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NFFFX

New World Fund F-2
1W: -1.4% 1M: -0.5% 3M: -1.2% YTD: +13.1% 1Y: +11.9% 3Y: +62.3% 5Y: +30.4%
$106.89
+0.33 (+0.31%)
 
Weekly Expected Move ±1.7%
$103 $105 $107 $108 $110
ETF NASDAQ · AUM $91.6B

Institutional Ownership — NFFFX

5
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
1
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (6 total)

# Holder Shares Value Change Change % Holding Period Filing
1 KELLEHER FINANCIAL ADVISORS 17,564 $2M +7,807 +80.0% 4Q SEC ↗
2 Keystone Financial Group 10,237 $1M — +0.0% 2Q SEC ↗
3 Fulton Bank, N.A. 2,486 $266K — +0.0% 5Q SEC ↗
4 McIlrath & Eck, LLC NEW 624 $67K — +0.0% 1Q SEC ↗
5 Vermillion Wealth Management, Inc. NEW 103 $11K — +0.0% 1Q SEC ↗
6 Transce3nd, LLC 31 $3K — +0.0% 7Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
McIlrath & Eck, LLC 624 $67K
Vermillion Wealth Management, Inc. 103 $11K
Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (1)
HolderAddedChange %Total Shares
KELLEHER FINANCIAL ADVISORS +7,807 +80.0% 17,564
Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms