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Capital Group Ultra Short Income ETF (CGUI) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Capital Group Ultra Short Income ETF (NYSEARCA:CGUI)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$40.90M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$9.17M
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CGUI Institutional Buying and Selling by Quarter

Capital Group Ultra Short Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.96,243$2.43M0.0%-7.7%2.916%
8/27/2025Tribridge Partners Financial LLC168,237$4.25M2.5%N/A5.098%
8/18/2025Geneos Wealth Management Inc.43,904$1.11M0.0%N/A1.330%
8/15/2025Captrust Financial Advisors66,856$1.69M0.0%+0.8%2.026%
8/15/2025MML Investors Services LLC36,820$929K0.0%N/A1.116%
8/14/2025Jane Street Group LLC26,245$662K0.0%-53.7%0.795%
8/12/2025Entruity Wealth LLC66,240$1.67M1.4%+23.3%2.007%
8/12/2025JPMorgan Chase & Co.5,378$136K0.0%N/A0.169%
8/12/2025Kensington Asset Management LLC59,931$1.51M0.1%N/A1.885%
8/11/2025Rothschild Investment LLC2,800$71K0.0%N/A0.088%
8/4/2025Integrity Alliance LLC.24,161$610K0.0%N/A0.760%
8/4/2025Creekmur Asset Management LLC772,332$19.49M3.4%N/A24.287%
8/1/2025Envestnet Asset Management Inc.37,186$938K0.0%N/A1.169%
7/30/2025Brookstone Capital Management74,414$1.88M0.0%+28.5%2.340%
7/23/2025Tcfg Wealth Management LLC22,065$557K0.3%-4.8%0.694%
5/19/2025Jane Street Group LLC56,676$1.43M0.0%+267.5%3.778%
5/8/2025Entruity Wealth LLC53,717$1.35M1.3%+62.0%3.581%
4/29/2025Brookstone Capital Management57,903$1.46M0.0%+175.7%3.860%
4/9/2025HBW Advisory Services LLC14,073$354K0.1%N/A1.020%
4/7/2025AdvisorNet Financial Inc1,675$42K0.0%N/A0.121%
2/17/2025Citadel Advisors LLC15,500$390K0.0%N/A0.000%
2/17/2025Captrust Financial Advisors56,908$1.43M0.0%N/A0.000%
2/14/2025Jane Street Group LLC15,422$388K0.0%N/A0.000%
2/14/2025Capital Group Private Client Services Inc.10,412$262K0.0%-74.2%0.000%
2/14/2025Capital International Investors697,000$17.52M0.0%-29.7%0.000%
2/13/2025Entruity Wealth LLC33,150$833K0.8%N/A0.000%
1/28/2025RFP Financial Group LLC123,382$3.10M1.2%N/A0.000%
1/13/2025Brookstone Capital Management21,004$528K0.0%N/A0.000%
1/10/2025ST Germain D J Co. Inc.3,000$75K0.0%N/A0.000%
12/26/2024JPMorgan Chase & Co.59,187$1.49M0.0%N/A0.000%
(Data available from 1/1/2016 forward)

CGUI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGUI shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Capital Group Ultra Short Income ETF. The most heavily invested institutionals were Creekmur Asset Management LLC ($19.49M), Capital International Investors ($17.52M), Tribridge Partners Financial LLC ($4.25M), RFP Financial Group LLC ($3.10M), Osaic Holdings Inc. ($2.43M), Brookstone Capital Management ($1.88M), and Captrust Financial Advisors ($1.69M).Learn more on Capital Group Ultra Short Income ETF's institutional investors.

Which institutional investors have been buying Capital Group Ultra Short Income ETF's stock?

Of the 18 institutional investors that purchased Capital Group Ultra Short Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Creekmur Asset Management LLC ($772.33K), Tribridge Partners Financial LLC ($168.24K), RFP Financial Group LLC ($123.38K), Brookstone Capital Management ($74.41K), Entruity Wealth LLC ($66.24K), JPMorgan Chase & Co. ($64.57K), and Kensington Asset Management LLC ($59.93K).

How much institutional buying is happening at Capital Group Ultra Short Income ETF?

Institutional investors have bought a total of 1,622,365 shares in the last 24 months. This purchase volume represents approximately $40.90M in transactions.

Which of Capital Group Ultra Short Income ETF's major shareholders have been selling company stock?

The following institutional investors have sold Capital Group Ultra Short Income ETF stock in the last 24 months: Capital International Investors ($295K), Jane Street Group LLC ($30.43K), Capital Group Private Client Services Inc. ($30K), Osaic Holdings Inc. ($8.04K), and Tcfg Wealth Management LLC ($1.11K).

How much institutional selling is happening at Capital Group Ultra Short Income ETF?

Institutional investors have sold a total of 364,581 shares in the last 24 months. This volume of shares sold represents approximately $9.17M in transactions.



This page (NYSEARCA:CGUI) was last updated on 10/9/2025 by MarketBeat.com Staff
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