DOSSIER · 13F Holders · Q2 2026
FWGIX

CAPITAL WORLD GROWTH

4 institutions still hold CAPITAL WORLD GROWTH as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 140543117·4 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$523K
visible holders
Holders
4
filers reporting
Concentration
83.64%
KELLEHER FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported FWGIX in Q2 2026. KELLEHER FINANCIAL ADVISORS leads at 83.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$437K5K0.06%Q2 2026
02
Vermillion Wealth Management, Inc.
CIK 0001737012
$62K7590.01%Q2 2026
03
Coston, McIsaac & Partners
CIK 0001945037
$13K1900.00%Q4 2025
04
McIlrath & Eck, LLC
CIK 0001701714
$11K1510.00%Q1 2026