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Disclosery

CGNG CAPITAL GROUP NEW GEOGRAPHY

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SHS (fund)

242 managers (246 13F filers) reported a position in CGNG shares at 2026-06-30, 64,217,930 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
64,217,930

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
Tradition Wealth Management, LLC7,155$268K0.02%013F-HRTimeline
Sigma Planning Corp6,995$262K0.01%new13F-HRTimeline
SMITH, MOORE & CO.6,593$247K0.02%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC6,359$238K0.07%013F-HRTimeline
Realta Investment Advisors6,316$237K0.07%new13F-HRTimeline
NWF Advisory Services Inc.6,112$229K0.02%new13F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC5,950$223K0.11%-2,43113F-HR/ATimeline
GWN SECURITIES INC.5,908$221K0.04%new13F-HRTimeline
Ausdal Financial Partners, Inc.5,906$221K0.01%new13F-HRTimeline
FOCUSED ALPHA, LLC5,836$219K0.06%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC5,573$209K0.07%new13F-HRTimeline
CLG LLC5,535$207K0.05%new13F-HRTimeline
LANDAAS & CO /WI /ADV5,400$202K0.04%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,172$191K<0.01%+4,04513F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.5,012$188K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,266$84.9K<0.01%+1513F-HRTimelineGroup
Richardson Capital Management LLC2,100$78.7K0.03%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,622$59.9K0.01%new13F-HRTimelineGroup
IFP Advisors, Inc1,512$56.6K<0.01%+76413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,080$40.5K<0.01%+53013F-HRTimelineGroup
Silver Grove Financial Group, Inc.800$30K0.02%new13F-HRTimeline
Rossby Financial, LCC798$29.9K0.01%+32013F-HRTimeline
Cape Investment Advisory, Inc.632$23.7K0.01%new13F-HRTimeline
Allworth Financial LP574$21.5K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…503$18.8K<0.01%+44413F-HRTimelineGroup
Financial Perspectives, Inc422$15.8K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\374$14K<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC295$11.1K0.01%+14913F-HRTimeline
Vision Retirement, LLC287$10.8K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.283$10.6K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.186$6.97K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV185$6.93K<0.01%+6013F-HRTimeline
HAZLETT, BURT & WATSON, INC.150$6K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.160$5.99K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc104$3.9K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS82$3.07K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC80$3K<0.01%+5713F-HRTimeline
CENTRAL TRUST Co51$1.91K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC19$712<0.01%013F-HRTimelineGroup
Key Financial Inc18$674<0.01%new13F-HRTimeline
RHL GROUP, LLC18$666<0.01%-513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.4$150<0.01%013F-HRTimeline