CGUI institutional holders

Capital Group Ultra Short Income ETF · 59 reporting institutions · $175M reported value

Funds that can replace CGUI · CGUI return decomposition

Institutional holdings

Institutions reporting CGUI, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$32.7M23,4582026-06-30
Merit Financial Group, LLC$29.9M2952026-06-30
Wells Fargo & Company/mn$11.8M02026-06-30
Envestnet Pmc$8.5M602026-06-30
MML Investors Services, LLC$7.8M5,1202026-06-30
Kensington Asset Management, LLC$7.2M72026-06-30
Cetera Investment Advisers$7.1M10,3702026-06-30
Tribridge Partners Financial LLC$6.7M72026-06-30
Jones Financial Companies LLLP$5.1M02026-06-30
Wealth Science Advisors LLC$4.6M92026-06-30
Osaic Holdings, Inc.$4.4M02026-06-30
Kingsview Wealth Management, LLC$4.3M1152026-06-30
Steward Partners Investment Advisory, LLC$4.2M4812026-06-30
Commonwealth Equity Services, LLC$4.2M2,8632026-06-30
Raymond James Financial Inc$3.4M02026-06-30
Captrust Financial Advisors$3.1M9622026-06-30
Capital Group Private Client Services, Inc.$2.8M1062026-06-30
Brookstone Capital Management$2.7M3372026-06-30
Wealthcare Advisory Partners LLC$2.6M1702026-06-30
Royal Bank of Canada$2.3M02026-06-30
Strategic Blueprint, LLC$2.3M552026-06-30
Capital International Investors$2.1M02026-06-30
Jane Street Group, LLC$2M02026-06-30
Susquehanna International Group, LLP$1.5M02026-06-30
Citadel Advisors LLC$1.3M02026-06-30
Private Advisor Group, LLC$1.3M9272026-06-30
Entruity Wealth, LLC$1.1M22026-06-30
Wealth Enhancement Advisory Services, LLC$1.1M1,0262026-06-30
Hbw Advisory Services LLC$777.4K682026-06-30
5t Wealth, LLC$771K42026-06-30
Michael Brady & Co., LLC$718.2K22026-06-30
World Investment Advisors$649.6K3592026-06-30
Fcg Investment Co$537.1K92026-06-30
Dynamic$384.6K752026-06-30
&partners$370.1K5552026-06-30
Kestra Advisory Services, LLC$362.2K1,4792026-06-30
M.E. Allison & Co., Inc.$264.9K112026-06-30
Ameritas Advisory Services, LLC$258.6K5502026-06-30
UBS Group AG$230.3K02026-06-30
Tcfg Investment Advisors, LLC$219K312026-06-30
Tcfg Wealth Management, LLC$218.4K02026-03-31
Tectonic Advisors LLC$207.3K32026-06-30
Graney & King, LLC$145.4K42026-06-30
Arax Advisory Partners$132.8K2322026-06-30
Spire Wealth Management$99.9K32026-06-30
Ameriflex Group, Inc.$99.9K2122026-06-30
Synergy Investment Management, LLC$83.4K192026-06-30
Ifg Advisory, LLC$79.9K1102026-06-30
Rothschild Investment LLC$70.8K182026-06-30
Farther Finance Advisors, LLC$65.4K3342026-06-30
Integrated Wealth Concepts LLC$54.7K4802026-06-30
Capital Investment Advisory Services, LLC$38.7K1032026-06-30
Harbour Investments, Inc.$24.7K2472026-06-30
Advisornet Wealth Partners$23.4K582026-06-30
Natixis Advisors, LLC$855572026-06-30
Cambridge Investment Research Advisors, Inc.$6233,9402026-03-31
Capital Analysts, LLC$2766082026-06-30
Thoroughbred Financial Services, LLC$208342026-06-30
Hazlett, Burt & Watson, Inc.$10202026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30