Security record · archived quarter
AEG
Aegon Ltd. · Financial Services · Insurance - Diversified
74Tracked holders
0Δ holders
111.93MShares held
$812.23MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -19.5% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 74.09K | $617,122 | n/a | n/a |
| Q2 2026 | 77 | +4 | 107.04M | $903.27M | +7 | −3 |
| 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dodge & Cox ✦ | 50.56M | -28.3% | $367.04M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 2 | Dimensional Fund Advisors Lp | 11.74M | +8.3% | $85.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Morgan Stanley ✦ | 10.52M | -19.9% | $76.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 4 | Arrowstreet Capital ✦ | 5.63M | -53.0% | $40.89M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 5.29M | 0.0% | $38.43M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 6 | Goldman Sachs Group ✦ | 4.56M | +8.3% | $33.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Jane Street Group, Llc | 3.30M | +86.6% | $23.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | UBS Group AG | 2.74M | +7.7% | $19.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 2.45M | +1.4% | $17.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Quantinno Capital Management LP | 1.74M | +42.8% | $12.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Northern Trust Corp | 1.50M | -3.0% | $10.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Bnp Paribas Financial Markets | 1.45M | -30.9% | $10.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | American Century Companies Inc | 1.39M | -0.9% | $10.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 1.05M | +102.0% | $7.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 15 | AQR Capital Management ✦ | 788.71K | -7.1% | $5.73M | 0.0% | ▼ Trim | 8 | SEC ↗ ×3 |
| 16 | Two Sigma Investments ✦ | 532.59K | +83.8% | $3.87M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Creative Planning | 525.95K | +4.2% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Bank Of Montreal /Can/ | 501.14K | +969.3% | $3.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 19 | Us Bancorp \De\ | 438.75K | 0.0% | $3.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Sei Investments Co | 412.97K | +14.6% | $3.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Fidelity (FMR) ✦ | 385.10K | +150.7% | $2.80M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 22 | Bank Of America Corp /De/ | 362.41K | +39.7% | $2.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Cibc World Market Inc. | 346.36K | +1.3% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Optiver Holding B.V. | 314.56K | -64.2% | $2.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | Charles Schwab Investment… | 301.27K | +17.4% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Qube Research & Technologies Ltd | 228.74K | -76.8% | $1.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 220.86K | +5.1% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 28 | HighTower Advisors, LLC | 201.63K | +1.6% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mariner, LLC | 200.38K | +0.1% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Millennium Management ✦ | 191.06K | -36.5% | $1.39M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 31 | Cerity Partners LLC | 163.81K | +1.3% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Wells Fargo & Company/Mn | 163.40K | -2.7% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 33 | Focus Partners Wealth | 153.27K | +8.1% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 117.88K | +1.1% | $855,821 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 35 | Ameriprise Financial Inc | 114.99K | -54.6% | $834,835 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 36 | Squarepoint Ops LLC | 99.55K | +815.1% | $722,762 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | LPL Financial LLC | 93.23K | -54.6% | $676,836 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Envestnet Asset Management Inc | 82.40K | -66.7% | $598,234 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Balyasny Asset Management L.P. | 81.74K | +12.2% | $593,403 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Rhumbline Advisers | 79.70K | +1.0% | $578,581 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Royal Bank Of Canada | 73.88K | +3.2% | $536,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 42 | Mercer Global Advisors Inc /Adv | 71.79K | -24.9% | $521,177 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Commonwealth Equity Services, Llc | 69.81K | +3.2% | $506,860 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 66.33K | +32.1% | $481,576 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Bridgewater Associates ✦ | 62.99K | New | $457,286 | 0.0% | New | 1 | SEC ↗ |
| 46 | Corient Private Wealth LP | 63.65K | -30.6% | $441,112 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 47 | Stifel Financial Corp | 34.17K | -65.4% | $248,046 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 33.23K | +763.5% | $241,249 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 49 | CIBC Bancorp USA Inc. | 33.21K | n/a | $241,119 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | Franklin Resources Inc | 32.16K | -11.2% | $233,504 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 51 | Osaic Holdings, Inc. | 32.13K | +12.0% | $233,298 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 52 | Wealth Enhancement Advisory… | 29.84K | -59.4% | $219,659 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Allspring Global Investments… | 29.29K | +8.8% | $214,371 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | UBS AM, a distinct business unit of… | 27.91K | +559.1% | $202,590 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Cetera Investment Advisers | 26.45K | -57.7% | $191,991 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Captrust Financial Advisors | 25.77K | +38.3% | $187,076 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Gotham Asset Management ✦ | 21.73K | 0.0% | $157,738 | 0.0% | Held | 5 | SEC ↗ |
| 58 | Truist Financial Corp | 20.44K | -36.9% | $148,373 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Neuberger Berman Group LLC | 19.05K | +47.7% | $138,340 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 60 | Northwestern Mutual Wealth… | 17.64K | +0.1% | $128,098 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | First Trust Advisors Lp | 14.99K | -24.5% | $108,863 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Jones Financial Companies Lllp | 15.15K | +38.0% | $103,924 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Invesco Ltd. | 14.22K | New | $103,244 | 0.0% | New | 1 | SEC ↗ |
| 64 | State Street Global Advisors ✦ (passive) | 13.09K | 0.0% | $94,997 | 0.0% | Held | 6 | SEC ↗ |
| 65 | Cwm, Llc | 11.65K | -67.1% | $84,589 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Deutsche Bank Ag\ | 9.31K | 0.0% | $67,591 | 0.0% | Held | 2 | SEC ↗ |
| 67 | Pacer Advisors, Inc. | 5.92K | -13.4% | $43,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Citigroup Inc | 2.24K | +194.0% | $16,284 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | TD Waterhouse Canada Inc. | 2.03K | +68.9% | $14,872 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Fifth Third Bancorp | 1.96K | +2.0% | $14,215 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | National Bank Of Canada /Fi/ | 1.50K | -42.2% | $10,890 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Assetmark, Inc | 1.18K | +6.7% | $8,574 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Toronto Dominion Bank | 27 | 0.0% | $196 | 0.0% | Held | 2 | SEC ↗ |
| 74 | Nomura Asset Management Co Ltd | 0 | n/a | $0 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Bridgewater Associates | $457,286 | 0.0% |
| Invesco Ltd. | $103,244 | 0.0% |
Exited
| Citadel Advisors | $5.88M | was 0.0% |
| Mackenzie Financial Corp | $173,954 | 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: Q1 2026 ·
Methodology ·
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