NEWFX

NEW WORLD FD INC NEW

Institutional Ownership · Q4 2025

Filing: Q4 2025

NEW WORLD FD INC NEW (NEWFX) is held by 9 institutional investors with combined holdings of $53M. Major holders include Arvest Bank Trust Divisio, KELLEHER FINANCIAL ADVISO, Fortune Financial Group, .

💰 Dark Pool Activity 👤 Insider Trades

Institutional Holders

Total Value

$53.2M

Ownership %

—

🏦 Top Institutional Holders

Arvest Bank Trust Division

539.8K shares

$50.3M

KELLEHER FINANCIAL ADVISORS

12.5K shares

$1.2M

Fortune Financial Group, Inc.

6.5K shares

$621.0K

FIRST MERCHANTS CORP (FRME, FRMEP)

📊 Financials

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

🏦 Browse Funds

See complete portfolios of top hedge funds.

🎯 AI Signals

Find stocks where multiple funds are accumulating.