US02630V8164 - American Funds Mortgage Fund Aktie - Aktiekurs, institutionelt ejerskab, aktionærer

Grundlæggende statistik

Institutionelle ejere	23 total, 23 long only, 0 short only, 0 long/short - change of 0,00% MRQ
Gennemsnitlig porteføljeallokering	6.3557 % - change of 0,14% MRQ

Institutionelle aktier (lange)	1.197.361.864 (ex 13D/G) - change of -25,73MM shares -2,10% MRQ
Institutionel værdi (lang)	$ 10.596.186 USD ($1000)

Institutionelt ejerskab og aktionærer

American Funds Mortgage Fund (US:US02630V8164) har 23 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 1,197,361,864 aktier. Største aktionærer omfatter AAETX - American Funds 2030 Target Date Retirement Fund Class A, AAFTX - American Funds 2035 Target Date Retirement Fund Class A, AADTX - American Funds 2025 Target Date Retirement Fund Class A, AACTX - American Funds 2020 Target Date Retirement Fund Class A, CTHAX - American Funds College 2030 Fund Class 529-A, CTSFX - American Funds College 2027 Fund Class 529-F-1, CENAX - American Funds College Enrollment Fund Class 529-A, RCJTX - American Funds 2015 Target Date Retirement Fund Class R-3, AAATX - American Funds 2010 Target Date Retirement Fund Class A, and CTLAX - American Funds College 2033 Fund Class 529-A .

American Funds Mortgage Fund (US02630V8164) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

US02630V8164 / American Funds Mortgage Fund Institutional Ownership

13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Ikrafttrædelsesdatoen :

Fil dato	Kilde	Investor	Aktier	Δ Aktier (%)	Rapporteret Værdi ($1000)	Δ Værdi (%)
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2015 Target Date Fund Class 4 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	754.367	20,80	6.669	21,35
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	30.300.996	2,58	268.164	5,19
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	275.737.287	-3,46	2.440.275	-1,00
2025-06-26	NP	CTHAX - American Funds College 2030 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	59.833.920	4,11	529.530	6,76
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2010 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	4.620.505	0,27	40.845	0,72
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	63.077	-15,13	558	-14,83
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	6.990.853	6,98	61.869	9,71
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2020 Target Date Fund Class 4 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	121.216	13,05	1.072	13,57
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	280.424.001	-1,14	2.481.752	1,38
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	19.150.360	64,03	169.481	68,21
2025-08-27	NP	JNL SERIES TRUST - JNL/American Funds Moderate Allocation Fund (I)	296.897	89,76	2.625	90,70
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2040 Target Date Fund Class 1A	2.791	123,46	25	140,00
2025-06-26	NP	AACTX - American Funds 2020 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	101.079.262	-5,82	894.551	-3,42
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - American Funds IS 2025 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	79.760	-11,04	705	-10,65
2025-06-26	NP	AAATX - American Funds 2010 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	30.901.677	-2,51	273.480	-0,02
2025-06-26	NP	CENAX - American Funds College Enrollment 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	43.269.446	0,03	382.935	2,58
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	217.863.238	-4,93	1.928.090	-2,50
2025-06-26	NP	RCJTX - American Funds 2015 Target Date Retirement Fund Class R-3 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	32.830.102	-3,35	290.546	-0,89
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Preservation Fund Standard Class	6.706.323	-2,13	59.284	-1,69
2025-08-27	NP	Jnl Series Trust - Jnl/american Funds Moderate Growth Allocation Fund (a)	18.277.294	-3,65	161.571	-3,21
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	83.061	8,03	734	8,58
2025-06-26	NP	CTSFX - American Funds College 2027 Fund Class 529-F-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	53.514.669	-1,19	473.605	1,33
2025-08-27	NP	Jnl Series Trust - Jnl/american Funds Growth Allocation Fund (a)	14.460.762	-17,29	127.833	-16,92

US02630V8164 - American Funds Mortgage Fund Aktie - Aktiekurs, institutionelt ejerskab, aktionærer

Grundlæggende statistik

Institutionelt ejerskab og aktionærer

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13F og NPORT arkivering