Institutional Ownership
American Tax-Exempt Fund Of California Class F2
CUSIP 02630B604OPEN END - LOAD FUNDQ1 2026
Institutional Holders
1
13F filers
Shares Held
28.7K
Aggregate institutional
Institutional Value
$477.7K
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased0
Sold out0
Institutional Holders
1 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mcilrath & Eck, LLC | 28.7K | $477.7K | +28.7K | New |