Institutional Ownership
American Funds American Balanced A
CUSIP 024071102LOAD EQUITY FUNDABALXQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
6
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | North Star Asset Management Inc | 34.9K | $1.29M |
| 2 | Ethos Financial Group, LLC | 21.5K | $795.3K |
| 3 | Financial Gravity Asset Management, Inc. | 5.0K | $184.8K |
| 4 | Mcilrath & Eck, LLC | 1.9K | $71.0K |
| 5 | Coston, Mcisaac & Partners | 6.7K | $246 |
| 6 | Neville Rodie & Shaw Inc | 6.0K | $222 |