CGGR Institutional Ownership Trend

Institutional ownership trends for CAP GROUP GROWTH EQUITY provide insight into how hedge funds, mutual funds, pension managers, and long-term asset managers have adjusted exposure to the company across multiple SEC Form 13F reporting periods.

Institutional investors tracked by InsiderSet collectively reported approximately $2.49M in CGGR holdings for the quarter ended March 31, 2026, compared with approximately $400,230 reported during the prior quarter. The number of tracked institutional holders also increased during the latest reporting period, reflecting continued smart money interest in CAP GROUP GROWTH EQUITY.

Based on current market prices and the latest disclosed share counts, the combined estimated current value of tracked CGGR institutional positions has increased significantly since the filing period due to continued share price appreciation.

This page tracks historical institutional ownership trends for CGGR, including:

  • total institutional holders by quarter
  • aggregate reported value
  • estimated live portfolio value
  • ownership concentration changes
  • largest ownership increases and reductions
  • long-term smart money positioning trends

Institutional ownership trend analysis can help investors evaluate accumulation patterns, investor conviction, sector leadership, and portfolio concentration changes across major investment firms investing in CAP GROUP GROWTH EQUITY.

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$2,490,84861,977
Q4 20251$400,2309,000
Q3 20252$1,217,58227,723
Q2 20251$2,662,57565,500
Q4 20241$3,010,77081,000
Q3 20241$904,54026,000
Q2 20241$1,315,60040,000
Q1 20241$2,22069,400
Q4 20231$3,198113,300
Q3 20231$92137,600
Q2 20231$38315,200
Q1 20231$31213,900