Amer FND Smallcap WRLD-F3SFCWX
13F holders, Q1 2025 (March 31)3holders +2
2new positions
0sold out
$64.42avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Amer FND Smallcap WRLD-F3 (SFCWX) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were RiverFront Investment Group, LLC ($277K), Vermillion Wealth Management, Inc. ($74K) and Ascentis Wealth Management, LLC ($5K).
- Company
- Amer FND Smallcap WRLD-F3
- Filed as
- AMERICAN FUNDS SMALLCAP (Q1 2025)
- CUSIP
- 831681770
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $79K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 2,392 shares bought, net +2,392 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| RiverFront Investment Group, LLC | 0.01% | Add +37.3% | 4,302 | $277K |
| Vermillion Wealth Management, Inc. | 0.02% | New | 1,144 | $74K |
| Ascentis Wealth Management, LLC | 0.00% | New | 79 | $5K |
"% of holder's portfolio" is SFCWX's weight in each manager's 13F, not the share of Amer FND Smallcap WRLD-F3 the manager owns.