Institutional Ownership
American Funds Invmt Co Of Amer A
CUSIP 461308108LOAD EQUITY FUNDAIVSXQ1 2026
Institutional Holders
7
13F filers
Shares Held
21.0K
Aggregate institutional
Institutional Value
$908.1K
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased3
Decreased0
Sold out1
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | North Star Asset Management Inc | 6.4K | $381.1K | +8 | Added |
| 2 | Emprise Bank | 3.4K | $202.7K | 0 | Held |
| 3 | Game Plan Financial Advisors, LLC | 2.7K | $162.7K | 0 | Held |
| 4 | Westside Investment Management, Inc. | 1.3K | $75.3K | 0 | Held |
| 5 | Estabrook Capital Management | 1.2K | $73.7K | +3 | Added |
| 6 | Mcilrath & Eck, LLC | 205 | $12.2K | +205 | New |
| 7 | Coston, Mcisaac & Partners | 5.7K | $339 | +13 | Added |