Who owns CGUI?
Capital Group Ultra Short Income ETF · Capital Group
58 institutions reported holding CGUI, worth $179.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CGUI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $32.7M | 1,295,123 | +225,045 shares |
| Merit Financial Group, LLC | Alpharetta, GA | $29.9M | 1,184,223 | +24,097 shares |
| Wells Fargo & Company | San Francisco, CA | $11.8M | 467,428 | New position |
| Envestnet Asset Management Inc. | Berwyn, PA | $8.5M | 337,836 | +177,250 shares |
| MML Investors Services, LLC | Springfield, MA | $7.8M | 309,124 | +173,591 shares |
| Kensington Asset Management, LLC | Austin, TX | $7.2M | 284,915 | +100,000 shares |
| Cetera Investment Advisers | Schaumburg, IL | $7.1M | 279,945 | +170,725 shares |
| Tribridge Partners Financial LLC | Columbia, MD | $6.7M | 263,072 | −4,465 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $5.1M | 201,021 | +82,858 shares |
| Wealth Science Advisors LLC | Alpharetta, GA | $4.6M | 181,463 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CGUI?
58 institutional managers reported holding CGUI in Form 13F filings for June 30, 2026, worth $179.0M in total. The largest reported position was held by LPL Financial LLC, at $32.7M.
Did institutions buy or sell CGUI last quarter?
Reported 13F value rose 28.7% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CGUI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.