12 institutions reported holding $3.2M of GROWTH FD AMER CL A (AGTHX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Coston, McIsaac & Partners ($1.0M), Ethos Financial Group, LLC ($544,033), Violich Capital Management, Inc. ($422,530), NORTH STAR ASSET MANAGEMENT INC ($360,568), Fulton Bank, N.A. ($344,764). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $1.0M | 11,533 | Trimmed |
| 2 | Ethos Financial Group, LLC | $544,033 | 6,602 | Added |
| 3 | Violich Capital Management, Inc. | $422,530 | 4,799 | Trimmed |
| 4 | NORTH STAR ASSET MANAGEMENT INC | $360,568 | 4,096 | Hold |
| 5 | Fulton Bank, N.A. | $344,764 | 3,916 | Trimmed |
| 6 | McMillan Office, Inc. | $217,811 | 2,474 | Added |
| 7 | Westside Investment Management, Inc. | $191,007 | 2,169 | Hold |
| 8 | Vermillion Wealth Management, Inc. | $107,586 | 1,222 | New |
| 9 | Financial Gravity Companies, Inc. | $9,899 | 112 | Trimmed |
| 10 | Game Plan Financial Advisors, LLC | $2,498 | 28 | Hold |
| 11 | NBT BANK N A /NY | $389 | 4 | New |
| 12 | BECK MACK & OLIVER LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30