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Capital Group Ultra Short Income ETF (CGUI) Institutional Ownership

$25.33 0.00 (0.00%)
As of 12:55 PM Eastern
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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)
40
Total
Institutional Inflows
(last 12 months)
$90.33M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$7.71M
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CGUI Institutional Buying and Selling by Quarter

Capital Group Ultra Short Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Wealthcare Advisory Partners LLC102,100$2.58M0.0%-66.1%0.888%
7/9/2026 Wealth Science Advisors LLC181,463$4.59M2.0%N/A1.578%
7/7/2026 M.E. Allison & CO. Inc.10,480$265K0.2%N/A0.091%
7/7/2026 Dynamic 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%
5/13/2026 Cetera Investment Advisers109,220$2.76M0.0%+68.6%1.162%
4/30/2026 Kestra Advisory Services LLC13,963$353K0.0%+18.4%0.149%
4/27/2026 Private Advisor Group LLC10,807$273K0.0%N/A0.115%
4/24/2026Tcfg Wealth Management LLC8,640$218K0.1%-23.2%0.092%
4/17/2026 Brookstone Capital Management414,867$10.49M0.1%+589.6%4.413%
2/17/2026 Cetera 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%
2/16/2026 MML Investors Services LLC46,402$1.17M0.0%+11.6%0.580%
2/16/2026Mariner LLC24,987$632K0.0%N/A0.312%
2/16/2026 Kensington Asset Management LLC184,915$4.68M0.2%+65.2%2.311%
2/13/2026 Kestra Advisory Services LLC11,792$298K0.0%N/A0.147%
2/12/2026Jane Street Group LLC52,337$1.32M0.0%+129.7%0.654%
2/12/2026 Commonwealth 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%
2/11/2026 LPL Financial LLC889,125$22.50M0.0%+155.9%11.114%
2/11/2026 Capital International Investors105,000$2.66M0.0%+40.0%1.313%
2/11/2026 Capital 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%
1/30/2026 Strategic Blueprint LLC79,139$2.00M0.1%N/A1.002%
1/29/2026 ST 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%
1/27/2026 5T Wealth LLC21,875$554K0.2%N/A0.277%
1/26/2026 Merit Financial Group LLC1,117,817$28.29M0.2%+4.9%14.150%
1/26/2026 Tribridge Partners Financial LLC258,891$6.55M2.7%+19.1%3.277%
1/23/2026 Farther Finance Advisors LLC2,500$63K0.0%N/A0.032%
1/23/2026 HBW Advisory Services LLC25,100$635K0.1%+66.2%0.322%
1/15/2026 Brookstone Capital Management60,162$1.52M0.0%-16.1%0.781%
1/14/2026 Spire Wealth Management7,898$200K0.0%N/A0.103%
1/14/2026 Wealthcare Advisory Partners LLC201,796$5.11M0.1%N/A2.621%
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1/9/2026 Dynamic 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%
11/13/2025 Capital International Investors75,000$1.90M0.0%-47.2%1.875%
11/13/2025 Capital 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%
11/12/2025 Creekmur Asset Management LLC809,658$20.48M3.4%+4.8%20.241%
11/12/2025 Kensington Asset Management LLC111,925$2.83M0.2%+86.8%2.798%
11/10/2025 EverSource Wealth Advisors LLC1,184$30K0.0%N/A0.030%
11/7/2025Entruity Wealth LLC58,205$1.47M1.1%-12.1%1.455%
11/5/2025 Envestnet Asset Management Inc.40,174$1.02M0.0%+8.0%1.004%
11/4/2025Jones Financial Companies Lllp3,929$100K0.0%N/A0.098%
10/22/2025 Tribridge Partners Financial LLC217,372$5.50M2.5%+29.2%5.055%
10/20/2025 Merit Financial Group LLC1,066,035$26.97M0.2%N/A26.651%
10/16/2025 HBW Advisory Services LLC15,100$382K0.0%+7.9%0.351%
10/15/2025World Investment Advisors25,698$650K0.0%N/A0.612%
10/15/2025 Brookstone Capital Management71,730$1.81M0.0%-3.6%1.708%
10/9/2025 AdvisorNet Financial Inc1,075$27K0.0%-31.7%0.026%
9/4/2025Osaic Holdings Inc.96,243$2.43M0.0%-7.7%2.916%
8/27/2025 Tribridge Partners Financial LLC168,237$4.25M2.5%N/A5.098%
8/18/2025 Geneos Wealth Management Inc.43,904$1.11M0.0%N/A1.330%
8/15/2025Captrust Financial Advisors66,856$1.69M0.0%+0.8%2.026%
8/15/2025 MML 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%
8/12/2025 JPMorgan Chase & Co.5,378$136K0.0%N/A0.169%
8/12/2025 Kensington Asset Management LLC59,931$1.51M0.1%N/A1.885%
8/11/2025 Rothschild Investment LLC2,800$71K0.0%N/A0.088%
8/4/2025 Integrity Alliance LLC.24,161$610K0.0%N/A0.760%
8/4/2025 Creekmur Asset Management LLC772,332$19.49M3.4%N/A24.287%
8/1/2025 Envestnet Asset Management Inc.37,186$938K0.0%N/A1.169%
7/30/2025 Brookstone 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%


CGUI Institutional Ownership - Frequently Asked Questions

During the previous two years, 47 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), Tribridge Partners Financial LLC ($6.55M), Kensington Asset Management LLC ($4.68M), and Wealth Science Advisors LLC ($4.59M).Learn more on Capital Group Ultra Short Income ETF's institutional investors.

Of the 46 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), Tribridge Partners Financial LLC ($258.89K), Wealthcare Advisory Partners LLC ($201.80K), and Kensington Asset Management LLC ($184.92K).

Institutional investors have bought a total of 3,571,036 shares in the last 24 months. This purchase volume represents approximately $90.33M in transactions.

Of the 9 institutional investors that sold Capital Group Ultra Short Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealthcare Advisory Partners LLC ($198.90K), Capital International Investors ($67K), Brookstone Capital Management ($14.25K), Osaic Holdings Inc. ($8.04K), 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 304,971 shares in the last 24 months. This volume of shares sold represents approximately $7.71M 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 7/10/2026. New 13F filings are added each quarter as they're published.
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