American Century Ultra-InvTWCUX
13F holders, Q2 2026 (June 30)4holders
0new positions
0sold out
$99.09avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding American Century Ultra-Inv (TWCUX) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were First Merchants Corp. ($1.6M), Williams Jones Wealth Management, LLC. ($1.6M) and Oakworth Capital, Inc. ($30K).
- Company
- American Century Ultra-Inv
- CUSIP
- 025083882
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 4 holders
| First Merchants Corp. | 0.06% | No change | 16,061 | $1.6M |
| Williams Jones Wealth Management, LLC. | 0.02% | No change | 15,820 | $1.6M |
| Oakworth Capital, Inc. | 0.00% | No change | 304 | $30K |
| Financial Gravity Companies, Inc. | 0.00% | — | 205 | $20K |
"% of holder's portfolio" is TWCUX's weight in each manager's 13F, not the share of American Century Ultra-Inv the manager owns.