Who owns NEFFX stock?

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View all 4 holding institutions

Across its top 4 institutional holders, NEFFX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 29/100).

Notable Holders

NEFFX ranks #12678 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

4 institutions disclose a position in NEFFX, but none treat it as a major bet — even Transce3nd, LLC, its most concentrated holder, allocates just 0.2% of its own portfolio to it.

* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.

Price Chart

NEFFX Quarterly 13F Institutional Trade Shifts

Recent Activity

+$11.3K

Total Buy Value

$55.2K

Total Sell Value

New buy0

Trim0

Add1

Sold out1

Net Buyers

Net Sellers

Top Movers

NEFFX

Q2 2026

Top 5 Institutional Movers

Great Lakes Advisors

+$147.5K

Add

Keystone Financial Group

+$145.3K

Add

Kelleher Financial Advisors

+$13.9K

Add

Transce3nd

+$4.9K

Add

Data by AlphaSMO • Not financial advice.

Smart Money Convergence

NEFFX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Recent NEFFX Insider Buying & Selling Activity (Form 4)

Congress Trading (STOCK Act)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

643822828

FAQ

Who are the top institutional investors holding AMER FNDS NEW ECONOMY-F2 (NEFFX)?

Major stakeholders currently include Keystone Financial Group ($1.2M), Great Lakes Advisors, LLC ($621.6K), Transce3nd, LLC ($22.9K). Based on the latest 13F filings, there are a total of 4 tracked investment funds and institutions maintaining positions in NEFFX.

What is the overall institutional sentiment toward NEFFX recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $11.3K, driven by 1 managers accumulating shares while 1 reduced their exposure.

Which institutions have been selling or reducing their NEFFX positions?

In the latest period, 0 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $55.2K.

Are there any notable investors adding NEFFX to their portfolios?

Yes, buying activity remains notable. 0 institutions opened new positions in {ticker}, and 1 existing holders added to their shares. The total reported buy value for the quarter amounted to $11.3K.

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Developer Access

Access NEFFX's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/NEFFX

CLI

npx alphasmo stocks get NEFFX

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