| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.18% | 0.71% | 1.66% | Q2 2013 | Q3 2023 | 42 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 31 | 2 | 0.07% | 0.12% | 0.16% | Q2 2013 | Q2 2022 | 33 |
| TRUST CO OF VERMONT | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2019 | 25 |
| MOTCO | 17 | 1 | 0.00% | 1.14% | 2.28% | Q2 2013 | Q3 2023 | 25 |
| ROTHSCHILD INVESTMENT LLC /IL | 13 | 1 | 0.02% | 0.04% | 0.05% | Q3 2016 | Q2 2021 | 17 |
| ENCOMPASS WEALTH ADVISORS, LLC | 11 | 11 | 1.21% | 1.39% | 1.52% | Q1 2021 | Q3 2023 | 11 |
| CT Financial Advisors LLC | 9 | 1 | 1.29% | 1.48% | 1.65% | Q1 2014 | Q1 2017 | 10 |
| Janney Montgomery Scott LLC | 9 | 9 | 0.22% | 0.24% | 0.27% | Q2 2013 | Q2 2015 | 9 |
| DIVIDEND ASSETS CAPITAL, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 7 |
| First American Bank | 4 | 4 | 0.12% | 0.14% | 0.17% | Q3 2016 | Q2 2017 | 4 |
| True Link Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
| MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
| WOODBURN R ROBERT JR | 3 | 3 | 0.82% | 1.42% | 1.97% | Q4 2012 | Q2 2013 | 3 |
| QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q2 2019 | 3 |
| CSM Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
| Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 2 |
| FIRST NATIONAL TRUST CO | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q1 2014 | 2 |
| Barrett Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
| Atlas Wealth LLC | 1 | 1 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 2 |
| Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 2 |
| Ledyard National Bank | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q1 2016 | 2 |
| Page Arthur B | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2016 | Q2 2016 | 1 |
| 55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| FULTON BANK, N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
| Register Financial Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
| Lake Point Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
| ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
| Atlas Brown,Inc. | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2013 | Q2 2013 | 1 |
| Weaver Consulting Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
| WEST MICHIGAN ADVISORS, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2023 | Q2 2023 | 1 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
| REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| BAHL & GAYNOR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
This page lists all the filers that currently own AMER EUROPACIFIC GRWTH Cl F-2 or have owned AMER EUROPACIFIC GRWTH Cl F-2 in the past.