NWFFX — American Funds New World F1 Institutional Holders · Q2 2026
Who owns American Funds New World F1 (NWFFX)? 3 institutions reported holding $819,071 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Fortune Financial Group, Inc. ($704,121), Westside Investment Management, Inc. ($80,426), Vermillion Wealth Management, Inc. ($34,524).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fortune Financial Group, Inc. | $704,121 | 6,535 | Trimmed |
| 2 | Westside Investment Management, Inc. | $80,426 | 746 | Hold |
| 3 | Vermillion Wealth Management, Inc. | $34,524 | 320 | New |
Source: SEC Form 13F filings · as of 2026-06-30