13F Insight
DOSSIER · 13F Holders · Q2 2026
CGNG

CAPITAL GROUP NEW GEOGRAPHY

255 institutions still hold CAPITAL GROUP NEW GEOGRAPHY as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14021N105·255 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.7B
visible holders
Holders
255
filers reporting
Concentration
19.79%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

255 institutions reported CGNG in Q2 2026. LPL Financial LLC leads at 19.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$330M8.8M0.07%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$201M5.4M0.05%Q2 202603
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$153M4.1M0.08%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$145M3.9M0.02%Q2 202605
Capital Group Private Client Services, Inc.
CIK 0001857666
$137M3.7M1.93%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$124M3.3M0.03%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$108M2.9M0.10%Q2 202608
BENJAMIN EDWARDS INC
CIK 0001451623
$59M1.6M0.54%Q2 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$55M1.5M0.00%Q2 202610
Bank of New York Mellon Corp
CIK 0001390777
$42M1.1M0.01%Q2 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$40M1.1M0.05%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$40M1.1M0.05%Q2 202613
MML INVESTORS SERVICES, LLC
CIK 0000701059
$36M957K0.07%Q2 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$34M926K0.01%Q2 202615
NewEdge Advisors, LLC
CIK 0001633516
$30M796K0.09%Q2 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$29M769K0.02%Q2 202617
ROYAL BANK OF CANADA
CIK 0001000275
$28M751K0.00%Q2 202618
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$27M723K0.04%Q2 202619
UBS Group AG
CIK 0001610520
$25M670K0.00%Q2 202620
Confluence Wealth Services, Inc.
CIK 0001910411
$25M664K0.71%Q2 2026
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