Who Owns CAP GRP NEW GEO EQTY ETF (CGNG)? -- Institutional Holders (2026-06-30)

260 institutions reported holding $2.41B of CAP GRP NEW GEO EQTY ETF (CGNG) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($330.2M), ENVESTNET ASSET MANAGEMENT INC ($201.4M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($152.6M), WELLS FARGO & COMPANY/MN ($145.4M), Capital Group Private Client Services, Inc. ($137.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$330.2M8.8MAdded
2ENVESTNET ASSET MANAGEMENT INC$201.4M5.4MAdded
3NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$152.6M4.1MAdded
4WELLS FARGO & COMPANY/MN$145.4M3.9MAdded
5Capital Group Private Client Services, Inc.$137.0M3.7MAdded
6RAYMOND JAMES FINANCIAL INC$123.8M3.3MAdded
7Cetera Investment Advisers$107.7M2.9MAdded
8BENJAMIN EDWARDS INC$59.1M1.6MAdded
9BANK OF AMERICA CORP /DE/$55.5M1.5MAdded
10Bank of New York Mellon Corp$42.0M1.1MAdded
11COMMONWEALTH EQUITY SERVICES, LLC$40.3M1.1MAdded
12OSAIC HOLDINGS, INC.$39.9M1.1MAdded
13MML INVESTORS SERVICES, LLC$35.8M956,911Added
14JONES FINANCIAL COMPANIES LLLP$33.8M926,273Added
15NewEdge Advisors, LLC$29.8M795,666Added
16STIFEL FINANCIAL CORP$28.8M769,367Added
17Royal Bank of Canada$28.1M751,258Added
18CAPTRUST FINANCIAL ADVISORS$27.1M722,533Added
19UBS Group AG$25.1M669,558Added
20Confluence Wealth Services, Inc.$24.9M663,785Added
21Garrett Wealth Advisory Group, LLC$23.5M628,204Added
22ASSETMARK, INC$23.3M621,294Added
23Waverly Advisors, LLC$20.9M558,863Trimmed
24Merit Financial Group, LLC$20.9M557,268Added
25Capital Analysts, LLC$19.5M519,389Added

Source: SEC Form 13F filings · as of 2026-06-30