NEW PERSPECTIVE FUND - ANWPX
Sector:
Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
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Q3 2026
· Q2 2026
Value (USD)
Total reported value ($000)
$2.976M
QoQ value delta ($000)
-$16K
(-0.53%)
Implied price effect (QoQ)
-0.04%
Shares
Total shares
39,801
QoQ shares delta
-196
(-0.49%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
Market chart (ANWPX)
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Top holders (Q3 2026)
Top 25 only
Full list
Partial Q3 2026 data: 2 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| MOODY LYNN LIEBERSON & WALKER, LLC | 711 | 9,416 | 0.04% |
| Ethos Financial Group, LLC | 500 | 6,957 | 0.03% |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 456 | 6,044 | 0.16% |
| Private Capital Advisors, Inc. | 378 | 5,028 | 0.03% |
| NEVILLE RODIE & SHAW INC | 253 | 3,357 | 0.02% |
| FULTON BANK, N.A. | 246 | 3,262 | 0.01% |
| Westside Investment Management, Inc. | 239 | 3,166 | 0.03% |
| Coston, McIsaac & Partners | 186 | 2,469 | 0.04% |
| Game Plan Financial Advisors, LLC | 7 | 102 | 0.0% |