Institutional Ownership
American Funds Smallcap World Fund Class F-2
CUSIP 831681820MSMCFXQ1 2026
Institutional Holders
3
13F filers
Shares Held
1.1K
Aggregate institutional
Institutional Value
$83.7K
Q1 2026
Net New Holders
-1
0 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased1
Decreased0
Sold out1
Institutional Holders
3 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kelleher Financial Advisors | 817 | $61.1K | 0 | Held |
| 2 | Richardson Financial Services Inc. | 242 | $18.1K | 0 | Held |
| 3 | Transce3nd, LLC | 61 | $4.5K | +1 | Added |