13FPulse
CG

CGCV CAP GROUP CONSERVATIVE EQ

2026Q2 · CUSIP 14020U100 · Sector: Other

Normal

Fund flows are within the usual range

Funds that own it
156
Institutions that reported holding it to the SEC
Net increase in holders
+14
Last quarter 142 → now 156
How unusual is that
Above average
Stronger buying than 77% of US stocks
What the filings say, in one paragraph

156 funds held CGCV at the end of 2026Q2, up 14 from the quarter before. Fund flows are within the usual range — nothing unusual. CGCV has had 4 buying rushes in its history. It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2024Q3: holders=21 2024Q4: holders=46 2025Q1: holders=62 2025Q2: holders=82 2025Q3: holders=105 2025Q4: holders=132 2026Q1: holders=142 2026Q2: holders=156 -27 -13.5 +0 +13.5 +27 1891164 24Q324Q425Q125Q225Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 4 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 20%
2025Q3 Top 20%
2025Q2 Top 20%
2025Q1 Top 20%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
53
Change in large funds
+7
Total value they hold
$1.6B
Funds buying for the first time
26
Funds that sold out entirely
12
Price change that quarter
Funds holding puts (bearish)
0
Funds holding calls (bullish)
0

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.