CUSIP 648018828
AMERICAN NEW PERSPECTIVE FUND CLASS F2
16 institutions · $2.2M total · 54,897 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | WEST MICHIGAN ADVISORS, LLC | 24,337 | $1.3M | 44.33% | 2023-09-30 |
| 2 | Register Financial Advisors LLC | 8,893 | $418.8K | 16.19% | 2023-03-31 |
| 3 | ORG Wealth Partners, LLC | 1,492 | $91.0K | 2.71% | 2025-03-31 |
| 4 | ORG Partners LLC | 1,416 | $88.3K | 2.57% | 2024-06-30 |
| 5 | Wall Street Access Asset Management, LLC | 1,201 | $84.4K | 2.18% | 2025-12-31 |
| 6 | TUCKER ASSET MANAGEMENT LLC | 490 | $30.3K | 0.89% | 2024-12-31 |
| 7 | Estabrook Capital Management | 398 | $28.0K | 0.72% | 2025-12-31 |
| 8 | Oakworth Capital, Inc. | 378 | $26.5K | 0.68% | 2025-12-31 |
| 9 | VIMA LLC | 463 | $24.0K | 0.84% | 2024-03-31 |
| 10 | Transce3nd, LLC | 163 | $11.9K | 0.29% | 2025-12-31 |
| 11 | Financial Gravity Companies, Inc. | 153 | $10.6K | 0.27% | 2025-06-30 |
| 12 | Financial Gravity Asset Management, Inc. | 153 | $9.2K | 0.27% | 2025-03-31 |
| 13 | Garton & Associates Financial Advisors LLC | 24 | $1.7K | 0.04% | 2025-12-31 |
| 14 | ST GERMAIN D J CO INC | 12,980 | $611 | 23.64% | 2023-03-31 |
| 15 | Motiv8 Investments LLC | 2,198 | $154 | 4.00% | 2025-12-31 |
| 16 | Coston, McIsaac & Partners | 158 | $11 | 0.28% | 2025-12-31 |