AMER FND INV CO OF AM-F2 (ICAFX) Institutional Shareholders
AMER FND INV CO OF AM-F2 (ICAFX) 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 $10.94M in ICAFX holdings during the latest filing period.
Kelleher Financial Advisors is currently the largest disclosed institutional shareholder of ICAFX tracked by InsiderSet, reporting ownership valued at approximately $7.69M 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 ICAFX 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 FND INV CO OF AM-F2 (ICAFX).
This page ranks the largest institutional ICAFX 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
7
Total Reported Value
$10.94M
Largest Holder
Kelleher Financial Advisors
Largest Position
$7.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
10
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Kelleher Financial Advisors | 1.09% | 112,811 | $7,691,426 | — | — | — | |
| Keystone Financial Group | 0.13% | 32,871 | $2,241,163 | — | — | — | |
| Nbt Bank N A | 0.05% | 10,965 | $747,582 | — | — | — | |
| Transce3Nd, Llc | 1.10% | 1,809 | $124,201 | — | — | — | |
| Estabrook Capital Management | 0.01% | 1,327 | $90,475 | — | — | — | |
| Mcilrath & Eck, Llc | 0.00% | 711 | $42,242 | — | — | — | |
| Financial Gravity Asset Management, Inc. | 0.00% | 1 | $36 | — | — | — |
Frequently asked questions about ICAFX
Who owns the most ICAFX stock?
The largest holders of ICAFX 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 FND INV CO OF AM-F2 (ICAFX).
Is ICAFX widely held by superinvestors?
Many widely followed stocks like ICAFX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ICAFX 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.