CAP GROUP ULTRA SHORT INCOME (CGUI) Institutional Ownership and Insiders Activity
CAP GROUP ULTRA SHORT INCOME (CGUI) is widely held by institutional investors, with 58 firms reporting positions valued at approximately $176.27M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is the largest disclosed holder, reporting approximately $32.74M in CGUI holdings in its latest filing.
Institutional Holders
58
Total Reported Value
$176.27M
Largest Holder
Lpl Financial Llc
Largest Position
$32.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
11
Funds Exiting Positions
9
Top Institutional Owners
View allInvestorReported Balance
- Lpl Financial Llc$32.74M
- Merit Financial Group, Llc$29.94M
- Wells Fargo & Company/Mn$11.82M
- Envestnet Asset Management Inc$8.54M
- Mml Investors Services, Llc$7.81M