SEC 13F Intelligence

AMERICAN FUNDS CAPITAL INCOME BLDR A

CUSIP 140193103

American Funds Capital Income Bldr A has 4 institutional holders in Filings Flow’s 13F database, together reporting 9.7K shares worth $626,848 as of Q1 2026. The largest reported holders are Westside Investment Management, Inc., Brooklyn Investment Group, and Luminist Capital LLC.

Institutional Holders
4
Q1 2026
Reported Value
$626,848
Ticker
unmapped
private placement or foreign
Quarters Tracked
8

Ownership Trend

Institutional holders
Q4 ’18: 5Q4 ’18Q2 ’19: 3Q2 ’19Q3 ’19: 1Q3 ’19Q2 ’21: 2Q2 ’21Q4 ’21: 2Q4 ’21Q4 ’22: 5Q4 ’22Q4 ’25: 4Q4 ’25Q1 ’26: 4Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $2MQ4 ’18Q2 ’19: $914,000Q2 ’19Q3 ’19: $683,000Q3 ’19Q2 ’21: $771,000Q2 ’21Q4 ’21: $190,000Q4 ’21Q4 ’22: $160,323Q4 ’22Q4 ’25: $605,366Q4 ’25Q1 ’26: $626,848Q1 ’26filingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
Westside Investment Management, Inc.$653M AUM0.09%$608,7857.8KQ1 2026
Brooklyn Investment Group$3.2B AUM0.02%$116,1301.5KQ2 2025OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$15,676202Q1 2026
Game Plan Financial Advisors, LLC$222M AUM0.00%$2,26129Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.