AMER FNDS CAP INC BLDR-F2 (CAIFX) Institutional Ownership and Insiders Activity

AMER FNDS CAP INC BLDR-F2 (CAIFX) is widely held by institutional investors, with 6 firms reporting positions valued at approximately $13.70M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Kelleher Financial Advisors is the largest disclosed holder, reporting approximately $10.40M in CAIFX holdings in its latest filing.

Institutional ownership remains highly concentrated, with Kelleher Financial Advisors representing the majority of disclosed value.