NEW PERSPECTIVE FUND - ANWPX
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Funds
· Industry:
ETF / Fund
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Quarter snapshot
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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$2.837M
QoQ value delta ($000)
-$537K
(-15.92%)
Implied price effect (QoQ)
-4.02%
Shares
Total shares
40,211
QoQ shares delta
-5,690
(-12.4%)
Total shares held by funds (by quarter)
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Top holders (Q4 2025)
Top 25 only
Full list
Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| MOODY LYNN & LIEBERSON, LLC | 664 | 9,416 | 0.04% |
| Ethos Financial Group, LLC | 501 | 7,106 | 0.04% |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 426 | 6,044 | 0.18% |
| Private Capital Advisors, Inc. | 355 | 5,029 | 0.04% |
| NEVILLE RODIE & SHAW INC | 251 | 3,553 | 0.02% |
| FULTON BANK, N.A. | 230 | 3,262 | 0.01% |
| Westside Investment Management, Inc. | 224 | 3,166 | 0.04% |
| Coston, McIsaac & Partners | 174 | 2,469 | 0.04% |
| Game Plan Financial Advisors, LLC | 7 | 102 | 0.0% |
| Motiv8 Investments LLC | 5 | 64 | 0.0% |