Who owns Capital Group New Geography Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CGNG from SEC Form 13F filings across 247 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 247 institutions disclosed 64.2M shares of Capital Group New Geography Equity ETF worth $2.40B — about 80.7% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
247
13F holders
$2.40B
value, 2026 filers
80.7%
of shares outstanding (64.2M sh)
43
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CGNG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 8.8M | $330.2M | 0.1% | 11.1% | +25.3% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 5.4M | $201.4M | 0.0% | 6.8% | +58.4% |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.1M | $152.6M | 0.1% | 5.1% | +29.2% |
| 4 | WELLS FARGO & COMPANY/MN | 3.9M | $145.4M | 0.0% | 4.9% | +150.1% |
| 5 | Capital Group Private Client Services, Inc. | 3.7M | $137.0M | 1.9% | 4.6% | +14.5% |
| 6 | RAYMOND JAMES FINANCIAL INC | 3.3M | $123.8M | 0.0% | 4.2% | +17.5% |
| 7 | Cetera Investment Advisers | 2.9M | $107.7M | 0.1% | 3.6% | +19.8% |
| 8 | BENJAMIN EDWARDS INC | 1.6M | $59.1M | 0.5% | 2% | +17.7% |
| 9 | BANK OF AMERICA CORP /DE/ | 1.5M | $55.5M | 0.0% | 1.9% | +13.7% |
| 10 | Bank of New York Mellon Corp | 1.1M | $42.0M | 0.0% | 1.4% | +6.9% |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 1.1M | $40.3M | 0.1% | 1.4% | +29.6% |
| 12 | OSAIC HOLDINGS, INC. | 1.1M | $39.9M | 0.0% | 1.3% | +37.4% |
| 13 | MML INVESTORS SERVICES, LLC | 956,911 | $35.8M | 0.1% | 1.2% | +63.7% |
| 14 | JONES FINANCIAL COMPANIES LLLP | 926,273 | $33.8M | 0.0% | 1.2% | +61.2% |
| 15 | NewEdge Advisors, LLCNEW | 795,666 | $29.8M | 0.1% | 1% | new |
| 16 | STIFEL FINANCIAL CORP | 769,367 | $28.8M | 0.0% | 1% | +87.7% |
| 17 | ROYAL BANK OF CANADA | 751,258 | $28.1M | 0.0% | 0.9% | +22.6% |
| 18 | CAPTRUST FINANCIAL ADVISORS | 722,533 | $27.1M | 0.0% | 0.9% | +1.0% |
| 19 | UBS Group AG | 669,558 | $25.1M | 0.0% | 0.8% | +20.3% |
| 20 | Confluence Wealth Services, Inc. | 663,785 | $24.9M | 0.7% | 0.8% | +29.4% |
| 21 | Garrett Wealth Advisory Group, LLC | 628,204 | $23.5M | 3.6% | 0.8% | +4.4% |
| 22 | ASSETMARK, INC | 621,294 | $23.3M | 0.0% | 0.8% | +45.9% |
| 23 | Waverly Advisors, LLC | 558,863 | $20.9M | 0.1% | 0.7% | -0.1% |
| 24 | Merit Financial Group, LLC | 557,268 | $20.9M | 0.1% | 0.7% | +5.2% |
| 25 | Capital Analysts, LLC | 519,389 | $19.5M | 0.4% | 0.7% | +17.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.