AMER FNDS CAP INC BLDR-F2 (CAIFX) Institutional Shareholders
AMER FNDS CAP INC BLDR-F2 (CAIFX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $13.70M in CAIFX holdings during the latest filing period.
Kelleher Financial Advisors is currently the largest disclosed institutional shareholder of CAIFX tracked by InsiderSet, reporting ownership valued at approximately $10.40M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CAIFX value among the investors covered in this analysis. Major shareholders include Kelleher Financial Advisors, Keystone Financial Group, Nbt Bank N A, and several other long-term asset managers with concentrated positions in AMER FNDS CAP INC BLDR-F2 (CAIFX).
This page ranks the largest institutional CAIFX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
6
Total Reported Value
$13.70M
Largest Holder
Kelleher Financial Advisors
Largest Position
$10.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
7
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Kelleher Financial Advisors | 1.48% | 127,085 | $10,401,885 | — | — | — | |
| Keystone Financial Group | 0.18% | 36,438 | $2,982,474 | — | — | — | |
| Nbt Bank N A | 0.02% | 2,998 | $245,371 | — | — | — | |
| Transce3Nd, Llc | 0.31% | 420 | $34,633 | — | — | — | |
| Mcilrath & Eck, Llc | 0.00% | 412 | $32,004 | — | — | — | |
| Financial Gravity Asset Management, Inc. | 0.00% | 0 | $30 | — | — | — |
Frequently asked questions about CAIFX
Who owns the most CAIFX stock?
The largest holders of CAIFX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AMER FNDS CAP INC BLDR-F2 (CAIFX).
Is CAIFX widely held by superinvestors?
Many widely followed stocks like CAIFX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CAIFX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.