Who owns American Funds Invmt Co of Amer A?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AIVSX from SEC Form 13F filings across 8 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 8 institutions disclosed 33,510 shares of American Funds Invmt Co of Amer A worth $2.3M — about 0% of shares outstanding; the largest disclosed holder is Ethos Financial Group, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
8
13F holders
$2.3M
value, 2026 filers
0%
of shares outstanding (33,510 sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AIVSX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLCNEW | 12,475 | $827,345 | 0.1% | 0% | new |
| 2 | NORTH STAR ASSET MANAGEMENT INC | 6,424 | $438,451 | 0.0% | 0% | +0.2% |
| 3 | Coston, McIsaac & Partners | 5,736 | $391,000 | 0.1% | 0% | +0.4% |
| 4 | Emprise Bank | 3,409 | $232,659 | 0.1% | 0% | 0.0% |
| 5 | Game Plan Financial Advisors, LLC | 2,737 | $186,797 | 0.1% | 0% | 0.0% |
| 6 | Westside Investment Management, Inc. | 1,261 | $86,068 | 0.0% | 0% | +0.3% |
| 7 | Estabrook Capital Management | 1,246 | $85,040 | 0.0% | 0% | +0.5% |
| 8 | Capital Advisor Network LLCNEW | 222 | $15,168 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.