American Century Ultra-InvTWCUX
13F holders, Q1 2026 (March 31)4holders
0new positions
0sold out
$85.84avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding American Century Ultra-Inv (TWCUX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holders were First Merchants Corp. ($1.4M), Williams Jones Wealth Management, LLC. ($1.4M) and Oakworth Capital, Inc. ($26K).
- Company
- American Century Ultra-Inv
- CUSIP
- 025083882
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 500 shares sold, net −500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| First Merchants Corp. | 0.05% | Reduce -3.0% | 16,061 | $1.4M |
| Williams Jones Wealth Management, LLC. | 0.02% | No change | 15,820 | $1.4M |
| Oakworth Capital, Inc. | 0.00% | No change | 304 | $26K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 205 | $18K |
"% of holder's portfolio" is TWCUX's weight in each manager's 13F, not the share of American Century Ultra-Inv the manager owns.