Institutional Ownership
American Funds Fundamental Invs A
CUSIP 360802102LOAD EQUITY FUNDANCFXQ1 2026
Institutional Holders
6
13F filers
Shares Held
44.1K
Aggregate institutional
Institutional Value
$2.63M
Q1 2026
Net New Holders
-3
0 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased2
Decreased0
Sold out3
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Westside Investment Management, Inc. | 16.5K | $1.48M | 0 | Held |
| 2 | North Star Asset Management Inc | 9.1K | $803.3K | +5.1K | Added |
| 3 | Coastwise Capital Group, LLC | 3.9K | $341.5K | 0 | Held |
| 4 | Game Plan Financial Advisors, LLC | 92 | $8.1K | 0 | Held |
| 5 | Coston, Mcisaac & Partners | 14.6K | $1.3K | +1.2K | Added |
| 6 | Financial Gravity Asset Management, Inc. | 2 | $153 | 0 | Held |