DOSSIER · 13F Holders · Q3 2026
CWGIX

CAPITAL WORLD GROWTH

6 institutions still hold CAPITAL WORLD GROWTH as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 140543109·6 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$2M
visible holders
Holders
6
filers reporting
Concentration
59.35%
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q3 2026

6 institutions reported CWGIX in Q3 2026. Coston, McIsaac & Partners leads at 59.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Coston, McIsaac & Partners
CIK 0001945037
$944K12K0.19%Q3 2026
02
Westside Investment Management, Inc.
CIK 0001538383
$301K4K0.04%Q3 2026
03
Motiv8 Investments LLC
CIK 0002024873
$262K4K0.14%Q4 2025
04
Financial Gravity Companies, Inc.
CIK 0001377167
$38K4680.01%Q2 2026
05
Financial Gravity Asset Management, Inc.
CIK 0001741736
$33K4670.01%Q1 2026
06
McIlrath & Eck, LLC
CIK 0001701714
$12K1730.00%Q1 2026