4 institutions reported holding $3.2M of AMERICAN CENTURY ULTRA INV (TWCUX) in SEC 13F filings for 2026-06-30. Largest institutional holders: FIRST MERCHANTS CORP ($1.6M), Williams Jones Wealth Management, LLC. ($1.6M), OAKWORTH CAPITAL, INC. ($29,923), Financial Gravity Companies, Inc. ($20,279). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FIRST MERCHANTS CORP | $1.6M | 16,061 | Hold |
| 2 | Williams Jones Wealth Management, LLC. | $1.6M | 15,820 | Hold |
| 3 | OAKWORTH CAPITAL, INC. | $29,923 | 304 | Hold |
| 4 | Financial Gravity Companies, Inc. | $20,279 | 205 | New |
Source: SEC Form 13F filings · as of 2026-06-30