NEW PERSPECTIVE FUND - ANWPX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MOODY LYNN & LIEBERSON, LLC | History | No change | 9,416 | 664 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 7,106 | 501 | 0.04% | 0.07% | 2 | -4,417 | -38.33% | Q4 2025 | Jan 20, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 6,044 | 426 | 0.18% | 0.18% | 3 | +377 | 6.65% | Q4 2025 | Feb 12, 2026 |
| Private Capital Advisors, Inc. | History | Added to | 5,029 | 355 | 0.04% | 0.04% | 4 | +314 | 6.66% | Q4 2025 | Feb 09, 2026 |
| NEVILLE RODIE & SHAW INC | History | Added to | 3,553 | 251 | 0.02% | 0.02% | 5 | +221 | 6.63% | Q4 2025 | Jan 06, 2026 |
| FULTON BANK, N.A. | History | Reduced | 3,262 | 230 | 0.01% | 0.01% | 6 | -2,439 | -42.78% | Q4 2025 | Jan 08, 2026 |
| Westside Investment Management, Inc. | History | Added to | 3,166 | 224 | 0.04% | 0.04% | 7 | +167 | 5.57% | Q4 2025 | Jan 23, 2026 |
| Coston, McIsaac & Partners | History | Added to | 2,469 | 174 | 0.04% | 0.04% | 8 | +154 | 6.65% | Q4 2025 | Feb 03, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 102 | 7 | 0.0% | 0.0% | 9 | +7 | 7.37% | Q4 2025 | Jan 14, 2026 |
| Motiv8 Investments LLC | History | New | 64 | 5 | 0.0% | — | 10 | +64 | New | Q4 2025 | Feb 13, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -138 | -100.0% | Q3 2025 | Nov 14, 2025 |