Security record
AEG
Aegon Ltd. · Financial Services · Insurance - Diversified
76Tracked holders
+4Δ holders
106.86MShares held
$901.77MReported value
+7New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow -4.3% ·
net new positions +3.9%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | −2 |
| Q3 2025 | 16 | -1 | 131.02M | $1.05B | — | −1 |
| Q2 2025 | 14 | +1 | 126.20M | $913.70M | +1 | — |
| Q1 2025 | 10 | 0 | 134.05M | $883.37M | +1 | −1 |
| Q4 2024 | 10 | +1 | 131.68M | $775.60M | +1 | — |
| Q3 2024 | 8 | 0 | 131.03M | $841.88M | — | — |
| Q2 2024 | 8 | — | 130.92M | $802.57M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dodge & Cox ✦ | 44.64M | -11.7% | $376.72M | 0.2% | ▼ Trim | 9 | SEC ↗ |
| 2 | Dimensional Fund Advisors Lp | 13.04M | +11.0% | $110.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | Morgan Stanley ✦ | 5.92M | -43.7% | $49.97M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 4 | Goldman Sachs Group ✦ | 5.32M | +16.6% | $44.90M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | BlackRock ✦ (passive) | 5.18M | -2.1% | $43.76M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 6 | Arrowstreet Capital ✦ | 4.82M | -14.5% | $40.65M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 7 | Qube Research & Technologies Ltd | 2.80M | +1125.5% | $23.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 2.60M | +147.7% | $21.77M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 9 | Quantinno Capital Management LP | 2.56M | +47.7% | $21.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 2.47M | +0.7% | $20.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | UBS Group AG | 2.41M | -12.1% | $20.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Jane Street Group, Llc | 2.30M | -30.3% | $19.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 13 | American Century Companies Inc | 1.48M | +6.4% | $12.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northern Trust Corp | 1.45M | -3.4% | $12.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | AQR Capital Management ✦ | 1.18M | +50.1% | $9.99M | 0.0% | ▲ Add | 9 | SEC ↗ ×3 |
| 16 | Marshall Wace ✦ | 815.15K | New | $6.88M | 0.0% | New | 1 | SEC ↗ ×2 |
| 17 | Bank Of America Corp /De/ | 760.92K | +110.0% | $6.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Creative Planning | 685.67K | +30.4% | $5.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Two Sigma Investments ✦ | 597.29K | +12.2% | $5.04M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 20 | Hrt Financial Lp | 455.53K | New | $3.84M | 0.0% | New | 1 | SEC ↗ |
| 21 | Us Bancorp \De\ | 438.01K | -0.2% | $3.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Fidelity (FMR) ✦ | 392.37K | +1.9% | $3.31M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 23 | Optiver Holding B.V. | 389.90K | +23.9% | $3.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Cibc World Market Inc. | 367.81K | +6.2% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Charles Schwab Investment… | 341.83K | +13.5% | $2.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Pnc Financial Services Group, Inc. | 225.14K | +1.9% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 27 | Mariner, LLC | 209.65K | +4.6% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Mercer Global Advisors Inc /Adv | 203.01K | +182.8% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Sei Investments Co | 195.50K | -52.7% | $1.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Citadel Advisors ✦ | 193.09K | New | $1.63M | 0.0% | New | 1 | SEC ↗ ×2 |
| 31 | Focus Partners Wealth | 190.47K | +24.3% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Nuveen, LLC | 179.77K | New | $1.52M | 0.0% | New | 1 | SEC ↗ |
| 33 | Bridgewater Associates ✦ | 176.40K | +180.1% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 168.56K | +3.2% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 35 | Commonwealth Equity Services, Llc | 165.11K | +136.5% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Cerity Partners LLC | 159.92K | -2.4% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 37 | Bank of New York Mellon Corp | 119.31K | +1.2% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 38 | Ameriprise Financial Inc | 116.65K | +1.4% | $992,544 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 39 | LPL Financial LLC | 93.65K | +0.5% | $790,384 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Envestnet Asset Management Inc | 82.60K | +0.2% | $697,146 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Royal Bank Of Canada | 81.50K | +10.3% | $688,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 42 | Corient Private Wealth LP | 78.02K | +22.6% | $659,956 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 77.19K | +16.4% | $651,465 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Rhumbline Advisers | 76.14K | -4.5% | $642,610 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 37.22K | +24.7% | $327,556 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 37.96K | -92.4% | $320,408 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 47 | Rockefeller Capital Management L.P. | 37.78K | +13.7% | $318,905 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 48 | Millennium Management ✦ | 35.76K | -81.3% | $301,848 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 49 | Stifel Financial Corp | 33.60K | -1.7% | $283,559 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | CIBC Bancorp USA Inc. | 32.77K | -1.3% | $276,545 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 51 | Franklin Resources Inc | 32.66K | +1.6% | $275,659 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 52 | Allspring Global Investments… | 31.15K | +6.4% | $269,589 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Osaic Holdings, Inc. | 31.23K | -2.8% | $263,630 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 54 | Captrust Financial Advisors | 30.86K | +19.8% | $260,467 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 27.91K | 0.0% | $235,518 | 0.0% | Held | 3 | SEC ↗ |
| 56 | Jones Financial Companies Lllp | 27.02K | +78.4% | $226,971 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Cetera Investment Advisers | 26.89K | +1.7% | $226,918 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Squarepoint Ops LLC | 25.80K | -74.1% | $217,718 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Neuberger Berman Group LLC | 22.84K | +19.9% | $192,811 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 60 | Gotham Asset Management ✦ | 21.73K | 0.0% | $183,376 | 0.0% | Held | 6 | SEC ↗ |
| 61 | Truist Financial Corp | 21.31K | +4.3% | $179,881 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 62 | Connor, Clark & Lunn Investment… | 16.90K | New | $142,653 | 0.0% | New | 1 | SEC ↗ |
| 63 | Northwestern Mutual Wealth… | 16.79K | -4.8% | $141,718 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | TD Waterhouse Canada Inc. | 16.27K | +702.9% | $139,327 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Invesco Ltd. | 16.21K | +14.0% | $136,821 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | First Trust Advisors Lp | 15.78K | +5.2% | $133,157 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | State Street Global Advisors ✦ (passive) | 13.09K | 0.0% | $113,602 | 0.0% | Held | 7 | SEC ↗ |
| 68 | Tudor Investment Corp Et Al | 12.81K | New | $108,133 | 0.0% | New | 1 | SEC ↗ |
| 69 | Deutsche Bank Ag\ | 9.31K | 0.0% | $78,576 | 0.0% | Held | 3 | SEC ↗ |
| 70 | Pacer Advisors, Inc. | 5.92K | 0.0% | $50,000 | 0.0% | Held | 3 | SEC ↗ |
| 71 | Citigroup Inc | 3.27K | +45.7% | $27,590 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Fifth Third Bancorp | 1.96K | 0.0% | $16,526 | 0.0% | Held | 3 | SEC ↗ |
| 73 | Assetmark, Inc | 1.80K | +52.3% | $15,184 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | National Bank Of Canada /Fi/ | 1.47K | -2.1% | $12,415 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Bnp Paribas Financial Markets | 479 | -100.0% | $4,043 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Group One Trading Llc | 100 | New | $844 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $6.88M | 0.0% |
| Hrt Financial Lp | $3.84M | 0.0% |
| Citadel Advisors | $1.63M | 0.0% |
| Nuveen, LLC | $1.52M | 0.0% |
| Connor, Clark & Lunn… | $142,653 | 0.0% |
| Tudor Investment Corp Et Al | $108,133 | 0.0% |
| Group One Trading Llc | $844 | 0.0% |
Exited
| HighTower Advisors, LLC | $1.46M | was 0.0% |
| Balyasny Asset Management L.P. | $593,403 | was 0.0% |
| Toronto Dominion Bank | $196 | was 0.0% |
| Nomura Asset Management Co Ltd | $0 | 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.
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: Q2 2026 ·
Methodology ·
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