DOSSIER · 13F Holders · Q2 2026
AMEFX

INCOME FD AMER INC CL F-2 SHS

6 institutions still hold INCOME FD AMER INC CL F-2 SHS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 453320822·6 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$14M
visible holders
Holders
6
filers reporting
Concentration
63.52%
KELLEHER FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q2 2026

6 institutions reported AMEFX in Q2 2026. KELLEHER FINANCIAL ADVISORS leads at 63.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$9M318K1.23%Q2 2026
02
Keystone Financial Group
CIK 0001729299
$4M146K0.24%Q2 2026
03
McIlrath & Eck, LLC
CIK 0001701714
$867K33K0.06%Q1 2026
04
NBT BANK N A /NY
CIK 0000898413
$101K4K0.01%Q2 2026
05
Transce3nd, LLC
CIK 0002023570
$26K9430.23%Q2 2026
06
Oakworth Capital, Inc.
CIK 0001588871
$11K4140.00%Q2 2026