13FBOX
AMERICAN FUNDS WASHINGTON MUTUAL F3 · 13F Institutional Holdings
Options Calculator Rankings
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AMERICAN FUNDS WASHINGTON MUTUAL F3

FWMIX
Institutions
6
Combined AUM (Q2 2026)
$2.1M
Combined Shares (Q2 2026)
31,171
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+21,897
6 institutions added · 2 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-11,308
1 institutions reduced · 1 exits
Est. sell amount
⚖️ Net Share Change
+10,589
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.1M
Institutions
6
New Buys
2
Adds
4
Reduces
0
Exits
1
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
KELLEHER FINANCIAL ADVISORS
0.09%0.08%#2$664,9819,947$299,8224,769+5,178+108.58%Add
Wealthspire Advisors, LLC
<0.01%#5$611,1339,142$00+9,142New Buy
Vermillion Wealth Management, Inc.
0.11%#1$486,5237,277$00+7,277New Buy
Ethos Financial Group, LLC
0.02%0.02%#3$301,8244,469$262,9614,183+286+6.84%Add
Coston, McIsaac & Partners
<0.01%<0.01%#4$20,457306$18,000293+13+4.44%Add
Game Plan Financial Advisors, LLC
<0.01%<0.01%#6$2,00030$1,80329+1+3.45%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow