Public ownership evidence

Capital Group Ultra Short Income ETF (CGUI) Ownership Disclosures

Read CGUI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Capital Group Ultra Short Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Kingsview Wealth Management, LLC
Report period
2026-06-30
Available
2026-08-20
Reported shares
171,231
Value (USD)
$4,328,720
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001791965-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CGUI fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CGUI fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Kingsview Wealth Management, LLC2026-06-302026-08-20171,231$4,328,720None
Michael Brady & Co., LLC2026-06-302026-08-1528,409$718,184None
AMERIFLEX GROUP, INC.2026-06-302026-08-153,950$99,856None
Synergy Investment Management, LLC2026-06-302026-08-153,300$83,424None
Ameritas Advisory Services, LLC2026-06-302026-08-1510,228$258,564None
IFG Advisory, LLC2026-06-302026-08-153,162$79,935None
OSAIC HOLDINGS, INC.2026-06-302026-08-15125$3,160None
OSAIC HOLDINGS, INC.2026-06-302026-08-15175,828$4,444,892None
JANE STREET GROUP, LLC2026-06-302026-08-1578,810$1,992,317None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1560,384$1,526,508None
&PARTNERS2026-06-302026-08-1514,640$370,088None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15201,021$5,097,884None
ROYAL BANK OF CANADA2026-06-302026-08-1591,100$2,303,000None
CITADEL ADVISORS LLC2026-06-302026-08-1551,665$1,306,091None
World Investment Advisors2026-06-302026-08-1525,698$649,646None
NATIXIS ADVISORS, LLC2026-06-302026-08-1533,852$855,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15110,531$2,794,224None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1523,937$605,127None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15423,793$10,713,487None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1543,635$1,103,093None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14166,542$4,210,182None
Entruity Wealth, LLC2026-06-302026-08-1442,462$1,073,439None
UBS Group AG2026-06-302026-08-149,111$230,326None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-14121,214$3,064,292None
Kensington Asset Management, LLC2026-06-302026-08-13284,915$7,202,651None
Capital Group Private Client Services, Inc.2026-06-302026-08-13111,267$2,812,821None
Integrated Wealth Concepts LLC2026-06-302026-08-132,162$54,656None
Cetera Investment Advisers2026-06-302026-08-13279,945$7,077,006None
Capital International Investors2026-06-302026-08-1382,000$2,072,960None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13976$24,673None
THOROUGHBRED FINANCIAL SERVICES, LLC2026-06-302026-08-128,233$208,000None
Arax Advisory Partners2026-06-302026-08-115,252$132,773None
Graney & King, LLC2026-06-302026-08-085,750$145,362None
LPL Financial LLC2026-06-302026-08-081,295,123$32,740,703None
MML INVESTORS SERVICES, LLC2026-06-302026-08-08309,124$7,814,659None
ROTHSCHILD INVESTMENT LLC2026-06-302026-08-072,800$70,784None
Capital Analysts, LLC2026-06-302026-08-0610,914$276,000None
Tribridge Partners Financial LLC2026-06-302026-08-05263,072$6,670,193None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04337,836$8,540,506None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3156,613$1,431,000None
HAZLETT, BURT & WATSON, INC.2026-06-302026-07-31387$10,000None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-30165,160$4,175,250None
Kestra Advisory Services, LLC2026-06-302026-07-2914,327$362,186None
Private Advisor Group, LLC2026-06-302026-07-2849,965$1,263,106None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2856,613$1,431,000None
Strategic Blueprint, LLC2026-06-302026-07-2489,886$2,272,318None
AdvisorNet Financial, Inc2026-06-302026-07-24925$23,384None
Capital Investment Advisory Services, LLC2026-06-302026-07-241,530$38,678None
5T Wealth, LLC2026-06-302026-07-2230,500$771,040None
Merit Financial Group, LLC2026-06-302026-07-211,184,223$29,937,156None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗Michael Brady & Co., LLC ↗AMERIFLEX GROUP, INC. ↗Synergy Investment Management, LLC ↗Ameritas Advisory Services, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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