AEG · Company research
Aegon Ltd. (AEG): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86491 | 729984 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1172355 | 9894677 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1483401 | 12519904 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25796 | 217718 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pacific Center for Financial Services | 1698222 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 304 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 84400 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIDUCIARY FINANCIAL ADVISORS | 2116119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122 | 1030 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Checchi Capital Advisers, LLC | 1598186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14321 | 120869 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Accel Wealth Management | 1838226 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15684 | 132373 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16628 | 140340 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SAGE RHINO CAPITAL LLC | 1771605 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20944 | 176767 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76140 | 642610 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Arete Wealth Advisors, LLC | 1600151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31310 | 264261 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18997 | 160331 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| May Hill Capital, LLC | 2056340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17730 | 149641 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| 55 North Private Wealth, LLC | 2106457 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20980 | 177071 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Baron Wealth Management LLC | 1968507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22678 | 191402 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20504 | 173062 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Lester Murray Antman dba SimplyRich | 1725888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56361 | 475 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Graham Capital Management, L.P. | 1315421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 171813 | 1450102 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Miller Investment Management, LP | 1407382 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57015 | 481207 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bell Investment Advisors, Inc | 1890149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1042 | 8795 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11968897 | 101017485 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99494 | 839728 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Sanctuary Advisors, LLC | 1777271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14709 | 124140 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DRW Securities, LLC | 1481986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37709 | 318263 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Golden State Wealth Management, LLC | 1776033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 559 | 4719 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Blueshift Asset Management, LLC | 1727827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25942 | 218950 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15777 | 133157 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HUB Investment Partners, LLC | 1841815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45886 | 387278 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25297 | 213507 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 455527 | 3844 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4233 | 35727 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wealthspire Retirement, LLC | 2040084 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27938 | 235797 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1407 | 11877 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125283 | 1057391 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vise Technologies, Inc. | 1812090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12048 | 101689 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| OLD MISSION CAPITAL LLC | 1455915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 407100 | 3435924 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EASTERN BANK | 1126395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6517 | 55003 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65696 | 554474 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| IFG Advisory, LLC | 1728319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76 | 641 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WealthCollab, LLC | 2017870 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1103 | 9310 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| ABC ARBITRAGE SA | 2049221 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1563550 | 13196362 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| XY Capital Ltd | 1933132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59500 | 502180 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Dodge & Cox | 200217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44635184 | 376720953 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 633858 | 5349761 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 209487 | 1768070 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PINNEY & SCOFIELD, INC. | 2056763 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 714 | 6026 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 334 | 2899 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Asset Planning,Inc | 2048547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 218 | 1840 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 203013 | 1713434 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| STOCK YARDS BANK & TRUST CO | 741073 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7604 | 64178 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 166132 | 1402154 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| J.W. COLE ADVISORS, INC. | 1404763 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33345 | 281430 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Cassaday & Co Wealth Management LLC | 1963612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 85 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Blue Trust, Inc. | 1856022 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12896 | 108842 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Entropy Technologies, LP | 1976151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 127979 | 1080143 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pillar Financial Advisors, LLC | 2054958 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 930 | 7850 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Triumph Capital Management | 1730765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1750 | 14770 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120148 | 1014049 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1463217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29265 | 246993 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 1903880 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12896 | 108842 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Transamerica Financial Advisors, LLC | 1502149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47 | 404 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Dorsey & Whitney Trust CO LLC | 1384042 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6575 | 55493 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Owl Creek Wealth Partners LLC | 2133805 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 883 | 7453 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17609 | 148620 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Focus Partners Advisor Solutions, LLC | 1868872 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15748 | 132911 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 481842 | 4066746 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27020 | 226971 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 199 | 1680 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2377751 | 19901776 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 1140334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10829 | 91397 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67988 | 573822 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3625 | 30595 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Savant Capital, LLC | 1482880 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17559 | 148201 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Institute for Wealth Management, LLC. | 1533954 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 332 | 2802 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| JACKSON SQUARE CAPITAL, LLC | 1812178 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40482 | 341668 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27905 | 235518 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HANTZ FINANCIAL SERVICES, INC. | 1071061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 113593 | 959 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70572 | 596 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.