Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capital Grp Fixed Incm ETF T (CGCP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
11Q ▲
Buyers last Q
73%

Smart Money Signals — CGCP

Based on 307 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 CGCP 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
307 hedge funds hold CGCP 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 — +27% more funds vs a year ago

fund count last 6Q
+66 new funds entered over the past year (+27% 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

221 buying83 selling
Last quarter: 221 funds were net buyers (34 opened a brand new position + 187 added to an existing one). Only 83 were sellers (53 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-26 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 30 → 25 → 60 → 34. 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.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 33% medium ■ 27% new
123 out of 307 hedge funds have held CGCP 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.
🚀

Acceleration phase — new buyers rushing in

29 → 30 → 25 → 60 → 34 new funds/Q
New funds entering each quarter: 30 → 25 → 60 → 34. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 38% veterans, 35% new entrants

■ 38% veterans ■ 27% 1-2yr ■ 35% new
Of 307 current holders: 117 (38%) held 2+ years, 84 held 1–2 years, 106 (35%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
19 of 307 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in CGCP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — CGCP

In 2026 Q1, 221 hedge funds were net buyers of CGCP (34 opened a new position, 187 added to an existing one), while 83 reduced or exited (53 trimmed, 30 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in CGCP 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: 307.

Hedge Fund Ownership: CGCP

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

Market Analysis: CGCP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGCP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Capital Grp Fixed Incm ETF T (CGCP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CGCP has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 47d ago
CGCP
-1.1%
SPY
+4.0%

CGCP outperformed SPY by -5.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
CGCP
+0.0%
SPY
+0.0%

Since the filing became public, CGCP outperformed SPY by +0.0% .

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.

11 top-rated funds 19 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: CGCP
2026 Q2 Stats Unlock in 3 days 300 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 300 302 -0.66%
13F Shares 263M 221M 18.76%
Total Value $5.65B $5.04B 12.02%
New Positions 31 60 -29
Increased Positions 183 172 +11
Closed Positions 33 20 +13
Reduced Positions 53 52 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGCP

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

300 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 CGCP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FinDec Wealth Services, Inc. 17.82% 676,714 $15.1M
2 Troutman Wealth Management, LLC 13.48% 786,014 $17.5M
3 Main Line Retirement Advisors, LLC 8.78% 859,472 $19.2M
4 Midwest Heritage Bank, FSB 8.70% 1,376,977 $30.7M
5 Souders Financial Advisors 7.71% 3,439,135 $76.7M
6 Alpha Capital Advisors Inc /Adv 6.49% 337,507 $7.5M
7 Tribridge Partners Financial LLC 5.92% 685,314 $15.1M
8 NavPoint Financial, Inc. 5.87% 710,284 $15.8M
9 IAM Advisory, LLC 5.65% 1,300,230 $29.0M
10 Compton Financial Group, LLC 5.58% 1,300,517 $29.0M
11 Boyer Financial Services, Inc. 4.87% 258,527 $5.8M
12 Alpha Financial Advisors, LLC 4.83% 829,098 $18.5M
13 Bernardo Wealth Planning LLC 4.72% 1,240,288 $27.6M
14 Entruity Wealth, LLC 4.43% 307,389 $6.9M
15 Swisher Financial Concepts, Inc. 4.37% 310,986 $6.9M
16 Northwest Financial Advisors 4.33% 1,459,111 $32.5M
17 Lodestone Wealth Management LLC 4.12% 523,933 $11.7M
18 Greenbush Financial Group, LLC 4.09% 623,656 $13.9M
19 McGlone Suttner Wealth Management, Inc. 3.91% 1,495,388 $33.3M
20 Stonebridge Financial Group, LLC 3.61% 2,134,998 $47.6M
21 Quantum Financial Partners LLC 3.42% 300,192 $6.7M
22 Vigil Wealth Management, LLC 3.42% 215,129 $4.8M
23 Leigh Baldwin & CO., LLC 3.00% 249,853 $5.6M
24 Stewardship Concepts Financial Services LLC 2.96% 197,357 $4.4M
25 Vaquero Private Wealth, Ltd 2.93% 639,346 $14.3M
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 Grp Fixed Incm ETF T (CGCP)

What does the Smart Money Trend signal show for CGCP?

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

More buyers than sellers — 73% buying: Last quarter: 221 funds were net buyers (34 opened a brand new position + 187 added to an existing one). Only 83 were sellers (53 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGCP holders?

Elite ownership — 60% AUM from top-100 funds: 19 of 307 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in CGCP. 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 CGCP?

40% of holders stayed for 2+ years: 123 out of 307 hedge funds have held CGCP 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.

Is it too late to buy Capital Grp Fixed Incm ETF T (CGCP) following the 2026 Q2 hedge fund 13F filings?

As of today, CGCP has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), CGCP has gained -1.1% vs +4.0% 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.

Full history →