13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
CGNG

CAPITAL GROUP NEW GEOGRAPHY EQ

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

CUSIP 14021n105·227 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.3%
vs prior quarter
13F value held
$1.1B
67.0% inst. owned
of float
Holders
227
+80 QoQ
filers reporting
Activity
+16 / −95
+865 added · −886 reduced
this quarter
Concentration
20.84%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

227 institutions reported CGNG in Q1 2026. LPL Financial LLC leads at 20.8% of the visible book. +80 net new institutions vs prior quarter — accumulation reading.

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
WELLS FARGO & COMPANY/MN
CIK 0000072971
$49M1.6M0.01%Q1 202608
BENJAMIN EDWARDS INC
CIK 0001451623
$42M1.3M0.42%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
OSAIC HOLDINGS, INC.
CIK 0001677044
$24M775K0.04%Q1 202613
NewEdge Advisors, LLC
CIK 0001633516
$23M719K0.08%Q1 202614
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$23M715K0.04%Q1 202615
ROYAL BANK OF CANADA
CIK 0001000275
$19M613K0.00%Q1 202616
Garrett Wealth Advisory Group, LLC
CIK 0001729443
$19M602K3.38%Q1 202617
MML INVESTORS SERVICES, LLC
CIK 0000701059
$18M584K0.05%Q1 202618
Waverly Advisors, LLC
CIK 0001568787
$18M559K0.13%Q1 202619
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$18M575K0.01%Q1 202620
UBS Group AG
CIK 0001610520
$18M557K0.00%Q1 2026
Page 1 of 12
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