SMCWX

AMERICAN FUNDS SMALLCAP WORLD A

Institutional Ownership · Q4 2025

Filing: Q4 2025

AMERICAN FUNDS SMALLCAP WORLD A (SMCWX) is held by 8 institutional investors with combined holdings of $843,240. Major holders include Coston, McIsaac & Partner, Coastwise Capital Group, , KELLEHER FINANCIAL ADVISO.

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Institutional Holders

Total Value

$843.2K

Ownership %

—

🏦 Top Institutional Holders

Coston, McIsaac & Partners

3.9K shares

$283.0K

Coastwise Capital Group, LLC

2.8K shares

$202.6K

KELLEHER FINANCIAL ADVISORS

2.3K shares

$170.1K

Westside Investment Management, Inc.

2.1K shares

$158.5K

RICHARDSON FINANCIAL SERVICES INC.

242 shares

$13.8K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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