9 institutions reported holding $18.0M of GROWTH FD AMER (GFFFX) in SEC 13F filings for 2026-06-30. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($9.9M), Keystone Financial Group ($5.3M), NBT BANK N A /NY ($2.0M), Fulton Bank, N.A. ($391,589), NORTH POINT PORTFOLIO MANAGERS CORP/OH ($234,145). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $9.9M | 112,267 | Added |
| 2 | Keystone Financial Group | $5.3M | 60,732 | Hold |
| 3 | NBT BANK N A /NY | $2.0M | 22,846 | New |
| 4 | Fulton Bank, N.A. | $391,589 | 4,463 | Trimmed |
| 5 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | $234,145 | 2,669 | New |
| 6 | OAKWORTH CAPITAL, INC. | $122,743 | 1,405 | Added |
| 7 | Transce3nd, LLC | $61,000 | 699 | Added |
| 8 | Financial Gravity Companies, Inc. | $0 | 0 | Exited |
| 9 | RICHARDSON FINANCIAL SERVICES INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30