AMERICAN FUNDS CAPITAL W NTF EQUITY FUNDS is a security (CUSIP 140543828) tracked across SEC portfolio filings. 8 institutional managers reported $6.1M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Keystone Financial Group | LEXINGTON, KY | $4.0M | 48,519 |
| KELLEHER FINANCIAL ADVISORS | NEW YORK, NY | $1.2M | 15,091 |
| GREAT LAKES ADVISORS, LLC | CHICAGO, IL | $407K | 5,796 |
| NBT BANK, N.A. | NORWICH, NY | $387K | 4,746 |
| Transce3nd, LLC | BUDA, TX | $112K | 1,377 |
| RICHARDSON FINANCIAL SERVICES INC. | MEDWAY, MA | $34K | 486 |
| McIlrath & Eck, LLC | ARLINGTON, WA | $21K | 301 |
| Motiv8 Investments LLC | Port St. Lucie, FL | $120 | 1,678 |