Institutional Ownership
American Funds Capital World Gr&Inc A
CUSIP 140543109LOAD EQUITY FUNDCWGIXQ1 2026
Institutional Holders
5
13F filers
Shares Held
42.3K
Aggregate institutional
Institutional Value
$2.17M
Q1 2026
Net New Holders
+1
2 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased2
Decreased0
Sold out1
Institutional Holders
5 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Beck Mack & Oliver LLC | 26.1K | $1.84M | +72 | Added |
| 2 | Westside Investment Management, Inc. | 4.0K | $282.7K | 0 | Held |
| 3 | Financial Gravity Asset Management, Inc. | 467 | $32.8K | +467 | New |
| 4 | Mcilrath & Eck, LLC | 173 | $12.1K | +173 | New |
| 5 | Coston, Mcisaac & Partners | 11.6K | $816 | +3.1K | Added |