ANWPX

AMERICAN FUNDS NEW PERSPECTIVE A

Institutional Ownership · Q4 2025

Filing: Q4 2025

AMERICAN FUNDS NEW PERSPECTIVE A (ANWPX) is held by 15 institutional investors with combined holdings of $4M. Major holders include MOODY LYNN & LIEBERSON, L, Ethos Financial Group, LL, IRONWOOD INVESTMENT MANAG.

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Institutional Holders

Total Value

$3.5M

Ownership %

—

🏦 Top Institutional Holders

MOODY LYNN & LIEBERSON, LLC

9.4K shares

$664.9K

Ethos Financial Group, LLC

7.1K shares

$501.8K

IRONWOOD INVESTMENT MANAGEMENT LLC

6.0K shares

$426.8K

NORTHSTAR ASSET MANAGEMENT Co

5.8K shares

$411.1K

Private Capital Advisors, Inc.

5.0K shares

$355.1K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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