American Century Ultra-InvTWCUX
13F holders, Q3 2025 (September 30)6holders +3
3new positions
1sold out
$103.48avg. 13F price*
At the end of Q3 2025, 6 institutions reported holding American Century Ultra-Inv (TWCUX) in their 13F filings, up 3 from Q2 2025. 3 opened new positions and 1 sold out. The largest holders were First Merchants Corp. ($1.7M), Williams Jones Wealth Management, LLC. ($1.6M) and Ferguson Wellman Capital Management, Inc. ($231K).
- Company
- American Century Ultra-Inv
- CUSIP
- 025083882
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $472K |
| Exits | 1 | $57K |
All 13F filers, Q2 2025 → Q3 2025: 4,565 shares bought and 603 shares sold, net +3,962 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| First Merchants Corp. | 0.06% | No change | 16,561 | $1.7M |
| Williams Jones Wealth Management, LLC. | 0.02% | No change | 15,820 | $1.6M |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 2,235 | $231K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | New | 2,058 | $213K |
| Oakworth Capital, Inc. | 0.00% | New | 272 | $28K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 183 | $19K |
"% of holder's portfolio" is TWCUX's weight in each manager's 13F, not the share of American Century Ultra-Inv the manager owns.