Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CAPITAL GRP FIXED INCM ETF T (CGCB)

223 + 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
↑ +36
Streak
10Q ▲
Buyers last Q
84%

Smart Money Signals — CGCB

Based on 223 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
223 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 — +81% more funds vs a year ago

fund count last 6Q
+100 new funds entered over the past year (+81% 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 — 84% buying

179 buying35 selling
Last quarter: 179 funds were net buyers (47 opened a brand new position + 132 added to an existing one). Only 35 were sellers (24 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new CGCB position: 33 → 33 → 28 → 47. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 39% entered in last year

■ 9% conviction (2yr+) ■ 52% medium ■ 39% new
Only 19 funds (9%) 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.
📈

Growing discovery — still being found

35 → 33 → 33 → 28 → 47 new funds/Q
New funds entering each quarter: 33 → 33 → 28 → 47. A growing number of institutions are discovering CGCB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 62% of holders entered in last year

■ 2% veterans ■ 36% 1-2yr ■ 62% new
Of 223 current holders: 139 (62%) entered in the past year, only 4 (2%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
14 of 223 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.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 12 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: CGCB
2026 Q1 Stats Unlock in 18 days 223 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 223 187 19.25%
13F Shares 116M 100M 16.27%
Total Value $3.21B $2.64B 21.52%
New Positions 47 28 +19
Increased Positions 132 122 +10
Closed Positions 11 14 -3
Reduced Positions 24 27 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGCB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

223 + investors

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

Top 25 institutional holders of CGCB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Panoramic Capital Partners, LLC 13.38% 827,135 $21.7M
2 Leverty Financial Group, LLC 9.80% 1,686,527 $44.3M
3 Johnson Bixby & Associates, LLC 7.11% 2,184,031 $57.4M
4 Royal Harbor Partners, LLC 5.87% 660,777 $17.4M
5 Boyer Financial Services, Inc. 5.39% 193,633 $5.1M
6 Spinnaker Investment Group, LLC 5.18% 968,120 $25.4M
7 Greenbush Financial Group, LLC 4.61% 530,742 $13.9M
8 Vigil Wealth Management, LLC 4.07% 191,859 $5.0M
9 Keystone Financial Services, LLC 3.12% 176,721 $4.6M
10 Smith Thornton Advisors LLC 2.95% 222,951 $5.9M
11 Continuum Advisory, LLC 2.79% 1,108,814 $29.1M
12 Freedom Financial Partners LLC 2.49% 266,344 $7.0M
13 Clear Trail Advisors, LLC 2.46% 562,285 $14.8M
14 J. Derek Lewis & Associates Inc. 2.38% 382,991 $10.2M
15 Merited Wealth, LLC 2.16% 99,030 $2.6M
16 InTrack Investment Management Inc 2.04% 136,634 $3.6M
17 TRUE BLUE FINANCIAL, LLC 2.04% 98,401 $2.6M
18 Saxony Capital Management, LLC 1.97% 129,063 $3.4M
19 Compton Financial Group, LLC 1.95% 335,482 $8.8M
20 Sunpointe, LLC 1.93% 224,099 $5.9M
21 EQ WEALTH ADVISORS, LLC 1.90% 123,931 $3.3M
22 Heritage Wealth Management, Inc. 1.16% 89,185 $2.3M
23 TSFG, LLC 0.99% 249,738 $7K
24 Lodestone Wealth Management LLC 0.95% 91,110 $2.4M
25 AdvisorNet Financial, Inc 0.92% 678,524 $17.8M
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 — 10 quarters in a row: For 10 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 — 84% buying: Last quarter: 179 funds were net buyers (47 opened a brand new position + 132 added to an existing one). Only 35 were sellers (24 trimmed + 11 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: 14 of 223 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 — 39% entered in last year: Only 19 funds (9%) 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.