DOSSIER · 13F Holders · Q2 2026
ANWPX

American Funds New Perspective

10 institutions still hold American Funds New Perspective as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 648018109·10 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$3M
visible holders
Holders
10
filers reporting
Concentration
23.81%
MOODY LYNN & LIEBERSON, LLC #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported ANWPX in Q2 2026. MOODY LYNN & LIEBERSON, LLC leads at 23.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MOODY LYNN & LIEBERSON, LLC
CIK 0000938592
$711K9K0.04%Q2 2026
02
Ethos Financial Group, LLC
CIK 0001954242
$500K7K0.03%Q2 2026
03
IRONWOOD INVESTMENT MANAGEMENT LLC
CIK 0001127761
$457K6K0.16%Q2 2026
04
Private Capital Advisors, Inc.
CIK 0001350780
$380K5K0.03%Q2 2026
05
NEVILLE RODIE & SHAW INC
CIK 0000071210
$268K4K0.02%Q2 2026
06
FULTON BANK, N.A.
CIK 0000883782
$246K3K0.01%Q2 2026
07
Westside Investment Management, Inc.
CIK 0001538383
$239K3K0.03%Q2 2026
08
Coston, McIsaac & Partners
CIK 0001945037
$174K2K0.04%Q4 2025
09
Game Plan Financial Advisors, LLC
CIK 0001802952
$8K1020.00%Q2 2026
10
Motiv8 Investments LLC
CIK 0002024873
$5K640.00%Q4 2025