CUSIP 461308827

AMERICAN FUNDS INVMT CO OF AMER F2

18 institutions · $6.9M total · 112,133 shares

#	Manager	Shares	Value	% of Total	Period
1	Wall Street Access Asset Management, LLC	63,171	$4.0M	56.33%	2025-12-31
2	WEST MICHIGAN ADVISORS, LLC	22,735	$1.1M	20.27%	2023-09-30
3	ENCOMPASS WEALTH ADVISORS, LLC	7,312	$444.5K	6.52%	2024-09-30
4	Tradewinds, LLC.	923	$359.3K	0.82%	2023-03-31
5	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	5,521	$345.6K	4.92%	2025-12-31
6	Atlas Wealth LLC	5,173	$298.8K	4.61%	2024-06-30
7	Transce3nd, LLC	1,804	$115.7K	1.60%	2025-12-31
8	Strategic Investment Solutions, Inc. /IL	1,915	$92.5K	1.70%	2023-12-31
9	Estabrook Capital Management	1,316	$82.4K	1.17%	2025-12-31
10	ORG Partners LLC	678	$38.9K	0.60%	2024-06-30
11	Register Financial Advisors LLC	731	$30.1K	0.65%	2023-03-31
12	RICHARDSON FINANCIAL SERVICES INC.	362	$21.9K	0.32%	2025-12-31
13	TUCKER ASSET MANAGEMENT LLC	230	$13.2K	0.20%	2024-12-31
14	RFP Financial Group LLC	143	$5.9K	0.12%	2023-03-31
15	Garton & Associates Financial Advisors LLC	78	$4.9K	0.06%	2025-12-31
16	Livelsberger Financial Advisory	39	$2.0K	0.03%	2024-03-31
17	Financial Gravity Companies, Inc.	1	$38	0.00%	2025-06-30
18	Financial Gravity Asset Management, Inc.	1	$38	0.00%	2025-12-31