§ EQUITY
USDCGUI
CAP GROUP ULTRA SHORT INCOME
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Merit Financial Group, LLC | 1.2M | 0.2% | +4% |
| LPL Financial LLC | 1.1M | 0.0% | +20% |
| Brookstone Capital Management | 415K | 0.1% | +590% |
| Wealthcare Advisory Partners LLC | 301K | 0.1% | +49% |
| Tribridge Partners Financial LLC | 268K | 2.8% | +3% |
| Kensington Asset Management, LLC | 185K | 0.1% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for CGUI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER97.6% · 50 holders
QUALITY / COMPOUNDER1.4% · 1 holder
DEALER / BANK0.7% · 2 holders
TACTICAL / MACRO0.2% · 1 holder
INCOME / DEFENSIVE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CGUI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CGUI yet.