US02630V8164 - American Funds Mortgage Fund Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik

Institutionella ägare	23 total, 23 long only, 0 short only, 0 long/short - change of 0,00% MRQ
Genomsnittlig portföljallokering	6.3557 % - change of 0,14% MRQ

Institutionella aktier (lång)	1 197 361 864 (ex 13D/G) - change of −25,73MM shares −2,10% MRQ
Institutionellt värde (lång)	$ 10 596 186 USD ($1000)

Institutionellt ägande och aktieägare

American Funds Mortgage Fund (US:US02630V8164) har 23 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 1,197,361,864 aktier. Största aktieägare inkluderar 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) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

US02630V8164 / American Funds Mortgage Fund Institutional Ownership

13F- och NPORT-arkiveringar

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Ikraftträdande datum :

Fil Datum	Källa	Investerare	Aktier	Δ Aktier (%)	Rapporterat värde (1000 USD)	Δ Värde (%)
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 Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik

Institutionellt ägande och aktieägare

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13F- och NPORT-arkiveringar