Institutional Ownership
American Funds Capital World Growth & Income Fund Class F-2
CUSIP 140543828MWGIFXQ1 2026
Institutional Holders
6
13F filers
Shares Held
66.7K
Aggregate institutional
Institutional Value
$5.04M
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
Decreased1
Sold out1
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Keystone Financial Group | 48.4K | $3.76M | +48.4K | New |
| 2 | Kelleher Financial Advisors | 10.2K | $714.7K | +33 | Added |
| 3 | Great Lakes Advisors, LLC | 5.8K | $407.0K | 0 | Held |
| 4 | Transce3nd, LLC | 1.5K | $107.9K | −3 | Reduced |
| 5 | Richardson Financial Services Inc. | 486 | $34.2K | +1 | Added |
| 6 | Mcilrath & Eck, LLC | 301 | $21.1K | +301 | New |