C
Capital Group Ultra Short Income
CGUI • ARCX
Capital Group Ultra Short Income is a publicly traded company on ARCX. As of Q3 2025, 28 institutional investors hold shares in this company, with total holdings valued at $87.7M. Merit Financial Group, LLC is the largest holder with a position valued at $27.0M.
Overview
Overview of institutional ownership in CGUI as of Q3 2025
All Institutions
- Institutions
- 28
- Value Held
- $87.7M
- Shares Held
- 3.5M
- Avg Position
- $3.1M
- Median Position
- $972.0K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $504.6K
- Shares Held
- 19.9K
- Avg Position
- $504.6K
- Median Position
- $504.6K
Biggest Investors
Institutions with the largest positions in CGUI as of Q3 2025
| Institution | Position Value |
|---|---|
 Merit Financial Group, LLC RIA/Wealth | $27.0M 0.25% of portfolio |
 Creekmur Asset Management LLC RIA/Wealth | $20.5M 3.41% of portfolio |
L LPL Financial LLC Institution | $8.8M 0.00% of portfolio |
T Tribridge Partners Financial LLC RIA/Wealth | $5.5M 2.52% of portfolio |
C | $3.7M 0.06% of portfolio |
$3.5M 0.02% of portfolio | |
K Kensington Asset Management, LLC Institution | $2.8M 0.17% of portfolio |
A Advisor Group Holdings, Inc. Institution | $2.6M 0.00% of portfolio |
C Capital International Investors Institution | $1.9M 0.00% of portfolio |
 CAPTRUST FINANCIAL ADVISORS RIA/Wealth | $1.8M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CGUI in Q3 2025
- Traded
- +$46.8M
- Buyers
- 21
- Sellers
- 10
- Total Bought
- +$51.5M
- Total Sold
- −$4.7M
- Avg Position
- $2.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Merit Financial Group, LLC RIA/Wealth | +$27.0M +1.1M shares |
L LPL Financial LLC Institution | +$8.8M +347.5K shares |
T Tribridge Partners Financial LLC RIA/Wealth | +$5.5M +49.1K shares |
+$3.5M +138.4K shares | |
K Kensington Asset Management, LLC Institution | +$1.3M +52.0K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | +$1.1M +4.8K shares |
Creekmur Asset Management LLC RIA/Wealth | +$944.2K +37.3K shares |
 Kingsview Wealth Management, LLC RIA/Wealth | +$927.7K +36.7K shares |
 Pensionmark Financial Group, LLC Pension/Endowment | +$650.0K +25.7K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$504.6K +19.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
C Capital International Investors Institution | −$1.7M −67.0K shares |
 Geneos Wealth Management Inc. RIA/Wealth | −$1.1M −43.9K shares |
 INTEGRITY ALLIANCE, LLC. RIA/Wealth | −$609.6K −24.2K shares |
O OLD MISSION CAPITAL LLC Institution | −$565.7K −22.4K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$206.5K −8.2K shares |
 Entruity Wealth, LLC RIA/Wealth | −$203.2K −8.0K shares |
 JPMORGAN CHASE & CO Institution | −$135.7K −5.4K shares |
J JANE STREET GROUP, LLC Institution | −$87.4K −3.5K shares |
 Brookstone Capital Management RIA/Wealth | −$67.9K −2.7K shares |
A AdvisorNet Financial, Inc Institution | −$12.6K −500.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CGUI in Q3 2025
- New Positions
- 11
- New Value
- $47.8M
- Exited Positions
- 5
- Exited Value
- $2.6M
New Positions
| Institution | Position Value |
|---|---|
Merit Financial Group, LLC RIA/Wealth | $27.0M 1.1M shares |
L LPL Financial LLC Institution | $8.8M 347.5K shares |
T Tribridge Partners Financial LLC RIA/Wealth | $5.5M 217.4K shares |
$3.5M 138.4K shares | |
MML INVESTORS SERVICES, LLC RIA/Wealth | $1.1M 41.6K shares |
Kingsview Wealth Management, LLC RIA/Wealth | $927.7K 36.7K shares |
Pensionmark Financial Group, LLC Pension/Endowment | $650.0K 25.7K shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | $327.8K 13.0K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | $99.6K 3.9K shares |
E EverSource Wealth Advisors, LLC RIA/Wealth | $29.9K 1.2K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Geneos Wealth Management Inc. RIA/Wealth | $1.1M 43.9K shares |
INTEGRITY ALLIANCE, LLC. RIA/Wealth | $609.6K 24.2K shares |
O OLD MISSION CAPITAL LLC Institution | $565.7K 22.4K shares |
Kestra Advisory Services, LLC RIA/Wealth | $206.5K 8.2K shares |
JPMORGAN CHASE & CO Institution | $135.7K 5.4K shares |
Options Activity
Institutions with the largest Call and Put options positions in CGUI as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CGUI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Creekmur Asset Management LLC RIA/Wealth | 3.41% $20.5M |
T Tribridge Partners Financial LLC RIA/Wealth | 2.52% $5.5M |
Entruity Wealth, LLC RIA/Wealth | 1.14% $1.5M |
Merit Financial Group, LLC RIA/Wealth | 0.25% $27.0M |
T TCFG WEALTH MANAGEMENT, LLC Institution | 0.22% $559.4K |
K Kensington Asset Management, LLC Institution | 0.17% $2.8M |
C | 0.06% $3.7M |
 HBW Advisory Services LLC RIA/Wealth | 0.04% $382.0K |
Brookstone Capital Management RIA/Wealth | 0.02% $1.8M |
0.02% $3.5M |
Hedge Fund Spotlight
Discover hedge funds investing in CGUI
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
C
Position in Capital Group Ultra Short Income
- Market Value
- $504.6K
- Shares Held
- 19.9K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
