Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capital Grp Fixed Incm ETF T (CGSD)

188 + 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
↑ +4
Streak
3Q ▲
Buyers last Q
67%

Smart Money Signals — CGSD

Based on 188 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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
188 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 — +29% more funds vs a year ago

fund count last 6Q
+42 new funds entered over the past year (+29% 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 — 67% buying

128 buying64 selling
Last quarter: 128 funds were net buyers (21 opened a brand new position + 107 added to an existing one). Only 64 were sellers (47 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 15 → 33 → 36 → 21. 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 — 33% long-term, 31% new

■ 33% conviction (2yr+) ■ 36% medium ■ 31% new
Of the 188 current holders: 62 (33%) held >2 years, 68 held 1–2 years, and 58 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

22 → 15 → 33 → 36 → 21 new funds/Q
New funds entering each quarter: 15 → 33 → 36 → 21. A growing number of institutions are discovering CGSD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 29% veterans, 41% new entrants

■ 29% veterans ■ 30% 1-2yr ■ 41% new
Of 188 current holders: 55 (29%) held 2+ years, 56 held 1–2 years, 77 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
15 of 188 holders are among the 100 largest funds by AUM, controlling 45% 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.

Institutional Sentiment Summary — CGSD

In 2026 Q2, 128 hedge funds were net buyers of CGSD (21 opened a new position, 107 added to an existing one), while 64 reduced or exited (47 trimmed, 17 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in CGSD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 188.

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

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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.

2 top-rated funds 5 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: CGSD
188 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 188 184 2.17%
13F Shares 62M 56M 10.85%
Total Value $1.54B $1.39B 11.07%
New Positions 21 36 -15
Increased Positions 107 94 +13
Closed Positions 17 15 +2
Reduced Positions 47 37 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGSD

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Institutional Holders (2026 Q2)

188 + investors

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

QUARTER:
Top 25 CGSD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Thayer Financial, L.L.C. 10.80% 461,835 $11.9M
2 Cauble & Harre Wealth Management, Inc. 7.03% 340,536 $8.8M
3 Bridgewealth Advisory Group, LLC 5.50% 1,132,665 $29.1M
4 Wealth Science Advisors LLC 4.03% 352,270 $9.1M
5 Lodestone Wealth Management LLC 2.99% 329,266 $8.5M
6 IAM Advisory, LLC 2.91% 579,852 $14.9M
7 Landaas & Co /Wi /Adv 2.68% 571,548 $14.7M
8 Integras Partners LLC 2.07% 146,024 $3.8M
9 J Hagan Capital, INC. 2.03% 169,976 $4.4M
10 Troutman Wealth Management, LLC 1.91% 96,524 $2.5M
11 Eq Wealth Advisors, LLC 1.91% 134,922 $3.5M
12 Richards, Merrill & Peterson, INC. 1.62% 198,353 $5.1M
13 Freestate Advisors LLC 1.56% 81,340 $2.1M
14 Saxony Capital Management, LLC 1.53% 129,692 $3.3M
15 Souders Financial Advisors 1.36% 526,722 $13.6M
16 BlackDiamond Wealth Management, LLC 1.23% 119,062 $3.1M
17 Stewardship Concepts Financial Services LLC 1.22% 70,448 $1.8M
18 KOM Wealth Management Group, LLC 1.12% 72,305 $1.9M
19 Waterloo Capital, L.P. 1.03% 710,000 $18.3M
20 COFG Advisors, LLC 0.99% 223,903 $5.8M
21 Conservest Capital Advisors, Inc. 0.94% 459,834 $11.8M
22 Fiscal Wisdom Wealth Management, LLC 0.88% 40,349 $1.0M
23 Capital Group Private Client Services, Inc. 0.85% 2,346,864 $60.4M
24 Smith Thornton Advisors LLC 0.76% 67,273 $1.7M
25 Financial Management Network Inc 0.64% 173,754 $4.5M
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 — 3 quarters in a row: For 3 consecutive quarters, 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 — 67% buying: Last quarter: 128 funds were net buyers (21 opened a brand new position + 107 added to an existing one). Only 64 were sellers (47 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGSD holders?

Elite ownership — 45% AUM from top-100 funds: 15 of 188 holders are among the 100 largest funds by AUM, controlling 45% 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 — 33% long-term, 31% new: Of the 188 current holders: 62 (33%) held >2 years, 68 held 1–2 years, and 58 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.

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