13FBOX
AMERICAN FUNDS NEW WORLD · 13F Institutional Holdings
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AMERICAN FUNDS NEW WORLD

FNWFX
Institutions
2
Combined AUM (Q2 2026)
$1.1M
Combined Shares (Q2 2026)
11,131
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2,759
1 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-116
1 · 1 Exit · ≈
⚖️ Net
+2,643
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.1M
Institutions
2
New Buys
0
Adds
1
Reduces
0
Exits
1
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
KELLEHER FINANCIAL ADVISORS
0.09%0.06%#1$600,1885,519$253,5102,760+2,759+99.96%Add
FIRST MERCHANTS CORP
0.02%0.02%#2$515,7415,612$515,7415,61200.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow