4 institutions reported holding $2.8M of AMERICAN CENTURY ULTRA INV (TWCUX) in SEC 13F filings for 2026-03-31. Largest institutional holders: FIRST MERCHANTS CORP ($1.4M), Williams Jones Wealth Management, LLC. ($1.4M), OAKWORTH CAPITAL, INC. ($26,072), Financial Gravity Asset Management, Inc. ($17,565). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FIRST MERCHANTS CORP | $1.4M | 16,061 | Trimmed |
| 2 | Williams Jones Wealth Management, LLC. | $1.4M | 15,820 | Hold |
| 3 | OAKWORTH CAPITAL, INC. | $26,072 | 304 | Hold |
| 4 | Financial Gravity Asset Management, Inc. | $17,565 | 205 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31