Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CAPITAL GROUP GROWTH ETF (CGGR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +76
Streak
11Q ▲
Buyers last Q
77%

Smart Money Signals — CGGR

Based on 572 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added CGGR 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
572 hedge funds hold CGGR 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 — +41% more funds vs a year ago

fund count last 6Q
+166 new funds entered over the past year (+41% 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 — 77% buying

428 buying130 selling
Last quarter: 428 funds were net buyers (101 opened a brand new position + 327 added to an existing one). Only 130 were sellers (105 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+35 vs last Q)

new funds entering per quarter
Funds opening a new CGGR position: 45 → 65 → 66 → 101. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 35% long-term, 30% new

■ 35% conviction (2yr+) ■ 35% medium ■ 30% new
Of the 572 current holders: 200 (35%) held >2 years, 198 held 1–2 years, and 174 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.
🚀

Acceleration phase — new buyers rushing in

85 → 45 → 65 → 66 → 101 new funds/Q
New funds entering each quarter: 45 → 65 → 66 → 101. 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 — 31% veterans, 46% new entrants

■ 31% veterans ■ 24% 1-2yr ■ 46% new
Of 572 current holders: 175 (31%) held 2+ years, 136 held 1–2 years, 261 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
22 of 572 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in CGGR. 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 — CGGR

In 2025 Q4, 428 hedge funds were net buyers of CGGR (101 opened a new position, 327 added to an existing one), while 130 reduced or exited (105 trimmed, 25 sold completely) — a 77% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in CGGR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +76 funds (more new holders than closures). Total institutional holders: 572.

Hedge Fund Ownership: CGGR

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

Market Analysis: CGGR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGGR

-- --

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.

35 top-rated funds 61 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: CGGR
2026 Q1 Stats Unlock in 9 days 572 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 572 496 15.32%
13F Shares 307M 275M 11.98%
Total Value $13.66B $12.05B 13.38%
New Positions 101 66 +35
Increased Positions 327 282 +45
Closed Positions 25 36 -11
Reduced Positions 105 99 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGGR

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Institutional Holders (2026 Q1)

572 + investors

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

Top 25 institutional holders of CGGR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Forge Financial Services LLC 21.96% 5,394,648 $216.8M
2 Wealth Science Advisors LLC 16.70% 667,396 $29.7M
3 New England Capital Financial Advisors LLC 15.33% 1,393,637 $56.0M
4 Michael Brady & Co., LLC 14.91% 369,376 $14.8M
5 BARNES PETTEY FINANCIAL ADVISORS, LLC 14.45% 824,935 $33.2M
6 Summit Investment Advisory Services, LLC 13.89% 930,119 $37.4M
7 Ergawealth Advisors, Inc. 13.62% 766,282 $30.8M
8 ADAMSBROWN WEALTH CONSULTANTS LLC 11.45% 1,077,772 $43.3M
9 Tribridge Partners Financial LLC 10.96% 655,495 $26.5M
10 Hartmann Taylor Wealth Management, LLC 10.93% 411,209 $16.5M
11 Boyer Financial Services, Inc. 8.88% 208,377 $8.4M
12 JSF Financial, LLC 8.38% 1,063,800 $42.8M
13 Gutierrez Wealth Advisory, LLC 8.13% 325,704 $13.1M
14 Main Line Retirement Advisors, LLC 7.82% 389,628 $15.7M
15 Financial Council, LLC 7.53% 485,720 $19.5M
16 Johnson Bixby & Associates, LLC 7.10% 1,424,119 $57.2M
17 Ballew Advisors, Inc 7.06% 297,955 $12.5M
18 Greenbush Financial Group, LLC 6.61% 496,413 $20.0M
19 APS Management Group, Inc. 6.57% 190,946 $7.7M
20 Troutman Wealth Management, LLC 6.34% 189,129 $7.6M
21 LEGACY SOLUTIONS, LLC 6.05% 162,397 $6.5M
22 EQ WEALTH ADVISORS, LLC 6.01% 255,908 $10.3M
23 STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 5.74% 182,371 $7.3M
24 Dean, Jacobson Financial Services, LLC 5.74% 232,555 $9.3M
25 IAM Advisory, LLC 5.57% 618,177 $24.8M
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 GROWTH ETF (CGGR)

What does the Smart Money Trend signal show for CGGR?

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

More buyers than sellers — 77% buying: Last quarter: 428 funds were net buyers (101 opened a brand new position + 327 added to an existing one). Only 130 were sellers (105 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGGR holders?

Elite ownership — 43% AUM from top-100 funds: 22 of 572 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in CGGR. 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 CGGR?

Mixed — 35% long-term, 30% new: Of the 572 current holders: 200 (35%) held >2 years, 198 held 1–2 years, and 174 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.