CUSIP 648018109
AMERICAN FUNDS NEW PERSPECTIVE A
26 institutions · $3.6M total · 83,704 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MOODY LYNN & LIEBERSON, LLC | 9,416 | $664.9K | 11.24% | 2025-12-31 |
| 2 | Ethos Financial Group, LLC | 7,106 | $501.8K | 8.48% | 2025-12-31 |
| 3 | IRONWOOD INVESTMENT MANAGEMENT LLC | 6,044 | $426.8K | 7.22% | 2025-12-31 |
| 4 | Private Capital Advisors, Inc. | 5,029 | $355.1K | 6.00% | 2025-12-31 |
| 5 | MOTCO | 4,087 | $254.7K | 4.88% | 2024-06-30 |
| 6 | RiverFront Investment Group, LLC | 3,615 | $252.2K | 4.31% | 2025-06-30 |
| 7 | CANANDAIGUA NATIONAL BANK & TRUST CO | 3,805 | $230.6K | 4.54% | 2024-03-31 |
| 8 | Fulton Bank, N.A. | 3,262 | $230.4K | 3.89% | 2025-12-31 |
| 9 | Brooklyn Investment Group | 3,249 | $226.7K | 3.88% | 2025-06-30 |
| 10 | Westside Investment Management, Inc. | 3,166 | $224.9K | 3.78% | 2025-12-31 |
| 11 | Financial Gravity Asset Management, Inc. | 1,154 | $64.5K | 1.37% | 2024-06-30 |
| 12 | TUCKER ASSET MANAGEMENT LLC | 663 | $41.2K | 0.79% | 2024-12-31 |
| 13 | Eagle Bay Advisors LLC | 405 | $26.7K | 0.48% | 2024-09-30 |
| 14 | Livelsberger Financial Advisory | 382 | $21.3K | 0.45% | 2024-03-31 |
| 15 | Alpine Bank Wealth Management | 238 | $15.7K | 0.28% | 2024-09-30 |
| 16 | Luminist Capital LLC | 138 | $10.2K | 0.16% | 2025-09-30 |
| 17 | Game Plan Financial Advisors, LLC | 102 | $7.2K | 0.12% | 2025-12-31 |
| 18 | ORG Wealth Partners, LLC | 63 | $3.9K | 0.07% | 2025-03-31 |
| 19 | ORG Partners LLC | 60 | $3.8K | 0.07% | 2024-06-30 |
| 20 | GOFEN & GLOSSBERG LLC /IL/ | 13,257 | $627 | 15.83% | 2023-03-31 |
| 21 | ROTHSCHILD INVESTMENT CORP /IL | 8,726 | $483 | 10.42% | 2023-09-30 |
| 22 | NEVILLE RODIE & SHAW INC | 3,553 | $251 | 4.24% | 2025-12-31 |
| 23 | RE Dickinson Investment Advisors, LLC | 3,596 | $199 | 4.29% | 2023-09-30 |
| 24 | Coston, McIsaac & Partners | 2,469 | $174 | 2.94% | 2025-12-31 |
| 25 | Motiv8 Investments LLC | 64 | $5 | 0.07% | 2025-12-31 |
| 26 | DIVIDEND ASSETS CAPITAL, LLC | 55 | $3 | 0.06% | 2023-12-31 |