Who Owns Capital Group Ultra Short Income ETF (CGUI)?Hedge Fund & Institutional Holders

$25.32+0.00 (+0.00%)Financial ServicesNYSE_ARCA

Institutional Holders

44

as of Q4 2025

Total Institutional Value

$2.8286220006551515e+124T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$25.11$25.18$25.26$25.33$25.41Sep 24Jun 25Mar 26

CGUI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Merit Financial Group, LLCNew Position+1.1M+$28.3M
Tribridge Partners Financial LLCNew Position+259K+$6.6M
Wealthcare Advisory Partners LLCNew Position+202K+$5.1M
Bank of New York Mellon CorpNew Position+164K+$4.0M
Strategic Blueprint, LLCNew Position+79K+$2.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+81K+$2.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+45K+$1.0M
Cetera Investment AdvisersNew Position+65K+$1.0M
JONES FINANCIAL COMPANIES LLLPNew Position+52K+$1.0M
Michael Brady & Co., LLCNew Position+27K+$686K
HBW ADVISORY SERVICES LLCNew Position+25K+$635K
5T Wealth, LLCNew Position+22K+$553K
Ameritas Advisory Services, LLCNew Position+15K+$386K
Dynamic Advisor Solutions LLCNew Position+13K+$331K
Spire Wealth ManagementNew Position+8K+$199K

CGUI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Creekmur Asset Management LLCClosed Position-810K-$20.5B
Capital Group Private Client Services, Inc.Decreased-5K-$3.7B
Brookstone Capital ManagementDecreased-12K-$1.8B
TCFG WEALTH MANAGEMENT, LLCDecreased-11K-$559.1M
ST GERMAIN D J CO INCDecreased-758-$75.8M
EverSource Wealth Advisors, LLCClosed Position-1K-$29.9M
AdvisorNet Financial, IncDecreased-150-$27.2M
UBS Group AGClosed Position-457-$11.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Merit Financial Group, LLC1,117,817$28.3M0.23%Share
2LPL Financial LLC889,125$22.0M0.01%Share
3Tribridge Partners Financial LLC258,891$6.6M2.75%Share
4Wealthcare Advisory Partners LLC201,796$5.1M0.10%Share
5Kensington Asset Management, LLC184,915$4.7M0.24%Share
6Bank of New York Mellon Corp164,291$4.0M0.00%Share
7OSAIC HOLDINGS, INC.160,074$4.0M0.01%Share
8Capital Group Private Client Services, Inc.142,167$3.6M0.06%Share
9Steward Partners Investment Advisory, LLC150,742$3.0M0.02%Share
10Strategic Blueprint, LLC79,139$2.0M0.12%Share
11COMMONWEALTH EQUITY SERVICES, LLC81,146$2.0M0.00%Share
12Capital International Investors105,000$2.0M0.00%Share
13Brookstone Capital Management60,162$1.5M0.02%Share
14Entruity Wealth, LLC58,788$1.5M1.06%Share
15JONES FINANCIAL COMPANIES LLLP51,518$1.0M0.00%Share
16Cetera Investment Advisers64,796$1.0M0.00%Share
17JANE STREET GROUP, LLC52,337$1.0M0.00%Share
18CITADEL ADVISORS LLC43,107$1.0M0.00%Share
19ENVESTNET ASSET MANAGEMENT INC44,940$1.0M0.00%Share
20MML INVESTORS SERVICES, LLC46,402$1.0M0.00%Share
21Kingsview Wealth Management, LLC63,928$1.0M0.01%Share
22CAPTRUST FINANCIAL ADVISORS73,889$1.0M0.00%Share
23Michael Brady & Co., LLC27,148$686K0.68%Share
24World Investment Advisors25,698$650K0.01%Share
25HBW ADVISORY SERVICES LLC25,100$635K0.07%Share
265T Wealth, LLC21,875$553K0.22%Share
27Ameritas Advisory Services, LLC15,255$386K0.01%Share
28Dynamic Advisor Solutions LLC13,109$331K0.01%Share
29HARBOUR INVESTMENTS, INC.13,063$330K0.01%Share
30TCFG WEALTH MANAGEMENT, LLC11,251$284K0.11%Share
31Spire Wealth Management7,898$199K0.01%Share
32Farther Finance Advisors, LLC2,500$63K0.00%Share
33ST GERMAIN D J CO INC2,242$56K0.00%Share
34AdvisorNet Financial, Inc925$23K0.00%Share
35HAZLETT, BURT & WATSON, INC.381$10K0.00%Share
36CREATIVE FINANCIAL DESIGNS INC /ADV59$1K0.00%Share
37ROYAL BANK OF CANADA23,560$00.00%Share
38Mariner, LLC24,987$00.00%Share
39GOLDMAN SACHS GROUP INC17,539$00.00%Share
40ROTHSCHILD INVESTMENT LLC2,800$00.00%Share
41FLOW TRADERS U.S. LLC33,115$00.00%Share
42Kestra Advisory Services, LLC11,792$00.00%Share
43OSAIC HOLDINGS, INC.125$00.00%Share
44Cambridge Investment Research Advisors, Inc.37,193$00.00%Share

CGUI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202543$102.4M+17
Q3 202526$53.9B+3
Q2 202523$31.9B+8
Q1 202515$26.7B+3
Q4 202412$626.1B+6
Q3 20246$27.6T+3
Q2 20243$30.0T—

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As of Q4 2025, 44 institutional investors hold CGUI (Capital Group Ultra Short Income ETF). The largest holder is Merit Financial Group, LLC with $28.3M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own CGUI?

As of Q4 2025, 44 institutional investors report holding CGUI (Capital Group Ultra Short Income ETF) in their 13F filings.

Who is the largest institutional holder of CGUI?

The largest institutional holder of CGUI is Merit Financial Group, LLC with $28.3M in shares.

Is institutional ownership of CGUI increasing or decreasing?

This quarter, 15 institutions opened new positions in CGUI and 3 closed their positions.