Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capital Group Growth ETF (CGGR)

592 + 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
↑ +2
Streak
11Q ▲
Buyers last Q
69%

Smart Money Signals — CGGR

Based on 598 hedge funds · latest filing: 2026 Q1 · 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
598 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 — +36% more funds vs a year ago

fund count last 6Q
+159 new funds entered over the past year (+36% 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 — 69% buying

409 buying187 selling
Last quarter: 409 funds were net buyers (64 opened a brand new position + 345 added to an existing one). Only 187 were sellers (125 trimmed + 62 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-41 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 71 → 70 → 105 → 64. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 38% long-term, 27% new

■ 38% conviction (2yr+) ■ 36% medium ■ 27% new
Of the 598 current holders: 225 (38%) held >2 years, 214 held 1–2 years, and 159 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

47 → 71 → 70 → 105 → 64 new funds/Q
New funds entering each quarter: 71 → 70 → 105 → 64. A growing number of institutions are discovering CGGR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 36% veterans, 36% new entrants

■ 36% veterans ■ 28% 1-2yr ■ 36% new
Of 598 current holders: 213 (36%) held 2+ years, 167 held 1–2 years, 218 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
24 of 598 holders are among the 100 largest funds by AUM, controlling 46% 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 Q1, 409 hedge funds were net buyers of CGGR (64 opened a new position, 345 added to an existing one), while 187 reduced or exited (125 trimmed, 62 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in CGGR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 598.

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.

Is It Too Late to Buy Capital Group Growth ETF (CGGR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CGGR has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
CGGR
+14.0%
SPY
+14.1%

CGGR outperformed SPY by -0.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
CGGR
+0.1%
SPY
+0.3%

Since the filing became public, CGGR outperformed SPY by -0.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 57 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
4.9
/ 10
conviction
Hedge Fund Positioning: CGGR
592 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 592 596 -0.67%
13F Shares 365M 310M 17.66%
Total Value $14.36B $13.78B 4.16%
New Positions 62 105 -43
Increased Positions 341 341 -
Closed Positions 66 25 +41
Reduced Positions 125 107 +18
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGGR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

592 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Forge Financial Services LLC 21.96% 5,394,648 $216.8M
2 Capital Group Private Client Services, Inc. 18.40% 27,158,074 $1.09B
3 Wealth Science Advisors LLC 16.70% 667,396 $29.7M
4 New England Capital Financial Advisors LLC 15.33% 1,393,637 $56.0M
5 Michael Brady & Co., LLC 14.91% 369,376 $14.8M
6 Barnes Pettey Financial Advisors, LLC 14.45% 824,935 $33.2M
7 Challenger Wealth Management 14.26% 444,185 $17.9M
8 Summit Investment Advisory Services, LLC 13.89% 930,119 $37.4M
9 Ergawealth Advisors, Inc. 13.62% 766,282 $30.8M
10 Adamsbrown Wealth Consultants LLC 11.45% 1,077,772 $43.3M
11 Tribridge Partners Financial LLC 10.96% 655,495 $26.5M
12 Hartmann Taylor Wealth Management, LLC 10.93% 411,209 $16.5M
13 Boyer Financial Services, Inc. 8.88% 208,377 $8.4M
14 JSF Financial, LLC 8.38% 1,063,800 $42.8M
15 Gutierrez Wealth Advisory, LLC 8.13% 325,704 $13.1M
16 Main Line Retirement Advisors, LLC 7.82% 389,628 $15.7M
17 Financial Council, LLC 7.53% 485,720 $19.5M
18 WNY Asset Management, LLC 7.50% 1,804,970 $72.5M
19 Johnson Bixby & Associates, LLC 7.10% 1,424,119 $57.2M
20 Ballew Advisors, Inc 7.06% 297,955 $12.5M
21 Greenbush Financial Group, LLC 6.61% 496,413 $20.0M
22 APS Management Group, Inc. 6.57% 190,946 $7.7M
23 Troutman Wealth Management, LLC 6.34% 189,129 $7.6M
24 Legacy Solutions, LLC 6.05% 162,397 $6.5M
25 Eq Wealth Advisors, LLC 6.01% 255,908 $10.3M
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 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 — 69% buying: Last quarter: 409 funds were net buyers (64 opened a brand new position + 345 added to an existing one). Only 187 were sellers (125 trimmed + 62 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGGR holders?

Elite ownership — 46% AUM from top-100 funds: 24 of 598 holders are among the 100 largest funds by AUM, controlling 46% 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?

Mixed — 38% long-term, 27% new: Of the 598 current holders: 225 (38%) held >2 years, 214 held 1–2 years, and 159 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Capital Group Growth ETF (CGGR) following the 2026 Q1 hedge fund 13F filings?

As of today, CGGR has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (March 31, 2026), CGGR has gained +14.0% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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