5 institutions reported holding $3.3M of AMERICAN FUNDS NEW WORLD (NFFFX) in SEC 13F filings for 2026-06-30. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($1.9M), Keystone Financial Group ($1.1M), Fulton Bank, N.A. ($269,160), Vermillion Wealth Management, Inc. ($11,113), Transce3nd, LLC ($3,292). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $1.9M | 17,564 | Added |
| 2 | Keystone Financial Group | $1.1M | 10,237 | Hold |
| 3 | Fulton Bank, N.A. | $269,160 | 2,486 | Hold |
| 4 | Vermillion Wealth Management, Inc. | $11,113 | 103 | New |
| 5 | Transce3nd, LLC | $3,292 | 31 | Hold |
来源：SEC 13F 申报文件 · 截至 2026-06-30