Who Owns CAPITAL WORLD GROWTH & COM (CWGIX)? -- Institutional Holders (2026-03-31)

6 institutions reported holding $3.0M of CAPITAL WORLD GROWTH & COM (CWGIX) in SEC 13F filings for 2026-03-31. Largest institutional holders: BECK MACK & OLIVER LLC ($1.8M), Coston, McIsaac & Partners ($816,000), Westside Investment Management, Inc. ($282,736), Financial Gravity Asset Management, Inc. ($32,843), McIlrath & Eck, LLC ($12,147). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BECK MACK & OLIVER LLC$1.8M26,108Added
2Coston, McIsaac & Partners$816,00011,603Added
3Westside Investment Management, Inc.$282,7363,971Hold
4Financial Gravity Asset Management, Inc.$32,843467New
5McIlrath & Eck, LLC$12,147173New
6TOWER BRIDGE ADVISORS$00Exited

Source: SEC Form 13F filings · as of 2026-03-31