SMCWX Institutional Ownership & Shareholders
AMER FND SMALLCAP WRLD-A (SMCWX) is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.49M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Emprise Bank is currently the largest disclosed institutional shareholder of SMCWX tracked by InsiderSet, reporting ownership valued at approximately $983,512 in its September 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SMCWX value among the investors covered in this analysis. Major shareholders include Emprise Bank, Coston, Mcisaac & Partners, Westside Investment Management, Inc., and several other long-term asset managers with concentrated positions in AMER FND SMALLCAP WRLD-A (SMCWX).
This page ranks the largest institutional SMCWX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
3
Total Reported Value
$1.49M
Largest Holder
Emprise Bank
Largest Position
$983,512
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
5
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Emprise Bank | 0.38% | 12,094 | $983,512 | — | — | — | |
| Coston, Mcisaac & Partners | 0.07% | 3,772 | $324,000 | — | — | — | |
| Westside Investment Management, Inc. | 0.02% | 2,143 | $184,320 | — | — | — |
Frequently asked questions about SMCWX
Who are the largest institutional holders of SMCWX?
The largest institutional holders of SMCWX reported in the latest SEC Form 13F filings include Emprise Bank, Coston, Mcisaac & Partners, and Westside Investment Management, Inc.. InsiderSet ranks institutional holders by their latest reported SMCWX position.
What is SMCWX institutional ownership?
This page tracks SMCWX positions reported by institutional investment managers through SEC Form 13F. AMER FND SMALLCAP WRLD-A (SMCWX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SMCWX?
InsiderSet currently tracks 3 institutional managers reporting SMCWX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SMCWX shareholders.
How much SMCWX stock do institutions own?
Institutional investment managers disclosed approximately $1.49M in SMCWX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SMCWX institutional ownership last updated?
The latest SMCWX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SMCWX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SMCWX position after the reporting date.
Are institutions buying or selling SMCWX?
Institutional buying and selling can be analyzed by comparing SMCWX positions across consecutive 13F reporting periods. InsiderSet's SMCWX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SMCWX ownership changes.
How has SMCWX institutional ownership changed over time?
InsiderSet tracks SMCWX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.