DOSSIER · 13F Holders · Q2 2026
TWCGX

AMERICAN CENTY MUT FDS GROWTH

2 institutions still hold AMERICAN CENTY MUT FDS GROWTH as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 025083106·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$320K
visible holders
Holders
2
filers reporting
Concentration
83.88%
CARRET ASSET MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported TWCGX in Q2 2026. CARRET ASSET MANAGEMENT, LLC leads at 83.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CARRET ASSET MANAGEMENT, LLC
CIK 0000791490
$269K5K0.02%Q2 2026
02
Vermillion Wealth Management, Inc.
CIK 0001737012
$52K8660.01%Q2 2026