American Century Ultra-InvTWCUX
13F holders, Q4 2025 (December 31)4holders −2
0new positions
2sold out
$94.11avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding American Century Ultra-Inv (TWCUX) in their 13F filings, down 2 from Q3 2025. 0 opened new positions and 2 sold out. The largest holders were First Merchants Corp. ($1.6M), Williams Jones Wealth Management, LLC. ($1.5M) and Oakworth Capital, Inc. ($29K).
- Company
- American Century Ultra-Inv
- CUSIP
- 025083882
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $444K |
All 13F filers, Q3 2025 → Q4 2025: 54 shares bought and 4,293 shares sold, net −4,239 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 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 |
| Oakworth Capital, Inc. | 0.00% | Add +11.8% | 304 | $29K |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +12.0% | 205 | $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.