SEC 13F Intelligence

TWCUXAMERICAN CENTURY ULT

CUSIP 025083882 · Yahoo Finance ↗ · Google Finance ↗

American Century Ult (TWCUX) has 4 institutional holders in Filings Flow’s 13F database, together reporting 32.4K shares worth $3M as of Q1 2026. The largest reported holders are First Merchants Corp, Williams Jones Wealth Management, LLC., and Ferguson Wellman Capital Management, Inc.

Institutional Holders
4
Q1 2026
Reported Value
$3M
Ticker
TWCUX
Quarters Tracked
12

Ownership Trend

Institutional holders
Q4 ’18: 2Q4 ’18Q1 ’19: 2Q2 ’19: 3Q2 ’19Q3 ’19: 3Q2 ’21: 1Q2 ’21Q4 ’21: 1Q4 ’22: 2Q4 ’22Q1 ’25: 3Q2 ’25: 3Q2 ’25Q3 ’25: 6Q4 ’25: 4Q4 ’25Q1 ’26: 4filingsflow.com
Total reported value
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ2 ’19Q3 ’19: $2MQ2 ’21: $1MQ2 ’21Q4 ’21: $1MQ4 ’22: $872,655Q4 ’22Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $4MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
FIRST MERCHANTS CORP$2.6B AUM0.05%$1M16.1KQ1 2026
Williams Jones Wealth Management, LLC.$8.1B AUM0.02%$1M15.8KQ1 2026
MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM0.01%$212,9322.1KQ3 2025OLDER
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM0.00%$231,2842.2KQ3 2025OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.00%$17,565205Q1 2026
Oakworth Capital, Inc.$1.9B AUM0.00%$26,072304Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.