Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was Financial Gravity Companies, Inc. (new position).
4 tracked 13F filers disclose a position in TWCUX as of the latest SEC 13F filings, a combined $3.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | First Merchants Corp | 16K | $1.6M | —Held | Q2 2026 | |
| 2 | Williams Jones Wealth Management, LLC. | 16K | $1.6M | —Held | Q2 2026 | |
| 3 | Oakworth Capital, Inc. | 304 | $26K | —Held | Q1 2026 | |
| 4 | Financial Gravity Companies, Inc. | 205 | $20K | ▲New +205 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in TWCUX, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Ishares Russell 1000 GrowthIWF | 3 funds | $154.5M |
| Vanguard Ftse Developed ETFVEA | 3 funds | $151.1M |
| Vanguard 500 Index-AdmVFIAX | 3 funds | $143.8M |
| Ishares Russell Mid-Cap ETFIWR | 3 funds | $125.8M |
| Apple IncAAPL | 3 funds | $104.3M |
| JPMorgan Chase & CoJPM | 3 funds | $87.6M |
| Ishares Core S&P Small-Cap EIJR | 3 funds | $87.3M |
| Vanguard Short-Term Bond ETFBSV | 3 funds | $73.2M |
| Alphabet Inc-CL AGOOGL | 3 funds | $72.6M |
| Vanguard S&P 500 ETFVOO | 3 funds | $71.9M |
| Walmart IncWMT | 3 funds | $71.7M |
| Eli Lilly & CoLLY | 3 funds | $64.9M |
Ranked by how many of TWCUX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TWCUX.
| Class | 13F holders | Value held |
|---|---|---|
| TWCUXthis pageNTF EQUITY FUNDS | 4 funds | $3.2M |
| TWCGXNTF EQUITY FUNDS | 2 funds | $320K |
| TWHIXOPEN END TAXABLE NO LOAD FUND | 2 funds | $77K |
| 025083338NTF EQUITY FUNDS | 1 funds | $42K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for TWCUX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TWCUX/capital-change-brief"
Use Arkolith's capital_change_brief for TWCUX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for TWCUX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.