Institutional Ownership
American Funds Invmt Co
CUSIP 461308777MFCFFICXQ1 2026
Institutional Holders
2
13F filers
Shares Held
74.3K
Aggregate institutional
Institutional Value
$4.41M
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
Increased0
Decreased1
Sold out1
Institutional Holders
2 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kelleher Financial Advisors | 69.9K | $4.15M | −2.6K | Reduced |
| 2 | Mcilrath & Eck, LLC | 4.4K | $262.3K | +4.4K | New |