CAPITAL GROUP NEW GEOGRAPHY (CGNG)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
238
Reporting holders
$2.4B
Reported value
0.0%
Held as options
+26
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $330.2M | 8,814,822 | 0.07% | 7q | +25.3%+$66.7M |
| ENVESTNET ASSET MANAGEMENT INC | $201.4M | 5,377,346 | 0.05% | 8q | +58.4%+$74.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $152.6M | 4,074,362 | 0.08% | 5q | +29.2%+$34.5M |
| WELLS FARGO & COMPANY/MN | $145.4M | 3,880,847 | 0.02% | 7q | +25.0%+$29.1M |
| Capital Group Private Client Services, Inc. | $137.0M | 3,657,623 | 1.93% | 9q | +14.5%+$17.3M |
| RAYMOND JAMES FINANCIAL INC | $123.8M | 3,304,930 | 0.03% | 7q | +17.5%+$18.4M |
| Cetera Investment Advisers | $107.7M | 2,875,984 | 0.10% | 7q | +19.8%+$17.8M |
| BENJAMIN EDWARDS INC | $59.1M | 1,578,663 | 0.54% | 8q | +17.7%+$8.9M |
| BANK OF AMERICA CORP /DE/ | $55.5M | 1,481,536 | 0.00% | 4q | +13.7%+$6.7M |
| Bank of New York Mellon Corp | $42.0M | 1,120,083 | 0.01% | 4q | +6.9%+$2.7M |
| Merit Financial Group, LLC | $41.8M | 1,114,536 | 0.13% | 6q | +110.4%+$21.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $40.3M | 1,076,909 | 0.05% | 8q | +29.6%+$9.2M |
| OSAIC HOLDINGS, INC. | $39.9M | 1,065,080 | 0.05% | 8q | +37.4%+$10.9M |
| MML INVESTORS SERVICES, LLC | $35.8M | 956,911 | 0.07% | 8q | +63.7%+$14.0M |
| JONES FINANCIAL COMPANIES LLLP | $33.8M | 926,273 | 0.01% | 6q | +61.2%+$12.8M |
| NewEdge Advisors, LLC | $29.8M | 795,666 | 0.09% | new | NEW |
| STIFEL FINANCIAL CORP | $28.8M | 769,367 | 0.02% | 6q | +87.7%+$13.5M |
| ROYAL BANK OF CANADA | $28.1M | 751,258 | 0.00% | 8q | +22.6%+$5.2M |
| CAPTRUST FINANCIAL ADVISORS | $27.1M | 722,533 | 0.04% | 8q | +1.0%+$273.9K |
| UBS Group AG | $25.1M | 669,558 | 0.00% | 4q | +20.3%+$4.2M |
| Confluence Wealth Services, Inc. | $24.9M | 663,785 | 0.71% | 8q | +29.4%+$5.7M |
| Garrett Wealth Advisory Group, LLC | $23.5M | 628,204 | 3.62% | 5q | +4.4%+$991.9K |
| ASSETMARK, INC | $23.3M | 621,294 | 0.04% | 5q | +45.9%+$7.3M |
| Waverly Advisors, LLC | $20.9M | 558,863 | 0.12% | 4q | HELD |
| PETREDIS INVESTMENT ADVISORS LLC | $19.3M | 513,997 | 1.30% | 5q | +2.5%+$475.5K |
| Baird Financial Group, Inc. | $19.1M | 508,549 | 0.03% | 7q | +30.7%+$4.5M |
| Johnson Bixby & Associates, LLC | $18.7M | 499,265 | 2.09% | 8q | +3.6%+$642.3K |
| Presper Financial Architects, LLC | $17.8M | 473,897 | 9.26% | 2q | HELD |
| &PARTNERS | $17.3M | 461,393 | 0.07% | 7q | +58.8%+$6.4M |
| Private Advisor Group, LLC | $13.7M | 364,909 | 0.06% | 7q | +11.0%+$1.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.4M | 337,820 | 0.02% | 8q | -19.0%-$2.9M |
| Beacon Pointe Advisors, LLC | $11.6M | 309,207 | 0.05% | 5q | +0.9%+$108.5K |
| Concurrent Investment Advisors, LLC | $11.5M | 307,935 | 0.10% | 6q | +24.1%+$2.2M |
| Rockefeller Capital Management L.P. | $11.4M | 305,557 | 0.02% | 3q | +20.7%+$2.0M |
| HighTower Advisors, LLC | $11.3M | 300,495 | 0.01% | 2q | +206.8%+$7.6M |
| SilverOak Wealth Management LLC | $11.2M | 300,157 | 1.45% | 4q | +0.9%+$97.7K |
| Compton Financial Group, LLC | $10.8M | 288,762 | 2.08% | 2q | +236.5%+$7.6M |
| Quadcap Wealth Management, LLC | $10.5M | 281,070 | 1.02% | 8q | +7.7%+$751.6K |
| STEPHENS INC /AR/ | $10.0M | 265,986 | 0.11% | 5q | +12.6%+$1.1M |
| Sentinel Advisory Group, LLC | $9.4M | 251,196 | 3.84% | 2q | +3.1%+$286.8K |
| LINCOLN CAPITAL CORP | $9.1M | 242,499 | 2.95% | 6q | +2.9%+$259.1K |
| TRUIST FINANCIAL CORP | $8.9M | 236,331 | 0.01% | 6q | +6.8%+$560.8K |
| Orion Porfolio Solutions, LLC | $8.8M | 235,595 | 0.07% | 6q | +9.9%+$794.3K |
| Armor Investment Advisors, LLC | $8.4M | 224,769 | 2.70% | 5q | +3.1%+$251.5K |
| Atria Investments, Inc | $7.6M | 204,064 | 0.08% | 3q | +19.3%+$1.2M |
| EWA, LLC | $7.5M | 201,323 | 1.38% | 2q | +8.8%+$611.3K |
| Souders Financial Advisors | $7.5M | 200,363 | 0.75% | 7q | +5.5%+$391.6K |
| Steward Partners Investment Advisory, LLC | $7.5M | 199,428 | 0.04% | 7q | +1.9%+$137.8K |
| Aprio Wealth Management, LLC | $7.5M | 199,059 | 0.37% | 3q | -9.7%-$804.3K |
| Vestmark Advisory Solutions, Inc. | $7.1M | 189,312 | 0.07% | 4q | +17.6%+$1.1M |
| Ergawealth Advisors, Inc. | $6.6M | 176,253 | 2.56% | 5q | +1.3%+$85.2K |
| Integrated Wealth Concepts LLC | $6.5M | 174,823 | 0.03% | 4q | +142.7%+$3.9M |
| Code Waechter LLC | $6.3M | 168,168 | 3.26% | 2q | +6.3%+$371.9K |
| Eagle Bay Advisors LLC | $5.6M | 150,172 | 4.21% | 2q | -1.0%-$55.4K |
| J. Derek Lewis & Associates Inc. | $5.5M | 146,573 | 1.04% | 3q | +15.0%+$717.9K |
| NewCorp Financial Services, Inc. | $5.4M | 144,155 | 4.13% | 3q | +5.3%+$271.0K |
| GTS SECURITIES LLC | $5.3M | 140,988 | 0.11% | 5q | +72.4%+$2.2M |
| Valmark Advisers, Inc. | $5.1M | 135,950 | 0.05% | 4q | +157.3%+$3.1M |
| Bleakley Financial Group, LLC | $4.9M | 129,957 | 0.06% | 7q | +13.0%+$560.0K |
| CRA Financial Services, LLC | $4.9M | 129,750 | 0.56% | 7q | +4.9%+$228.6K |
| Lantz Financial LLC | $4.8M | 127,387 | 0.87% | 8q | +15.6%+$645.0K |
| Strategic Blueprint, LLC | $4.6M | 124,113 | 0.23% | 6q | +1.3%+$61.6K |
| Kestra Advisory Services, LLC | $4.6M | 123,917 | 0.01% | 5q | +9.2%+$392.4K |
| HARBOUR INVESTMENTS, INC. | $4.6M | 121,511 | 0.06% | 7q | +10.3%+$426.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.5M | 120,567 | 0.00% | 2q | -46.6%-$3.9M |
| National Wealth Management Group, LLC | $4.5M | 120,375 | 1.39% | 3q | -29.7%-$1.9M |
| NavPoint Financial, Inc. | $4.4M | 116,229 | 1.61% | 6q | +18.2%+$670.9K |
| Equity Wealth Partners, LLC | $4.3M | 114,173 | 1.54% | new | NEW |
| Cullen/Frost Bankers, Inc. | $4.3M | 114,045 | 0.04% | 6q | +63.4%+$1.7M |
| Mutual Advisors, LLC | $4.1M | 110,632 | 0.08% | 4q | +110.0%+$2.2M |
| DMKC Advisory Services, LLC | $4.1M | 110,126 | 0.78% | new | NEW |
| Continuum Advisory, LLC | $4.1M | 109,227 | 0.33% | new | NEW |
| Stonebridge Financial Group, LLC | $4.1M | 108,734 | 0.31% | 4q | +39.1%+$1.1M |
| Stratos Wealth Partners, LTD. | $3.8M | 102,713 | 0.04% | 5q | +12.6%+$429.9K |
| Arax Advisory Partners | $3.7M | 98,233 | 0.02% | 3q | +48772.1%+$3.7M |
| Western Wealth Management, LLC | $3.7M | 97,959 | 0.12% | 7q | -6.3%-$248.7K |
| Perennial Investment Advisors, LLC | $3.6M | 97,307 | 0.24% | 7q | +4.9%+$171.6K |
| Gateway Wealth Partners, LLC | $3.5M | 94,442 | 0.21% | 4q | +17.5%+$525.7K |
| Smartleaf Asset Management LLC | $3.5M | 95,741 | 0.11% | 4q | HELD |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $3.4M | 91,044 | 0.16% | 7q | +4.7%+$153.9K |
| Envestnet Portfolio Solutions, Inc. | $3.3M | 87,601 | 0.02% | 6q | +53.8%+$1.1M |
| Evergreen Wealth Partners LLC | $3.3M | 87,573 | 1.97% | 2q | +77.8%+$1.4M |
| FOUNDERS FINANCIAL SECURITIES LLC | $3.3M | 87,453 | 0.17% | 5q | +10.9%+$321.1K |
| Kingsview Wealth Management, LLC | $3.2M | 85,378 | 0.04% | 8q | -22.2%-$911.4K |
| Armstrong, Fleming & Moore, Inc | $3.2M | 85,002 | 1.05% | 5q | -2.9%-$94.3K |
| Selby Wealth Management, LLC | $3.1M | 81,448 | 1.08% | 3q | +9.8%+$271.3K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $3.0M | 78,854 | 1.99% | 3q | -9.9%-$323.1K |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | $2.9M | 78,681 | 1.12% | 4q | +25.9%+$606.3K |
| Lineweaver Wealth Advisors, LLC | $2.8M | 73,574 | 0.33% | 2q | +22.2%+$500.1K |
| ROTHSCHILD INVESTMENT LLC | $2.7M | 72,298 | 0.10% | 6q | +2.8%+$74.9K |
| Clear Creek Financial Management, LLC | $2.6M | 68,880 | 0.17% | 5q | +27.5%+$557.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.5M | 66,283 | 0.05% | 5q | +31.7%+$597.0K |
| Boyer Financial Services, Inc. | $2.5M | 68,401 | 2.09% | 3q | +10.7%+$238.8K |
| Acorn Wealth Advisors, LLC | $2.4M | 64,491 | 0.59% | 7q | +8.2%+$183.6K |
| McNamara Financial Services, Inc. | $2.4M | 63,070 | 0.41% | 7q | +11.0%+$233.3K |
| RFG Advisory, LLC | $2.4M | 63,039 | 0.04% | 5q | +232.3%+$1.7M |
| CARY STREET PARTNERS FINANCIAL LLC | $2.2M | 59,077 | 0.05% | 5q | +2.6%+$56.0K |
| PRINCIPAL SECURITIES, INC. | $2.2M | 58,389 | 0.03% | 7q | +21.3%+$384.7K |
| Cypress Point Wealth Management, LLC | $2.2M | 57,930 | 0.44% | 5q | +12.7%+$245.3K |
| BFSG, LLC | $2.1M | 56,935 | 0.19% | 4q | +8.4%+$164.6K |
Showing the largest 100 of 248 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 238 | $2.4B | 63,027,022 | 36 | 157 | 24 | 0.0% |
| Q1 2026 | 212 | $1.6B | 50,105,075 | 37 | 133 | 20 | 0.0% |
| Q4 2025 | 183 | $1.1B | 34,178,773 | 30 | 115 | 13 | 0.0% |
| Q3 2025 | 147 | $788.6M | 25,534,379 | 40 | 88 | 9 | 0.0% |
| Q2 2025 | 107 | $435.2M | 15,104,749 | 37 | 53 | 8 | 0.0% |
| Q1 2025 | 76 | $172.1M | 6,841,441 | 29 | 35 | 6 | 0.0% |
| Q4 2024 | 49 | $85.1M | 3,422,025 | 28 | 14 | 3 | 0.0% |
| Q3 2024 | 19 | $60.8M | 2,295,939 | 17 | 2 | 0 | 0.0% |
| Q2 2024 | 3 | $10.5M | 421,947 | 3 | 0 | 0 | 0.0% |