Who owns CGUIWhat CGUI owns — n/a

Who owns Capital Group Ultra Short Income ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of CGUI from SEC Form 13F filings across 58 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 58 institutions disclosed 7.0M shares of Capital Group Ultra Short Income ETF worth $174.8M — about 167.6% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

13F holders

$174.8M

value, 2026 filers

167.6%

of shares outstanding (7.0M sh)

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CGUI's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	LPL Financial LLC	1.3M	$32.7M	0.0%	30.9%	+21.0%
2	Merit Financial Group, LLC	1.2M	$29.9M	0.2%	28.3%	+2.1%
3	WELLS FARGO & COMPANY/MNNEW	467,428	$11.8M	0.0%	11.2%	new
4	ENVESTNET ASSET MANAGEMENT INC	337,836	$8.5M	0.0%	8.1%	+110.4%
5	MML INVESTORS SERVICES, LLC	309,124	$7.8M	0.0%	7.4%	+128.1%
6	Kensington Asset Management, LLC	284,915	$7.2M	0.4%	6.8%	+54.1%
7	Cetera Investment Advisers	279,945	$7.1M	0.0%	6.7%	+156.3%
8	Tribridge Partners Financial LLC	263,072	$6.7M	2.6%	6.3%	-1.7%
9	JONES FINANCIAL COMPANIES LLLP	201,021	$5.1M	0.0%	4.8%	+70.1%
10	Wealth Science Advisors LLCNEW	181,463	$4.6M	2.0%	4.3%	new
11	OSAIC HOLDINGS, INC.	175,953	$4.4M	0.0%	4.2%	+97.5%
12	Kingsview Wealth Management, LLC	171,231	$4.3M	0.1%	4.1%	+60.3%
13	Steward Partners Investment Advisory, LLC	166,542	$4.2M	0.0%	4%	-0.5%
14	COMMONWEALTH EQUITY SERVICES, LLC	165,160	$4.2M	0.0%	3.9%	+12.2%
15	RAYMOND JAMES FINANCIAL INC	134,468	$3.4M	0.0%	3.2%	+9.5%
16	CAPTRUST FINANCIAL ADVISORS	121,214	$3.1M	0.0%	2.9%	+15.2%
17	Capital Group Private Client Services, Inc.	111,267	$2.8M	0.0%	2.7%	-20.6%
18	Brookstone Capital Management	106,879	$2.7M	0.0%	2.6%	-74.2%
19	Wealthcare Advisory Partners LLC	102,100	$2.6M	0.0%	2.4%	-66.1%
20	ROYAL BANK OF CANADA	91,100	$2.3M	0.0%	2.2%	+251.4%
21	Strategic Blueprint, LLC	89,886	$2.3M	0.1%	2.1%	+3.6%
22	Capital International Investors	82,000	$2.1M	0.0%	2%	0.0%
23	JANE STREET GROUP, LLC	78,810	$2.0M	0.0%	1.9%	+731.8%
24	SUSQUEHANNA INTERNATIONAL GROUP, LLP	60,384	$1.5M	0.0%	1.4%	+139.9%
25	Cambridge Investment Research Advisors, Inc.	56,613	$1,431	0.0%	1.4%	+129.8%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.