9 institutions reported holding $3.0M of American Funds New Perspective (ANWPX) in SEC 13F filings for 2026-06-30. Largest institutional holders: MOODY LYNN & LIEBERSON, LLC ($711,308), Ethos Financial Group, LLC ($500,041), IRONWOOD INVESTMENT MANAGEMENT LLC ($456,554), Private Capital Advisors, Inc. ($379,815), NEVILLE RODIE & SHAW INC ($268,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MOODY LYNN & LIEBERSON, LLC | $711,308 | 9,416 | Hold |
| 2 | Ethos Financial Group, LLC | $500,041 | 6,957 | Trimmed |
| 3 | IRONWOOD INVESTMENT MANAGEMENT LLC | $456,554 | 6,044 | Hold |
| 4 | Private Capital Advisors, Inc. | $379,815 | 5,028 | Hold |
| 5 | NEVILLE RODIE & SHAW INC | $268,000 | 3,553 | Hold |
| 6 | Fulton Bank, N.A. | $246,471 | 3,262 | Hold |
| 7 | Westside Investment Management, Inc. | $239,173 | 3,166 | Hold |
| 8 | Coston, McIsaac & Partners | $186,000 | 2,469 | Hold |
| 9 | Game Plan Financial Advisors, LLC | $7,693 | 102 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30