Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capital Grp Fixed Incm ETF T (CGCB)

263 + Investors. Track Smart Money conviction in CGCB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
11Q ▲
Buyers last Q
71%

Smart Money Signals — CGCB

Based on 263 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added CGCB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
263 hedge funds hold CGCB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +45% more funds vs a year ago

fund count last 6Q
+82 new funds entered over the past year (+45% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 71% buying

193 buying78 selling
Last quarter: 193 funds were net buyers (34 opened a brand new position + 159 added to an existing one). Only 78 were sellers (55 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~34 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 30 → 49 → 35 → 34. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 32% entered in last year

■ 21% conviction (2yr+) ■ 47% medium ■ 32% new
Only 55 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~34 new funds/quarter

34 → 30 → 49 → 35 → 34 new funds/Q
New funds entering each quarter: 30 → 49 → 35 → 34. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 15% veterans, 46% new entrants

■ 15% veterans ■ 39% 1-2yr ■ 46% new
Of 263 current holders: 39 (15%) held 2+ years, 103 held 1–2 years, 121 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
19 of 263 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in CGCB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CGCB

In 2026 Q2, 193 hedge funds were net buyers of CGCB (34 opened a new position, 159 added to an existing one), while 78 reduced or exited (55 trimmed, 23 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in CGCB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 263.

Hedge Fund Ownership: CGCB

How many hedge funds hold CGCB — quarterly history vs. share price
Quarterly hedge fund ownership of CGCB vs. share price

Market Analysis: CGCB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGCB

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 18 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: CGCB
263 + Investors

Track Smart Money conviction in CGCB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 263 252 4.37%
13F Shares 190M 155M 22.98%
Total Value $4.91B $4.00B 22.56%
New Positions 34 35 -1
Increased Positions 159 167 -8
Closed Positions 23 18 +5
Reduced Positions 55 34 +21
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGCB

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Institutional Holders (2026 Q2)

263 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CGCB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CGCB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Panoramic Capital Partners, LLC 10.35% 836,040 $21.9M
2 Leverty Financial Group, LLC 8.27% 1,624,806 $42.5M
3 Johnson Bixby & Associates, LLC 6.89% 2,357,491 $61.7M
4 NerdWallet Wealth Partners, LLC 5.94% 658,570 $17.2M
5 Royal Harbor Partners, LLC 5.78% 712,718 $18.7M
6 Compton Financial Group, LLC 5.74% 1,137,925 $29.8M
7 Spinnaker Investment Group, LLC 4.87% 1,160,847 $30.4M
8 Greenbush Financial Group, LLC 4.48% 582,238 $15.2M
9 Cannon Wealth Management Services, LLC 4.46% 311,032 $8.1M
10 Boyer Financial Services, Inc. 4.23% 191,521 $5.0M
11 Clarity Asset Management, Inc. 3.69% 287,324 $7.5M
12 Eq Wealth Advisors, LLC 3.51% 244,250 $6.4M
13 Vigil Wealth Management, LLC 3.42% 183,244 $4.8M
14 Intrua Financial, LLC 3.12% 1,299,124 $34.0M
15 Keystone Financial Services, LLC 2.84% 180,534 $4.7M
16 Stewardship Concepts Financial Services LLC 2.75% 155,950 $4.1M
17 Smith Thornton Advisors LLC 2.54% 221,717 $5.8M
18 Clear Trail Advisors, LLC 2.49% 623,439 $16.3M
19 J. Derek Lewis & Associates Inc. 2.42% 489,323 $12.8M
20 Continuum Advisory, LLC 2.39% 1,129,480 $29.6M
21 Quadcap Wealth Management, LLC 2.34% 920,080 $24.1M
22 Freedom Financial Partners LLC 2.32% 271,557 $7.1M
23 Strategic Family Wealth Counselors, L.L.C. 2.26% 370,532 $9.7M
24 American Financial Advisors, LLC 2.21% 701,386 $18.4M
25 Garrison Point Advisors, LLC 2.16% 203,803 $5.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Capital Grp Fixed Incm ETF T (CGCB)

What does the Smart Money Trend signal show for CGCB?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added CGCB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CGCB?

More buyers than sellers — 71% buying: Last quarter: 193 funds were net buyers (34 opened a brand new position + 159 added to an existing one). Only 78 were sellers (55 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGCB holders?

Elite ownership — 61% AUM from top-100 funds: 19 of 263 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in CGCB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CGCB?

Mostly new holders — 32% entered in last year: Only 55 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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