Who Owns AMERICAN CAPITAL WORLD GROWTH AND INCOME FUND CLASS F3 (FWGIX)? -- Institutional Holders (2026-03-31)

5 institutions reported holding $643,051 of AMERICAN CAPITAL WORLD GROWTH AND INCOME FUND CLASS F3 (FWGIX) in SEC 13F filings for 2026-03-31. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($619,468), Coston, McIsaac & Partners ($13,000), McIlrath & Eck, LLC ($10,583), Garton & Associates Financial Advisors LLC ($0), Kohmann Bosshard Financial Services, LLC ($0). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1KELLEHER FINANCIAL ADVISORS$619,4688,811Added
2Coston, McIsaac & Partners$13,000190Hold
3McIlrath & Eck, LLC$10,583151New
4Garton & Associates Financial Advisors LLC$00Exited
5Kohmann Bosshard Financial Services, LLC$00Exited

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