Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Total 13F shares
-
40,211
-
Share change
-
-5,690
-
Total reported value
-
$2,840,958
-
Price per share
-
$70.61
-
Number of holders
-
10
-
Value change
-
-$401,751
-
Number of buys
-
7
-
Number of sells
-
3
Institutional Holders of AMERICAN FUNDS NEW PERSP - LOAD EQUITY FUND as of Q4 2025
As of 31 Dec 2025,
AMERICAN FUNDS NEW PERSP - LOAD EQUITY FUND was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
40,211 shares.
The largest 10 holders included
MOODY LYNN & LIEBERSON, LLC, Ethos Financial Group, LLC, IRONWOOD INVESTMENT MANAGEMENT LLC, Private Capital Advisors, Inc., NEVILLE RODIE & SHAW INC, Fulton Bank, N.A., Westside Investment Management, Inc., Coston, McIsaac & Partners, Game Plan Financial Advisors, LLC, and Motiv8 Investments LLC.
This page lists
10
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.