CAPITAL GROUP NEW GEOGRAPHY SHS is a security (CUSIP 14021N105) tracked across SEC portfolio filings. 241 institutional managers reported $1.8B on Form 13F as of 2026-06-30.
Showing 15 of 241 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $222.1M | 7,033,617 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $201.4M | 5,377,346 |
| Capital Group Private Client Services, Inc. | Los Angeles, CA | $100.9M | 3,194,933 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $99.6M | 3,153,794 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $88.8M | 2,813,229 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $75.8M | 2,400,095 |
| BENJAMIN EDWARDS INC | Clayton, MO | $59.1M | 1,578,663 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $49.0M | 1,551,895 |
| Bank of New York Mellon Corp | NEW YORK, NY | $42.0M | 1,120,083 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $41.1M | 1,302,791 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $40.3M | 1,076,909 |
| Confluence Wealth Services, Inc. | MCMURRAY, PA | $24.9M | 663,785 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $24.5M | 775,406 |
| Garrett Wealth Advisory Group, LLC | WEATHERFORD, TX | $23.5M | 628,204 |
| ASSETMARK, INC | CONCORD, CA | $23.3M | 621,294 |