13F Insight
DOSSIER · 13F Holders · Q1 2026
CGNG

CAPITAL GROUP NEW GEOGRAPHY

234 institutions still hold CAPITAL GROUP NEW GEOGRAPHY as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14021N105·234 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.1B
visible holders
Holders
234
filers reporting
Concentration
20.29%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

234 institutions reported CGNG in Q1 2026. LPL Financial LLC leads at 20.3% 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
$222M7.0M0.06%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$107M3.4M0.03%Q1 202603
Capital Group Private Client Services, Inc.
CIK 0001857666
$101M3.2M1.70%Q1 202604
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$100M3.2M0.06%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$89M2.8M0.03%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$76M2.4M0.08%Q1 202607
BENJAMIN EDWARDS INC
CIK 0001451623
$59M1.6M0.54%Q2 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$49M1.6M0.01%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$41M1.3M0.00%Q1 202610
Bank of New York Mellon Corp
CIK 0001390777
$33M1.0M0.01%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$26M831K0.04%Q1 202612
Confluence Wealth Services, Inc.
CIK 0001910411
$25M664K0.71%Q2 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$24M775K0.04%Q1 202614
NewEdge Advisors, LLC
CIK 0001633516
$23M719K0.08%Q1 202615
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$23M715K0.04%Q1 202616
Merit Financial Group, LLC
CIK 0001621225
$21M557K0.13%Q2 202617
ROYAL BANK OF CANADA
CIK 0001000275
$19M613K0.00%Q1 202618
PETREDIS INVESTMENT ADVISORS LLC
CIK 0001964544
$19M514K1.30%Q2 202619
Garrett Wealth Advisory Group, LLC
CIK 0001729443
$19M602K3.38%Q1 202620
Johnson Bixby & Associates, LLC
CIK 0001844238
$19M499K2.09%Q2 2026
Page 1 of 12
214 more holders available. Log in →