CAPITAL GRP FIXED INCM ETF T

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CGUI·14020Y888·US·etf·Unknown - Unknown

ULTRA SHORT INCO

CGUI (CAPITAL GRP FIXED INCM ETF T) is held by 25 institutional investors as of Q1 2026. Largest holders: Merit Financial Group, LLC ($29.3M), LPL Financial LLC ($27.1M), Steward Partners Investment Advisory, LLC ($4.2M). Net institutional sentiment: Bullish.

25

Holders

Avg rating(5 Elite)

$92.4M

Total Value

76% (26)

Fund Consensus

19 buying - 6 selling

Smart Money Verdict

View all

63Mixed MomentumSingle Source

Institutional (13F)63

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how CGUI's score breaks down across 4 SEC sources

Holder Quality

5

★★★★★

Elite

10

★★★★

Strong

9

★★★

Solid

2

★★

Below

0

★

Weak

Held by 25 funds

5 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (25)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MFMerit Financial Group, LLC	Increased	1.2M(+3.8%)	$29.3M	0.2%	+1.34%	36
LPL Financial LLC	Increased	1.1M(+20.4%)	$27.1M	0.0%	+0.61%	34
Steward Partners Investment Advisory, LLC	Increased	167,348(+11.0%)	$4.2M	0.0%	+1.21%	30
ENVESTNET ASSET MANAGEMENT INC	Increased	160,586(+257.3%)	$4.1M	0.0%	+0.60%	43
COMMONWEALTH EQUITY SERVICES, LLC	Increased	147,171(+81.4%)	$3.7M	0.0%	+1.03%	41
MML INVESTORS SERVICES, LLC	Increased	135,533(+192.1%)	$3.4M	0.0%	+0.73%	43
RAYMOND JAMES FINANCIAL INC	New	122,841	$3.1M	0.0%	-0.08%	37
JONES FINANCIAL COMPANIES LLLP	Increased	118,163(+129.4%)	$3M	0.0%	+0.13%	43
Cetera Investment Advisers	Increased	109,220(+68.6%)	$2.8M	0.0%	+0.16%	39
CAPTRUST FINANCIAL ADVISORS	Increased	105,208(+42.4%)	$2.7M	0.0%	+3.20%	35
OSAIC HOLDINGS, INC.	Decreased	89,083(-44.4%)	$2.3M	0.0%	+3.70%	0
Capital International Investors	Decreased	82,000(-21.9%)	$2.1M	0.0%	+6.02%	0
ROYAL BANK OF CANADA	Increased	25,926(+10.0%)	$655,000	0.0%	+0.66%	27
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	25,166	$636,196	0.0%	-0.08%	34
Mariner, LLC	Decreased	24,671(-1.3%)	$623,683	0.0%	+0.32%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	New	21,216	$536,650	0.0%	-0.08%	34
GOLDMAN SACHS GROUP INC	Increased	17,595(+0.3%)	$444,802	0.0%	+0.32%	24
Kestra Advisory Services, LLC	Increased	13,963(+18.4%)	$352,987	0.0%	+0.26%	28
&PARTNERS	New	12,697	$320,978	0.0%	-0.08%	33
CITADEL ADVISORS LLC	Decreased	12,219(-71.7%)	$308,896	0.0%	+0.83%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer