Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CAPITAL GRP FIXED INCM ETF T (CGSD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
1Q ▲
Buyers last Q
73%

Smart Money Signals — CGSD

Based on 156 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CGSD 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
156 hedge funds hold CGSD 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 — +42% more funds vs a year ago

fund count last 6Q
+46 new funds entered over the past year (+42% 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

115 buying43 selling
Last quarter: 115 funds were net buyers (32 opened a brand new position + 83 added to an existing one). Only 43 were sellers (29 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new CGSD position: 25 → 20 → 15 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 31% long-term, 32% new

■ 31% conviction (2yr+) ■ 37% medium ■ 32% new
Of the 156 current holders: 49 (31%) held >2 years, 57 held 1–2 years, and 50 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.
➡️

Steady discovery — ~32 new funds/quarter

22 → 25 → 20 → 15 → 32 new funds/Q
New funds entering each quarter: 25 → 20 → 15 → 32. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 26% veterans, 51% new entrants

■ 26% veterans ■ 22% 1-2yr ■ 51% new
Of 156 current holders: 41 (26%) held 2+ years, 35 held 1–2 years, 80 (51%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
10 of 156 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in CGSD. 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.

Hedge Fund Ownership: CGSD

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

Market Analysis: CGSD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGSD

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

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 7 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: CGSD
2026 Q1 Stats Unlock in 17 days 156 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 156 138 13.04%
13F Shares 49M 42M 14.54%
Total Value $1.23B $1.10B 12.38%
New Positions 32 15 +17
Increased Positions 83 83 -
Closed Positions 14 15 -1
Reduced Positions 29 24 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGSD

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

156 + investors

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

Top 25 institutional holders of CGSD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Thayer Financial, L.L.C. 11.55% 438,992 $11.3M
2 LANDAAS & CO /WI /ADV 3.29% 581,816 $15.0M
3 IAM Advisory, LLC 3.28% 568,019 $14.6M
4 Lodestone Wealth Management LLC 2.63% 257,275 $6.6M
5 EQ WEALTH ADVISORS, LLC 2.12% 140,897 $3.6M
6 Saxony Capital Management, LLC 2.12% 141,747 $3.7M
7 RICHARDS, MERRILL & PETERSON, INC. 1.77% 186,984 $4.8M
8 Freestate Advisors LLC 1.54% 74,558 $1.9M
9 Wealth Science Advisors LLC 1.26% 86,043 $2.2M
10 FINANCIAL MANAGEMENT NETWORK INC 1.12% 282,033 $7.3M
11 Boyer Financial Services, Inc. 1.01% 36,834 $950K
12 Smith Thornton Advisors LLC 0.87% 67,273 $1.7M
13 Clearwave Capital, LLC 0.66% 37,435 $965K
14 DeDora Capital, Inc. 0.62% 98,429 $2.5M
15 Tortuga Wealth Management, Inc 0.56% 20,294 $528K
16 New England Capital Financial Advisors LLC 0.52% 74,129 $1.9M
17 PETREDIS INVESTMENT ADVISORS LLC 0.41% 193,112 $5.0M
18 ProCore Advisors, LLC 0.39% 9,900 $255K
19 Merit Financial Group, LLC 0.38% 1,982,361 $51.1M
20 Pines Wealth Management, LLC 0.32% 38,079 $982K
21 STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 0.32% 15,671 $404K
22 Eaton Financial Holdings Company, LLC 0.31% 36,870 $951K
23 TCFG WEALTH MANAGEMENT, LLC 0.28% 29,518 $761K
24 Burford Brothers, Inc. 0.27% 25,617 $661K
25 Sovran Advisors, LLC 0.27% 132,869 $3.4M
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 (CGSD)

What does the Smart Money Trend signal show for CGSD?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CGSD 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 CGSD?

More buyers than sellers — 73% buying: Last quarter: 115 funds were net buyers (32 opened a brand new position + 83 added to an existing one). Only 43 were sellers (29 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGSD holders?

Elite ownership — 41% AUM from top-100 funds: 10 of 156 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in CGSD. 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 CGSD?

Mixed — 31% long-term, 32% new: Of the 156 current holders: 49 (31%) held >2 years, 57 held 1–2 years, and 50 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.

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.