Who owns The Income Fund of America F-3?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FIFAX from SEC Form 13F filings across 3 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 3 institutions disclosed 198,825 shares of The Income Fund of America F-3 worth $5.4M — about 0% of shares outstanding; the largest disclosed holder is KELLEHER FINANCIAL ADVISORS. Source: SEC Form 13F filings, parsed by EvidInvest.
3
13F holders
$5.4M
value, 2026 filers
0%
of shares outstanding (198,825 sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FIFAX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | 196,665 | $5.4M | 0.8% | 0% | +101.4% |
| 2 | Vermillion Wealth Management, Inc.NEW | 1,666 | $45,481 | 0.0% | 0% | new |
| 3 | Coston, McIsaac & Partners | 494 | $13 | 0.0% | 0% | +0.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.