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Disclosery

CGNG CAPITAL GROUP NEW GEOGRAPHY

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SHS (fund)

218 managers (221 13F filers) reported a position in CGNG shares at 2026-03-31, 50,466,388 shares in all. 40 filers opened a position and 9 filers sold out during the quarter.

Managers
218
13F filers
221
New
40
Added
138
Reduced
26
Sold out
9
Shares held by filers
50,466,388

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC7,033,617$222M0.06%+2,500,61813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,450,797$109M+843,014Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…3,194,933$101M1.7%+543,48713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,153,794$99.6M0.06%+1,417,05913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,813,229$88.8M0.03%+693,52613F-HRTimelineGroup
Cetera Investment Advisers2,400,095$75.8M0.08%+282,05413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,551,895$49M0.01%+859,84413F-HR/ATimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,341,367$42.3M0.42%+1,049,81813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,302,791$41.1M<0.01%+739,84413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,048,010$33.1M0.01%-7,86113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC830,936$26.2M0.04%-78,27513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.775,406$24.5M0.04%-26,58213F-HRTimelineGroup
NewEdge Advisors, LLC719,193$22.7M0.08%+61,27713F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS715,222$22.6M0.04%+84,94113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA612,823$19.3M<0.01%+4,03313F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC601,726$19M3.38%+135,05213F-HRTimeline
UBS Group AGgroup of 2 filers holding585,273$18.5M+585,018Timeline
MML INVESTORS SERVICES, LLC584,465$18.5M0.05%+220,35513F-HRTimeline
Waverly Advisors, LLC559,186$17.7M0.13%-2,12813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP574,566$17.6M0.01%+354,94713F-HRTimelineGroup
Merit Financial Group, LLC529,723$16.7M0.12%+21,00013F-HRTimeline
Confluence Wealth Services, Inc.512,908$16.2M0.63%+59,11413F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC501,303$15.8M1.3%+13,94113F-HRTimeline
Johnson Bixby & Associates, LLC482,119$15.2M1.89%+15,28313F-HRTimeline
Presper Financial Architects, LLC473,695$15M8.89%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC441,659$13.9M0.37%+77,77113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC440,000$13.9M0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC425,882$13.4M0.03%+95,21513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…417,137$13.2M0.03%-10,84813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP409,945$12.9M0.01%+161,74013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.389,062$12.3M0.02%+135,31113F-HRTimelineGroup
Cambridge Investment Research Advisors,…384,042$12.1M0.03%-74,37813F-HRTimeline
Private Advisor Group, LLC328,861$10.4M0.05%+23,31513F-HRTimeline
Beacon Pointe Advisors, LLC306,310$9.67M0.05%+26,36613F-HRTimeline
SilverOak Wealth Management LLC297,548$9.39M1.49%+16,33213F-HRTimeline
&PARTNERS290,506$9.18M0.05%+39,41413F-HRTimeline
Quadcap Wealth Management, LLC261,006$8.24M0.94%+46,09913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…253,210$7.99M0.01%+190,10013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…248,074$7.83M0.09%-4,37113F-HRTimelineGroup
Sentinel Advisory Group, LLC243,539$7.69M3.75%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…236,191$7.46M0.09%-80,35013F-HRTimelineGroup
LINCOLN CAPITAL CORP235,582$7.44M2.74%+4,18613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…225,980$7.13M0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP221,361$6.99M0.01%+168,87713F-HRTimelineGroup
Aprio Wealth Management, LLC220,529$6.96M0.38%+34,29513F-HRTimeline
Armor Investment Advisors, LLC218,055$6.88M2.48%+22,80913F-HRTimeline
Orion Porfolio Solutions, LLC214,390$6.77M0.06%+31,31813F-HRTimeline
Steward Partners Investment Advisory, L…195,749$6.18M0.03%+142,10513F-HRTimeline
Souders Financial Advisors189,910$6M0.68%+9,11313F-HRTimeline
EWA, LLC185,005$5.84M1.32%new13F-HRTimeline
Ergawealth Advisors, Inc.173,979$5.49M2.43%+8,92813F-HRTimeline
National Wealth Management Group, LLC171,264$5.41M2.01%+7,47513F-HRTimeline
Atria Investments, Inc170,983$5.4M0.06%+158,98713F-HRTimeline
Vestmark Advisory Solutions, Inc.161,044$5.08M0.06%+37,26913F-HRTimeline
Code Waechter LLC158,239$5M2.97%new13F-HRTimeline
Eagle Bay Advisors LLC151,651$4.79M4.22%new13F-HRTimeline
NewCorp Financial Services, Inc.136,920$4.32M3.75%+3,45613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC132,940$4.2M<0.01%new13F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers130,279$4.11M0.01%+73,35513F-HRTimelineGroup
J. Derek Lewis & Associates Inc.127,409$4.05M0.91%+22,12813F-HR/ATimeline
PEAPACK GLADSTONE FINANCIAL CORP126,990$4.01M0.05%-5,23313F-HRTimeline
CRA Financial Services, LLC123,648$3.9M0.51%+32,52513F-HRTimeline
Strategic Blueprint, LLC122,469$3.87M0.22%+4,00513F-HRTimeline
Bleakley Financial Group, LLC115,008$3.63M0.06%+11,60013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC113,442$3.58M0.01%+90,71213F-HRTimelineGroup
Lantz Financial LLC110,168$3.48M0.72%+16,12213F-HRTimeline
HARBOUR INVESTMENTS, INC.110,130$3.48M0.05%+39,49313F-HRTimeline
Kingsview Wealth Management, LLC109,707$3.46M0.05%+4,26313F-HRTimeline
Western Wealth Management, LLC104,598$3.3M0.13%+62,13413F-HR/ATimeline
NavPoint Financial, Inc.98,320$3.1M1.26%+17,95213F-HRTimeline
HighTower Advisors, LLC97,954$3.09M<0.01%new13F-HRTimeline
Perennial Investment Advisors, LLC92,725$2.93M0.23%+7,59413F-HRTimeline
Smartleaf Asset Management LLC95,741$2.9M0.1%+9,39713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.91,238$2.88M0.03%-39,49713F-HRTimelineGroup
FLOW TRADERS U.S. LLC90,348$2.85M0.09%new13F-HRTimeline
Armstrong, Fleming & Moore, Inc87,519$2.76M1.17%+2,59213F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…87,479$2.76M2.16%+1,09113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV86,936$2.74M0.14%+4,38313F-HRTimeline
Compton Financial Group, LLC85,810$2.71M0.6%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC78,881$2.65M0.15%+37,47813F-HR/ATimeline
GTS SECURITIES LLC81,777$2.58M0.09%+69,31313F-HRTimeline
Gateway Wealth Partners, LLC80,408$2.54M0.1%+64,79513F-HRTimeline
Stonebridge Financial Group, LLC78,144$2.47M0.2%+33,69213F-HRTimeline
U.S. Capital Wealth Advisors, LLC77,191$2.44M0.06%+8,47713F-HRTimeline
Selby Wealth Management, LLC74,206$2.34M0.92%+11,55913F-HRTimeline
Integrated Wealth Concepts LLC72,021$2.27M0.02%+40,63613F-HRTimeline
ROTHSCHILD INVESTMENT LLC70,298$2.22M0.12%+64,09813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.69,785$2.2M0.03%+11,24113F-HRTimelineGroup
CAMBRIDGE CAPITAL MANAGEMENT, LLC62,497$1.97M0.85%+41,42713F-HRTimeline
Boyer Financial Services, Inc.61,794$1.95M2.07%+8,35813F-HRTimeline
Lineweaver Wealth Advisors, LLC60,224$1.9M0.26%new13F-HRTimeline
Acorn Wealth Advisors, LLC59,590$1.88M0.55%+8,24713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…57,581$1.82M0.05%-6,90013F-HRTimelineGroup
McNamara Financial Services, Inc.56,841$1.79M0.34%-2,39513F-HRTimeline
Clear Creek Financial Management, LLC54,005$1.7M0.13%-15,29413F-HRTimeline
Valmark Advisers, Inc.52,843$1.67M0.02%+21,92913F-HRTimeline
Mutual Advisors, LLC52,688$1.66M0.04%+44,53013F-HRTimeline
BFSG, LLC52,542$1.66M0.16%+13,92113F-HRTimeline
Cypress Point Wealth Management, LLC51,381$1.62M0.35%+23,23813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.50,279$1.61M0.01%+15,64313F-HRTimelineGroup
Beta Wealth Group, Inc.50,600$1.6M0.66%+10313F-HRTimeline
Stablepoint Partners, LLC50,583$1.6M0.24%+5,71413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC50,346$1.59M0.04%+8,41013F-HR/ATimeline
Evergreen Wealth Partners LLC49,240$1.55M1.19%new13F-HRTimeline
Mendel Money Management48,254$1.52M0.64%+2,92513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC48,119$1.52M0.02%+6,83613F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…47,908$1.51M0.44%+3,81913F-HRTimeline
Main Street Financial Solutions, LLC46,953$1.48M0.11%+18,45913F-HRTimeline
Mariner, LLCin group Mariner, LLC45,238$1.43M<0.01%+12,37313F-HRTimelineGroup
Pines Wealth Management, LLC44,695$1.41M0.46%-1,71113F-HRTimeline
LongView Wealth Management40,676$1.41M0.35%-10,22013F-HRTimeline
Capital International Investorsin group Capital International Investo…41,670$1.32M<0.01%+78713F-HRTimelineGroup
IHT Wealth Management, LLC40,483$1.28M0.03%+24,53213F-HRTimeline
Claro Advisors Inc.39,998$1.26M0.15%-1,68713F-HRTimeline
A&I FINANCIAL SERVICES, LLC37,989$1.2M0.57%+1,25713F-HRTimeline
Advisory Services Network, LLC37,274$1.18M0.02%+3,09613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…36,052$1.14M0.02%+20,30613F-HRTimelineGroup
Lodestone Wealth Management LLC35,271$1.11M0.44%+14,59613F-HR/ATimeline
Dynamic Advisor Solutions LLC34,208$1.08M0.03%+2,63513F-HRTimeline
PFG Advisors33,760$1.07M0.05%+8,84113F-HRTimeline
Merited Wealth, LLC32,260$1.02M0.84%+48413F-HRTimeline
Intrinsic Value Partners, LLC31,450$993K0.77%+10,10013F-HRTimeline
Venture Visionary Partners LLC31,266$987K0.03%+2,13313F-HRTimeline
EQ WEALTH ADVISORS, LLC31,130$983K0.57%+2,81713F-HRTimeline
Hopwood Nicholas Hunter30,297$956K0.3%+37713F-HRTimeline
BlueChip Wealth Advisors LLC30,064$949K0.42%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC29,686$937K0.13%+3,48213F-HRTimeline
True Blue Financial, LLC27,705$875K0.69%+3,36413F-HRTimeline
World Investment Advisors25,935$819K0.01%+10,21813F-HRTimeline
Clearview Wealth Management LLC25,443$803K0.57%13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.25,320$799K0.23%new13F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding23,638$746K+1,518Timeline
Michael Brady & Co., LLC23,254$734K0.74%+8,70113F-HRTimeline
Heritage Wealth Management, Inc.22,158$700K0.35%+2,51613F-HRTimeline
HighPoint Advisor Group LLC22,012$695K0.03%+9,80213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…21,659$684K0.01%new13F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC21,449$677K0.01%+98013F-HRTimeline
Transcendent Capital Group LLC20,993$663K0.3%+8,21313F-HRTimeline
Beckerman Institutional, LLC20,321$642K0.34%+7,16313F-HRTimeline
Nova R Wealth, Inc.19,949$630K0.2%+3,12813F-HRTimeline
Koshinski Asset Management, Inc.19,946$630K0.04%+5,12613F-HRTimeline
Saxony Capital Management, LLC19,601$619K0.36%+94613F-HRTimeline
RFG Advisory, LLC18,970$599K0.01%+83613F-HRTimeline
Cornerstone Wealth Management, LLC18,575$586K0.03%+4,30013F-HRTimeline
Sanctuary Advisors, LLC18,208$575K<0.01%-4,37813F-HRTimeline
MOTCO18,178$574K0.05%new13F-HRTimeline
Geneos Wealth Management Inc.18,127$572K0.01%+10,50013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding16,605$567K+6,684Timeline
ERn Financial, LLC17,789$562K0.11%+7,08213F-HRTimeline
Sovran Advisors, LLC15,189$529K0.04%+33013F-HRTimeline
MAI Capital Management16,438$519K<0.01%+3,43713F-HRTimeline
Security Financial Services, INC.16,394$518K0.08%+2,51213F-HRTimeline
Prime Capital Investment Advisors, LLC16,350$516K0.01%+1,00013F-HRTimeline
Financial Partners Group, Inc15,956$504K0.06%new13F-HRTimeline
BNB Wealth Management, LLC15,276$482K0.31%+2,25713F-HRTimeline
First Heartland Consultants, Inc.14,739$465K0.04%-58,95413F-HRTimeline
TOWLE & CO14,544$459K0.18%new13F-HRTimeline
Capital Investment Advisory Services, L…14,419$455K0.03%+4,27713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC14,358$453K0.11%+6,40713F-HRTimeline
Junk Investment Group, LLC13,528$427K0.22%13F-HRTimeline
Richmond Investment Services, LLC12,504$395K0.06%+1,34413F-HRTimeline
Main Line Retirement Advisors, LLC12,026$380K0.19%+75013F-HRTimeline
Tempus Wealth Planning, LLC11,985$378K0.09%-3413F-HRTimeline
Capital Investment Management, Inc.11,840$374K0.13%+82613F-HRTimeline
Regal Investment Advisors LLC11,383$359K0.02%new13F-HRTimeline
Prospera Financial Services Inc11,379$359K0.01%+4,66713F-HRTimeline
Advyzon Investment Management, LLC10,563$333K0.03%+1,04513F-HRTimeline
Lantern Wealth Advisors, LLC10,386$328K0.17%+3,15813F-HRTimeline
SITTNER & NELSON, LLC9,868$312K0.11%+93513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,720$307K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,962$283K0.01%013F-HRTimelineGroup
EAGLE ROCK INVESTMENT COMPANY, LLC8,947$282K0.04%+1,40113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,933$282K<0.01%new13F-HRTimelineGroup
MCF Advisors LLC8,613$272K0.01%new13F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV8,612$272K0.08%new13F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC8,595$271K0.15%013F-HRTimeline
HRT FINANCIAL LP8,571$270K<0.01%new13F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC8,381$265K0.2%new13F-HRTimeline
Birchwood Financial Partners, Inc.8,232$260K0.25%+4,30513F-HRTimeline
William Mack & Associates, Inc.7,882$249K0.14%-4,03913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,505$239K0.02%-2513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7,570$239K0.02%+3,86113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,401$234K<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC7,194$227K<0.01%new13F-HRTimeline
Visionary Wealth Advisors7,175$227K0.01%new13F-HRTimeline
Tradition Wealth Management, LLC7,155$226K0.02%new13F-HRTimeline
Balboa Wealth Partners7,073$223K0.04%-2013F-HRTimeline
Betterment LLC6,997$221K<0.01%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC6,359$201K0.07%-36113F-HRTimeline
PRIVATE TRUST CO NA5,031$159K0.01%+2,24313F-HRTimeline
CENTAURUS FINANCIAL, INC.5,012$158K0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,732$119K<0.01%+2,80513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,251$71.1K<0.01%013F-HR/ATimelineGroup
Richardson Capital Management LLC2,100$66.3K0.03%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,127$34.1K<0.01%-2,34613F-HR/ATimelineGroup
IFP Advisors, Inc748$23.6K<0.01%+10613F-HRTimeline
Allworth Financial LP574$18.1K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY550$17.4K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC478$15.2K<0.01%+34413F-HRTimeline
Financial Perspectives, Inc422$13.3K<0.01%+27413F-HRTimeline