CGNG

Cap Group New Geography EqETF$35.45 1.85%
UnclassifiedUSCUSIP 14021N105· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
136
+19 QoQ
13F Value (tracked)
$1.3B
13F Moves · latest Q
43 added
6 trimmed
Recent Filings
0

Price & smart-money activity

$35.45 1.85%2Y +41.4%
$21.45$25.92$30.39$34.87$39.34202420252026292229442348115211222
Hover for who · click for detailEnd-of-day closing prices52w $28.33 – $38.11
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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.

Top institutional holders

136 tracked 13F filers
#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
6WELLS FARGO & COMPANY/MN
$49.0M
1.6M
+124%
Added · +860K sh
Q1 2026
7BENJAMIN EDWARDS INC
$42.3M
1.3M
+360%
Added · +1.0M 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
10COMMONWEALTH EQUITY SERVICES, LLC
$26.2M
831K
−8.6%
Reduced · −78K sh
Q1 2026
11OSAIC HOLDINGS, INC.
$24.5M
775K
−3.3%
Reduced · −27K sh
Q1 2026
12NewEdge Advisors, LLC
$22.7M
719K
+9.3%
Added · +61K sh
Q1 2026
13ROYAL BANK OF CANADA
$19.3M
613K
+0.7%
Added · +4K sh
Q1 2026
14MML INVESTORS SERVICES, LLC
$18.5M
584K
+61%
Added · +220K sh
Q1 2026
15JONES FINANCIAL COMPANIES LLLP
$17.6M
575K
+162%
Added · +355K sh
Q1 2026
16Waverly Advisors, LLC
$17.7M
559K
−0.4%
Reduced · −2K sh
Q1 2026
17UBS Group AG
$17.6M
557K
2k×
Added · +556K sh
Q1 2026
18Merit Financial Group, LLC
$16.7M
530K
+4.1%
Added · +21K sh
Q1 2026
19Confluence Wealth Services, Inc.
$16.2M
513K
+13%
Added · +59K sh
Q1 2026
20Johnson Bixby & Associates, LLC
$18.7M
499K
+3.5%
Added · +17K sh
Q2 2026
21JANE STREET GROUP, LLC
$13.9M
440K
New
+440K sh
Q1 2026
22ASSETMARK, INC
$13.4M
426K
+29%
Added · +95K sh
Q1 2026
23STIFEL FINANCIAL CORP
$12.9M
410K
+65%
Added · +162K sh
Q1 2026
24Baird Financial Group, Inc.
$12.3M
389K
+53%
Added · +135K sh
Q1 2026
25WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$12.4M
338K
−19%
Reduced · −79K 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.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
40
funds
Reduced
6
funds
Exited
0
funds

Institutional ownership over time

133 funds+118 since Q3 2024
067133Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $1.3B

Funds that own CGNG also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV70 funds$19.5B
NVIDIA CORPNVDA70 funds$18.2B
MICROSOFT CORPMSFT70 funds$13.8B
SS SPDR S&P 500 ETF TRUST-USSPY70 funds$9.6B
ALPHABET INC-CL AGOOGL70 funds$9.5B
BROADCOM INCAVGO70 funds$7.3B
JPMORGAN CHASE & COJPM70 funds$6.6B
META PLATFORMS INC-CLASS AMETA70 funds$6.6B
ALPHABET INC-CL CGOOG70 funds$5.5B
VANGUARD FTSE DEVELOPED ETFVEA70 funds$5.1B
VANGUARD VALUE ETFVTV70 funds$5.0B
ISHARES CORE MSCI EMERGINGIEMG70 funds$4.4B

Ranked by how many of CGNG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

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

Browse more

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. Every panel above is one call to the Arkolith API & MCP server.