13FBOX
AMERICAN FUNDS NEW WORLD F1 · 13F Institutional Holdings
Options Calculator Rankings
A

AMERICAN FUNDS NEW WORLD F1

NWFFX
Institutions
3
Combined AUM (Q2 2026)
$819,071
Combined Shares (Q2 2026)
7,601
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+320
1 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-6,467
1 · 0 Exit · ≈
⚖️ Net
-6,147
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$819,071
Institutions
3
New Buys
1
Adds
0
Reduces
1
Exits
0
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Fortune Financial Group, Inc.
0.55%1.07%#1$704,1216,535$1.2M13,002-6,467-49.74%Reduce
Westside Investment Management, Inc.
0.01%0.01%#2$80,426746$68,75274600.00%Unchanged
Vermillion Wealth Management, Inc.
0.01%#3$34,524320$00+320New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow