FWMIX — American Fds Washington Mutual F-3 Institutional Holders · Q2 2026
Who owns American Fds Washington Mutual F-3 (FWMIX)? 6 institutions reported holding $2.09M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Kelleher Financial Advisors ($664,981), Wealthspire Advisors, LLC ($611,133), Vermillion Wealth Management, Inc. ($486,523).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $664,981 | 9,947 | Added |
| 2 | Wealthspire Advisors, LLC | $611,133 | 9,142 | New |
| 3 | Vermillion Wealth Management, Inc. | $486,523 | 7,277 | New |
| 4 | Ethos Financial Group, LLC | $301,824 | 4,469 | Added |
| 5 | Coston, McIsaac & Partners | $20,000 | 306 | Added |
| 6 | Game Plan Financial Advisors, LLC | $2,000 | 30 | Added |
Source: SEC Form 13F filings · as of 2026-06-30