CUSIP 140193103
AMERICAN FUNDS CAPITAL INCOME BLDR A
19 institutions · $1.8M total · 34,786 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Westside Investment Management, Inc. | 7,800 | $602.9K | 22.42% | 2025-12-31 |
| 2 | FIRST BUSINESS FINANCIAL SERVICES, INC. | 6,310 | $402.8K | 18.13% | 2023-06-30 |
| 3 | CoreFirst Bank & Trust | 2,536 | $159.8K | 7.29% | 2023-03-31 |
| 4 | Financial Gravity Asset Management, Inc. | 2,399 | $154.8K | 6.89% | 2023-12-31 |
| 5 | Brooklyn Investment Group | 1,521 | $116.1K | 4.37% | 2025-06-30 |
| 6 | ORG Partners LLC | 1,607 | $109.6K | 4.61% | 2024-06-30 |
| 7 | MOTCO | 1,430 | $88.0K | 4.11% | 2023-12-31 |
| 8 | Luminist Capital LLC | 528 | $40.5K | 1.51% | 2025-06-30 |
| 9 | TUCKER ASSET MANAGEMENT LLC | 438 | $32.3K | 1.25% | 2024-12-31 |
| 10 | Livelsberger Financial Advisory | 300 | $19.9K | 0.86% | 2024-03-31 |
| 11 | ORG Wealth Partners, LLC | 166 | $12.0K | 0.47% | 2025-03-31 |
| 12 | Strategic Investment Solutions, Inc. /IL | 152 | $9.6K | 0.43% | 2023-09-30 |
| 13 | Game Plan Financial Advisors, LLC | 29 | $2.2K | 0.08% | 2025-12-31 |
| 14 | VIMA LLC | 28 | $1.8K | 0.08% | 2024-03-31 |
| 15 | ROTHSCHILD INVESTMENT CORP /IL | 4,599 | $296 | 13.22% | 2023-09-30 |
| 16 | DIVIDEND ASSETS CAPITAL, LLC | 2,188 | $135 | 6.28% | 2023-12-31 |
| 17 | Coston, McIsaac & Partners | 1,494 | $114 | 4.29% | 2025-12-31 |
| 18 | Motiv8 Investments LLC | 1,220 | $94 | 3.50% | 2025-12-31 |
| 19 | RE Dickinson Investment Advisors, LLC | 41 | $3 | 0.11% | 2023-09-30 |