CAIFX institutional holders
AMERICAN CAPITAL INCOME BUILDER FUND CLASS F2 · 13F, 2026Q2
| Managers holding | 4 |
|---|---|
| Shares held | 166,941 |
| Reported value | $13.7m |
| Quarter flows | 1 new, 2 added, 0 trimmed, 2 exited |
Top 4 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 127,085 | $10.4m | 1.5% |
| Keystone Financial Group | 36,438 | $3.0m | 0.2% |
| NBT BANK, N.A. | 2,998 | $245,371 | 0.0% |
| Transce3nd, LLC | 420 | $34,633 | 0.3% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("CAIFX"). CAIFX price history · All 13F data