CUSIP 140194101
AMERICAN FUNDS CAPITAL INCOME BLDR F2
17 institutions · $8.6M total · 173,493 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Wall Street Access Asset Management, LLC | 65,945 | $5.1M | 38.01% | 2025-12-31 |
| 2 | WEST MICHIGAN ADVISORS, LLC | 20,597 | $1.3M | 11.87% | 2023-09-30 |
| 3 | ENCOMPASS WEALTH ADVISORS, LLC | 17,467 | $1.3M | 10.06% | 2024-09-30 |
| 4 | Tradewinds, LLC. | 2,465 | $510.4K | 1.42% | 2023-03-31 |
| 5 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2,841 | $209.2K | 1.63% | 2024-09-30 |
| 6 | Garton & Associates Financial Advisors LLC | 528 | $40.6K | 0.30% | 2025-12-31 |
| 7 | VIMA LLC | 532 | $33.9K | 0.30% | 2024-03-31 |
| 8 | TUCKER ASSET MANAGEMENT LLC | 490 | $33.8K | 0.28% | 2024-12-31 |
| 9 | Transce3nd, LLC | 414 | $33.0K | 0.23% | 2025-12-31 |
| 10 | ORG Partners LLC | 387 | $26.4K | 0.22% | 2024-06-30 |
| 11 | Register Financial Advisors LLC | 408 | $25.7K | 0.23% | 2023-03-31 |
| 12 | RICHARDSON FINANCIAL SERVICES INC. | 135 | $10.5K | 0.07% | 2025-12-31 |
| 13 | ROTHSCHILD INVESTMENT CORP /IL | 60,829 | $3.7K | 35.06% | 2023-12-31 |
| 14 | ORG Wealth Partners, LLC | 18 | $1.4K | 0.01% | 2025-03-31 |
| 15 | Financial Gravity Companies, Inc. | 0 | $30 | 0.00% | 2025-06-30 |
| 16 | Financial Gravity Asset Management, Inc. | 0 | $30 | 0.00% | 2025-12-31 |
| 17 | Coston, McIsaac & Partners | 437 | $29 | 0.25% | 2024-03-31 |