| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Private Capital Advisors, Inc. | 25 | 25 | 0.10% | 0.12% | 0.15% | Q1 2015 | Q1 2021 | 25 |
| MOTCO | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 21 |
| CT Financial Advisors LLC | 9 | 1 | 0.50% | 0.57% | 0.65% | Q1 2014 | Q1 2017 | 10 |
| Janney Montgomery Scott LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2015 | 9 |
| First American Bank | 4 | 4 | 0.17% | 0.18% | 0.19% | Q3 2016 | Q2 2017 | 4 |
| MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
| RFP Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
| PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
| WEST MICHIGAN ADVISORS, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2023 | Q2 2023 | 1 |
| ORG Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
| Ledyard National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
| Weaver Consulting Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
This page lists all the filers that currently own SMALL-CAP WORLD FUND CLASS F-2 or have owned SMALL-CAP WORLD FUND CLASS F-2 in the past.