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

$5.10600046790004e+175T

% of Float Held

—

QoQ Change in Holders

+11 / -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
Wealthcare Advisory Partners LLCNew Position+202K+$5.1B
Strategic Blueprint, LLCNew Position+79K+$2.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+81K+$2.0B
Kensington Asset Management, LLCIncreased+73K+$1.8B
OSAIC HOLDINGS, INC.Increased+56K+$1.4B
JONES FINANCIAL COMPANIES LLLPNew Position+52K+$1.0B
5T Wealth, LLCNew Position+22K+$553.0M
CITADEL ADVISORS LLCIncreased+23K+$495.4M
Spire Wealth ManagementNew Position+8K+$199.0M
Farther Finance Advisors, LLCNew Position+3K+$63.0M
Merit Financial Group, LLCNew Position+1.1M+$28.3M
Entruity Wealth, LLCIncreased+583+$14.7M
Tribridge Partners Financial LLCNew Position+259K+$6.6M
Bank of New York Mellon CorpNew Position+164K+$4.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+45K+$1.0M

CGUI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Creekmur Asset Management LLCClosed Position-810K-$20.5B
Brookstone Capital ManagementDecreased-12K-$1.8B
TCFG WEALTH MANAGEMENT, LLCDecreased-11K-$275.4M
Capital Group Private Client Services, Inc.Decreased-5K-$122.5M
EverSource Wealth Advisors, LLCClosed Position-1K-$29.9M
ST GERMAIN D J CO INCDecreased-758-$19.9M
UBS Group AGClosed Position-457-$11.6M
AdvisorNet Financial, IncDecreased-150-$4.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Wealthcare Advisory Partners LLC201,796$5.1B0.10%Share
2Kensington Asset Management, LLC184,915$4.7B0.24%Share
3OSAIC HOLDINGS, INC.160,074$4.0B0.01%Share
4Capital Group Private Client Services, Inc.142,167$3.6B0.06%Share
5Steward Partners Investment Advisory, LLC150,742$3.0B0.02%Share
6Strategic Blueprint, LLC79,139$2.0B0.12%Share
7COMMONWEALTH EQUITY SERVICES, LLC81,146$2.0B0.00%Share
8Entruity Wealth, LLC58,788$1.5B1.06%Share
9CITADEL ADVISORS LLC43,107$1.0B0.00%Share
10JONES FINANCIAL COMPANIES LLLP51,518$1.0B0.00%Share
115T Wealth, LLC21,875$553.0M0.22%Share
12TCFG WEALTH MANAGEMENT, LLC11,251$284.0M0.11%Share
13Spire Wealth Management7,898$199.0M0.01%Share
14Farther Finance Advisors, LLC2,500$63.0M0.00%Share
15ST GERMAIN D J CO INC2,242$56.0M0.00%Share
16Merit Financial Group, LLC1,117,817$28.3M0.23%Share
17AdvisorNet Financial, Inc925$23.0M0.00%Share
18LPL Financial LLC889,125$22.0M0.01%Share
19Tribridge Partners Financial LLC258,891$6.6M2.75%Share
20Bank of New York Mellon Corp164,291$4.0M0.00%Share
21Capital International Investors105,000$2.0M0.00%Share
22Brookstone Capital Management60,162$1.5M0.02%Share
23Cetera Investment Advisers64,796$1.0M0.00%Share
24CREATIVE FINANCIAL DESIGNS INC /ADV59$1.0M0.00%Share
25MML INVESTORS SERVICES, LLC46,402$1.0M0.00%Share
26ENVESTNET ASSET MANAGEMENT INC44,940$1.0M0.00%Share
27CAPTRUST FINANCIAL ADVISORS73,889$1.0M0.00%Share
28JANE STREET GROUP, LLC52,337$1.0M0.00%Share
29Kingsview Wealth Management, LLC63,928$1.0M0.01%Share
30Michael Brady & Co., LLC27,148$686K0.68%Share
31World Investment Advisors25,698$650K0.01%Share
32HBW ADVISORY SERVICES LLC25,100$635K0.07%Share
33Ameritas Advisory Services, LLC15,255$386K0.01%Share
34Dynamic Advisor Solutions LLC13,109$331K0.01%Share
35HARBOUR INVESTMENTS, INC.13,063$330K0.01%Share
36HAZLETT, BURT & WATSON, INC.381$10K0.00%Share
37OSAIC HOLDINGS, INC.125$00.00%Share
38Cambridge Investment Research Advisors, Inc.37,193$00.00%Share
39FLOW TRADERS U.S. LLC33,115$00.00%Share
40Mariner, LLC24,987$00.00%Share
41ROTHSCHILD INVESTMENT LLC2,800$00.00%Share
42Kestra Advisory Services, LLC11,792$00.00%Share
43ROYAL BANK OF CANADA23,560$00.00%Share
44GOLDMAN SACHS GROUP INC17,539$00.00%Share

CGUI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202543$29.1B+17
Q3 202526$53.8B+3
Q2 202523$32.8B+8
Q1 202515$26.5B+3
Q4 202412$23.0B+6
Q3 20246$25.0T+3
Q2 20243$29.9T—

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As of Q4 2025, 44 institutional investors hold CGUI (Capital Group Ultra Short Income ETF). The largest holder is Wealthcare Advisory Partners LLC with $5.1B in shares. This quarter, 11 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 Wealthcare Advisory Partners LLC with $5.1B in shares.

Is institutional ownership of CGUI increasing or decreasing?

This quarter, 11 institutions opened new positions in CGUI and 3 closed their positions.