AMERICAN FUNDS NEW PERSPECTIVE A
CUSIP 648018109
American Funds New Perspective A has 9 institutional holders in Filings Flow’s 13F database, together reporting 40.0K shares worth $2M as of Q1 2026. The largest reported holders are Moody Lynn Lieberson & Walker, LLC, Ethos Financial Group, LLC, and Ironwood Investment Management LLC.
Institutional Holders
9
Q1 2026
Reported Value
$2M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM | 0.17% | $404,153 | 6.0K | Q1 2026OLDER |
| Private Capital Advisors, Inc.$872M AUM | 0.04% | $336,222 | 5.0K | Q1 2026OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 0.04% | $629,669 | 9.4K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.03% | $467,895 | 7.0K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.03% | $213,654 | 3.2K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.01% | $246,471 | 3.3K | Q2 2026 |
| Game Plan Financial Advisors, LLC$222M AUM | 0.00% | $6,810 | 102 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.