CAPITAL GROUP NEW GEOGRAPHY

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CGNG·14021N105·US·etf·Unknown - Unknown

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CGNG (CAPITAL GROUP NEW GEOGRAPHY) is held by 52 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($222.1M), ENVESTNET ASSET MANAGEMENT INC ($107.1M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($99.6M). Net institutional sentiment: Bullish.

52

Holders

Avg rating(9 Elite)

$1.1B

Total Value

82% (54)

Fund Consensus

42 buying - 9 selling

Smart Money Verdict

View all

70Positive Momentum (Unconfirmed)Single Source

Institutional (13F)70

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how CGNG's score breaks down across 4 SEC sources

Holder Quality

9

★★★★★

Elite

19

★★★★

Strong

20

★★★

Solid

6

★★

Below

0

★

Weak

Held by 52 funds

9 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (52)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	7M(+55.2%)	$222.1M	0.1%	+13.73%	43
ENVESTNET ASSET MANAGEMENT INC	Increased	3.4M(+32.7%)	$107.1M	0.0%	+18.08%	38
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	3.2M(+81.6%)	$99.6M	0.1%	+11.43%	46
RAYMOND JAMES FINANCIAL INC	Increased	2.8M(+32.7%)	$88.8M	0.0%	+15.36%	38
Cetera Investment Advisers	Increased	2.4M(+13.3%)	$75.8M	0.1%	+19.55%	34
WELLS FARGO & COMPANY/MN	Increased	1.6M(+124.3%)	$49M	0.0%	+9.30%	47
BENJAMIN EDWARDS INC	Increased	1.3M(+360.1%)	$42.3M	0.4%	+10.67%	56
BANK OF AMERICA CORP /DE/	Increased	1.3M(+131.4%)	$41.1M	0.0%	+8.84%	47
Bank of New York Mellon Corp	Decreased	1M(-0.7%)	$33.1M	0.0%	+15.52%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	830,936(-8.6%)	$26.2M	0.0%	+19.17%	0
OSAIC HOLDINGS, INC.	Decreased	775,406(-3.3%)	$24.5M	0.0%	+14.74%	0
CAPTRUST FINANCIAL ADVISORS	Increased	715,222(+13.5%)	$22.6M	0.0%	+28.15%	32
ROYAL BANK OF CANADA	Increased	612,823(+0.7%)	$19.3M	0.0%	+30.53%	28
MML INVESTORS SERVICES, LLC	Increased	584,465(+60.5%)	$18.5M	0.1%	+16.99%	41
WAWaverly Advisors, LLC	Decreased	559,186(-0.4%)	$17.7M	0.1%	+15.46%	0
JONES FINANCIAL COMPANIES LLLP	Increased	574,566(+161.6%)	$17.6M	0.0%	+11.09%	46
UBS Group AG	Increased	556,679(+2182x)	$17.6M	0.0%	+7.61%	46
MFMerit Financial Group, LLC	Increased	529,723(+4.1%)	$16.7M	0.1%	+15.89%	35
JANE STREET GROUP, LLC	New	440,000	$13.9M	0.0%	+7.61%	39
ASSETMARK, INC	Increased	425,882(+28.8%)	$13.4M	0.0%	+12.70%	35

Showing 1-20 of 54

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer