Amer FND Smallcap WRLD-F2SMCFX
13F holders, Q1 2025 (March 31)3holders
1new positions
1sold out
$64.79avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Amer FND Smallcap WRLD-F2 (SMCFX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Ascentis Wealth Management, LLC ($137K), Transce3nd, LLC ($16K) and Richardson Financial Services Inc. ($12K).
- Company
- Amer FND Smallcap WRLD-F2
- Filed as
- AMERICAN FUNDS SMALLCAP (Q1 2025)
- CUSIP
- 831681820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $137K |
| Exits | 1 | $29K |
All 13F filers, Q4 2024 → Q1 2025: 2,106 shares bought and 485 shares sold, net +1,621 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Ascentis Wealth Management, LLC | 0.04% | New | 2,106 | $137K |
| Transce3nd, LLC | 0.01% | Reduce -20.2% | 264 | $16K |
| Richardson Financial Services Inc. | 0.01% | No change | 184 | $12K |
"% of holder's portfolio" is SMCFX's weight in each manager's 13F, not the share of Amer FND Smallcap WRLD-F2 the manager owns.