DOSSIER · 13F Holders · Q2 2026
ANEFX

American Funds New Economy A (ANEFX)

2 institutions still hold American Funds New Economy A (ANEFX) as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 643822109·2 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$366K
visible holders
Holders
2
filers reporting
Concentration
81.46%
Ethos Financial Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported ANEFX in Q2 2026. Ethos Financial Group, LLC leads at 81.5% 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
$298K4K0.02%Q2 2026
02
Coston, McIsaac & Partners
CIK 0001945037
$68K7900.01%Q3 2026