CAP GROUP NEW GEOGRAPHY EQ CGNG
$36.15
-1.1% 52w: $27.31 – $38.11
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data27.3132.7138.11
Jun 20, 2025 Jul 2, 2026
Institutional holders
219
+29 QoQ
13F value
$1.59B
+40.4% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CGNG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 7.0M | $222.1M | 0.1% | +55.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.4M | $107.1M | 0.0% | +32.7% |
| Capital Group Private Client Services, Inc. | Wealth advisor | 3.2M | $100.9M | 1.7% | +20.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 3.2M | $99.6M | 0.1% | +81.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.8M | $88.8M | 0.0% | +32.7% |
| Cetera Investment Advisers | Wealth advisor | 2.4M | $75.8M | 0.1% | +13.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.6M | $49.0M | 0.0% | +124.2% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 1.3M | $42.3M | 0.4% | +360.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.3M | $41.1M | 0.0% | +131.4% |
| Bank of New York Mellon Corp | Diversified mechanical | 1.0M | $33.1M | 0.0% | -0.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 830.9K | $26.2M | 0.0% | -8.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 775.4K | $24.5M | 0.0% | -3.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 719.2K | $22.7M | 0.1% | +9.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 715.2K | $22.6M | 0.0% | +13.5% |
| ROYAL BANK OF CANADA | Bank broker | 612.8K | $19.3M | 0.0% | +0.7% |
| Garrett Wealth Advisory Group, LLC | Wealth advisor | 601.7K | $19.0M | 3.4% | +28.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 584.5K | $18.5M | 0.1% | +60.5% |
| Waverly Advisors, LLC | Wealth advisor | 559.2K | $17.7M | 0.1% | -0.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 574.6K | $17.6M | 0.0% | +161.6% |
| UBS Group AG | Bank broker | 556.7K | $17.6M | 0.0% | +218205.5% |
| Merit Financial Group, LLC | Wealth advisor | 529.7K | $16.7M | 0.1% | +4.1% |
| Confluence Wealth Services, Inc. | Wealth advisor | 512.9K | $16.2M | 0.6% | +13.0% |
| PETREDIS INVESTMENT ADVISORS LLC | Other | 501.3K | $15.8M | 1.3% | +2.9% |
| Johnson Bixby & Associates, LLC | Wealth advisor | 482.1K | $15.2M | 1.9% | +3.3% |
| Presper Financial Architects, LLC | Wealth advisor | 473.7K | $15.0M | 8.9% | New |
| Capital Analysts, LLC | Wealth advisor | 441.7K | $13.9M | 0.4% | +21.4% |
| JANE STREET GROUP, LLC | Market maker | 440.0K | $13.9M | 0.0% | New |
| ASSETMARK, INC | Wealth advisor | 425.9K | $13.4M | 0.0% | +28.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 417.1K | $13.2M | 0.0% | -2.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 409.9K | $12.9M | 0.0% | +65.2% |
| Baird Financial Group, Inc. | Diversified mechanical | 389.1K | $12.3M | 0.0% | +53.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 384.0K | $12.1M | 0.0% | -16.2% |
| Private Advisor Group, LLC | Wealth advisor | 328.9K | $10.4M | 0.0% | +7.6% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 306.3K | $9.7M | 0.1% | +9.4% |
| SilverOak Wealth Management LLC | Wealth advisor | 297.5K | $9.4M | 1.5% | +5.8% |
| &PARTNERS | Diversified mechanical | 290.5K | $9.2M | 0.0% | +15.7% |
| Quadcap Wealth Management, LLC | Wealth advisor | 261.0K | $8.2M | 0.9% | +21.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 253.2K | $8.0M | 0.0% | +301.2% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 248.1K | $7.8M | 0.1% | -1.7% |
| Sentinel Advisory Group, LLC | Wealth advisor | 243.5K | $7.7M | 3.7% | — |
| STEPHENS INC /AR/ | Diversified mechanical | 236.2K | $7.5M | 0.1% | -25.4% |
| LINCOLN CAPITAL CORP | Wealth advisor | 235.6K | $7.4M | 2.7% | +1.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 226.0K | $7.1M | 0.0% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 221.4K | $7.0M | 0.0% | +321.8% |
| Aprio Wealth Management, LLC | Wealth advisor | 220.5K | $7.0M | 0.4% | +18.4% |
| Armor Investment Advisors, LLC | Wealth advisor | 218.1K | $6.9M | 2.5% | +11.7% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 214.4K | $6.8M | 0.1% | +17.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 195.7K | $6.2M | 0.0% | +264.9% |
| Souders Financial Advisors | Wealth advisor | 189.9K | $6.0M | 0.7% | +5.0% |
| EWA, LLC | Wealth advisor | 185.0K | $5.8M | 1.3% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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