CUSIP 140543117
AMERICAN FUNDS CAPITAL WORLD GR&INC F3
13 institutions · $3.7M total · 99,361 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | TUCKER ASSET MANAGEMENT LLC | 19,044 | $1.3M | 19.16% | 2024-12-31 |
| 2 | RiverFront Investment Group, LLC | 16,713 | $1.2M | 16.82% | 2025-06-30 |
| 3 | Wall Street Access Asset Management, LLC | 8,779 | $627.2K | 8.83% | 2025-12-31 |
| 4 | ORG Partners LLC | 3,261 | $214.2K | 3.28% | 2024-06-30 |
| 5 | Strategic Investment Solutions, Inc. /IL | 1,625 | $96.2K | 1.63% | 2023-12-31 |
| 6 | Garton & Associates Financial Advisors LLC | 904 | $64.6K | 0.90% | 2025-12-31 |
| 7 | MOTCO | 936 | $61.2K | 0.94% | 2024-06-30 |
| 8 | Vermillion Wealth Management, Inc. | 730 | $54.8K | 0.73% | 2025-09-30 |
| 9 | Kohmann Bosshard Financial Services, LLC | 679 | $48.5K | 0.68% | 2025-12-31 |
| 10 | MFA Wealth Advisors, LLC | 515 | $33.7K | 0.51% | 2024-06-30 |
| 11 | ROTHSCHILD INVESTMENT CORP /IL | 45,597 | $2.5K | 45.89% | 2023-12-31 |
| 12 | DIVIDEND ASSETS CAPITAL, LLC | 388 | $22 | 0.39% | 2023-09-30 |
| 13 | Coston, McIsaac & Partners | 190 | $13 | 0.19% | 2025-12-31 |