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Disclosery

CGNG CAPITAL GROUP NEW GEOGRAPHY

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SHS (fund)

189 managers (191 13F filers) reported a position in CGNG shares at 2025-12-31, 35,487,447 shares in all. 32 filers opened a position and 9 filers sold out during the quarter.

Managers
189
13F filers
191
New
32
Added
122
Reduced
16
Sold out
9
Shares held by filers
35,487,447

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC4,532,999$145M0.04%+1,472,25813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…2,651,446$84.7M1.35%+220,62013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,607,783$83.3M+345,626Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,119,703$67.7M0.02%+845,91713F-HRTimelineGroup
Cetera Investment Advisers2,118,041$67.6M0.07%+252,29713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,736,735$55.5M0.04%+381,48013F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,055,871$33.7M0.01%-11,18413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC909,211$29M0.04%+124,59113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.801,988$25.6M0.04%+496,61213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN692,051$22.1M<0.01%+532,76913F-HRTimelineGroup
NewEdge Advisors, LLC657,916$21M0.08%+62,20813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS630,281$20.1M0.04%+52,33813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA608,790$19.4M<0.01%+42,54613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/562,947$18M<0.01%+544,12113F-HRTimelineGroup
Waverly Advisors, LLC561,314$17.9M0.15%+5,53513F-HRTimeline
Merit Financial Group, LLC508,723$16.2M0.13%+10,32213F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC487,362$15.6M1.22%-1,33613F-HRTimeline
Johnson Bixby & Associates, LLC466,836$14.9M1.85%-42,72113F-HRTimeline
Garrett Wealth Advisory Group, LLC466,674$14.9M2.82%+38,89513F-HRTimeline
Cambridge Investment Research Advisors,…458,420$14.6M0.04%+227,69513F-HRTimeline
Confluence Wealth Services, Inc.453,794$14.5M0.6%+37,96713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…427,985$14.2M0.02%+399,30313F-HRTimeline
MML INVESTORS SERVICES, LLC364,110$11.6M0.03%+65,35213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC363,888$11.6M0.32%+78,75213F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC330,667$10.6M0.02%+101,28113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…316,541$10.1M0.13%-51,17213F-HRTimelineGroup
Private Advisor Group, LLC305,546$9.76M0.05%+29,64013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC291,549$9.31M0.1%+83,20013F-HRTimelineGroup
SilverOak Wealth Management LLC281,216$8.98M1.41%+175,16213F-HRTimeline
Beacon Pointe Advisors, LLC279,944$8.94M0.06%+30,37713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.253,751$8.1M0.01%+86,23313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…252,445$8.06M0.09%+111,83413F-HRTimelineGroup
&PARTNERS251,092$8.01M0.04%+83,04213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP248,205$7.93M0.01%+112,48213F-HRTimelineGroup
Janney Montgomery Scott LLC242,976$7.76M0.02%+57,84013F-HRTimeline
LINCOLN CAPITAL CORP231,396$7.39M2.62%+7,94613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP219,619$7.01M<0.01%+86,81113F-HRTimelineGroup
Quadcap Wealth Management, LLC214,907$6.86M0.79%+14,89013F-HRTimeline
Armor Investment Advisors, LLC195,246$6.23M2.29%+22,54013F-HRTimeline
Aprio Wealth Management, LLC186,234$5.95M0.34%new13F-HRTimeline
Orion Porfolio Solutions, LLC183,072$5.85M0.04%+20,36313F-HRTimeline
Souders Financial Advisors180,797$5.77M0.66%+4,97713F-HRTimeline
Ergawealth Advisors, Inc.165,051$5.27M2.42%+93,41613F-HRTimeline
National Wealth Management Group, LLC163,789$5.23M1.81%new13F-HRTimeline
NewCorp Financial Services, Inc.133,464$4.26M3.77%13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP132,223$4.22M0.05%+72,16113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.130,735$4.17M0.05%+48,51313F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.123,775$3.95M0.05%+13,92713F-HRTimeline
Strategic Blueprint, LLC118,464$3.78M0.22%+18,60613F-HRTimeline
Kingsview Wealth Management, LLC105,444$3.37M0.05%+38,99013F-HRTimeline
J. Derek Lewis & Associates Inc.105,281$3.36M0.79%13F-HRTimeline
Bleakley Financial Group, LLC103,408$3.3M0.06%+13,34813F-HRTimeline
Lantz Financial LLC94,046$3M0.63%+14,85413F-HRTimeline
CRA Financial Services, LLC91,123$2.91M0.38%+3,88313F-HRTimeline
Smartleaf Asset Management LLC86,344$2.77M0.1%+11,03013F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…86,388$2.76M2.33%13F-HRTimeline
Perennial Investment Advisors, LLC85,131$2.72M0.21%+17,87013F-HRTimeline
Armstrong, Fleming & Moore, Inc84,927$2.71M1.25%+1,41613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV82,553$2.64M0.14%-76613F-HRTimeline
NavPoint Financial, Inc.80,368$2.57M1.1%+25,53613F-HRTimeline
First Heartland Consultants, Inc.73,693$2.35M0.18%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.70,637$2.26M0.05%+18,38213F-HRTimeline
Clear Creek Financial Management, LLC69,299$2.21M0.18%+9,46413F-HRTimeline
U.S. Capital Wealth Advisors, LLC68,714$2.19M0.06%+1,63013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…64,481$2.06M0.05%+56613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…63,110$2.02M<0.01%new13F-HR/ATimelineGroup
Selby Wealth Management, LLC62,647$2M0.81%13F-HRTimeline
McNamara Financial Services, Inc.59,236$1.89M0.36%+88013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.58,544$1.87M0.02%+13,35613F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers56,924$1.82M<0.01%+46,05113F-HRTimelineGroup
Boyer Financial Services, Inc.53,436$1.74M1.85%13F-HRTimeline
Steward Partners Investment Advisory, L…53,644$1.71M0.01%+6,47313F-HRTimeline
LongView Wealth Management50,896$1.71M0.41%+19,36813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP52,484$1.68M<0.01%+6,75413F-HRTimelineGroup
Acorn Wealth Advisors, LLC51,343$1.64M0.49%+20,43313F-HRTimeline
Beta Wealth Group, Inc.50,497$1.61M0.65%-90213F-HRTimeline
Pines Wealth Management, LLC46,406$1.48M0.48%+32,21813F-HRTimeline
Mendel Money Management45,329$1.45M0.61%-2,28013F-HRTimeline
Stablepoint Partners, LLC44,869$1.43M0.22%+3,04013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding44,706$1.43M+21,392Timeline
Stonebridge Financial Group, LLC44,452$1.42M0.12%+18,89613F-HRTimeline
Cornell Pochily Investment Advisors, In…44,089$1.41M0.41%+2,19813F-HRTimeline
Western Wealth Management, LLC42,464$1.36M0.06%+2,66413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC41,936$1.34M0.03%+5,06113F-HRTimeline
Claro Advisors Inc.41,685$1.33M0.18%+15,19513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC41,403$1.32M0.08%+24,66113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,283$1.32M0.02%+9,57513F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…40,883$1.31M<0.01%-23313F-HRTimelineGroup
BFSG, LLC38,621$1.23M0.12%+37,57913F-HRTimeline
A&I FINANCIAL SERVICES, LLC36,732$1.17M0.56%+2,29613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.34,636$1.11M0.01%+12,52113F-HRTimelineGroup
Advisory Services Network, LLC34,178$1.09M0.02%+21,90013F-HRTimeline
Mariner, LLCin group Mariner, LLC32,865$1.05M<0.01%+16,96913F-HRTimelineGroup
Merited Wealth, LLC31,776$1.01M0.94%13F-HRTimeline
Dynamic Advisor Solutions LLC31,573$1.01M0.03%new13F-HRTimeline
Integrated Wealth Concepts LLC31,385$1M0.01%+15,79913F-HRTimeline
Valmark Advisers, Inc.30,914$987K0.01%+9,45713F-HRTimeline
Hopwood Nicholas Hunter29,920$955K0.31%13F-HRTimeline
IFG Advisory, LLC29,899$955K0.04%+4,39813F-HRTimeline
Venture Visionary Partners LLC29,133$930K0.03%+18,39613F-HRTimeline
Main Street Financial Solutions, LLC28,494$910K0.07%+16,22313F-HRTimeline
EQ WEALTH ADVISORS, LLC28,313$904K0.53%+2,47313F-HRTimeline
Cypress Point Wealth Management, LLC28,143$899K0.2%+7,06513F-HRTimeline
LaSalle St. Investment Advisors, LLC26,204$836K0.13%new13F-HRTimeline
PFG Advisors24,919$796K0.04%+14,29313F-HRTimeline
TrueWealth Financial Partners24,341$777K0.64%new13F-HRTimeline
True Blue Financial, LLC24,341$777K0.64%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC23,046$736K0.01%+3,07613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,730$726K<0.01%+6,43813F-HRTimelineGroup
Sanctuary Advisors, LLC22,586$721K<0.01%-7,37413F-HRTimeline
Intrinsic Value Partners, LLC21,350$682K0.51%+10,90013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC21,070$673K0.3%+14,04013F-HRTimeline
Lodestone Wealth Management LLC20,675$660K0.27%+6,43013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC20,469$654K0.01%+5,08013F-HRTimeline
Heritage Wealth Management, Inc.19,642$627K0.17%new13F-HRTimeline
Saxony Capital Management, LLC18,655$596K0.37%new13F-HRTimeline
RFG Advisory, LLC18,134$579K0.01%+95213F-HRTimeline
Global Retirement Partners, LLC17,821$569K0.01%+10,18913F-HRTimeline
ORG Partners LLC17,148$548K0.1%+9,68313F-HRTimeline
Nova R Wealth, Inc.16,821$537K0.2%-5,61413F-HRTimeline
IHT Wealth Management, LLC15,951$509K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,746$503K0.01%+2,98113F-HRTimelineGroup
World Investment Advisors15,717$502K0.01%+65213F-HR/ATimeline
Gateway Wealth Partners, LLC15,613$499K0.06%+5,39413F-HRTimeline
Sovran Advisors, LLC14,859$496K0.04%-5713F-HRTimeline
Prime Capital Investment Advisors, LLC15,350$490K0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.14,820$473K0.03%+5,92813F-HRTimeline
Michael Brady & Co., LLC14,553$465K0.46%13F-HRTimeline
Cornerstone Wealth Management, LLC14,275$456K0.02%new13F-HRTimeline
Security Financial Services, INC.13,882$443K0.07%+3,21513F-HRTimeline
Beckerman Institutional, LLC13,158$420K0.24%+49413F-HRTimeline
BNB Wealth Management, LLC13,019$416K0.27%13F-HRTimeline
MAI Capital Management13,001$415K<0.01%+2,28913F-HRTimeline
Transcendent Capital Group LLC12,780$408K0.18%+2,70113F-HRTimeline
GTS SECURITIES LLC12,464$398K0.01%-38,71913F-HRTimeline
HighPoint Advisor Group LLC12,210$390K0.01%new13F-HRTimeline
Tempus Wealth Planning, LLC12,019$384K0.09%+89813F-HRTimeline
Atria Investments, Inc11,996$383K<0.01%new13F-HRTimeline
William Mack & Associates, Inc.11,921$381K0.18%-12913F-HRTimeline
Main Line Retirement Advisors, LLC11,276$360K0.18%+7613F-HR/ATimeline
Richmond Investment Services, LLC11,160$356K0.06%+3,79113F-HRTimeline
Capital Investment Management, Inc.11,014$352K0.12%13F-HRTimeline
ERn Financial, LLC10,707$342K0.06%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,921$331K0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…10,142$324K0.02%+35213F-HRTimeline
Canandaigua National Trust Co of Florida9,565$305K0.19%new13F-HRTimeline
SITTNER & NELSON, LLC8,933$304K0.11%+3,97813F-HRTimeline
Advyzon Investment Management, LLC9,518$304K0.04%new13F-HRTimeline
Vantus Wealth LLC9,395$300K0.22%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,962$286K0.01%+6013F-HRTimelineGroup
SARD WEALTH MANAGEMENT GROUP, LLC8,595$274K0.15%+1,65813F-HRTimeline
Mutual Advisors, LLC8,158$260K0.01%+9313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC7,951$254K0.07%+43813F-HRTimeline
Geneos Wealth Management Inc.7,627$244K0.01%+6,64613F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC7,546$241K0.03%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,530$240K0.02%new13F-HRTimeline
Lantern Wealth Advisors, LLC7,228$231K0.12%new13F-HRTimeline
Balboa Wealth Partners7,093$226K0.04%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC6,720$215K0.08%+1813F-HRTimeline
Prospera Financial Services Inc6,712$214K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC6,200$198K0.01%+3,00013F-HRTimeline
CENTAURUS FINANCIAL, INC.5,012$160K0.01%-4413F-HRTimeline
COMERICA BANK4,915$157K<0.01%+1,07913F-HRTimeline
Birchwood Financial Partners, Inc.3,927$125K0.12%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,709$118K0.01%+1,51313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,473$111K<0.01%+3,10513F-HRTimelineGroup
PRIVATE TRUST CO NA2,788$89K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,251$71.9K<0.01%+2,20313F-HRTimelineGroup
Cape Investment Advisory, Inc.1,681$53.7K0.02%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,070$34.2K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC927$29.6K<0.01%+613F-HRTimeline
IFP Advisors, Inc642$20.5K<0.01%013F-HRTimeline
Allworth Financial LP574$18.3K<0.01%+51513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY550$17.6K<0.01%013F-HR/ATimelineGroup
AdvisorNet Financial, Inc488$15.6K<0.01%+43813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.477$15.2K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.283$9.04K<0.01%-413F-HRTimeline
UBS Group AGin group UBS Group AG255$8.14K<0.01%013F-HRTimelineGroup
Arax Advisory Partners201$6.43K<0.01%new13F-HRTimeline
Financial Perspectives, Inc148$4.73K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC146$4.66K<0.01%13F-HRTimeline
Rossby Financial, LCC134$4.28K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV125$3.99K<0.01%013F-HRTimeline
CENTRAL TRUST Co51$1.63K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC33$1.05K<0.01%new13F-HRTimeline
RHL GROUP, LLC33$1.05K<0.01%13F-HRTimeline
CoreCap Advisors, LLC23$734<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC21$671<0.01%-4013F-HRTimeline
CWM, LLCin group CWM, LLC14$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios.