Who Owns WASHINGTON MUTUAL INVESTORS FUND CLASS F3 (FWMIX)? -- Institutional Holders (2026-06-30)

6 institutions reported holding $2.1M of WASHINGTON MUTUAL INVESTORS FUND CLASS F3 (FWMIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($664,981), Wealthspire Advisors, LLC ($611,133), Vermillion Wealth Management, Inc. ($486,523), Ethos Financial Group, LLC ($301,824), Coston, McIsaac & Partners ($20,000). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1KELLEHER FINANCIAL ADVISORS$664,9819,947Added
2Wealthspire Advisors, LLC$611,1339,142New
3Vermillion Wealth Management, Inc.$486,5237,277New
4Ethos Financial Group, LLC$301,8244,469Added
5Coston, McIsaac & Partners$20,000306Added
6Game Plan Financial Advisors, LLC$2,00030Added

Source: SEC Form 13F filings · as of 2026-06-30