CGUI — CAP GROUP ULTRA SHORT INCOME
As of Q2 2026, 3 SEC-registered investment managers reported holding CGUI (CAP GROUP ULTRA SHORT INCOME) in their latest 13F filings, with a combined reported value of $13.35M across 528.20K shares. That is +1671.7% by share count (+498.39K shares) versus the previous quarter, while reported value moved +1671.7%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 1 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Wells Fargo & Co history | Q2 2026 | 467.43K | $11.82M | 0.00% | New |
| BNY Mellon history | Q4 2025 | 164.29K | $4.16M | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 51.66K | $1.31M | 0.00% | Add |
| Goldman Sachs Group history | Q1 2026 | 17.59K | $444.80K | 0.00% | Hold |
| UBS Group AG history | Q2 2026 | 9.11K | $230.33K | 0.00% | New |
| JPMorgan Chase & Co history | Q2 2025 | 5.38K | $135.69K | 0.00% | New |
New Positions (Q2 2026)
- Wells Fargo & Co 467.43K sh · $11.82M
- UBS Group AG 9.11K sh · $230.33K
Fully Exited (vs previous quarter)
- Goldman Sachs Group sold 17.59K sh · $444.80K
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q3 2024 | Q4 2024 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Co | — | — | — | — | — | — | 467.43K |
| Citadel Advisors | — | 15.50K | — | 19.95K | 43.11K | 12.22K | 51.66K |
| UBS Group AG | — | 305 | — | 457 | — | — | 9.11K |
| Goldman Sachs Group | — | — | — | — | 17.54K | 17.59K | — |
| BNY Mellon | — | — | — | — | 164.29K | — | — |
| JPMorgan Chase & Co | 59.19K | — | 5.38K | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details