Free Trial
→ The $15 Gold Fund That Pays Up to $1,152/Month (From Investors Alley) (Ad)tc pixel Free CGUI Stock Alerts

Capital Group Ultra Short Income ETF (CGUI) Institutional Ownership

$25.24 -0.03 (-0.12%)
Closing price 04:10 PM Eastern
Extended Trading
$25.24 0.00 (0.00%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$88.08M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$8.78M
Get CGUI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Capital Group Ultra Short Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CGUI Institutional Buying and Selling by Quarter

Capital Group Ultra Short Income ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2026Wealth Science Advisors LLC328,674$8.28M3.6%+81.1%2.453%
10/8/2026Farther Finance Advisors LLC4,400$111K0.0%+70.1%0.033%
9/9/2026Capital Analysts LLC10,914$276K0.0%+508.4%0.087%
9/9/2026Integrated Wealth Concepts LLC2,162$55K0.0%N/A0.017%
8/23/2026Ameritas Advisory Services LLC10,228$259K0.0%-83.3%0.082%
7/10/2026Wealthcare Advisory Partners LLC102,100$2.58M0.0%-66.1%0.888%
7/9/2026Wealth Science Advisors LLC181,463$4.59M2.0%N/A1.578%
7/7/2026M.E. Allison & CO. Inc.10,480$265K0.2%N/A0.084%
7/7/2026Dynamic Advisor Solutions LLC15,212$385K0.0%+9.3%0.132%
5/19/2026Western Wealth Management LLC1,780$45K0.0%N/A0.019%
5/18/2026Royal Bank of Canada25,926$655K0.0%+10.0%0.276%
5/13/2026Cetera Investment Advisers109,220$2.76M0.0%+68.6%1.162%
4/30/2026Kestra Advisory Services LLC13,963$353K0.0%+18.4%0.149%
4/27/2026Private Advisor Group LLC10,807$273K0.0%N/A0.115%
4/24/2026Tcfg Wealth Management LLC8,640$218K0.1%-23.2%0.092%
4/17/2026Brookstone Capital Management414,867$10.49M0.1%+589.6%4.413%
2/17/2026Cetera Investment Advisers64,796$1.64M0.0%N/A0.810%
2/17/2026Osaic Holdings Inc.160,199$4.06M0.0%+53.2%2.002%
2/17/2026Captrust Financial Advisors73,889$1.87M0.0%+2.7%0.924%
2/17/2026Royal Bank of Canada23,560$596K0.0%+720.3%0.295%
2/16/2026MML Investors Services LLC46,402$1.17M0.0%+11.6%0.580%
2/16/2026Mariner LLC24,987$632K0.0%N/A0.312%
2/16/2026Kensington Asset Management LLC184,915$4.68M0.2%+65.2%2.311%
2/13/2026Kestra Advisory Services LLC11,792$298K0.0%N/A0.147%
2/12/2026Jane Street Group LLC52,337$1.32M0.0%+129.7%0.654%
2/12/2026Commonwealth Equity Services LLC81,146$2.05M0.0%+5.8%1.014%
2/12/2026Steward Partners Investment Advisory LLC150,742$3.82M0.0%+9.0%1.884%
2/11/2026LPL Financial LLC889,125$22.50M0.0%+155.9%11.114%
2/11/2026Capital International Investors105,000$2.66M0.0%+40.0%1.313%
2/11/2026Capital Group Private Client Services Inc.142,167$3.60M0.1%-3.3%1.777%
2/10/2026Goldman Sachs Group Inc.17,539$444K0.0%N/A0.219%
2/9/2026Kingsview Wealth Management LLC63,928$1.62M0.0%+74.3%0.799%
2/4/2026Ameritas Advisory Services LLC15,255$386K0.0%N/A0.193%
2/3/2026Entruity Wealth LLC58,788$1.49M1.1%+1.0%0.744%
1/30/2026Strategic Blueprint LLC79,139$2.00M0.1%N/A1.002%
1/29/2026ST Germain D J Co. Inc.2,242$57K0.0%-25.3%0.028%
1/27/2026Michael Brady & Co. LLC27,148$687K0.7%N/A0.344%
1/27/20265T Wealth LLC21,875$554K0.2%N/A0.277%
1/26/2026Merit Financial Group LLC1,117,817$28.29M0.2%+4.9%14.150%
1/26/2026Tribridge Partners Financial LLC258,891$6.55M2.7%+19.1%3.277%
Buffett's Final Warning: "The Dollar Is Going to Hell" (Ad)

On May 3rd, 2025, Warren Buffett looked at his shareholders for the last time and said: "The dollar is going to hell." Ray Dalio agrees. The founder of Bridgewater Associates ($150 billion AUM) calls it a "debt death spiral." But there's a specific asset class and investment system that actually thrives when the dollar collapses.tc pixel

Watch how to protect yourself from what Dalio and Buffett see coming (free training).
1/23/2026Farther Finance Advisors LLC2,500$63K0.0%N/A0.032%
1/23/2026HBW Advisory Services LLC25,100$635K0.1%+66.2%0.322%
1/15/2026Brookstone Capital Management60,162$1.52M0.0%-16.1%0.781%
1/14/2026Spire Wealth Management7,898$200K0.0%N/A0.103%
1/14/2026Wealthcare Advisory Partners LLC201,796$5.11M0.1%N/A2.621%
1/9/2026Dynamic Advisor Solutions LLC13,109$332K0.0%N/A0.177%
11/19/2025Captrust Financial Advisors71,975$1.82M0.0%+7.7%1.799%
11/17/2025Citadel Advisors LLC19,948$505K0.0%N/A0.499%
11/13/2025Capital International Investors75,000$1.90M0.0%-47.2%1.875%
11/13/2025Capital Group Private Client Services Inc.147,043$3.72M0.1%+13.8%3.676%
11/12/2025Kingsview Wealth Management LLC36,677$928K0.0%N/A0.917%
11/12/2025Creekmur Asset Management LLC809,658$20.48M3.4%+4.8%20.241%
11/12/2025Kensington Asset Management LLC111,925$2.83M0.2%+86.8%2.798%
11/10/2025EverSource Wealth Advisors LLC1,184$30K0.0%N/A0.030%
11/7/2025Entruity Wealth LLC58,205$1.47M1.1%-12.1%1.455%
11/5/2025Envestnet Asset Management Inc.40,174$1.02M0.0%+8.0%1.004%
11/4/2025Jones Financial Companies Lllp3,929$100K0.0%N/A0.098%
10/22/2025Tribridge Partners Financial LLC217,372$5.50M2.5%+29.2%5.055%
10/20/2025Merit Financial Group LLC1,066,035$26.97M0.2%N/A26.651%
10/16/2025HBW Advisory Services LLC15,100$382K0.0%+7.9%0.351%
10/15/2025World Investment Advisors25,698$650K0.0%N/A0.612%
10/15/2025Brookstone Capital Management71,730$1.81M0.0%-3.6%1.708%
10/9/2025AdvisorNet Financial Inc1,075$27K0.0%-31.7%0.026%
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%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
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%


CGUI Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 institutional investors and hedge funds held shares of Capital Group Ultra Short Income ETF. The most heavily invested institutionals were Merit Financial Group LLC ($28.29M), LPL Financial LLC ($22.50M), Creekmur Asset Management LLC ($20.48M), Brookstone Capital Management ($10.49M), Wealth Science Advisors LLC ($8.28M), Tribridge Partners Financial LLC ($6.55M), and Kensington Asset Management LLC ($4.68M).Learn more on Capital Group Ultra Short Income ETF's institutional investors.

Of the 48 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: Merit Financial Group LLC ($1.12M), Creekmur Asset Management LLC ($809.66K), LPL Financial LLC ($541.66K), Brookstone Capital Management ($429.12K), Wealth Science Advisors LLC ($328.67K), Tribridge Partners Financial LLC ($258.89K), and Wealthcare Advisory Partners LLC ($201.80K).

Institutional investors have bought a total of 3,481,820 shares in the last 24 months. This purchase volume represents approximately $88.08M in transactions.

The following institutional investors have sold Capital Group Ultra Short Income ETF stock in the last 24 months: Wealthcare Advisory Partners LLC ($198.90K), Capital International Investors ($67K), Ameritas Advisory Services LLC ($50.92K), Brookstone Capital Management ($14.25K), Entruity Wealth LLC ($8.04K), Capital Group Private Client Services Inc. ($4.88K), and Tcfg Wealth Management LLC ($2.61K).

Institutional investors have sold a total of 347,350 shares in the last 24 months. This volume of shares sold represents approximately $8.78M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CGUI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/10/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel