13FBOX
AMERICAN FUNDS NEW PERSP · 13F Institutional Holdings
Options Calculator Rankings
A

AMERICAN FUNDS NEW PERSP

ANWPX
Institutions
9
Combined AUM (Q2 2026)
$3.0M
Combined Shares (Q2 2026)
39,997
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+0
0 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-40
1 · 0 Exit · ≈
⚖️ Net
-40
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$3.0M
Institutions
9
New Buys
0
Adds
0
Reduces
1
Exits
0
Unchanged
8
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MOODY LYNN LIEBERSON & WALKER, LLC
0.04%0.04%#3$711,3089,416$629,6699,41600.00%Unchanged
Ethos Financial Group, LLC
0.03%0.03%#4$500,0416,957$467,8956,997-40-0.57%Reduce
IRONWOOD INVESTMENT MANAGEMENT LLC
0.16%0.17%#1$456,5546,044$404,1536,04400.00%Unchanged
Private Capital Advisors, Inc.
0.03%0.05%#5$379,8155,028$336,2225,02800.00%Unchanged
NEVILLE RODIE & SHAW INC
0.02%0.02%#7$268,0003,553$238,0003,55300.00%Unchanged
FULTON BANK, N.A.
0.01%<0.01%#8$246,4093,262$218,1833,26200.00%Unchanged
Westside Investment Management, Inc.
0.03%0.03%#6$239,1733,166$213,6543,16600.00%Unchanged
Coston, McIsaac & Partners
0.04%0.04%#2$186,5062,469$165,0002,46900.00%Unchanged
Game Plan Financial Advisors, LLC
<0.01%<0.01%#9$7,693102$6,81010200.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow