CUSIP 140543828
AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FUND CLASS F-2
13 institutions · $3.1M total · 67,346 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | WEST MICHIGAN ADVISORS, LLC | 25,905 | $1.5M | 38.46% | 2023-09-30 |
| 2 | Wall Street Access Asset Management, LLC | 10,143 | $723.9K | 15.06% | 2025-12-31 |
| 3 | GREAT LAKES ADVISORS, LLC | 5,796 | $413.6K | 8.60% | 2025-12-31 |
| 4 | Transce3nd, LLC | 1,539 | $116.6K | 2.28% | 2025-12-31 |
| 5 | TUCKER ASSET MANAGEMENT LLC | 1,541 | $97.8K | 2.28% | 2024-12-31 |
| 6 | Register Financial Advisors LLC | 1,389 | $71.5K | 2.06% | 2023-03-31 |
| 7 | ORG Wealth Partners, LLC | 881 | $56.0K | 1.30% | 2025-03-31 |
| 8 | ORG Partners LLC | 830 | $54.5K | 1.23% | 2024-06-30 |
| 9 | Strategic Investment Solutions, Inc. /IL | 385 | $22.0K | 0.57% | 2023-12-31 |
| 10 | RICHARDSON FINANCIAL SERVICES INC. | 244 | $17.2K | 0.36% | 2025-12-31 |
| 11 | Garton & Associates Financial Advisors LLC | 83 | $5.9K | 0.12% | 2025-12-31 |
| 12 | ROTHSCHILD INVESTMENT CORP /IL | 16,932 | $929 | 25.14% | 2023-12-31 |
| 13 | Motiv8 Investments LLC | 1,678 | $120 | 2.49% | 2025-12-31 |