Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capital Group Growth ETF (CGGR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +53
Streak
11Q ▲
Buyers last Q
73%

Smart Money Signals — CGGR

Based on 653 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 CGGR 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
653 hedge funds hold CGGR 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 — +35% more funds vs a year ago

fund count last 6Q
+169 new funds entered over the past year (+35% 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 — 73% buying

460 buying174 selling
Last quarter: 460 funds were net buyers (94 opened a brand new position + 366 added to an existing one). Only 174 were sellers (133 trimmed + 41 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+29 vs last Q)

new funds entering per quarter
Funds opening a new CGGR position: 70 → 105 → 65 → 94. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 34% medium ■ 26% new
260 out of 653 hedge funds have held CGGR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +29% but shares only +10% — price-driven

Value
+28%
Shares
+10%
Last quarter: the total dollar value of institutional holdings rose +29%, but actual share count only changed +10%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~94 new funds/quarter

72 → 70 → 105 → 65 → 94 new funds/Q
New funds entering each quarter: 70 → 105 → 65 → 94. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 38% veterans, 35% new entrants

■ 38% veterans ■ 27% 1-2yr ■ 35% new
Of 653 current holders: 249 (38%) held 2+ years, 176 held 1–2 years, 228 (35%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
30 of 653 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in CGGR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — CGGR

In 2026 Q2, 460 hedge funds were net buyers of CGGR (94 opened a new position, 366 added to an existing one), while 174 reduced or exited (133 trimmed, 41 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in CGGR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +53 funds (more new holders than closures). Total institutional holders: 653.

Hedge Fund Ownership: CGGR

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

Market Analysis: CGGR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGGR

-- --

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.

15 top-rated funds 59 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: CGGR
651 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 651 600 8.5%
13F Shares 404M 368M 9.94%
Total Value $18.60B $14.46B 28.65%
New Positions 93 65 +28
Increased Positions 366 345 +21
Closed Positions 42 62 -20
Reduced Positions 133 126 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGGR

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Institutional Holders (2026 Q2)

651 + investors

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

QUARTER:
Top 25 CGGR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Forge Financial Services LLC 22.43% 5,516,760 $260.4M
2 Capital Group Private Client Services, Inc. 18.72% 28,132,325 $1.33B
3 New England Capital Financial Advisors LLC 17.29% 1,531,893 $72.3M
4 Wealth Science Advisors LLC 15.02% 715,819 $33.8M
5 Challenger Wealth Management 14.92% 429,347 $20.3M
6 Ergawealth Advisors, Inc. 14.61% 796,941 $37.6M
7 Michael Brady & Co., LLC 14.43% 346,498 $16.4M
8 Barnes Pettey Financial Advisors, LLC 12.60% 852,025 $40.2M
9 Summit Investment Advisory Services, LLC 11.06% 934,072 $44.1M
10 Tribridge Partners Financial LLC 10.98% 628,455 $28.0M
11 Hartmann Taylor Wealth Management, LLC 10.91% 409,953 $16.5M
12 JSF Financial, LLC 10.75% 1,439,179 $67.9M
13 Adamsbrown Wealth Consultants LLC 9.91% 1,113,600 $52.6M
14 Boyer Financial Services, Inc. 9.01% 229,402 $10.7M
15 Gutierrez Wealth Advisory, LLC 8.57% 314,234 $14.8M
16 Main Line Retirement Advisors, LLC 8.38% 387,263 $18.3M
17 WNY Asset Management, LLC 8.37% 1,986,506 $93.8M
18 Financial Council, LLC 7.91% 516,393 $24.4M
19 Johnson Bixby & Associates, LLC 7.54% 1,430,786 $67.5M
20 Ballew Advisors, Inc 7.33% 304,720 $14.2M
21 APS Management Group, Inc. 7.17% 197,599 $9.3M
22 Troutman Wealth Management, LLC 6.94% 190,987 $9.0M
23 Greenbush Financial Group, LLC 6.89% 496,641 $23.4M
24 Eq Wealth Advisors, LLC 6.77% 261,134 $12.3M
25 Legacy Solutions, LLC 6.51% 170,451 $8.0M
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 Group Growth ETF (CGGR)

What does the Smart Money Trend signal show for CGGR?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added CGGR 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 CGGR?

More buyers than sellers — 73% buying: Last quarter: 460 funds were net buyers (94 opened a brand new position + 366 added to an existing one). Only 174 were sellers (133 trimmed + 41 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGGR holders?

Elite ownership — 47% AUM from top-100 funds: 30 of 653 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in CGGR. 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 CGGR?

40% of holders stayed for 2+ years: 260 out of 653 hedge funds have held CGGR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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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