We are live on ! Find out more
CGUI

Capital Group Ultra Short Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1
Merit Financial Group
Georgia
$27M +$27M +1,066,035 New
CAM
2
Creekmur Asset Management
Illinois
$20.5M +$944K +37,326 +5%
LPL Financial
3
LPL Financial
California
$8.79M +$8.79M +347,462 New
TPF
4
Tribridge Partners Financial
Maryland
$5.5M +$1.24M +49,135 +29%
CGPCS
5
Capital Group Private Client Services
California
$3.72M +$452K +17,852 +14%
SPIA
6
Steward Partners Investment Advisory
New York
$3.5M +$3.5M +138,357 New
KAM
7
Kensington Asset Management
Texas
$2.83M +$1.32M +51,994 +87%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.64M +$211K +8,358 +9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.94M +$1.33M +52,422 +216%
Capital International Investors
10
Capital International Investors
California
$1.9M -$1.7M -67,000 -47%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$1.82M +$130K +5,119 +8%
BCM
12
Brookstone Capital Management
Illinois
$1.81M -$67.9K -2,684 -4%
EW
13
Entruity Wealth
California
$1.47M -$203K -8,035 -12%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.05M +$121K +4,773 +13%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.02M +$75.6K +2,988 +8%
KWM
16
Kingsview Wealth Management
Oregon
$928K +$928K +36,677 New
WIA
17
World Investment Advisors
California
$650K +$650K +25,698 New
Jane Street
18
Jane Street
New York
$576K -$87.5K -3,456 -13%
TWM
19
TCFG Wealth Management
California
$559K +$1.29K +51 +0.2%
Citadel Advisors
20
Citadel Advisors
Florida
$505K +$505K +19,948 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$470K +$20.9K +826 +5%
HAS
22
HBW Advisory Services
California
$382K +$27.8K +1,100 +8%
HI
23
Harbour Investments
Wisconsin
$328K +$328K +12,959 New
IFG
24
Independent Financial Group
California
$215K -$14K -552 -6%
FTUS
25
Flow Traders U.S.
New York
$215K +$215K +8,507 New