Institutional Ownership
American Funds Capital Income Builder Fund Class F-2
CUSIP 140194101MCAIFXQ1 2026
Institutional Holders
5
13F filers
Shares Held
104.5K
Aggregate institutional
Institutional Value
$8.23M
Q1 2026
Net New Holders
+1
2 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased3
Decreased0
Sold out1
Institutional Holders
5 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kelleher Financial Advisors | 66.9K | $5.19M | +966 | Added |
| 2 | Keystone Financial Group | 36.4K | $2.96M | +36.4K | New |
| 3 | Transce3nd, LLC | 417 | $32.4K | +3 | Added |
| 4 | Mcilrath & Eck, LLC | 412 | $32.0K | +412 | New |
| 5 | Richardson Financial Services Inc. | 274 | $21.3K | +2 | Added |