CGGO Hedge Fund Ownership (Q2 2026)

Capital Group Gbl Growth Eqt (CGGO)

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

Smart Money Signals — CGGO

Based on 452 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added CGGO 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

452 hedge funds hold CGGO 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 — +43% more funds vs a year ago

fund count last 6Q

+136 new funds entered over the past year (+43% 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

288 buying130 selling

Last quarter: 288 funds were net buyers (68 opened a brand new position + 220 added to an existing one). Only 130 were sellers (104 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter

Funds opening a new CGGO position: 50 → 61 → 50 → 68. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 39% long-term, 27% new

■ 39% conviction (2yr+) ■ 34% medium ■ 27% new

Of the 452 current holders: 178 (39%) held >2 years, 152 held 1–2 years, and 122 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.

💰

Value +38% but shares only +9% — price-driven

Value

+37%

+8%

Last quarter: the total dollar value of institutional holdings rose +38%, but actual share count only changed +9%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

➡️

Steady discovery — ~68 new funds/quarter

36 → 50 → 61 → 50 → 68 new funds/Q

New funds entering each quarter: 50 → 61 → 50 → 68. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 38% veterans, 36% new entrants

■ 38% veterans ■ 25% 1-2yr ■ 36% new

Of 452 current holders: 174 (38%) held 2+ years, 114 held 1–2 years, 164 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds

24 of 452 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in CGGO. 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	452	410	10.24%
13F Shares	217M	200M	8.71%
Total Value	$8.93B	$6.49B	37.64%
New Positions	68	50	+18
Increased Positions	220	215	+5
Closed Positions	26	27	-1
Reduced Positions	104	91	+13
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

452

410

10.24%

13F Shares

217M

200M

8.71%

Total Value

$8.93B

$6.49B

37.64%

New Positions

+18

Increased Positions

220

215

Closed Positions

-1

Reduced Positions

104

+13

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

452 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CGGO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Financial Council, LLC	21.70%	1,580,300	$66.9M
2	Forge Financial Services LLC	20.97%	5,752,864	$243.5M
3	Capital Group Private Client Services, Inc.	14.78%	24,774,736	$1.05B
4	Wealth Science Advisors LLC	12.59%	669,120	$28.3M
5	LifeGoal Investments, LLC	10.40%	536,940	$22.7M
6	Frazier Financial Advisors, LLC	8.87%	414,858	$17.6M
7	Michael Brady & Co., LLC	8.80%	235,612	$10.0M
8	Ergawealth Advisors, Inc.	8.14%	495,244	$21.0M
9	Arlington Financial Advisors, LLC	7.85%	1,459,504	$61.8M
10	BNB Wealth Management, LLC	7.81%	337,545	$14.3M
11	Reliant Wealth Planning	7.60%	653,161	$27.6M
12	Ridgeline Wealth Planning, LLC	7.08%	263,789	$11.2M
13	Boyer Financial Services, Inc.	6.30%	183,101	$7.5M
14	J. Derek Lewis & Associates Inc.	5.80%	725,248	$30.7M
15	Gutierrez Wealth Advisory, LLC	5.45%	222,757	$9.4M
16	Blom & Howell Financial Planning, Inc.	5.27%	153,033	$5.3M
17	Carson Advisory Inc.	4.72%	242,812	$10.3M
18	Ruggaard & Associates LLC	4.04%	266,143	$11.3M
19	NavPoint Financial, Inc.	4.01%	255,731	$10.8M
20	Entruity Wealth, LLC	3.58%	130,547	$5.5M
21	LVW Advisors, LLC	3.49%	955,271	$40.4M
22	Smith Thornton Advisors LLC	3.07%	174,374	$7.0M
23	Compton Financial Group, LLC	3.01%	368,876	$15.6M
24	Eq Wealth Advisors, LLC	2.87%	123,449	$5.2M
25	Silvia Mccoll Wealth Management, LLC	2.77%	108,782	$4.6M

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 Gbl Growth Eqt (CGGO)

What does the Smart Money Trend signal show for CGGO?

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

More buyers than sellers — 69% buying: Last quarter: 288 funds were net buyers (68 opened a brand new position + 220 added to an existing one). Only 130 were sellers (104 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGGO holders?

Elite ownership — 40% AUM from top-100 funds: 24 of 452 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in CGGO. 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 CGGO?

Mixed — 39% long-term, 27% new: Of the 452 current holders: 178 (39%) held >2 years, 152 held 1–2 years, and 122 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.

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Capital Group Gbl Growth Eqt (CGGO)

Smart Money Signals — CGGO

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +43% more funds vs a year ago

More buyers than sellers — 69% buying

More new buyers each quarter (+18 vs last Q)

Mixed — 39% long-term, 27% new

Value +38% but shares only +9% — price-driven

Steady discovery — ~68 new funds/quarter

Mixed cohorts — 38% veterans, 36% new entrants

Elite ownership — 40% AUM from top-100 funds

Institutional Sentiment Summary — CGGO

Hedge Fund Ownership: CGGO

Market Analysis: CGGO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CGGO

Hedge Fund Positioning: CGGO

Statistics: CGGO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Capital Group Gbl Growth Eqt (CGGO)

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