5 institutions reported holding $1.4M of CAPITAL WORLD GROWTH & COM (CWGIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Coston, McIsaac & Partners ($948,000), Westside Investment Management, Inc. ($302,223), Vermillion Wealth Management, Inc. ($109,833), Financial Gravity Companies, Inc. ($38,238), BECK MACK & OLIVER LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | $948,000 | 11,603 | Hold |
| 2 | Westside Investment Management, Inc. | $302,223 | 3,697 | Trimmed |
| 3 | Vermillion Wealth Management, Inc. | $109,833 | 1,344 | New |
| 4 | Financial Gravity Companies, Inc. | $38,238 | 468 | Added |
| 5 | BECK MACK & OLIVER LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30