Institutional Ownership
American Funds New Econo
CUSIP 643822828NTF EQUITY FUNDSNEFFXQ1 2026
Institutional Holders
5
13F filers
Shares Held
21.6K
Aggregate institutional
Institutional Value
$1.64M
Q1 2026
Net New Holders
+2
2 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased0
Decreased0
Sold out0
Institutional Holders
5 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Keystone Financial Group | 13.6K | $1.08M | +13.6K | New |
| 2 | Great Lakes Advisors, LLC | 6.9K | $474.0K | 0 | Held |
| 3 | Mcilrath & Eck, LLC | 799 | $55.2K | +799 | New |
| 4 | Transce3nd, LLC | 261 | $18.0K | 0 | Held |
| 5 | Kelleher Financial Advisors | 124 | $8.6K | 0 | Held |