Af Cap Wlrd Gr & Inc-f3
$82.370%
-$317.0K
Net Activity
-39.04% total shares
Institutions Holding
3
Popularity Rank
#14036
Avg Weight
0.03%
Total Value
$514.1K
3 institutions currently hold FWGIX, with 2 net buyers and 3 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Decreased
Based on recent trading activity
Net Selling Institutions
3
Net Buying Institutions
2
Top 5 by Value
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Across its top 3 institutional holders, FWGIX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 49/100).
FWGIX ranks #14036 out of 37507 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
3 institutions disclose a position in FWGIX, but none treat it as a major bet — even Kelleher Financial Advisors, its most concentrated holder, allocates just 0.1% of its own portfolio to it.
Kelleher Financial Advisors has trimmed its FWGIX position for two straight quarters, cutting it by $190.1K while still holding $437.2K.
+$62.0K
Total Buy Value
$376.4K
Total Sell Value
2
Net Buyers
3
Net Sellers
FWGIX
Q2 2026
Top 5 Institutional Movers
-$182.3K
+$62.0K
+$2.0K
FWGIX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
140543117
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,255
Total reported value
$2.2T
3236 13F institutions increased their position this quarter
Institutions Holding
6,002
Total reported value
$3.6T
3039 13F institutions increased their position this quarter
Institutions Holding
6,165
Total reported value
$1.8T
2981 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,934
Total reported value
$485.1B
Held by 4934 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,846
Total reported value
$1.5T
Held by 4846 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,772
Total reported value
$1.2T
Held by 4772 institutions — one of the most-tracked stocks on AlphaSMO
Access FWGIX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/FWGIXCLI
npx alphasmo stocks get FWGIX