DOSSIER · 13F Holders · Q2 2026
AIVSX

INVSTMNT CO OF AMER CL-A

10 institutions still hold INVSTMNT CO OF AMER CL-A as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 461308108·10 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$2M
visible holders
Holders
10
filers reporting
Concentration
35.76%
Ethos Financial Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported AIVSX in Q2 2026. Ethos Financial Group, LLC leads at 35.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Ethos Financial Group, LLC
CIK 0001954242
$827K12K0.06%Q2 2026
02
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$438K6K0.02%Q2 2026
03
Coston, McIsaac & Partners
CIK 0001945037
$357K6K0.08%Q4 2025
04
Emprise Bank
CIK 0002018815
$233K3K0.09%Q2 2026
05
Game Plan Financial Advisors, LLC
CIK 0001802952
$187K3K0.07%Q2 2026
06
Westside Investment Management, Inc.
CIK 0001538383
$86K1K0.01%Q2 2026
07
Estabrook Capital Management
CIK 0001344717
$85K1K0.01%Q2 2026
08
Motiv8 Investments LLC
CIK 0002024873
$73K1K0.04%Q4 2025
09
Capital Advisor Network LLC
CIK 0002131047
$15K2220.02%Q2 2026
10
McIlrath & Eck, LLC
CIK 0001701714
$12K2050.00%Q1 2026