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Disclosery

CGNG CAPITAL GROUP NEW GEOGRAPHY

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SHS (fund)

152 managers (154 13F filers) reported a position in CGNG shares at 2025-09-30, 27,078,510 shares in all. 41 filers opened a position and 1 filer sold out during the quarter.

Managers
152
13F filers
154
New
41
Added
96
Reduced
9
Sold out
1
Shares held by filers
27,078,510

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC3,060,741$94.6M0.03%+1,197,95413F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…2,430,826$75.1M1.26%+747,15613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,262,157$69.9M+1,236,340Timeline
Cetera Investment Advisers1,865,744$57.7M0.07%+574,19713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,355,255$41.9M0.03%+1,264,47113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,273,786$39.4M0.01%+531,58013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,067,055$33M0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC784,620$24.2M0.03%+457,32313F-HRTimeline
NewEdge Advisors, LLC595,708$18.4M0.08%+19,52813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS577,943$17.9M0.04%+43,86013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA566,244$17.5M<0.01%+74,30713F-HRTimelineGroup
Waverly Advisors, LLC555,779$17.2M0.17%new13F-HRTimeline
Johnson Bixby & Associates, LLC509,557$15.7M2.02%+15,78213F-HRTimeline
Merit Financial Group, LLC498,401$15.4M0.14%+469,64413F-HR/ATimeline
PETREDIS INVESTMENT ADVISORS LLC488,698$15.1M1.21%+12,94413F-HRTimeline
OLD MISSION CAPITAL LLC454,288$14M0.5%new13F-HRTimeline
Garrett Wealth Advisory Group, LLC427,779$13.2M2.58%+20,56013F-HRTimeline
Confluence Wealth Services, Inc.415,827$12.8M0.63%+19,81713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…367,713$11.4M0.14%+212,53513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC298,758$9.23M0.02%+113,64613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.305,376$9.21M0.01%+158,24413F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC285,136$8.81M0.26%+130,50413F-HRTimelineGroup
Private Advisor Group, LLC275,906$8.53M0.04%+51,06613F-HRTimeline
Beacon Pointe Advisors, LLC249,567$7.71M0.07%+188,54213F-HRTimeline
Cambridge Investment Research Advisors,…230,725$7.13M0.02%+23,83013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC229,386$7.09M0.02%+213,49313F-HRTimelineGroup
LINCOLN CAPITAL CORP223,450$6.9M2.48%-2,50013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC208,349$6.44M0.07%+61,98313F-HRTimelineGroup
Quadcap Wealth Management, LLC200,017$6.18M0.73%+30,67013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC197,812$6.11M<0.01%+21613F-HRTimelineGroup
Janney Montgomery Scott LLC185,136$5.72M0.01%+114,67513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…184,890$5.71M0.01%new13F-HRTimelineGroup
Souders Financial Advisors175,820$5.43M0.65%+4,48113F-HRTimeline
Armor Investment Advisors, LLC172,706$5.34M1.69%+151,14313F-HRTimeline
&PARTNERS168,050$5.2M0.03%+57,89113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.167,518$5.18M0.01%+56,81013F-HRTimelineGroup
Orion Porfolio Solutions, LLC162,709$5.03M0.04%+104,12513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN159,282$4.92M<0.01%+159,28213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…140,611$4.34M0.07%+95,70513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP135,723$4.19M<0.01%+119,24413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP132,808$4.07M<0.01%+60,24313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC112,568$3.48M<0.01%-161,41713F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.109,848$3.39M0.06%new13F-HRTimeline
SilverOak Wealth Management LLC106,054$3.28M0.55%new13F-HRTimeline
Strategic Blueprint, LLC99,858$3.09M0.13%+7,12913F-HRTimeline
Bleakley Financial Group, LLC90,060$2.78M0.06%+70413F-HRTimeline
CRA Financial Services, LLC87,240$2.7M0.37%+8,30413F-HRTimeline
Armstrong, Fleming & Moore, Inc83,511$2.58M1.23%+68,15613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV83,319$2.57M0.16%+5,67913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.82,222$2.54M0.03%+70,86613F-HRTimelineGroup
Lantz Financial LLC79,192$2.45M0.54%+8,57713F-HRTimeline
Smartleaf Asset Management LLC75,314$2.32M0.14%new13F-HRTimeline
Ergawealth Advisors, Inc.71,635$2.21M1.03%+57,19313F-HRTimeline
Perennial Investment Advisors, LLC67,261$2.08M0.17%+7,01313F-HRTimeline
U.S. Capital Wealth Advisors, LLC67,084$2.07M0.06%+2,24513F-HRTimeline
Kingsview Wealth Management, LLC66,454$2.05M0.03%+44,76513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…63,915$1.97M0.05%-2,28213F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP60,062$1.86M0.02%+46,84213F-HRTimeline
Clear Creek Financial Management, LLC59,835$1.85M0.16%+2,48713F-HRTimeline
McNamara Financial Services, Inc.58,356$1.8M0.34%+1,23513F-HRTimeline
NavPoint Financial, Inc.54,832$1.69M0.89%+15,60913F-HRTimeline
HARBOUR INVESTMENTS, INC.52,255$1.61M0.04%+9,37813F-HRTimeline
Beta Wealth Group, Inc.51,399$1.59M0.63%-185,47913F-HRTimeline
GTS SECURITIES LLC51,183$1.58M0.06%+9,28613F-HRTimeline
Mendel Money Management47,609$1.47M0.62%+7,27913F-HRTimeline
Steward Partners Investment Advisory, L…47,171$1.46M0.01%+5,68513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP45,730$1.41M<0.01%+32,34513F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.45,188$1.4M0.02%+19,17913F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…41,891$1.29M0.39%+22,63913F-HRTimeline
Stablepoint Partners, LLC41,829$1.29M0.21%+2,26013F-HRTimeline
Capital International Investorsin group Capital International Investo…41,116$1.27M<0.01%+60113F-HRTimelineGroup
Western Wealth Management, LLC39,800$1.23M0.07%+2,06213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC36,875$1.14M0.03%+23,28113F-HRTimeline
A&I FINANCIAL SERVICES, LLC34,436$1.07M0.52%+5,35513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC31,708$980K0.02%+31,67813F-HRTimelineGroup
LongView Wealth Management31,528$974K0.26%+12,17913F-HRTimeline
Acorn Wealth Advisors, LLC30,910$955K0.3%+14,57313F-HRTimeline
Sanctuary Advisors, LLC29,960$926K0.01%-7,66313F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,682$893K<0.01%+1,96413F-HRTimeline
Claro Advisors Inc.26,490$819K0.12%+1,25813F-HRTimeline
EQ WEALTH ADVISORS, LLC25,840$798K0.52%+1,14913F-HRTimeline
Stonebridge Financial Group, LLC25,556$790K0.07%new13F-HRTimeline
IFG Advisory, LLC25,501$788K0.04%+11,77713F-HRTimeline
Nova R Wealth, Inc.22,435$693K0.29%+5,46913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,115$683K0.01%+4,12813F-HRTimelineGroup
Valmark Advisers, Inc.21,457$663K0.01%new13F-HRTimeline
Cypress Point Wealth Management, LLC21,078$651K0.13%+9,52813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC19,970$617K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,826$582K<0.01%new13F-HR/ATimelineGroup
RFG Advisory, LLC17,182$531K0.01%+6,49813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC16,742$517K0.04%+1,04113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,292$503K<0.01%+3,11513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC15,896$491K<0.01%+37613F-HRTimelineGroup
Moloney Securities Asset Management, LLC15,750$487K0.06%-18,00013F-HRTimeline
Integrated Wealth Concepts LLC15,586$482K<0.01%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC15,389$476K0.01%+3,74213F-HRTimeline
Sovran Advisors, LLC14,916$475K0.04%+77313F-HRTimeline
World Investment Advisors15,065$466K0.01%+7,94513F-HRTimeline
Lodestone Wealth Management LLC14,245$440K0.2%+1,73113F-HRTimeline
Pines Wealth Management, LLC14,188$438K0.15%-11913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,765$395K0.01%+3,10613F-HRTimelineGroup
Beckerman Institutional, LLC12,664$391K0.23%+1,91213F-HRTimeline
Advisory Services Network, LLC12,278$379K0.01%+6713F-HRTimeline
Main Street Financial Solutions, LLC12,271$379K0.02%new13F-HRTimeline
William Mack & Associates, Inc.12,050$372K0.2%+12913F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding11,657$360KnewTimeline
Main Line Retirement Advisors, LLC11,200$346K0.18%013F-HRTimeline
Tempus Wealth Planning, LLC11,121$344K0.08%new13F-HRTimeline
Glaxis Capital Management, LLC10,900$337K0.56%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,873$336K<0.01%new13F-HRTimelineGroup
Venture Visionary Partners LLC10,737$332K0.01%new13F-HRTimeline
MAI Capital Management10,712$331K<0.01%+4,61513F-HRTimeline
Security Financial Services, INC.10,667$330K0.05%new13F-HRTimeline
PFG Advisors10,626$328K0.01%new13F-HRTimeline
Intrinsic Value Partners, LLC10,450$323K0.26%+1,35013F-HRTimeline
Gateway Wealth Partners, LLC10,219$316K0.04%new13F-HRTimeline
Transcendent Capital Group LLC10,079$311K0.14%+9713F-HRTimeline
Capital Investment Advisory Services, L…9,790$303K0.02%+2,79013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,902$275K0.01%new13F-HRTimelineGroup
Koshinski Asset Management, Inc.8,892$275K0.02%new13F-HRTimeline
ORG Partners LLC7,465$267K0.05%+2,50913F-HRTimeline
Mutual Advisors, LLC8,065$254K0.01%new13F-HRTimeline
Global Retirement Partners, LLC7,632$236K0.01%+2,90513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC7,513$232K0.07%new13F-HRTimeline
Richmond Investment Services, LLC7,369$228K0.04%new13F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC7,030$217K0.1%new13F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC6,937$214K0.12%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC6,702$207K0.08%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.5,056$156K0.01%+4413F-HRTimeline
SITTNER & NELSON, LLC4,955$153K0.06%+3,65513F-HRTimeline
COMERICA BANK3,836$119K<0.01%+57913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,413$105K0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC3,200$98.9K0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,788$86.1K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,196$67.9K0.01%new13F-HRTimelineGroup
BFSG, LLC1,042$32.2K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,016$31.4K0.02%+30213F-HRTimeline
Geneos Wealth Management Inc.981$30.3K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC921$28.5K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC648$20K<0.01%new13F-HRTimeline
IFP Advisors, Inc642$19.8K<0.01%013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY550$17K<0.01%-6713F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.477$14.7K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO368$11.4K<0.01%new13F-HR/ATimelineGroup
LANARK FINANCIAL, INC.287$8.87K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG255$7.88K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV125$3.86K<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC61$1.89K<0.01%-7,16813F-HRTimeline
Allworth Financial LP59$1.82K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc50$1.54K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.48$1.48K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…48$1.48K<0.01%013F-HRTimelineGroup