Smart Money Radar / Tickers / CG

CG Financial Services

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
354
of 598 total, index funds excluded
This quarter
+54
92 out
Conviction
1 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2019Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $10.6B held
FundValueNote
BlackRock, Inc. $1.5B
Capital World Investors $863M
Bill Nygren $802M famous whale
VANGUARD PORTFOLIO MANAGEME… $572M
VANGUARD CAPITAL MANAGEMENT… $551M
MORGAN STANLEY $492M
STATE STREET CORP $468M
MASSACHUSETTS FINANCIAL SER… $373M
MILLENNIUM MANAGEMENT LLC $329M
WILLIAM BLAIR INVESTMENT MA… $305M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.