Institutional Ownership
American Funds Fundamental Invs A
CUSIP 360802102LOAD EQUITY FUNDANCFXQ1 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 | Westside Investment Management, Inc. | 16.5K | $1.48M |
| 2 | North Star Asset Management Inc | 9.1K | $803.3K |
| 3 | Coastwise Capital Group, LLC | 3.9K | $341.5K |
| 4 | Game Plan Financial Advisors, LLC | 92 | $8.1K |
| 5 | Coston, Mcisaac & Partners | 14.6K | $1.3K |
| 6 | Financial Gravity Asset Management, Inc. | 2 | $153 |