Institutional Ownership
American Funds Capital World Gr&Inc F3
CUSIP 140543117EQUITY FUNDSFWGIXQ1 2026
Institutional Holders
3
13F filers
Shares Held
9.2K
Aggregate institutional
Institutional Value
$630.1K
Q1 2026
Net New Holders
-1
1 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased1
Decreased0
Sold out2
Institutional Holders
3 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kelleher Financial Advisors | 8.8K | $619.5K | +32 | Added |
| 2 | Mcilrath & Eck, LLC | 151 | $10.6K | +151 | New |
| 3 | Coston, Mcisaac & Partners | 190 | $13 | 0 | Held |