ANWPX

Amer FNDS New Perspect-AETF$75.26 0.29%
UnclassifiedCUSIP 648018109· EOD Sep 11, 2026

Among active 13F managers last quarter, none opened or added and 1 reduced; the largest holder to move was Ethos Financial Group, LLC (−0.6%).

Tracked 13F holders
8
7 in Q2 2026 filings
13F value (tracked)
$2.7M
13F moves · latest Q
0 added
1 reduced

Price & smart-money activity

$75.26 0.29%5Y +7.8%
$42.46$51.64$60.83$70.02$79.2020212022202320242025202622332
Hover for who · click for detailEnd-of-day closing prices52w $64.86 – $77.29

Who owns ANWPX?

8 tracked 13F filers · ranked by shares held

8 tracked 13F filers disclose a position in ANWPX as of the latest SEC 13F filings, a combined $2.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Moody Lynn Lieberson & Walker, LLC9K
$711K
Held
Q2 2026
2Ethos Financial Group, LLC7K
$500K
−0.6%
Reduced · −40 sh
Q2 2026
3Ironwood Investment Management LLC6K
$457K
Held
Q2 2026
4Private Capital Advisors, Inc.5K
$380K
Held
Q2 2026
5Fulton Bank, N.A.3K
$218K
Held
Q1 2026
6Westside Investment Management, Inc.3K
$239K
Held
Q2 2026
7Coston, McIsaac & Partners2K
$186K
Held
Q2 2026
8Game Plan Financial Advisors, LLC102
$8K
Held
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ANWPX being bought or sold by institutions?

Last quarter, no active manager opened or added to a position in ANWPX, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Reduced
1
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own ANWPX also own

CompanyCo-held byTheir position there
Alphabet Inc-CL AGOOGL6 funds$232.2M
Apple IncAAPL6 funds$228.7M
Microsoft CorpMSFT6 funds$118.1M
JPMorgan Chase & CoJPM6 funds$76.5M
Johnson & JohnsonJNJ6 funds$49.3M
Meta Platforms Inc-Class AMETA6 funds$36.7M
Eli Lilly & CoLLY5 funds$596.4M
Nvidia CorpNVDA5 funds$188.5M
Broadcom IncAVGO5 funds$130.5M
Amazon.com IncAMZN5 funds$101.9M
SPDR Gold SharesGLD5 funds$84.7M
Berkshire Hathaway Inc-CL BBRK/B5 funds$75.8M

Ranked by how many of ANWPX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ANWPX.

Institutional ownership over time

7 tracked filers in Q2 2026 filingsstill filing
048Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $2.5M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
ANWPXthis pageMPL8 funds$2.7M
ANWFXOPEN END TAXABLE LOAD FUND7 funds$1.1M
FNPFXOPEN END TAXABLE NO LOAD FUND3 funds$666K
648018745OPEN END - NO LOAD FUND 5291 funds$67K
648018406OPEN END TAXABLE LOAD FUND1 funds$38K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for ANWPX

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Ask your agent what changed in ANWPX

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ANWPX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ANWPX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ANWPX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.