Who owns American Funds Capital World Growth and Income Fund Class A?
Institutional ownership of CWGIX from SEC Form 13F filings across 4 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
4
13F holders
$451,242
value, 2026 filers
0%
of shares outstanding (17,112 sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of CWGIX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | 11,603 | $948 | 0.0% | 0% | 0.0% |
| 2 | Westside Investment Management, Inc. | 3,697 | $302,223 | 0.0% | 0% | -6.9% |
| 3 | Vermillion Wealth Management, Inc.NEW | 1,344 | $109,833 | 0.0% | 0% | new |
| 4 | Financial Gravity Companies, Inc.NEW | 468 | $38,238 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.