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Disclosery

CGNG CAPITAL GROUP NEW GEOGRAPHY

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SHS (common)

242 managers (246 13F filers) reported a position in CGNG shares at 2026-06-30, 64,303,390 shares in all. 37 filers opened a position and 13 filers sold out during the quarter.

Managers
242
13F filers
246
New
37
Added
162
Reduced
25
Sold out
13
Shares held by filers
64,303,390

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC8,814,822$330M0.07%+1,781,20513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,464,947$205M+2,014,150Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,074,362$153M0.08%+920,56813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,880,847$145M0.03%+2,328,95213F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…3,657,623$137M1.93%+462,69013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,304,930$124M0.03%+491,70113F-HRTimelineGroup
Cetera Investment Advisers2,875,984$108M0.1%+475,88913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,578,663$59.1M0.54%+237,29613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,481,536$55.5M<0.01%+178,74513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,120,083$42M0.01%+72,07313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,076,909$40.3M0.05%+245,97313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,065,080$39.9M0.05%+289,67413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC956,911$35.8M0.07%+372,44613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP926,273$33.8M0.01%+351,70713F-HRTimelineGroup
NewEdge Advisors, LLC795,666$29.8M0.09%+76,47313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP769,367$28.8M0.02%+359,42213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA751,258$28.1M<0.01%+138,43513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS722,533$27.1M0.04%+7,31113F-HRTimeline
UBS Group AGgroup of 2 filers holding698,152$26.2M+112,879Timeline
Confluence Wealth Services, Inc.663,785$24.9M0.71%+150,87713F-HRTimeline
Garrett Wealth Advisory Group, LLC628,204$23.5M3.62%+26,47813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC621,294$23.3M0.04%+195,41213F-HRTimelineGroup
Waverly Advisors, LLC558,863$20.9M0.12%-32313F-HRTimeline
Merit Financial Group, LLC557,268$20.9M0.13%+27,54513F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC519,389$19.5M0.45%+77,73013F-HRTimelineGroup
PETREDIS INVESTMENT ADVISORS LLC513,997$19.3M1.3%+12,69413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.508,549$19.1M0.03%+119,48713F-HRTimelineGroup
Johnson Bixby & Associates, LLC499,265$18.7M2.09%+17,14613F-HRTimeline
Janney Montgomery Scott LLC484,885$18.2M0.04%new13F-HRTimeline
Presper Financial Architects, LLC473,897$17.8M9.26%+20213F-HRTimeline
&PARTNERS461,393$17.3M0.07%+170,88713F-HRTimeline
Cambridge Investment Research Advisors,…400,252$15M0.03%+16,21013F-HR/ATimeline
Private Advisor Group, LLC364,909$13.7M0.06%+36,04813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…337,820$12.4M0.02%-79,31713F-HRTimeline
Beacon Pointe Advisors, LLC309,207$11.6M0.05%+2,89713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…307,935$11.5M0.1%+59,86113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…305,557$11.4M0.02%+52,34713F-HRTimelineGroup
HighTower Advisors, LLC300,495$11.3M0.01%+202,54113F-HRTimeline
SilverOak Wealth Management LLC300,157$11.2M1.45%+2,60913F-HRTimeline
Compton Financial Group, LLC288,762$10.8M2.08%+202,95213F-HRTimeline
Quadcap Wealth Management, LLC281,070$10.5M1.03%+20,06413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…265,986$9.96M0.11%+29,79513F-HRTimelineGroup
Sentinel Advisory Group, LLC251,196$9.41M3.84%+7,65713F-HRTimeline
LINCOLN CAPITAL CORP242,499$9.08M2.95%+6,91713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP236,331$8.85M0.01%+14,97013F-HRTimelineGroup
Orion Porfolio Solutions, LLC235,595$8.83M0.07%+21,20513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers226,605$8.49M0.01%+96,32613F-HRTimelineGroup
Armor Investment Advisors, LLC224,769$8.42M2.7%+6,71413F-HRTimeline
Atria Investments, Inc204,064$7.64M0.08%+33,08113F-HRTimeline
EWA, LLC201,323$7.54M1.38%+16,31813F-HRTimeline
Souders Financial Advisors200,363$7.51M0.75%+10,45313F-HRTimeline
Steward Partners Investment Advisory, L…199,428$7.47M0.04%+3,67913F-HRTimeline
Aprio Wealth Management, LLC199,059$7.46M0.37%-21,47013F-HRTimeline
Vestmark Advisory Solutions, Inc.189,312$7.09M0.07%+28,26813F-HRTimeline
Ergawealth Advisors, Inc.176,253$6.6M2.56%+2,27413F-HRTimeline
Integrated Wealth Concepts LLC174,823$6.55M0.03%+102,80213F-HRTimeline
Code Waechter LLC168,168$6.3M3.26%+9,92913F-HRTimeline
Eagle Bay Advisors LLC150,172$5.63M4.21%-1,47913F-HRTimeline
J. Derek Lewis & Associates Inc.146,573$5.49M1.04%+19,16413F-HRTimeline
NewCorp Financial Services, Inc.144,155$5.4M4.13%+7,23513F-HRTimeline
GTS SECURITIES LLC140,988$5.28M0.11%+59,21113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP136,529$5.11M0.06%+9,53913F-HRTimeline
Valmark Advisers, Inc.135,950$5.09M0.05%+83,10713F-HRTimeline
Bleakley Financial Group, LLC129,957$4.87M0.06%+14,94913F-HRTimeline
CRA Financial Services, LLC129,750$4.86M0.56%+6,10213F-HRTimeline
Lantz Financial LLC127,387$4.77M0.87%+17,21913F-HRTimeline
Strategic Blueprint, LLC124,113$4.65M0.23%+1,64413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC123,917$4.64M0.01%+10,47513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.121,511$4.55M0.06%+11,38113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…120,567$4.52M<0.01%-105,41313F-HRTimelineGroup
National Wealth Management Group, LLC120,375$4.51M1.39%-50,88913F-HRTimeline
NavPoint Financial, Inc.116,229$4.35M1.61%+17,90913F-HRTimeline
Equity Wealth Partners, LLC114,173$4.28M1.54%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.114,045$4.27M0.04%+44,26013F-HRTimelineGroup
Mutual Advisors, LLC110,632$4.14M0.08%+57,94413F-HRTimeline
DMKC Advisory Services, LLC110,126$4.13M0.78%new13F-HRTimeline
Continuum Advisory, LLC109,227$4.09M0.33%new13F-HRTimeline
Stonebridge Financial Group, LLC108,734$4.07M0.31%+30,59013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.102,713$3.85M0.04%+11,47513F-HRTimelineGroup
Arax Advisory Partners98,233$3.68M0.02%+98,03213F-HRTimeline
Western Wealth Management, LLC97,959$3.67M0.12%-6,63913F-HRTimeline
Perennial Investment Advisors, LLC97,307$3.65M0.24%+4,58213F-HRTimeline
Gateway Wealth Partners, LLC94,442$3.54M0.21%+14,03413F-HRTimeline
Smartleaf Asset Management LLC95,741$3.53M0.11%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV91,044$3.41M0.16%+4,10813F-HRTimeline
Evergreen Wealth Partners LLC87,573$3.28M1.97%+38,33313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC87,453$3.28M0.17%+8,57213F-HRTimeline
Kingsview Wealth Management, LLC85,378$3.2M0.04%-24,32913F-HRTimeline
Armstrong, Fleming & Moore, Inc85,002$3.18M1.05%-2,51713F-HRTimeline
Selby Wealth Management, LLC81,448$3.05M1.08%+7,24213F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…78,854$2.95M1.99%-8,62513F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC78,681$2.95M1.12%+16,18413F-HRTimeline
Lineweaver Wealth Advisors, LLC73,574$2.76M0.33%+13,35013F-HRTimeline
ROTHSCHILD INVESTMENT LLC72,298$2.71M0.1%+2,00013F-HRTimeline
Clear Creek Financial Management, LLC68,880$2.58M0.17%+14,87513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC66,283$2.48M0.05%+15,93713F-HRTimeline
Boyer Financial Services, Inc.68,401$2.47M2.09%+6,60713F-HRTimeline
Acorn Wealth Advisors, LLC64,491$2.42M0.59%+4,90113F-HRTimeline
McNamara Financial Services, Inc.63,070$2.36M0.41%+6,22913F-HRTimeline
RFG Advisory, LLC63,039$2.36M0.04%+44,06913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…59,077$2.21M0.05%+1,49613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC58,389$2.19M0.03%+10,27013F-HRTimelineGroup
Cypress Point Wealth Management, LLC57,930$2.17M0.44%+6,54913F-HRTimeline
BFSG, LLC56,935$2.13M0.19%+4,39313F-HRTimeline
Mendel Money Management56,185$2.1M0.77%+7,93113F-HRTimeline
Stablepoint Partners, LLC52,905$1.98M0.27%+2,32213F-HRTimeline
Cornell Pochily Investment Advisors, In…49,654$1.86M0.5%+1,74613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.48,366$1.81M0.01%-1,91313F-HRTimelineGroup
Beta Wealth Group, Inc.48,113$1.8M0.68%-2,48713F-HRTimeline
A&I FINANCIAL SERVICES, LLC47,968$1.8M0.78%+9,97913F-HRTimeline
Main Street Financial Solutions, LLC46,483$1.74M0.11%-47013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC45,874$1.72M0.03%+24,42513F-HRTimeline
PFG Advisors44,640$1.67M0.08%+10,88013F-HRTimeline
Pines Wealth Management, LLC44,294$1.66M0.48%-40113F-HRTimeline
Global Retirement Partners, LLC44,084$1.65M0.03%13F-HRTimeline
IFG Advisory, LLC43,282$1.62M0.06%new13F-HRTimeline
Venture Visionary Partners LLC42,967$1.61M0.04%+11,70113F-HRTimeline
Claro Advisors Inc.42,703$1.6M0.17%+2,70513F-HRTimeline
IHT Wealth Management, LLC41,451$1.55M0.03%+96813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.41,437$1.55M0.02%+5,38513F-HRTimeline
Advisory Services Network, LLC40,958$1.53M0.02%+3,68413F-HRTimeline
Mariner, LLCin group Mariner, LLC37,702$1.41M<0.01%-7,53613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC35,064$1.31M0.01%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC34,350$1.29M0.04%+14213F-HRTimeline
LongView Wealth Management34,193$1.28M0.33%-6,48313F-HRTimeline
Intrinsic Value Partners, LLC33,055$1.24M0.85%+1,60513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding34,364$1.21M+17,759Timeline
EQ WEALTH ADVISORS, LLC32,080$1.2M0.66%+95013F-HRTimeline
Hopwood Nicholas Hunter31,320$1.17M0.32%+1,02313F-HRTimeline
Cornerstone Wealth Management, LLC31,015$1.16M0.05%+12,44013F-HRTimeline
BlueChip Wealth Advisors LLC30,229$1.13M0.43%+16513F-HRTimeline
Geneos Wealth Management Inc.29,551$1.11M0.02%+11,42413F-HRTimeline
LaSalle St. Investment Advisors, LLC29,340$1.1M0.13%-34613F-HRTimeline
Beckerman Institutional, LLC29,101$1.09M0.52%+8,78013F-HRTimeline
True Blue Financial, LLC28,941$1.08M0.46%+1,23613F-HRTimeline
Lodestone Wealth Management LLC28,494$1.07M0.38%-6,77713F-HRTimeline
HB Wealth Management, LLC28,175$1.06M0.01%new13F-HRTimeline
Vise Technologies, Inc.27,862$1.04M0.01%new13F-HRTimeline
Sovran Advisors, LLC29,734$1.04M0.08%+14,54513F-HRTimeline
Farther Finance Advisors, LLC27,596$1.03M0.01%+23,86413F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding26,362$988K+2,724Timeline
Capital Investment Advisory Services, L…26,295$985K0.06%+11,87613F-HRTimeline
Transcendent Capital Group LLC26,272$984K0.38%+5,27913F-HRTimeline
Michael Brady & Co., LLC25,915$971K0.86%+2,66113F-HRTimeline
HighPoint Advisor Group LLC25,569$958K0.03%+3,55713F-HRTimeline
Heritage Wealth Management, Inc.25,381$951K0.24%+3,22313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.25,096$940K0.23%-22413F-HRTimeline
Clearview Wealth Management LLC25,031$938K0.6%-41213F-HRTimeline
Koshinski Asset Management, Inc.24,878$932K0.05%+4,93213F-HRTimeline
Security Financial Services, INC.24,777$928K0.13%+8,38313F-HRTimeline
ERn Financial, LLC24,741$927K0.15%+6,95213F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC23,515$881K0.45%13F-HRTimeline
TOWLE & CO23,463$879K0.3%+8,91913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…22,073$827K0.02%new13F-HRTimelineGroup
World Investment Advisors26,116$826K0.01%+18113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…21,369$800K0.01%-29013F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC20,896$783K0.13%+6,53813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,667$774K<0.01%new13F-HRTimelineGroup
Nova R Wealth, Inc.20,358$763K0.22%+40913F-HRTimeline
Saxony Capital Management, LLC20,178$756K0.35%+57713F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC19,812$742K0.35%+11,21713F-HRTimeline
MAI Capital Management19,524$731K<0.01%+3,08613F-HRTimeline
Advyzon Investment Management, LLC19,378$726K0.05%+8,81513F-HRTimeline
BNB Wealth Management, LLC19,286$722K0.39%+4,01013F-HRTimeline
SITTNER & NELSON, LLC18,698$700K0.22%+8,83013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP18,096$678K0.01%+8,37613F-HRTimeline
Sanctuary Advisors, LLC18,033$676K<0.01%-17513F-HRTimeline
KINTRA WEALTH, LLC17,630$651K0.03%new13F-HRTimeline
Financial Partners Group, Inc17,226$645K0.07%+1,27013F-HRTimeline
Vantus Wealth LLC16,983$636K0.34%13F-HRTimeline
William Mack & Associates, Inc.16,907$633K0.22%+9,02513F-HRTimeline
Prime Capital Investment Advisors, LLC16,350$612K0.01%013F-HRTimeline
First Heartland Consultants, Inc.15,821$593K0.04%+1,08213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,524$582K<0.01%new13F-HRTimelineGroup
Junk Investment Group, LLC15,291$573K0.25%+1,76313F-HRTimeline
Prospera Financial Services Inc15,110$566K0.01%+3,73113F-HRTimeline
Lantern Wealth Advisors, LLC15,091$565K0.26%+4,70513F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV14,880$557K0.14%+6,26813F-HRTimeline
Betterment LLC14,733$552K<0.01%+7,73613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,420$540K0.01%+5,48713F-HRTimelineGroup
Regal Investment Advisors LLC14,119$529K0.03%+2,73613F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC13,970$511K0.06%new13F-HRTimeline
Birchwood Financial Partners, Inc.13,606$510K0.42%+5,37413F-HRTimeline
Tempus Wealth Planning, LLC12,987$486K0.1%+1,00213F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…12,700$474K0.05%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,245$459K0.02%new13F-HRTimeline
Capital Investment Management, Inc.12,189$457K0.14%+34913F-HRTimeline
Main Line Retirement Advisors, LLC12,026$450K0.21%013F-HRTimeline
Merited Wealth, LLC11,506$431K0.3%-20,75413F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP10,519$394K<0.01%new13F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…10,315$386K0.03%+2,74513F-HRTimelineGroup
Balboa Wealth Partners9,344$350K0.05%+2,27113F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC9,097$341K0.04%+15013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,962$336K0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,922$334K<0.01%+1,52113F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED8,911$334K0.02%new13F-HRTimeline
MCF Advisors LLC8,613$323K0.01%013F-HRTimeline
PRIVATE TRUST CO NA8,364$313K0.03%+3,33313F-HRTimeline
Visionary Wealth Advisors7,530$282K0.01%+35513F-HRTimeline
Roehl & Yi Investment Advisors, LLC7,423$278K0.09%new13F-HRTimeline