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Disclosery

CGUI CAPITAL GRP FIXED INCM ETF T

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ULTRA SHORT ETF (fund)

53 managers (54 13F filers) reported a position in CGUI shares at 2026-03-31, 5,506,380 shares in all. 12 filers opened a position and 3 filers sold out during the quarter.

Managers
53
13F filers
54
New
12
Added
22
Reduced
12
Sold out
3
Shares held by filers
5,506,380

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Merit Financial Group, LLC1,160,126$29.3M0.22%+42,30913F-HRTimeline
LPL Financial LLC1,070,078$27.1M0.01%+180,95313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management414,867$10.5M0.12%+354,70513F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …300,995$7.61M0.15%+99,19913F-HRTimelineGroup
Tribridge Partners Financial LLC267,537$6.77M2.8%+8,64613F-HRTimeline
Kensington Asset Management, LLC184,915$4.67M0.25%013F-HR/ATimeline
Steward Partners Investment Advisory, L…167,348$4.23M0.02%+16,60613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC160,586$4.06M<0.01%+115,64613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC147,171$3.72M0.01%+66,02513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…140,115$3.54M0.06%-2,05213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC135,533$3.43M0.01%+89,13113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC122,841$3.11M<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP118,163$2.99M<0.01%+66,64513F-HRTimelineGroup
Cetera Investment Advisers109,220$2.76M<0.01%+44,42413F-HRTimeline
Kingsview Wealth Management, LLC106,842$2.7M0.04%+42,91413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS105,208$2.66M<0.01%+31,31913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.89,083$2.25M<0.01%-71,11613F-HRTimelineGroup
Strategic Blueprint, LLC86,768$2.19M0.13%+7,62913F-HRTimeline
Capital International Investorsin group Capital International Investo…82,000$2.07M<0.01%-23,00013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…61,151$1.55M0.06%+45,89613F-HRTimelineGroup
Entruity Wealth, LLC54,378$1.37M0.93%-4,41013F-HRTimeline
5T Wealth, LLC35,090$887K0.35%+13,21513F-HRTimeline
Michael Brady & Co., LLC31,169$788K0.79%+4,02113F-HRTimeline
FLOW TRADERS U.S. LLC26,868$679K0.02%-6,24713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,926$655K<0.01%+2,36613F-HRTimelineGroup
World Investment Advisors25,698$650K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,166$636K<0.01%new13F-HRTimelineGroup
HBW ADVISORY SERVICES LLC25,100$635K0.07%013F-HRTimeline
Mariner, LLCin group Mariner, LLC24,671$624K<0.01%-31613F-HRTimelineGroup
Cambridge Investment Research Advisors,…24,637$623K<0.01%-12,55613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,216$537K<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,595$445K<0.01%+5613F-HRTimelineGroup
TCFG Investment Advisors, LLCgroup of 2 filers holding17,280$437K+6,029Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers15,224$385K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,963$353K<0.01%+2,17113F-HRTimelineGroup
Dynamic Advisor Solutions LLC13,918$352K0.01%+80913F-HRTimeline
&PARTNERS12,697$321K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,219$309K<0.01%-30,88813F-HRTimelineGroup
Private Advisor Group, LLC10,807$273K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,475$240K<0.01%-42,86213F-HRTimelineGroup
Beacon Pointe Advisors, LLC8,555$216K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,950$99.9K<0.01%-3,94813F-HRTimelineGroup
AMERIFLEX GROUP, INC.3,950$99.9K0.05%new13F-HRTimeline
Synergy Investment Management, LLC3,300$83.4K0.03%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,800$70.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,500$63.2K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,242$56.7K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,794$45K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,300$32.9K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.976$24.7K<0.01%-12,08713F-HRTimeline
AdvisorNet Financial, Inc925$23.4K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.383$10K<0.01%+213F-HRTimeline
Financial Life Planners61$1.55K<0.01%new13F-HRTimeline