CAP GROUP ULTRA SHORT INCOME CGUI
$25.30
+0.0% 52w: $24.23 – $25.30
Latest 13F among current holders filed 1 month ago (May 21, 2026)
Price — last 12 months
research preview data24.2324.7625.30
Jun 20, 2025 Jul 2, 2026
Institutional holders
54
+10 QoQ
13F value
$139.2M
+24.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CGUI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | Wealth advisor | 1.2M | $29.3M | 0.2% | +3.8% |
| LPL Financial LLC | Bank broker | 1.1M | $27.1M | 0.0% | +20.4% |
| Brookstone Capital Management | Wealth advisor | 414.9K | $10.5M | 0.1% | +589.6% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 301.0K | $7.6M | 0.1% | +49.2% |
| Tribridge Partners Financial LLC | Wealth advisor | 267.5K | $6.8M | 2.8% | +3.3% |
| Kensington Asset Management, LLC | Wealth advisor | 184.9K | $4.7M | 0.3% | Held |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 167.3K | $4.2M | 0.0% | +11.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 160.6K | $4.1M | 0.0% | +257.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 147.2K | $3.7M | 0.0% | +81.4% |
| Capital Group Private Client Services, Inc. | Wealth advisor | 140.1K | $3.5M | 0.1% | -1.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 135.5K | $3.4M | 0.0% | +192.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 122.8K | $3.1M | 0.0% | New |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 118.2K | $3.0M | 0.0% | +129.4% |
| Cetera Investment Advisers | Wealth advisor | 109.2K | $2.8M | 0.0% | +68.6% |
| Kingsview Wealth Management, LLC | Wealth advisor | 106.8K | $2.7M | 0.0% | +67.1% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 105.2K | $2.7M | 0.0% | +42.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 89.1K | $2.3M | 0.0% | -44.4% |
| Strategic Blueprint, LLC | Wealth advisor | 86.8K | $2.2M | 0.1% | +9.6% |
| Capital International Investors | Long only active | 82.0K | $2.1M | 0.0% | -21.9% |
| Ameritas Advisory Services, LLC | Wealth advisor | 61.2K | $1.5M | 0.1% | +300.9% |
| Entruity Wealth, LLC | Wealth advisor | 54.4K | $1.4M | 0.9% | -7.5% |
| 5T Wealth, LLC | Wealth advisor | 35.1K | $887K | 0.4% | +60.4% |
| Michael Brady & Co., LLC | Wealth advisor | 31.2K | $788K | 0.8% | +14.8% |
| FLOW TRADERS U.S. LLC | Market maker | 26.9K | $679K | 0.0% | -18.9% |
| ROYAL BANK OF CANADA | Bank broker | 25.9K | $655K | 0.0% | +10.0% |
| World Investment Advisors | Wealth advisor | 25.7K | $650K | 0.0% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 25.2K | $636K | 0.0% | New |
| HBW ADVISORY SERVICES LLC | Wealth advisor | 25.1K | $635K | 0.1% | Held |
| Mariner, LLC | Diversified mechanical | 24.7K | $624K | 0.0% | -1.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 24.6K | $623K | 0.0% | -33.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 21.2K | $537K | 0.0% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 17.6K | $445K | 0.0% | +0.3% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 15.2K | $385K | 0.0% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 14.0K | $353K | 0.0% | +18.4% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 13.9K | $352K | 0.0% | +6.2% |
| &PARTNERS | Diversified mechanical | 12.7K | $321K | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 12.2K | $309K | 0.0% | -71.7% |
| Private Advisor Group, LLC | Wealth advisor | 10.8K | $273K | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 9.5K | $240K | 0.0% | -81.9% |
| TCFG WEALTH MANAGEMENT, LLC | Wealth advisor | 8.6K | $218K | 0.1% | -23.2% |
| TCFG Investment Advisors, LLC | Wealth advisor | 8.6K | $218K | 0.1% | — |
| Beacon Pointe Advisors, LLC | Wealth advisor | 8.6K | $216K | 0.0% | New |
| AMERIFLEX GROUP, INC. | Diversified mechanical | 4.0K | $100K | 0.1% | New |
| Spire Wealth Management | Wealth advisor | 4.0K | $100K | 0.0% | -50.0% |
| Synergy Investment Management, LLC | Wealth advisor | 3.3K | $83K | 0.0% | New |
| ROTHSCHILD INVESTMENT LLC | Diversified mechanical | 2.8K | $71K | 0.0% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 2.5K | $63K | 0.0% | Held |
| ST GERMAIN D J CO INC | Other | 2.2K | $57K | 0.0% | Held |
| Capital Analysts, LLC | Wealth advisor | 1.8K | $45K | 0.0% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.3K | $33K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding CGUI
Merit Financial Group, LLCLPL Financial LLCBrookstone Capital ManagementWealthcare Advisory Partners LLCTribridge Partners Financial LLCKensington Asset Management, LLCSteward Partners Investment Advisory, LLCENVESTNET ASSET MANAGEMENT INCCOMMONWEALTH EQUITY SERVICES, LLCCapital Group Private Client Services, Inc.