5 institutions reported holding $13.7M of AMERICAN CAPITAL INCOME BUILDER FUND CLASS F2 (CAIFX) in SEC 13F filings for 2026-06-30. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($10.4M), Keystone Financial Group ($3.0M), NBT BANK N A /NY ($245,371), Transce3nd, LLC ($34,633), RICHARDSON FINANCIAL SERVICES INC. ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $10.4M | 127,085 | Added |
| 2 | Keystone Financial Group | $3.0M | 36,438 | Hold |
| 3 | NBT BANK N A /NY | $245,371 | 2,998 | New |
| 4 | Transce3nd, LLC | $34,633 | 420 | Added |
| 5 | RICHARDSON FINANCIAL SERVICES INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30