DOSSIER · 13F Holders · Q1 2026
ANWFX

NEW PERSPECTIVE FD INC SHS CL

7 institutions still hold NEW PERSPECTIVE FD INC SHS CL as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 648018828·7 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$568K
visible holders
Holders
7
filers reporting
Concentration
29.35%
McIlrath & Eck, LLC #1
top holder share
AI Holders Summary · Q1 2026

7 institutions reported ANWFX in Q1 2026. McIlrath & Eck, LLC leads at 29.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
McIlrath & Eck, LLC
CIK 0001701714
$167K3K0.01%Q1 2026
02
Motiv8 Investments LLC
CIK 0002024873
$154K2K0.08%Q4 2025
03
NBT BANK N A /NY
CIK 0000898413
$140K2K0.01%Q3 2026
04
Oakworth Capital, Inc.
CIK 0001588871
$53K7130.00%Q3 2026
05
Estabrook Capital Management
CIK 0001344717
$30K3980.00%Q2 2026
06
Coston, McIsaac & Partners
CIK 0001945037
$12K1580.00%Q3 2026
07
Transce3nd, LLC
CIK 0002023570
$12K1560.01%Q3 2026