9 institutions reported holding $2.7M of American Funds New Perspective (ANWPX) in SEC 13F filings for 2026-03-31. Largest institutional holders: MOODY LYNN & LIEBERSON, LLC ($629,669), Ethos Financial Group, LLC ($467,895), IRONWOOD INVESTMENT MANAGEMENT LLC ($404,153), Private Capital Advisors, Inc. ($336,222), NEVILLE RODIE & SHAW INC ($238,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MOODY LYNN & LIEBERSON, LLC | $629,669 | 9,416 | Hold |
| 2 | Ethos Financial Group, LLC | $467,895 | 6,997 | Trimmed |
| 3 | IRONWOOD INVESTMENT MANAGEMENT LLC | $404,153 | 6,044 | Hold |
| 4 | Private Capital Advisors, Inc. | $336,222 | 5,028 | Trimmed |
| 5 | NEVILLE RODIE & SHAW INC | $238,000 | 3,553 | Hold |
| 6 | Fulton Bank, N.A. | $218,183 | 3,262 | Hold |
| 7 | Westside Investment Management, Inc. | $213,654 | 3,166 | Hold |
| 8 | Coston, McIsaac & Partners | $165,000 | 2,469 | Hold |
| 9 | Game Plan Financial Advisors, LLC | $6,810 | 102 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31