INVESTMENT CO OF AMERICA - AIVSX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | History | New | 12,475 | 827 | 0.06% | — | 1 | +12,475 | New | Q2 2026 | Aug 07, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 6,424 | 438 | 0.02% | 0.02% | 2 | +15 | 0.23% | Q2 2026 | Aug 18, 2026 |
| Coston, McIsaac & Partners | History | Added to | 5,736 | 391 | 0.08% | 0.08% | 3 | +24 | 0.42% | Q2 2026 | Aug 12, 2026 |
| Emprise Bank | History | No change | 3,409 | 232 | 0.09% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 2,737 | 186 | 0.07% | 0.07% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Westside Investment Management, Inc. | History | Added to | 1,261 | 86 | 0.01% | 0.01% | 6 | +4 | 0.32% | Q2 2026 | Jul 27, 2026 |
| Estabrook Capital Management | History | Added to | 1,246 | 85 | 0.01% | 0.01% | 7 | +6 | 0.48% | Q2 2026 | Aug 13, 2026 |
| Capital Advisor Network LLC | History | New | 222 | 15 | 0.02% | — | 8 | +222 | New | Q2 2026 | Aug 13, 2026 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q1 2026 | May 19, 2026 |