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Disclosery

CGUI CAPITAL GRP FIXED INCM ETF T

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ULTRA SHORT ETF (fund)

58 managers (58 13F filers) reported a position in CGUI shares at 2026-06-30, 7,021,321 shares in all. 12 filers opened a position and 7 filers sold out during the quarter.

Managers
58
13F filers
58
New
12
Added
29
Reduced
9
Sold out
7
Shares held by filers
7,021,321

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,295,123$32.7M0.01%+225,04513F-HRTimeline
Merit Financial Group, LLC1,184,223$29.9M0.19%+24,09713F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN467,428$11.8M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC337,836$8.54M<0.01%+177,25013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC309,124$7.81M0.02%+173,59113F-HRTimeline
Kensington Asset Management, LLC284,915$7.2M0.39%+100,00013F-HRTimeline
Cetera Investment Advisers279,945$7.08M0.01%+170,72513F-HRTimeline
Tribridge Partners Financial LLC263,072$6.67M2.61%-4,46513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP201,021$5.1M<0.01%+82,85813F-HRTimelineGroup
Wealth Science Advisors LLC181,463$4.59M2.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.175,953$4.45M0.01%+86,87013F-HRTimelineGroup
Kingsview Wealth Management, LLC171,231$4.33M0.05%+64,38913F-HRTimeline
Steward Partners Investment Advisory, L…166,542$4.21M0.02%-80613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC165,160$4.18M0.01%+17,98913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC134,468$3.4M<0.01%+11,62713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS121,214$3.06M<0.01%+16,00613F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…111,267$2.81M0.04%-28,84813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management106,879$2.7M0.03%-307,98813F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …102,100$2.58M0.05%-198,89513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA91,100$2.3M<0.01%+65,17413F-HRTimelineGroup
Strategic Blueprint, LLC89,886$2.27M0.11%+3,11813F-HRTimeline
Capital International Investorsin group Capital International Investo…82,000$2.07M<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC78,810$1.99M<0.01%+69,33513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…60,384$1.53M<0.01%+35,21813F-HRTimelineGroup
Cambridge Investment Research Advisors,…56,613$1.43M<0.01%+31,97613F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC51,665$1.31M<0.01%+39,44613F-HRTimelineGroup
Private Advisor Group, LLC49,965$1.26M0.01%+39,15813F-HRTimeline
Entruity Wealth, LLC42,462$1.07M0.69%-11,91613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…42,277$1.07M<0.01%+21,06113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers33,852$855K<0.01%+18,62813F-HRTimelineGroup
HBW ADVISORY SERVICES LLC30,750$777K0.07%+5,65013F-HRTimeline
5T Wealth, LLC30,500$771K0.29%-4,59013F-HRTimeline
Michael Brady & Co., LLC28,409$718K0.63%-2,76013F-HRTimeline
World Investment Advisors25,698$650K0.01%013F-HRTimeline
FCG Investment Co21,245$537K0.19%new13F-HRTimeline
Dynamic Advisor Solutions LLC15,212$385K0.01%+1,29413F-HRTimeline
&PARTNERS14,640$370K<0.01%+1,94313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,327$362K<0.01%+36413F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC10,914$276K0.01%+9,12013F-HRTimelineGroup
M.E. ALLISON & CO., INC.10,480$265K0.15%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,228$259K0.01%-50,92313F-HRTimelineGroup
UBS Group AGin group UBS Group AG9,111$230K<0.01%new13F-HRTimelineGroup
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC8,663$219K0.07%+2313F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC8,233$208K0.01%new13F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC8,202$207K0.01%new13F-HRTimelineGroup
Graney & King, LLC5,750$145K0.05%new13F-HRTimeline
Arax Advisory Partners5,252$133K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,950$99.9K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.3,950$99.9K0.04%013F-HRTimeline
Synergy Investment Management, LLC3,300$83.4K0.02%013F-HRTimeline
IFG Advisory, LLC3,162$79.9K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,800$70.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,587$65.4K<0.01%+8713F-HRTimeline
Integrated Wealth Concepts LLC2,162$54.7K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…1,530$38.7K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.976$24.7K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc925$23.4K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.387$10K<0.01%+413F-HRTimeline