CAIBX — American Funds Capital Income Bldr A Institutional Holders · Q2 2026
Who owns American Funds Capital Income Bldr A (CAIBX)? 4 institutions reported holding $874,980 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Westside Investment Management, Inc. ($639,365), Coston, McIsaac & Partners ($133,000), Vermillion Wealth Management, Inc. ($100,216).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Westside Investment Management, Inc. | $639,365 | 7,800 | Hold |
| 2 | Coston, McIsaac & Partners | $133,000 | 1,625 | Added |
| 3 | Vermillion Wealth Management, Inc. | $100,216 | 1,223 | New |
| 4 | Game Plan Financial Advisors, LLC | $2,399 | 29 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30