Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capital Grp Fixed Incm ETF T (CGUI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
8Q ▲
Buyers last Q
69%

Smart Money Signals — CGUI

Based on 58 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added CGUI 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
58 hedge funds hold CGUI right now — the highest count in 2.2 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 — +132% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+132% 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

41 buying18 selling
Last quarter: 41 funds were net buyers (12 opened a brand new position + 29 added to an existing one). Only 18 were sellers (9 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 13 → 14 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 53% entered in last year

■ 3% conviction (2yr+) ■ 43% medium ■ 53% new
Only 2 funds (3%) 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.
➡️

Steady discovery — ~12 new funds/quarter

10 → 13 → 13 → 14 → 12 new funds/Q
New funds entering each quarter: 13 → 13 → 14 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 76% of holders entered in last year

■ 0% veterans ■ 24% 1-2yr ■ 76% new
Of 58 current holders: 44 (76%) 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.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
8 of 58 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.7
out of 10
Moderate Exit Risk
Exit risk score 5.7/10 — 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 — CGUI

In 2026 Q2, 41 hedge funds were net buyers of CGUI (12 opened a new position, 29 added to an existing one), while 18 reduced or exited (9 trimmed, 9 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 37% of total institutional value in CGUI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 58.

Hedge Fund Ownership: CGUI

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

Market Analysis: CGUI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGUI

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: CGUI
58 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 58 55 5.45%
13F Shares 7M 6M 27.47%
Total Value $175M $138M 27.08%
New Positions 12 14 -2
Increased Positions 29 22 +7
Closed Positions 9 2 +7
Reduced Positions 9 12 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGUI

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Institutional Holders (2026 Q2)

58 + investors

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

QUARTER:
Top 25 CGUI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tribridge Partners Financial LLC 2.61% 263,072 $6.7M
2 Wealth Science Advisors LLC 2.04% 181,463 $4.6M
3 Entruity Wealth, LLC 0.69% 42,462 $1.1M
4 Michael Brady & Co., LLC 0.63% 28,409 $718K
5 Kensington Asset Management, LLC 0.39% 284,915 $7.2M
6 5T Wealth, LLC 0.29% 30,500 $771K
7 FCG Investment Co 0.19% 21,245 $537K
8 Merit Financial Group, LLC 0.18% 1,184,223 $29.9M
9 M.E. Allison & CO., INC. 0.15% 10,480 $265K
10 Strategic Blueprint, LLC 0.11% 89,886 $2.3M
11 TCFG Investment Advisors, LLC 0.07% 8,663 $219K
12 Hbw Advisory Services LLC 0.07% 30,750 $777K
13 Kingsview Wealth Management, LLC 0.05% 171,231 $4.3M
14 Graney & King, LLC 0.05% 5,750 $145K
15 Wealthcare Advisory Partners LLC 0.05% 102,100 $2.6M
16 Ameriflex Group, INC. 0.04% 3,950 $100K
17 Capital Group Private Client Services, Inc. 0.04% 111,267 $2.8M
18 Brookstone Capital Management 0.03% 106,879 $2.7M
19 Steward Partners Investment Advisory, LLC 0.02% 166,542 $4.2M
20 Synergy Investment Management, LLC 0.02% 3,300 $83K
21 Mml Investors Services, LLC 0.02% 309,124 $7.8M
22 Dynamic Advisor Solutions LLC 0.01% 15,212 $385K
23 World Investment Advisors 0.01% 25,698 $650K
24 Tectonic Advisors LLC 0.01% 8,202 $207K
25 LPL Financial LLC 0.01% 1,295,123 $32.7M
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 (CGUI)

What does the Smart Money Trend signal show for CGUI?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added CGUI 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 CGUI?

More buyers than sellers — 69% buying: Last quarter: 41 funds were net buyers (12 opened a brand new position + 29 added to an existing one). Only 18 were sellers (9 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGUI holders?

Strong quality — 37% AUM from major funds: 8 of 58 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CGUI?

Mostly new holders — 53% entered in last year: Only 2 funds (3%) 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.

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