CUSIP 461308108
AMERICAN FUNDS INVMT CO OF AMER A
29 institutions · $4.0M total · 123,724 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Brooklyn Investment Group | 22,649 | $1.4M | 18.30% | 2025-06-30 |
| 2 | NORTH STAR ASSET MANAGEMENT INC | 6,401 | $401.1K | 5.17% | 2025-12-31 |
| 3 | Williams Jones Wealth Management, LLC. | 4,728 | $296.2K | 3.82% | 2025-12-31 |
| 4 | TUCKER ASSET MANAGEMENT LLC | 4,371 | $266.0K | 3.53% | 2024-12-31 |
| 5 | Kohmann Bosshard Financial Services, LLC | 3,918 | $261.9K | 3.16% | 2025-09-30 |
| 6 | Fulton Bank, N.A. | 3,905 | $261.0K | 3.15% | 2025-09-30 |
| 7 | RiverFront Investment Group, LLC | 3,697 | $232.8K | 2.98% | 2025-06-30 |
| 8 | Emprise Bank | 3,409 | $213.6K | 2.75% | 2025-12-31 |
| 9 | Game Plan Financial Advisors, LLC | 2,737 | $171.5K | 2.21% | 2025-12-31 |
| 10 | VIMA LLC | 2,451 | $107.2K | 1.98% | 2024-03-31 |
| 11 | Westside Investment Management, Inc. | 1,257 | $79.3K | 1.01% | 2025-12-31 |
| 12 | Estabrook Capital Management | 1,237 | $77.5K | 0.99% | 2025-12-31 |
| 13 | CURIO WEALTH, LLC | 932 | $53.8K | 0.75% | 2024-12-31 |
| 14 | Livelsberger Financial Advisory | 1,054 | $53.1K | 0.85% | 2024-03-31 |
| 15 | Strategic Investment Solutions, Inc. /IL | 537 | $24.4K | 0.43% | 2023-09-30 |
| 16 | Eagle Bay Advisors LLC | 389 | $23.6K | 0.31% | 2024-09-30 |
| 17 | MOTCO | 423 | $18.5K | 0.34% | 2023-06-30 |
| 18 | Luminist Capital LLC | 208 | $14.0K | 0.16% | 2025-09-30 |
| 19 | ORG Wealth Partners, LLC | 141 | $8.0K | 0.11% | 2025-03-31 |
| 20 | ORG Partners LLC | 130 | $7.5K | 0.10% | 2024-06-30 |
| 21 | PSI Advisors, LLC | 48 | $2.3K | 0.03% | 2023-09-30 |
| 22 | Vermillion Wealth Management, Inc. | 34 | $1.9K | 0.02% | 2025-03-31 |
| 23 | SANDER CAPITAL ADVISORS INC | 36,268 | $921 | 29.31% | 2025-03-31 |
| 24 | Coston, McIsaac & Partners | 5,699 | $357 | 4.60% | 2025-12-31 |
| 25 | ROTHSCHILD INVESTMENT CORP /IL | 7,157 | $340 | 5.78% | 2023-09-30 |
| 26 | GOFEN & GLOSSBERG LLC /IL/ | 6,643 | $274 | 5.36% | 2023-03-31 |
| 27 | RE Dickinson Investment Advisors, LLC | 1,537 | $73 | 1.24% | 2023-09-30 |
| 28 | Motiv8 Investments LLC | 1,171 | $73 | 0.94% | 2025-12-31 |
| 29 | DIVIDEND ASSETS CAPITAL, LLC | 593 | $28 | 0.47% | 2023-09-30 |