Amer FND Smallcap WRLD-ASMCWX
13F holders, Q4 2025 (December 31)4holders +1
1new positions
1sold out
$73.40avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Amer FND Smallcap WRLD-A (SMCWX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($276K), Coastwise Capital Group, LLC ($203K) and Westside Investment Management, Inc. ($158K).
- Company
- Amer FND Smallcap WRLD-A
- Filed as
- AMERICAN FUNDS SMALLCAP WORLD A (Q4 2025)
- CUSIP
- 831681101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $203K |
| Exits | 1 | $18K |
All 13F filers, Q3 2025 → Q4 2025: 2,946 shares bought and 235 shares sold, net +2,711 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Coston, McIsaac & Partners | 0.06% | Add +3.8% | 3,772 | $276K |
| Coastwise Capital Group, LLC | 0.10% | New | 2,764 | $203K |
| Westside Investment Management, Inc. | 0.03% | Add +2.1% | 2,143 | $158K |
| Benson Wealth Management INC | 0.01% | — | 127 | $9K |
"% of holder's portfolio" is SMCWX's weight in each manager's 13F, not the share of Amer FND Smallcap WRLD-A the manager owns.