Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CAPITAL GROUP U.S. LARGE GROWTH ETF (CGGG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
2Q ▲
Buyers last Q
88%

Smart Money Signals — CGGG

Based on 24 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q
For 2 consecutive quarters, more hedge funds added CGGG 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
24 hedge funds hold CGGG right now — the highest count in 0.8 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.
🟢

More buyers than sellers — 88% buying

21 buying3 selling
Last quarter: 21 funds were net buyers (14 opened a brand new position + 7 added to an existing one). Only 3 were sellers (1 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 24 current holders: 24 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
3 of 24 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in CGGG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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 — CGGG

In 2025 Q4, 21 hedge funds were net buyers of CGGG (14 opened a new position, 7 added to an existing one), while 3 reduced or exited (1 trimmed, 2 sold completely) — a 88% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 60% of total institutional value in CGGG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 24.

Hedge Fund Ownership: CGGG

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

Market Analysis: CGGG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGGG

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: CGGG
2026 Q1 Stats Unlock in 7 days 24 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 24 12 100.0%
13F Shares 2M 1M 54.17%
Total Value $50M $32M 54.94%
New Positions 14 9 +5
Increased Positions 7 1 +6
Closed Positions 2 0 +2
Reduced Positions 1 1 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGGG

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Institutional Holders (2026 Q1)

24 + investors

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

Top 17 institutional holders of CGGG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Worthington Financial Partners, LLC 1.73% 79,516 $2.0M
2 Midwest Heritage Bank, FSB 0.64% 78,532 $2.0M
3 Platt Wealth Management LLC 0.43% 17,259 —
4 LaSalle St. Investment Advisors, LLC 0.24% 67,020 $1.7M
5 Junk Investment Group, LLC 0.21% 15,909 $403K
6 J. Derek Lewis & Associates Inc. 0.16% 24,304 $694K
7 ROTHSCHILD INVESTMENT LLC 0.02% 16,200 $411K
8 Prime Capital Investment Advisors, LLC 0.00% 17,000 $431K
9 World Investment Advisors 0.00% 8,189 $208K
10 TRUIST FINANCIAL CORP 0.00% 89,071 $2.3M
11 MML INVESTORS SERVICES, LLC 0.00% 24,812 $629K
12 Cambridge Investment Research Advisors, Inc. 0.00% 25,600 —
13 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 31,569 $800K
14 CHILTON CAPITAL MANAGEMENT LLC 0.00% 1,232 $31K
15 ENVESTNET ASSET MANAGEMENT INC 0.00% 112,414 $2.8M
16 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 115 $3K
17 JANE STREET GROUP, LLC 0.00% 13,817 $350K
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 U.S. LARGE GROWTH ETF (CGGG)

What does the Smart Money Trend signal show for CGGG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CGGG 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 CGGG?

More buyers than sellers — 88% buying: Last quarter: 21 funds were net buyers (14 opened a brand new position + 7 added to an existing one). Only 3 were sellers (1 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGGG holders?

Elite ownership — 60% AUM from top-100 funds: 3 of 24 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in CGGG. 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 CGGG?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.