Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / ULTRA SHORT INCO
-
Total 13F shares
-
1,955,595
-
Share change
-
+449,941
-
Total reported value
-
$49,486,215
-
Price per share
-
$25.30
-
Number of holders
-
18
-
Value change
-
+$11,385,754
-
Number of buys
-
12
-
Number of sells
-
5
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
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,955,595 shares.
The largest 10 holders included
Merit Financial Group, LLC, Tribridge Partners Financial LLC, Wealthcare Advisory Partners LLC, Strategic Blueprint, LLC, Brookstone Capital Management, Entruity Wealth, LLC, Cambridge Investment Research Advisors, Inc., Michael Brady & Co., LLC, World Investment Advisors, and HBW ADVISORY SERVICES LLC.
This page lists
18
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.