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 355,368 | $12,860,773 | $11,784,003 | -$1,076,770 | -8.37% | |
| Concurrent Investment Advisors, Llc | 0.08% | 327,961 | $11,954,172 | $10,875,187 | -$1,078,985 | -9.03% | |
| Kwb Wealth | 0.99% | 318,875 | $11,622,994 | $10,573,895 | -$1,049,099 | -9.03% | |
| Beacon Pointe Advisors, Llc | 0.05% | 309,207 | $11,582,909 | $10,253,304 | -$1,329,605 | -11.48% | |
| Rockefeller Capital Management L.P. | 0.02% | 305,557 | $11,446,165 | $10,132,270 | -$1,313,895 | -11.48% | |
| Silveroak Wealth Management Llc | 1.32% | 304,012 | $11,081,237 | $10,081,038 | -$1,000,199 | -9.03% | |
| Compton Financial Group, Llc | 2.08% | 288,762 | $10,817,029 | $9,575,348 | -$1,241,681 | -11.48% | |
| Quadcap Wealth Management, Llc | 1.03% | 281,070 | $10,528,893 | $9,320,281 | -$1,208,612 | -11.48% | |
| Stephens Inc | 0.11% | 265,986 | $9,963,836 | $8,820,096 | -$1,143,740 | -11.48% | |
| Truist Financial Corp | 0.01% | 270,613 | $9,863,845 | $8,973,527 | -$890,318 | -9.03% | |
| Sentinel Advisory Group, Llc | 3.80% | 255,354 | $9,307,667 | $8,467,539 | -$840,128 | -9.03% | |
| Lincoln Capital Corp | 2.88% | 242,359 | $8,833,987 | $8,036,624 | -$797,363 | -9.03% | |
| Orion Porfolio Solutions, Llc | 0.07% | 235,595 | $8,825,382 | $7,812,330 | -$1,013,052 | -11.48% | |
| Code Waechter Llc | 4.16% | 241,096 | $8,787,949 | $7,994,743 | -$793,206 | -9.03% | |
| Natixis Advisors, Llc | 0.01% | 226,605 | $8,488,000 | $7,514,222 | -$973,778 | -11.47% | |
| Armor Investment Advisors, Llc | 2.76% | 232,414 | $8,471,479 | $7,706,848 | -$764,631 | -9.03% | |
| Atria Investments, Inc | 0.07% | 207,761 | $7,572,888 | $6,889,355 | -$683,533 | -9.03% | |
| Ewa, Llc | 1.38% | 201,323 | $7,541,572 | $6,675,871 | -$865,701 | -11.48% |
Frequently asked questions about CGNG
Who are the largest institutional holders of CGNG?
The largest institutional holders of CGNG reported in the latest SEC Form 13F filings include Lpl Financial Llc, Envestnet Asset Management Inc, Wells Fargo & Company/Mn, Capital Group Private Client Services, Inc., and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported CGNG position.
What is CGNG institutional ownership?
This page tracks CGNG positions reported by institutional investment managers through SEC Form 13F. CAP GROUP NEW GEOGRAPHY EQ (CGNG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CGNG?
InsiderSet currently tracks 256 institutional managers reporting CGNG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CGNG shareholders.
How much CGNG stock do institutions own?
Institutional investment managers disclosed approximately $2.28B in CGNG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CGNG institutional ownership last updated?
The latest CGNG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CGNG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CGNG position after the reporting date.
Are institutions buying or selling CGNG?
Institutional buying and selling can be analyzed by comparing CGNG positions across consecutive 13F reporting periods. InsiderSet's CGNG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGNG ownership changes.
How has CGNG institutional ownership changed over time?
InsiderSet tracks CGNG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.