Cap Group Ultra Short Income (CGUI)

CUSIP: 14020Y888 | NYSE | 82 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Wealth Science Advisors LLC328,674

3.5% of portfolio$8.3M

Commonwealth Equity Services, LLC180,722

0.0% of portfolio$4.6M

Wealthcare Advisory Partners LLC102,789

0.0% of portfolio$2.6M

Brookstone Capital Management97,497

0.0% of portfolio$2.5M

Strategic Blueprint, LLC91,279

0.1% of portfolio$2.3M

Wealth Enhancement Advisory Services, LLC85,839

0.0% of portfolio$2.2M

Cambridge Investment Research Advisors, Inc.80,860

0.0% of portfolio$2.0M

HBW Advisory Services LLC30,374

0.1% of portfolio$765.1K

FCG Investment Co20,771

0.2% of portfolio$523.2K

Kestra Advisory Services, LLC17,935

0.0% of portfolio$451.8K

Michael Brady & Co., LLC17,909

0.4% of portfolio$451.1K

B. Riley Wealth Advisors, Inc.17,523

0.0% of portfolio$441.4K

M.E. Allison & Co., Inc.14,505

0.2% of portfolio$365.4K

Dynamic Advisor Solutions LLC14,457

0.0% of portfolio$364.2K

MSH Capital Advisors LLC12,602

0.0% of portfolio$317.4K

Bank of New York Mellon Corp10,144

0.0% of portfolio$255.5K

Tcfg Investment Advisors, LLC8,688

0.1% of portfolio$218.8K

Lodestone Wealth Management LLC8,509

0.1% of portfolio$214.4K

Diversify Wealth Management, LLC8,001

0.0% of portfolio$202.2K

Diversify Advisory Services, LLC8,001

0.0% of portfolio$202.2K

Farther Finance Advisors, LLC4,400

0.0% of portfolio$110.8K

Spire Wealth Management3,950

0.0% of portfolio$99.5K

Capital Investment Advisory Services, LLC1,631

0.0% of portfolio$41.1K

Hazlett, Burt & Watson, Inc.391

0.0% of portfolio$10

				Style	Turnover	Location	Filed
Wealth Science Advisors LLC	328,674	$8.3M	3.5%	ETF	Medium	Alpharetta, GA	2026-10-09
Commonwealth Equity Services, LLC	180,722	$4.6M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Wealthcare Advisory Partners LLC	102,789	$2.6M	0.0%	ETF	Low	West Chester, PA	2026-10-21
Brookstone Capital Management	97,497	$2.5M	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Strategic Blueprint, LLC	91,279	$2.3M	0.1%	ETF	Low	Atlanta, GA	2026-10-22
Wealth Enhancement Advisory Services, LLC	85,839	$2.2M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Cambridge Investment Research Advisors, Inc.	80,860	$2.0M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
HBW Advisory Services LLC	30,374	$765.1K	0.1%	ETF	Medium	Simi Valley, CA	2026-10-15
FCG Investment Co	20,771	$523.2K	0.2%	Growth	High	Germantown, TN	2026-10-13
Kestra Advisory Services, LLC	17,935	$451.8K	0.0%	Core	Low	Austin, TX	2026-11-02
Michael Brady & Co., LLC	17,909	$451.1K	0.4%	ETF	Low	Westlake, OH	2026-10-23
B. Riley Wealth Advisors, Inc.	17,523	$441.4K	0.0%	Growth	Low	Memphis, TN	2026-10-13
M.E. Allison & Co., Inc.	14,505	$365.4K	0.2%	Core	Low	San Antonio, TX	2026-10-09
Dynamic Advisor Solutions LLC	14,457	$364.2K	0.0%	ETF	Low	Phoenix, AZ	2026-10-13
MSH Capital Advisors LLC	12,602	$317.4K	0.0%	Core	Low	Scottsdale, AZ	2026-11-03
Bank of New York Mellon Corp	10,144	$255.5K	0.0%	Core	Low	New York, NY	2026-11-05
Tcfg Investment Advisors, LLC	8,688	$218.8K	0.1%	Growth	Medium	Laguna Niguel, CA	2026-10-20
Lodestone Wealth Management LLC	8,509	$214.4K	0.1%	Core	Low	Spokane, WA	2026-10-14
Diversify Wealth Management, LLC	8,001	$202.2K	0.0%	Growth	Medium	Sandy, UT	2026-10-20
Diversify Advisory Services, LLC	8,001	$202.2K	0.0%	Growth	Low	Sandy, UT	2026-10-20
Farther Finance Advisors, LLC	4,400	$110.8K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Spire Wealth Management	3,950	$99.5K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
Capital Investment Advisory Services, LLC	1,631	$41.1K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
Hazlett, Burt & Watson, Inc.	391	$10	0.0%	Core	Very Low	Wheeling, WV	2026-11-04