CUSIP 643822828
AMERICAN NEW ECONOMY FUND CLASS F2
12 institutions · $3.9M total · 77,126 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | WEST MICHIGAN ADVISORS, LLC | 40,657 | $2.1M | 52.71% | 2023-09-30 |
| 2 | Register Financial Advisors LLC | 22,356 | $973.2K | 28.98% | 2023-03-31 |
| 3 | GREAT LAKES ADVISORS, LLC | 6,864 | $501.6K | 8.89% | 2025-12-31 |
| 4 | ORG Wealth Partners, LLC | 1,768 | $102.8K | 2.29% | 2025-03-31 |
| 5 | ORG Partners LLC | 1,619 | $102.0K | 2.09% | 2024-06-30 |
| 6 | Financial Gravity Companies, Inc. | 625 | $42.6K | 0.81% | 2025-06-30 |
| 7 | Financial Gravity Asset Management, Inc. | 625 | $36.1K | 0.81% | 2025-03-31 |
| 8 | Transce3nd, LLC | 261 | $20.1K | 0.33% | 2025-12-31 |
| 9 | VIMA LLC | 390 | $18.7K | 0.50% | 2024-03-31 |
| 10 | Wall Street Access Asset Management, LLC | 124 | $9.1K | 0.16% | 2025-12-31 |
| 11 | TUCKER ASSET MANAGEMENT LLC | 79 | $4.9K | 0.10% | 2024-12-31 |
| 12 | Motiv8 Investments LLC | 1,758 | $128 | 2.27% | 2025-12-31 |