5 institutions reported holding $1.9M of AMERICAN FUNDS NEW ECONO (NEFFX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Keystone Financial Group ($1.2M), GREAT LAKES ADVISORS, LLC ($621,550), Transce3nd, LLC ($22,924), KELLEHER FINANCIAL ADVISORS ($22,546), Financial Gravity Companies, Inc. ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Keystone Financial Group | $1.2M | 13,569 | Hold |
| 2 | GREAT LAKES ADVISORS, LLC | $621,550 | 6,864 | Hold |
| 3 | Transce3nd, LLC | $22,924 | 261 | Hold |
| 4 | KELLEHER FINANCIAL ADVISORS | $22,546 | 249 | Added |
| 5 | Financial Gravity Companies, Inc. | $0 | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30