Security record · archived quarter
AEG
Aegon Ltd. · Financial Services · Insurance - Diversified
74Tracked holders
-2Δ holders
139.20MShares held
$1.07BReported value
+0New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -2.6% ·
share flow -14.0% ·
net new positions -2.7%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 71.49K | $594,641 | n/a | −1 |
| Q2 2026 | 76 | +4 | 106.86M | $901.77M | +7 | −4 |
| Q1 2026 | 74 | 0 | 111.93M | $812.23M | +2 | −2 |
| Q4 2025 | 74 | -2 | 139.20M | $1.07B | n/a | −2 |
| Q3 2025 | 16 | -1 | 131.02M | $1.05B | n/a | −1 |
| Q2 2025 | 14 | +1 | 126.20M | $913.70M | +1 | n/a |
| Q1 2025 | 10 | 0 | 134.05M | $883.37M | +1 | −1 |
| Q4 2024 | 10 | +1 | 131.68M | $775.60M | +1 | n/a |
| Q3 2024 | 8 | 0 | 131.03M | $841.88M | n/a | n/a |
| Q2 2024 | 8 | n/a | 130.92M | $802.57M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dodge & Cox ✦ | 70.52M | -17.8% | $543.73M | 0.3% | ▼ Trim | 7 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 13.13M | -5.2% | $101.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 3 | Arrowstreet Capital ✦ | 11.99M | -29.2% | $92.46M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 10.84M | n/a | $83.58M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | BlackRock ✦ (passive) | 5.29M | -2.6% | $40.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Goldman Sachs Group ✦ | 4.21M | -19.6% | $32.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | UBS Group AG | 2.55M | n/a | $19.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 2.42M | n/a | $18.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Bnp Paribas Financial Markets | 2.10M | n/a | $16.21M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 1.77M | n/a | $13.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Northern Trust Corp | 1.55M | n/a | $11.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | American Century Companies Inc | 1.41M | n/a | $10.86M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Quantinno Capital Management LP | 1.22M | n/a | $9.37M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Qube Research & Technologies Ltd | 987.80K | n/a | $7.62M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Optiver Holding B.V. | 877.99K | n/a | $6.77M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 848.59K | +12.7% | $6.54M | 0.0% | ▲ Add | 7 | SEC ↗ ×4 |
| 17 | Citadel Advisors ✦ | 762.26K | +3.5% | $5.88M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 18 | JPMorgan Chase ✦ | 520.03K | -52.4% | $4.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 19 | Creative Planning | 504.73K | n/a | $3.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Us Bancorp \De\ | 438.73K | n/a | $3.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Sei Investments Co | 360.22K | n/a | $2.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Cibc World Market Inc. | 341.98K | n/a | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Millennium Management ✦ | 300.73K | +125.8% | $2.32M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 24 | Two Sigma Investments ✦ | 289.69K | -58.6% | $2.23M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 259.48K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 26 | Charles Schwab Investment… | 256.66K | n/a | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 253.57K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Envestnet Asset Management Inc | 247.42K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | The Vanguard Group ✦ (passive) | 237.73K | +49.3% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 210.12K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 31 | LPL Financial LLC | 205.28K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Mariner, LLC | 200.24K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | HighTower Advisors, LLC | 198.42K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 167.90K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 35 | Cerity Partners LLC | 161.74K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Fidelity (FMR) ✦ | 153.64K | +9.8% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | Focus Partners Wealth | 141.77K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 116.57K | n/a | $898,759 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 39 | Stifel Financial Corp | 98.86K | n/a | $762,196 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 95.58K | n/a | $736,941 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Corient Private Wealth LP | 91.77K | n/a | $707,581 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 42 | Rhumbline Advisers | 78.94K | n/a | $608,629 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 73.43K | n/a | $579,386 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Balyasny Asset Management L.P. | 72.84K | n/a | $561,627 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Royal Bank Of Canada | 71.59K | n/a | $552,000 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 46 | Commonwealth Equity Services, Llc | 67.62K | n/a | $521,340 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Cetera Investment Advisers | 62.50K | n/a | $481,897 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 50.21K | n/a | $387,107 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 46.87K | n/a | $361,336 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | Franklin Resources Inc | 36.22K | n/a | $279,286 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 51 | Cwm, Llc | 35.41K | n/a | $273,000 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Truist Financial Corp | 32.41K | n/a | $249,866 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Osaic Holdings, Inc. | 28.69K | n/a | $221,173 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 54 | Allspring Global Investments… | 26.91K | n/a | $211,885 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Mackenzie Financial Corp | 22.43K | n/a | $173,954 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Gotham Asset Management ✦ | 21.73K | 0.0% | $167,515 | 0.0% | Held | 4 | SEC ↗ |
| 57 | First Trust Advisors Lp | 19.87K | n/a | $153,182 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Captrust Financial Advisors | 18.63K | n/a | $143,660 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Northwestern Mutual Wealth… | 17.62K | n/a | $135,860 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | State Street Global Advisors ✦ (passive) | 13.09K | 0.0% | $100,885 | 0.0% | Held | 5 | SEC ↗ |
| 61 | Neuberger Berman Group LLC | 12.90K | n/a | $99,490 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 62 | Jones Financial Companies Lllp | 10.98K | n/a | $84,635 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Squarepoint Ops LLC | 10.88K | n/a | $83,877 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Deutsche Bank Ag\ | 9.31K | n/a | $71,780 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Pacer Advisors, Inc. | 6.84K | n/a | $53,343 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | UBS AM, a distinct business unit of… | 4.23K | n/a | $32,644 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Rockefeller Capital Management L.P. | 3.85K | n/a | $29,675 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 68 | National Bank Of Canada /Fi/ | 2.60K | n/a | $20,020 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Fifth Third Bancorp | 1.92K | n/a | $14,795 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | TD Waterhouse Canada Inc. | 1.20K | n/a | $9,240 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Assetmark, Inc | 1.11K | n/a | $8,535 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Citigroup Inc | 763 | n/a | $5,883 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Toronto Dominion Bank | 27 | n/a | $208 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Nomura Asset Management Co Ltd | 0 | n/a | $0 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Marshall Wace | $115,623 | was 0.0% |
| Wellington Management | $96,384 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 286 holders, 128.43M shares, $925.02M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Oct 16
SC 13D/A: Vereniging Aegon Americas
18.4% of class · View original SEC filing ↗
Aug 26
SC 13D/A: Vereniging Aegon
18.0% of class · View original SEC filing ↗
May 28
SC 13D/A: Vereniging Aegon
17.9% of class · View original SEC filing ↗
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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