ANWPXAMERICAN FUNDS NEW PERSPECTIVE A
CUSIP 648018109 · Yahoo Finance ↗ · Google Finance ↗
American Funds New Perspective A (ANWPX) has 9 institutional holders in Filings Flow’s 13F database, together reporting 40.0K shares worth $3M 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
$3M
Ticker
ANWPX
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 0.04% | $629,669 | 9.4K | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.03% | $467,895 | 7.0K | Q1 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM | 0.17% | $404,153 | 6.0K | Q1 2026 |
| Private Capital Advisors, Inc.$872M AUM | 0.04% | $336,222 | 5.0K | Q1 2026 |
| RiverFront Investment Group, LLC$6.5B AUM | 0.00% | $252,236 | 3.6K | Q2 2025OLDER |
| NEVILLE RODIE & SHAW INC$1.5B AUM | 0.02% | $238,000 | 3.6K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.03% | $226,694 | 3.2K | Q2 2025OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.01% | $218,183 | 3.3K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.03% | $213,654 | 3.2K | Q1 2026 |
| Coston, McIsaac & Partners$443M AUM | 0.04% | $165,000 | 2.5K | Q1 2026 |
| Luminist Capital LLC$75M AUM | 0.01% | $10,198 | 138 | Q3 2025OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 0.00% | $6,810 | 102 | Q1 2026 |
| Motiv8 Investments LLC$183M AUM | 0.00% | $5,000 | 64 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.