CGNG

Cap Group New Geography EqETF
UnclassifiedUSCUSIP 14021N105◍ Confluence graph
Tracked 13F Holders
226
-28 QoQ
13F Value (tracked)
$1.6B
13F Moves · latest Q
45 added
5 trimmed
Recent Filings
0

Who owns CGNG?

226 tracked 13F filers

226 tracked 13F filers disclose a position in CGNG as of the latest SEC 13F filings, a combined $1.6B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$222.1M
7.0M
+55%
Added · +2.5M sh
Q1 2026
2ENVESTNET ASSET MANAGEMENT INC
$107.1M
3.4M
+33%
Added · +837K sh
Q1 2026
3NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$99.6M
3.2M
+82%
Added · +1.4M sh
Q1 2026
4RAYMOND JAMES FINANCIAL INC
$88.8M
2.8M
+33%
Added · +694K sh
Q1 2026
5Cetera Investment Advisers
$75.8M
2.4M
+13%
Added · +282K sh
Q1 2026
6BENJAMIN EDWARDS INC
$59.1M
1.6M
+18%
Added · +237K sh
Q2 2026
7WELLS FARGO & COMPANY/MN
$49.0M
1.6M
+124%
Added · +860K sh
Q1 2026
8BANK OF AMERICA CORP /DE/
$41.1M
1.3M
+131%
Added · +740K sh
Q1 2026
9Bank of New York Mellon Corp
$33.1M
1.0M
−0.7%
Reduced · −8K sh
Q1 2026
10MML INVESTORS SERVICES, LLC
$35.8M
957K
+64%
Added · +372K sh
Q2 2026
11COMMONWEALTH EQUITY SERVICES, LLC
$26.2M
831K
−8.6%
Reduced · −78K sh
Q1 2026
12NewEdge Advisors, LLC
$29.8M
796K
+11%
Added · +76K sh
Q2 2026
13OSAIC HOLDINGS, INC.
$24.5M
775K
−3.3%
Reduced · −27K sh
Q1 2026
14Confluence Wealth Services, Inc.
$24.9M
664K
+29%
Added · +151K sh
Q2 2026
15Garrett Wealth Advisory Group, LLC
$23.5M
628K
+4.4%
Added · +26K sh
Q2 2026
16ASSETMARK, INC
$23.3M
621K
+46%
Added · +195K sh
Q2 2026
17ROYAL BANK OF CANADA
$19.3M
613K
+0.7%
Added · +4K sh
Q1 2026
18JONES FINANCIAL COMPANIES LLLP
$17.6M
575K
+162%
Added · +355K sh
Q1 2026
19Waverly Advisors, LLC
$17.7M
559K
−0.4%
Reduced · −2K sh
Q1 2026
20Merit Financial Group, LLC
$20.9M
557K
+5.2%
Added · +28K sh
Q2 2026
21UBS Group AG
$17.6M
557K
2k×
Added · +556K sh
Q1 2026
22PETREDIS INVESTMENT ADVISORS LLC
$19.3M
514K
+2.5%
Added · +13K sh
Q2 2026
23Johnson Bixby & Associates, LLC
$18.7M
499K
+3.5%
Added · +17K sh
Q2 2026
24Presper Financial Architects, LLC
$17.8M
474K
~0%
Added · +202 sh
Q2 2026
25&PARTNERS
$17.3M
461K
+59%
Added · +171K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is CGNG being bought or sold by institutions?

Last quarter, 3 funds opened a new position in CGNG and 42 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
42
funds
Reduced
5
funds
Exited
0
funds

Funds that own CGNG also own

CompanyCo-held byCombined value
APPLE INCAAPL123 funds$36.5B
MICROSOFT CORPMSFT123 funds$29.2B
AMAZON.COM INCAMZN121 funds$21.1B
NVIDIA CORPNVDA117 funds$44.9B
ALPHABET INC-CL AGOOGL116 funds$17.2B
ALPHABET INC-CL CGOOG114 funds$12.0B
JOHNSON & JOHNSONJNJ113 funds$6.6B
JPMORGAN CHASE & COJPM112 funds$8.3B
CISCO SYSTEMS INCCSCO112 funds$4.3B
VANGUARD TOTAL STOCK MKT ETFVTI112 funds$3.9B
SS SPDR S&P 500 ETF TRUST-USSPY111 funds$4.7B
ISHARES CORE S&P 500 ETFIVV110 funds$10.4B

Ranked by how many of CGNG's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

167 funds+150 since Q3 2024
098195Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $662.8M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for CGNG

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Ask your agent what changed in CGNG

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CGNG/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CGNG.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CGNG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.