DOSSIER · 13F Holders · Q4 2025
CWGIX

CAPITAL WORLD GROWTH

7 institutions still hold CAPITAL WORLD GROWTH as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 140543109·7 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$1M
visible holders
Holders
7
filers reporting
Concentration
44.53%
Coston, McIsaac & Partners #1
top holder share
AI Holders Summary · Q4 2025

7 institutions reported CWGIX in Q4 2025. Coston, McIsaac & Partners leads at 44.5% 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
$608K9K0.14%Q4 2025
02
Westside Investment Management, Inc.
CIK 0001538383
$302K4K0.04%Q2 2026
03
Motiv8 Investments LLC
CIK 0002024873
$262K4K0.14%Q4 2025
04
Vermillion Wealth Management, Inc.
CIK 0001737012
$110K1K0.03%Q2 2026
05
Financial Gravity Companies, Inc.
CIK 0001377167
$38K4680.01%Q2 2026
06
Financial Gravity Asset Management, Inc.
CIK 0001741736
$33K4670.01%Q1 2026
07
McIlrath & Eck, LLC
CIK 0001701714
$12K1730.00%Q1 2026