13FBOX
AMERICAN FUNDS SMALLCAP · 13F Institutional Holdings
Options Calculator Rankings
A

AMERICAN FUNDS SMALLCAP

SMCFX
Institutions
3
Combined AUM (Q2 2026)
$276,834
Combined Shares (Q2 2026)
3,120
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2,243
2 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-243
2 · 1 Exit · ≈
⚖️ Net
+2,000
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$276,834
Institutions
3
New Buys
1
Adds
1
Reduces
1
Exits
1
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NBT BANK, N.A.
0.01%#3$176,7601,991$00+1,991New Buy
KELLEHER FINANCIAL ADVISORS
0.01%0.02%#2$94,9051,069$61,086817+252+30.84%Add
Transce3nd, LLC
0.05%0.04%#1$5,16960$4,49461-1-1.64%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow