American Century Ultra-InvTWCUX
13F holders, Q2 2025 (June 30)3holders
1new positions
1sold out
$95.76avg. 13F price*
At the end of Q2 2025, 3 institutions reported holding American Century Ultra-Inv (TWCUX) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were First Merchants Corp. ($1.6M), Williams Jones Wealth Management, LLC. ($1.5M) and Luminist Capital LLC ($57K).
- Company
- American Century Ultra-Inv
- CUSIP
- 025083882
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $57K |
| Exits | 1 | $242K |
All 13F filers, Q1 2025 → Q2 2025: 603 shares bought and 2,921 shares sold, net −2,318 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| First Merchants Corp. | 0.06% | No change | 16,561 | $1.6M |
| Williams Jones Wealth Management, LLC. | 0.02% | No change | 15,820 | $1.5M |
| Luminist Capital LLC | 0.06% | New | 603 | $57K |
"% of holder's portfolio" is TWCUX's weight in each manager's 13F, not the share of American Century Ultra-Inv the manager owns.