Institutional Ownership
American Funds New Perspective A
CUSIP 648018109MFANWPXQ1 2026
Institutional Holders
9
13F filers
Shares Held
40.0K
Aggregate institutional
Institutional Value
$2.28M
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased0
Decreased2
Sold out0
Institutional Holders
9 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Moody Lynn Lieberson & Walker, LLC | 9.4K | $629.7K | 0 | Held |
| 2 | Ethos Financial Group, LLC | 7.0K | $467.9K | −109 | Reduced |
| 3 | Ironwood Investment Management LLC | 6.0K | $404.2K | 0 | Held |
| 4 | Private Capital Advisors, Inc. | 5.0K | $336.2K | −1 | Reduced |
| 5 | Fulton Bank, N.A. | 3.3K | $218.2K | 0 | Held |
| 6 | Westside Investment Management, Inc. | 3.2K | $213.7K | 0 | Held |
| 7 | Game Plan Financial Advisors, LLC | 102 | $6.8K | 0 | Held |
| 8 | Neville Rodie & Shaw Inc | 3.6K | $238 | 0 | Held |
| 9 | Coston, Mcisaac & Partners | 2.5K | $165 | 0 | Held |