AMERICAN FUNDS AMCAP F2 13F Institutional Holdings

Institutions

Combined AUM (Q2 2026)

$1.1M

Combined Shares (Q2 2026)

24,429

Overall Trend

Increase

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+16,830

4 institutions added · 2 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-4,106

1 institutions reduced · 1 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+12,724

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Ethos Financial Group, LLC	0.03%	—	#2	$504,308	10,888	$0	0	+10,888	New Buy
FULTON BANK, N.A.	0.01%	0.01%	#4	$254,441	5,481	$235,097	5,481	00.00%	Unchanged
Williams Jones Wealth Management, LLC.	<0.01%	—	#5	$210,819	4,581	$0	0	+4,581	New Buy
KELLEHER FINANCIAL ADVISORS	0.02%	0.01%	#3	$111,287	2,418	$48,150	1,123	+1,295+115.32%	Add
Transce3nd, LLC	0.44%	0.38%	#1	$49,365	1,061	$42,696	995	+66+6.63%	Add

AMERICAN FUNDS AMCAP F2

🧭 Institutional Sector Flow Heatmap