ANWPX institutional holders
American Funds New Perspective · 13F, 2026Q2
| Managers holding | 9 |
|---|---|
| Shares held | 39,997 |
| Reported value | $3.0m |
| Quarter flows | 0 new, 0 added, 1 trimmed, 0 exited |
Top 9 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| MOODY LYNN LIEBERSON & WALKER, LLC | 9,416 | $711,308 | 0.0% |
| Ethos Financial Group, LLC | 6,957 | $500,041 | 0.0% |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 6,044 | $456,554 | 0.2% |
| Private Capital Advisors, Inc. | 5,028 | $379,815 | 0.0% |
| NEVILLE RODIE & SHAW INC | 3,553 | $268,000 | 0.0% |
| Fulton Bank, N.A. | 3,262 | $246,471 | 0.0% |
| Westside Investment Management, Inc. | 3,166 | $239,173 | 0.0% |
| Coston, McIsaac & Partners | 2,469 | $186,000 | 0.0% |
| Game Plan Financial Advisors, LLC | 102 | $7,693 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("ANWPX"). ANWPX price history · All 13F data