American Century Ultra-InvTWCUX
13F holders, Q1 2025 (March 31)3holders
0new positions
0sold out
$82.72avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding American Century Ultra-Inv (TWCUX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were First Merchants Corp. ($1.4M), Williams Jones Wealth Management, LLC. ($1.3M) and Ferguson Wellman Capital Management, Inc. ($242K).
- Company
- American Century Ultra-Inv
- CUSIP
- 025083882
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 3 holders
| First Merchants Corp. | 0.05% | No change | 16,561 | $1.4M |
| Williams Jones Wealth Management, LLC. | 0.02% | No change | 15,820 | $1.3M |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 2,921 | $242K |
"% of holder's portfolio" is TWCUX's weight in each manager's 13F, not the share of American Century Ultra-Inv the manager owns.