Who Owns CGUI?
Capital Group Ultra Short Income ETF — Institutional Ownership & 13F Holdings
$25.38
+0.00 (+0.00%)
Market Cap
$106.2M
Shares Outstanding
4,189,333
Institutional Holders
15
Total Inst. Value
$23.4M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Capital International Investors | $14.5M | 577,000 |
| 2 | OSAIC HOLDINGS, INC. | $2.6M | 104,287 |
| 3 | JANE STREET GROUP, LLC | $1.4M | 56,676 |
| 4 | Entruity Wealth, LLC | $1.4M | 53,717 |
| 5 | Capital Group Private Client Services, Inc. | $1.1M | 45,422 |
| 6 | Geneos Wealth Management Inc. | $1.1M | 0 |
| 7 | TCFG WEALTH MANAGEMENT, LLC | $584K | 23,171 |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $319K | 12,645 |
| 9 | ROYAL BANK OF CANADA | $146K | 5,783 |
| 10 | ST GERMAIN D J CO INC | $76K | 3,000 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +28K | $2.6M |
| JANE STREET GROUP, LLC | +41K | $1.4M |
| Entruity Wealth, LLC | +21K | $1.4M |
| Capital Group Private Client Services, Inc. | +35K | $1.1M |
| ROYAL BANK OF CANADA | +133 | $146K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Capital International Investors | -120K | $14.5M |
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Frequently Asked Questions
How many institutional investors hold CGUI?
As of Q1 2025, 15 institutional investors report holding CGUI (Capital Group Ultra Short Income ETF) in their 13F filings.
Which hedge fund owns the most CGUI?
The largest institutional holder of CGUI is Capital International Investors with $14.5M in shares.
Are institutions buying or selling CGUI?
This quarter, 6 institutions opened new positions in CGUI and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.