Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / ULTRA SHORT INCO
-
Total 13F shares
-
4,412,585
-
Share change
-
+1,619,157
-
Total reported value
-
$111,661,269
-
Price per share
-
$25.30
-
Number of holders
-
43
-
Value change
-
+$40,972,853
-
Number of buys
-
34
-
Number of sells
-
7
Institutional Holders of CAPITAL GRP FIXED INCM ETF T - ULTRA SHORT INCO (CGUI) as of Q4 2025
As of 31 Dec 2025,
CAPITAL GRP FIXED INCM ETF T - ULTRA SHORT INCO (CGUI) was held by
43 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,412,585 shares.
The largest 10 holders included
Merit Financial Group, LLC, LPL Financial LLC, Tribridge Partners Financial LLC, Wealthcare Advisory Partners LLC, Kensington Asset Management, LLC, Bank of New York Mellon Corp, OSAIC HOLDINGS, INC., Steward Partners Investment Advisory, LLC, Capital Group Private Client Services, Inc., and Capital International Investors.
This page lists
43
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.