CAP GROUP ULTRA SHORT INCOME (CGUI) Institutional Shareholders
CAP GROUP ULTRA SHORT INCOME (CGUI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $176.27M in CGUI holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of CGUI tracked by InsiderSet, reporting ownership valued at approximately $32.74M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $32.64M, representing an estimated loss of -0.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed CGUI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Merit Financial Group, Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in CAP GROUP ULTRA SHORT INCOME (CGUI).
This page ranks the largest institutional CGUI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
69
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,295,123 | $32,740,703 | $32,637,100 | -$103,603 | -0.32% | |
| Merit Financial Group, Llc | 0.19% | 1,184,223 | $29,937,156 | $29,842,420 | -$94,736 | -0.32% | |
| Wells Fargo & Company/Mn | 0.00% | 467,428 | $11,816,580 | $11,779,186 | -$37,394 | -0.32% | |
| Envestnet Asset Management Inc | 0.00% | 337,836 | $8,540,506 | $8,513,467 | -$27,039 | -0.32% | |
| Mml Investors Services, Llc | 0.02% | 309,124 | $7,814,659 | $7,789,925 | -$24,734 | -0.32% | |
| Kensington Asset Management, Llc | 0.39% | 284,915 | $7,202,651 | $7,179,858 | -$22,793 | -0.32% | |
| Cetera Investment Advisers | 0.01% | 279,945 | $7,077,006 | $7,054,614 | -$22,392 | -0.32% | |
| Tribridge Partners Financial Llc | 2.61% | 263,072 | $6,670,193 | $6,629,414 | -$40,779 | -0.61% | |
| Jones Financial Companies Lllp | 0.00% | 201,021 | $5,097,884 | $5,065,729 | -$32,155 | -0.63% | |
| Wealth Science Advisors Llc | 2.04% | 181,463 | $4,587,375 | $4,572,868 | -$14,507 | -0.32% | |
| Osaic Holdings, Inc. | 0.01% | 175,953 | $4,448,052 | $4,434,016 | -$14,036 | -0.32% | |
| Kingsview Wealth Management, Llc | 0.05% | 171,231 | $4,328,720 | $4,315,021 | -$13,699 | -0.32% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 166,542 | $4,210,182 | $4,196,858 | -$13,324 | -0.32% | |
| Commonwealth Equity Services, Llc | 0.01% | 165,160 | $4,175,250 | $4,162,032 | -$13,218 | -0.32% | |
| Raymond James Financial Inc | 0.00% | 134,468 | $3,399,351 | $3,388,594 | -$10,757 | -0.32% | |
| Captrust Financial Advisors | 0.00% | 121,214 | $3,064,292 | $3,054,593 | -$9,699 | -0.32% | |
| Capital Group Private Client Services, Inc. | 0.04% | 111,267 | $2,812,821 | $2,803,928 | -$8,893 | -0.32% | |
| Brookstone Capital Management | 0.03% | 106,879 | $2,701,901 | $2,693,351 | -$8,550 | -0.32% | |
| Wealthcare Advisory Partners Llc | 0.05% | 102,100 | $2,581,101 | $2,572,920 | -$8,181 | -0.32% | |
| Royal Bank Of Canada | 0.00% | 91,100 | $2,303,000 | $2,295,720 | -$7,280 | -0.32% | |
| Strategic Blueprint, Llc | 0.11% | 89,886 | $2,272,318 | $2,265,127 | -$7,191 | -0.32% | |
| Capital International Investors | 0.00% | 82,000 | $2,072,960 | $2,066,400 | -$6,560 | -0.32% | |
| Jane Street Group, Llc | 0.00% | 78,810 | $1,992,317 | $1,986,012 | -$6,305 | -0.32% | |
| Susquehanna International Group, Llp | 0.00% | 60,384 | $1,526,508 | $1,521,677 | -$4,831 | -0.32% | |
| Citadel Advisors Llc | 0.00% | 51,665 | $1,306,091 | $1,301,958 | -$4,133 | -0.32% | |
| Private Advisor Group, Llc | 0.01% | 49,965 | $1,263,106 | $1,259,118 | -$3,988 | -0.32% | |
| Entruity Wealth, Llc | 0.69% | 42,462 | $1,073,439 | $1,070,042 | -$3,397 | -0.32% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 42,277 | $1,070,036 | $1,065,380 | -$4,656 | -0.44% | |
| Natixis Advisors, Llc | 0.00% | 33,852 | $855,000 | $853,070 | -$1,930 | -0.23% | |
| Hbw Advisory Services Llc | 0.07% | 30,750 | $777,360 | $774,900 | -$2,460 | -0.32% | |
| 5T Wealth, Llc | 0.29% | 30,500 | $771,040 | $768,600 | -$2,440 | -0.32% | |
| Michael Brady & Co., Llc | 0.63% | 28,409 | $718,184 | $715,907 | -$2,277 | -0.32% | |
| World Investment Advisors | 0.01% | 25,698 | $649,646 | $647,590 | -$2,056 | -0.32% | |
| Fcg Investment Co | 0.19% | 21,245 | $537,074 | $535,374 | -$1,700 | -0.32% | |
| Dynamic Advisor Solutions Llc | 0.01% | 15,212 | $384,569 | $383,342 | -$1,227 | -0.32% | |
| &Partners | 0.00% | 14,640 | $370,088 | $368,928 | -$1,160 | -0.31% | |
| Kestra Advisory Services, Llc | 0.00% | 14,327 | $362,186 | $361,040 | -$1,146 | -0.32% | |
| Capital Analysts, Llc | 0.01% | 10,914 | $276,000 | $275,033 | -$967 | -0.35% | |
| M.E. Allison & Co., Inc. | 0.15% | 10,480 | $264,933 | $264,096 | -$837 | -0.32% | |
| Ameritas Advisory Services, Llc | 0.01% | 10,228 | $258,564 | $257,746 | -$818 | -0.32% | |
| Ubs Group Ag | 0.00% | 9,111 | $230,326 | $229,597 | -$729 | -0.32% | |
| Tcfg Investment Advisors, Llc | 0.07% | 8,663 | $218,994 | $218,308 | -$686 | -0.31% | |
| Tcfg Wealth Management, Llc | 0.08% | 8,640 | $218,410 | $217,728 | -$682 | -0.31% | |
| Thoroughbred Financial Services, Llc | 0.01% | 8,233 | $208,000 | $207,472 | -$528 | -0.25% | |
| Tectonic Advisors Llc | 0.01% | 8,202 | $207,347 | $206,690 | -$657 | -0.32% | |
| Graney & King, Llc | 0.05% | 5,750 | $145,362 | $144,900 | -$462 | -0.32% | |
| Arax Advisory Partners | 0.00% | 5,252 | $132,773 | $132,350 | -$423 | -0.32% | |
| Ameriflex Group, Inc. | 0.04% | 3,950 | $99,856 | $99,540 | -$316 | -0.32% | |
| Spire Wealth Management | 0.00% | 3,950 | $99,856 | $99,540 | -$316 | -0.32% | |
| Synergy Investment Management, Llc | 0.02% | 3,300 | $83,424 | $83,160 | -$264 | -0.32% |
Frequently asked questions about CGUI
Who are the largest institutional holders of CGUI?
The largest institutional holders of CGUI reported in the latest SEC Form 13F filings include Lpl Financial Llc, Merit Financial Group, Llc, Wells Fargo & Company/Mn, Envestnet Asset Management Inc, and Mml Investors Services, Llc. InsiderSet ranks institutional holders by their latest reported CGUI position.
What is CGUI institutional ownership?
This page tracks CGUI positions reported by institutional investment managers through SEC Form 13F. CAP GROUP ULTRA SHORT INCOME (CGUI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CGUI?
InsiderSet currently tracks 58 institutional managers reporting CGUI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CGUI shareholders.
How much CGUI stock do institutions own?
Institutional investment managers disclosed approximately $176.27M in CGUI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CGUI institutional ownership last updated?
The latest CGUI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CGUI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CGUI position after the reporting date.
Are institutions buying or selling CGUI?
Institutional buying and selling can be analyzed by comparing CGUI positions across consecutive 13F reporting periods. InsiderSet's CGUI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGUI ownership changes.
How has CGUI institutional ownership changed over time?
InsiderSet tracks CGUI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.