| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ROTHSCHILD INVESTMENT LLC /IL | 26 | 26 | 0.13% | 0.91% | 1.32% | Q2 2017 | Q3 2023 | 26 |
| NORTH STAR ASSET MANAGEMENT INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
| TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
| ORG Partners LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q3 2023 | Q2 2024 | 2 |
| DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| 55I, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
| MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
This page lists all the filers that currently own CAPITAL INCOME BLDR FD CL F 3 or have owned CAPITAL INCOME BLDR FD CL F 3 in the past.