CGNG institutional holders

CAPITAL GROUP NEW GEOGRAPHY · 13F, 2026Q2

Managers holding246
Shares held64,703,622
Reported value$2.4bn
Quarter flows40 new, 162 added, 25 trimmed, 15 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC8,814,822$330.2m0.1%
ENVESTNET ASSET MANAGEMENT INC5,377,346$201.4m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4,074,362$152.6m0.1%
WELLS FARGO & COMPANY/MN3,880,847$145.4m0.0%
Capital Group Private Client Services, Inc.3,657,623$137.0m1.9%
RAYMOND JAMES FINANCIAL INC3,304,930$123.8m0.0%
Cetera Investment Advisers2,875,984$107.7m0.1%
BENJAMIN EDWARDS INC1,578,663$59.1m0.5%
BANK OF AMERICA CORP /DE/1,481,536$55.5m0.0%
Bank of New York Mellon Corp1,120,083$42.0m0.0%
COMMONWEALTH EQUITY SERVICES, LLC1,076,909$40.3m0.1%
OSAIC HOLDINGS, INC.1,065,080$39.9m0.0%
MML INVESTORS SERVICES, LLC956,911$35.8m0.1%
JONES FINANCIAL COMPANIES LLLP926,273$33.8m0.0%
Cambridge Investment Research Advisors, Inc.800,484$30.0m0.0%
NewEdge Advisors, LLC795,666$29.8m0.1%
STIFEL FINANCIAL CORP769,367$28.8m0.0%
ROYAL BANK OF CANADA751,258$28.1m0.0%
CAPTRUST FINANCIAL ADVISORS722,533$27.1m0.0%
UBS Group AG669,558$25.1m0.0%
Confluence Wealth Services, Inc.663,785$24.9m0.7%
Garrett Wealth Advisory Group, LLC628,204$23.5m3.6%
ASSETMARK, INC621,294$23.3m0.0%
Waverly Advisors, LLC558,863$20.9m0.1%
Merit Financial Group, LLC557,268$20.9m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CGNG"). CGNG price history · All 13F data

Get a free API keySee history bundlesDownload free samples