US6480188100 - American New Perspective Fund Akcje - cena akcji, własność instytucjonalna, akcjonariusze

Podstawowe statystyki

Właściciele instytucjonalni	33 total, 33 long only, 0 short only, 0 long/short - change of -2,94% MRQ
Średnia alokacja portfela	6.8225 % - change of 3,92% MRQ

Akcje instytucjonalne (długie)	330 243 424 (ex 13D/G) - change of -2,42MM shares -0,73% MRQ
Wartość instytucjonalna (długa)	$ 20 603 911 USD ($1000)

Własność instytucjonalna i akcjonariusze

American New Perspective Fund (US:US6480188100) posiada 33 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 330,243,424 akcji. Do największych akcjonariuszy należą RGWFX - American Funds Growth Portfolio Class R-5, AALTX - American Funds 2050 Target Date Retirement Fund Class A, AAGTX - American Funds 2040 Target Date Retirement Fund Class A, AAHTX - American Funds 2045 Target Date Retirement Fund Class A, AAMTX - American Funds 2055 Target Date Retirement Fund Class A, AANTX - American Funds 2060 Target Date Retirement Fund Class A, AAFTX - American Funds 2035 Target Date Retirement Fund Class A, PGGAX - American Funds Global Growth Portfolio Class A, AAETX - American Funds 2030 Target Date Retirement Fund Class A, and BLPAX - American Funds Moderate Growth and Income Portfolio Class A .

American New Perspective Fund (US6480188100) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.

US6480188100 / American New Perspective Fund Institutional Ownership

Zgłoszenia 13F i NPORT

Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.

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Data wejścia w życie :

Data pliku	Źródło	Inwestor	Akcje	Akcje; Δ (%)	Zgłoszono Wartość ($1000)	Wartość; Δ (%)
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2050 Target Date Fund Class 4	11 475	-0,34	802	14,25
2025-08-26	NP	EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares	12 843	-3,15	898	11,14
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2065 Target Date Fund Class 1	108	18,68	8	40,00
2025-06-26	NP	BLPAX - American Funds Moderate Growth and Income Portfolio Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	11 603 377	-2,12	723 819	-5,89
2025-06-26	NP	RGWFX - American Funds Growth Portfolio Class R-5 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	48 562 564	-0,73	3 029 333	-4,56
2025-06-26	NP	AADTX - American Funds 2025 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	57 788	-14,06	3 605	-17,38
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2030 Target Date Fund Class 1A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2 846	-27,23	199	-16,39
2025-06-26	NP	CAAZX - American Funds College 2042 Fund Class 529-F-2	384 985	32,94	24 015	27,81
2025-08-26	NP	EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares	149 720	2,99	10 470	18,11
2025-06-26	NP	AAFTX - American Funds 2035 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	23 230 254	-2,91	1 449 103	-6,65
2025-06-26	NP	AAGTX - American Funds 2040 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	48 122 132	-2,27	3 001 859	-6,03
2025-06-26	NP	TDABX - American Funds 2070 Target Date Retirement Fund Class T	232 544	90,38	14 506	83,06
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2070 Target Date Fund Class 4	165	3,12	12	22,22
2025-06-26	NP	AALTX - American Funds 2050 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	48 498 233	-0,29	3 025 320	-4,13
2025-06-26	NP	AANTX - American Funds 2060 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	24 237 336	2,46	1 511 925	-1,49
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2060 Target Date Fund Class 1A	292	31,53	20	53,85
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2045 Target Date Fund Class 4	12 372	11,73	865	28,15
2025-08-26	NP	EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares	137 395	1,85	9 608	16,80
2025-08-26	NP	EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares	2 730	6,60	191	21,79
2025-06-26	NP	FCFGX - American Funds College 2039 Fund Class 529-F-2	1 382 589	3,72	86 246	-0,28
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2040 Target Date Fund Class 1A	4 802	0,27	336	14,73
2025-06-26	NP	PGGAX - American Funds Global Growth Portfolio Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	19 218 342	-2,08	1 198 840	-5,85
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2035 Target Date Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	6 224	-1,89	435	12,69
2025-08-26	NP	EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares	12 204	12,01	853	28,46
2025-06-26	NP	AAMTX - American Funds 2055 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	35 398 025	1,51	2 208 129	-2,40
2025-08-26	NP	EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares	81 759	20,42	5 717	38,09
2025-06-26	NP	CTLAX - American Funds College 2033 Fund Class 529-A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	631 353	0,00	39 384	-3,85
2025-06-30	NP	Northern Lights Fund Trust - PFG American Funds Growth Strategy Fund Class R Shares	2 237 686	-4,19	139 587	-7,89
2025-06-26	NP	CCFAX - American Funds College 2036 Fund Class 529-A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1 712 919	0,00	106 852	-3,85
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2055 Target Date Fund Class 1A	7 795	9,04	545	25,29
2025-06-26	NP	AAETX - American Funds 2030 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	14 652 799	-8,14	914 042	-11,68
2025-06-26	NP	TDTTX - American Funds 2065 Target Date Retirement Fund Class T This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	7 106 938	9,37	443 331	5,15
2025-06-26	NP	AAHTX - American Funds 2045 Target Date Retirement Fund Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	42 530 830	-0,09	2 653 073	-3,94