Aegon Ltd.-NY Reg SHRAEG
13F holders, Q2 2025 (June 30)266holders +11
34new positions
23sold out
5famous investors
$7.24avg. 13F price*
At the end of Q2 2025, 266 institutions reported holding Aegon Ltd.-NY Reg SHR (AEG) in their 13F filings, up 11 from Q1 2025. 34 opened new positions and 23 sold out. The largest holders were Dodge & Cox ($642.5M), Arrowstreet Capital, Limited Partnership ($152.1M) and Morgan Stanley ($91.4M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Aegon Ltd.-NY Reg SHR
- CUSIP
- 0076CA104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $18.4M |
| Exits | 23 | $5.4M |
All 13F filers, Q1 2025 → Q2 2025: 43,225,943 shares bought and 35,628,929 shares sold, net +7,597,014 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 266 holders
| Dodge & Cox | 0.36% | Reduce -24.5% | 88,737,090 | $642.5M |
| Arrowstreet Capital, Limited Partnership | 0.11% | Add +104.5% | 21,006,803 | $152.1M |
| Morgan Stanley | 0.01% | Add +61.5% | 12,630,234 | $91.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +44.3% | 7,741,266 | $56.0M |
| Voloridge Investment Management, LLC | 0.18% | Add +36.8% | 6,805,921 | $49.3M |
| BNP Paribas Financial Markets | 0.04% | Add +306.1% | 6,169,541 | $44.7M |
| BlackRock, Inc. | 0.00% | Reduce -1.8% | 5,300,700 | $38.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.2% | 3,739,533 | $27.1M |
| Citadel Advisors | 0.02% | Add +626.7% | 3,663,210 | $26.5M |
| Acadian Asset Management LLC | 0.05% | Add +2348.0% | 3,482,943 | $25.2M |
| UBS Group AG | 0.00% | Add +216.6% | 2,989,159 | $21.6M |
| Wellington Management Group LLP | 0.00% | Reduce -49.1% | 2,444,636 | $17.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.7% | 2,432,474 | $17.6M |
| Bank of America Corp. | 0.00% | Reduce -18.8% | 2,376,682 | $17.2M |
| Two Sigma Investments, LP | 0.03% | Add +834.7% | 1,937,433 | $14.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1073.4% | 1,623,496 | $11.8M |
| Northern Trust Corp. | 0.00% | Add +4.1% | 1,511,752 | $10.9M |
| Grace & White Inc. | 1.68% | Reduce -16.5% | 1,247,742 | $9.0M |
| Millennium Management | 0.01% | Add +404.7% | 1,141,491 | $8.3M |
| Marshall Wace, LLP | 0.01% | New | 1,107,951 | $8.0M |
| American Century Companies Inc. | 0.00% | Add +9.8% | 1,042,581 | $7.5M |
| Summit Global Investments | 0.44% | No change | 1,040,668 | $7.5M |
| Ameriprise Financial Inc. | 0.00% | Add +923.9% | 997,035 | $7.2M |
| Private Wealth Asset Management, LLC | 0.86% | Reduce -10.0% | 900,118 | $6.5M |
| Cubist Systematic Strategies, LLC | 0.06% | Add +16.6% | 810,442 | $5.9M |
| Qube Research & Technologies Ltd | 0.01% | New | 645,098 | $4.7M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Add +10.4% | 605,650 | $4.4M |
| Todd Asset Management LLC | 0.09% | Add +10.4% | 605,650 | $4.4M |
| Jane Street Group, LLC | 0.01% | Add +686.9% | 570,963 | $4.1M |
| Two Sigma Advisers, LP | 0.01% | Reduce -26.3% | 556,495 | $4.0M |
| Sei Investments Co. | 0.00% | Add +7.9% | 526,541 | $3.8M |
| Quantinno Capital Management LP | 0.02% | Add +67.6% | 512,865 | $3.7M |
| Creative Planning | 0.00% | Add +15.9% | 401,101 | $2.9M |
| US Bancorp \de | 0.00% | Add +1.2% | 369,497 | $2.7M |
| AQR Capital Management | 0.00% | Add +375.9% | 359,611 | $2.6M |
| Cibc World Market Inc. | 0.01% | Add +3.4% | 333,427 | $2.4M |
| Vident Advisory, LLC | 0.02% | Add +4.2% | 286,689 | $2.1M |
| Employees Retirement System of Texas | 0.02% | Reduce -4.6% | 276,450 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.9% | 256,590 | $1.9M |
| Ethic Inc. | 0.03% | Reduce -18.1% | 247,969 | $1.8M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Reduce -3.9% | 244,643 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 209,990 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -10.4% | 203,108 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.09% | Add +407.9% | 201,002 | $1.5M |
| Quadrant Capital Group LLC | 0.05% | Reduce -2.8% | 199,679 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +6.3% | 193,069 | $1.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +9.8% | 187,570 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +28.3% | 186,858 | $1.4M |
| Mariner, LLC | 0.00% | Add +16.6% | 186,039 | $1.3M |
| Point72 Asset Management | 0.00% | Reduce -52.4% | 183,100 | $1.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | — | 181,151 | $1.3M |
| Dorsey Wright & Associates | 0.31% | Reduce -38.5% | 177,733 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +124.0% | 172,680 | $1.3M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +32.7% | 167,388 | $1.2M |
| Capital Fund Management S.A. | 0.01% | New | 160,618 | $1.2M |
| Vanguard Group Inc. | 0.00% | No change | 155,948 | $1.1M |
| Greenleaf Trust | 0.01% | Reduce -0.9% | 153,131 | $1.1M |
| Diversify Wealth Management, LLC | 0.07% | Add +18.9% | 143,517 | $1.1M |
| LPL Financial LLC | 0.00% | Add +74.7% | 146,760 | $1.1M |
| Graham Capital Management, L.P. | 0.03% | Add +338.4% | 143,972 | $1.0M |
| FMR LLC | 0.00% | Reduce -63.7% | 129,841 | $940K |
| Cerity Partners LLC | 0.00% | Add +3.0% | 129,602 | $938K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +7.4% | 129,214 | $936K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2297.4% | 125,386 | $909K |
| Susquehanna International Group, LLP | 0.00% | New | 122,253 | $885K |
| AdvisorShares Investments LLC | 0.16% | Add +18.7% | 122,183 | $885K |
| Lazard Asset Management LLC | 0.00% | New | 122,081 | $883K |
| Signaturefd, LLC | 0.01% | Reduce -4.6% | 120,185 | $870K |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.6% | 118,474 | $858K |
| QRG Capital Management, Inc. | 0.01% | Add +11.1% | 103,800 | $752K |
| Mercer Global Advisors Inc. | 0.00% | Add +12.3% | 103,664 | $751K |
| Pathstone Holdings, LLC | 0.00% | Add +7.4% | 102,060 | $741K |
| FORA Capital, LLC | 0.08% | Add +64.1% | 102,389 | $741K |
| Quantbot Technologies LP | 0.02% | Add +48438.0% | 97,076 | $703K |
| Wealthstar Advisors, LLC | 0.26% | Add +2.1% | 96,994 | $702K |
| Russell Investments Group, Ltd. | 0.00% | Add +16.6% | 95,376 | $691K |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 95,356 | $690K |
| Rhumbline Advisers | 0.00% | Add +3.3% | 92,294 | $668K |
| Natixis Advisors, LLC | 0.00% | Add +3.6% | 91,124 | $660K |
| OLIO Financial Planning | 0.19% | No change | 84,149 | $609K |
| Focus Partners Wealth | 0.00% | Add +14.5% | 80,197 | $581K |
| SG Americas Securities, LLC | 0.00% | Add +5.2% | 75,789 | $549K |
| Choreo, LLC | 0.01% | Reduce -14.2% | 64,180 | $479K |
| Kestra Advisory Services, LLC | 0.00% | No change | 63,767 | $462K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +426.1% | 62,729 | $457K |
| Jackson Square Capital, LLC | 0.10% | Add +32.4% | 62,744 | $454K |
| Cetera Investment Advisers | 0.00% | Reduce -0.6% | 62,634 | $453K |
| First Trust Advisors LP | 0.00% | Reduce -26.6% | 60,844 | $441K |
| Evergreen Capital Management LLC | 0.01% | Reduce -4.2% | 58,760 | $435K |
| Ballentine Partners, LLC | 0.01% | Reduce -28.3% | 58,306 | $422K |
| Highland Capital Management, LLC | 0.02% | Reduce -4.1% | 57,362 | $415K |
| Miller Investment Management, LP | 0.04% | No change | 57,015 | $413K |
| Macquarie Group Ltd. | 0.00% | New | 56,870 | $412K |
| Atria Investments, Inc | 0.00% | Add +1.2% | 53,206 | $385K |
| Ritholtz Wealth Management | 0.01% | Add +0.1% | 49,367 | $357K |
| Callan Family Office, LLC | 0.01% | New | 47,586 | $345K |
| Diversify Advisory Services, LLC | 0.01% | Add +30.6% | 45,019 | $335K |
| Clearstead Advisors, LLC | 0.00% | Reduce -0.2% | 45,710 | $331K |
| Ellevest, Inc. | 0.05% | Reduce -12.5% | 45,351 | $328K |
| Calydon Capital | 0.03% | Add +100.0% | 44,938 | $325K |
| Bank of Montreal | 0.00% | Add +0.5% | 44,065 | $319K |
| Legacy Capital Group California, Inc. | 0.09% | Add +16.5% | 42,565 | $308K |
| Corient Private Wealth LP | 0.00% | Reduce -2.0% | 41,258 | $299K |
| CIBC Private Wealth Group LLC | 0.00% | Add +61.4% | 40,532 | $293K |
| Versant Capital Management, Inc | 0.04% | Reduce -0.3% | 40,185 | $291K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.3% | 39,397 | $285K |
| Contravisory Investment Management, Inc. | 0.05% | Add +6.4% | 37,333 | $270K |
| Ar Asset Management Inc. | 0.06% | No change | 36,691 | $266K |
| Lester Murray Antman dba SimplyRich | 0.07% | New | 36,345 | $263K |
| Engineers Gate Manager LP | 0.00% | New | 34,128 | $247K |
| Brooklyn Investment Group | 0.03% | Add +872.6% | 34,013 | $246K |
| Central Pacific Bank - Trust Division | 0.03% | Reduce -12.4% | 34,000 | $246K |
| J.W. Cole Advisors, Inc. | 0.00% | No change | 31,557 | $228K |
| Syon Capital LLC | 0.01% | Add +4.9% | 30,701 | $222K |
| Fulton Bank, N.A. | 0.01% | Reduce -53.7% | 30,522 | $221K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -3.5% | 30,253 | $219K |
| Truist Financial Corp. | 0.00% | Add +2.3% | 30,074 | $218K |
| Integrated Wealth Concepts LLC | 0.00% | New | 29,501 | $214K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +32.6% | 28,500 | $206K |
| Hantz Financial Services, Inc. | 0.00% | Add +1860.5% | 28,486 | $206K |
| Wealthspire Retirement, LLC | 0.01% | No change | 27,938 | $202K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -17.6% | 27,411 | $198K |
| Franklin Resources Inc. | 0.00% | Reduce -3.6% | 27,407 | $198K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -2.8% | 27,242 | $197K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -8.4% | 27,028 | $196K |
| Aaron Wealth Advisors LLC | 0.02% | New | 27,012 | $196K |
| Vise Technologies, Inc. | 0.01% | — | 26,656 | $193K |
| Shilanski & Associates, Inc. | 0.06% | Reduce -0.2% | 25,849 | $193K |
| Personal Cfo Solutions, LLC | 0.03% | Add +7.0% | 25,740 | $186K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +6.5% | 23,576 | $171K |
| Ieq Capital, LLC | 0.00% | Add +46.3% | 23,109 | $167K |
| Townsquare Capital LLC | 0.02% | Reduce -76.2% | 22,830 | $165K |
| Sivia Capital Partners, LLC | 0.06% | New | 22,788 | $165K |
| AE Wealth Management LLC | 0.00% | Add +6.1% | 21,518 | $156K |
| Private Advisor Group, LLC | 0.00% | Add +2.2% | 21,368 | $155K |
| Sage Rhino Capital LLC | 0.03% | Reduce -1.3% | 21,291 | $154K |
| Beverly Hills Private Wealth, LLC | 0.03% | Reduce -5.4% | 21,131 | $153K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -0.2% | 20,859 | $151K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +5.1% | 20,775 | $150K |
| Yousif Capital Management, LLC | 0.00% | Add +7.9% | 20,045 | $145K |
| Gotham Asset Management | 0.00% | Add +1.9% | 20,032 | $145K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.4% | 19,998 | $144K |
| Blue Trust, Inc. | 0.00% | Add +31.7% | 19,814 | $143K |
| Burns Matteson Capital Management, LLC | 0.07% | Add +37.7% | 19,303 | $140K |
| Parallel Advisors, LLC | 0.00% | Add +6.1% | 18,547 | $134K |
| Forum Financial Management, LP | 0.00% | Reduce -8.0% | 17,657 | $128K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.3% | 17,624 | $128K |
| Captrust Financial Advisors | 0.00% | Reduce -8.0% | 17,436 | $126K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 16,571 | $120K |
| PDS Planning, Inc | 0.01% | Add +44.9% | 16,550 | $120K |
| Accel Wealth Management | 0.04% | New | 16,040 | $116K |
| Guggenheim Capital LLC | 0.00% | Reduce -1.4% | 15,921 | $115K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Add +17.9% | 15,798 | $114K |
| Waverly Advisors, LLC | 0.00% | Add +36.9% | 15,665 | $113K |
| Savant Capital, LLC | 0.00% | Reduce -53.9% | 15,640 | $113K |
| &partners | 0.00% | New | 15,625 | $113K |
| Franklin Street Advisors Inc. | 0.01% | No change | 15,551 | $113K |
| Boit C F David | 0.05% | No change | 14,695 | $106K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +151.8% | 14,548 | $105K |
| Henry James International Management Inc. | 0.03% | No change | 14,349 | $104K |
| Trek Financial, LLC | 0.01% | Reduce -1.5% | 13,897 | $101K |
| Clarius Group, LLC | 0.01% | No change | 13,672 | $99K |
| Checchi Capital Advisers, LLC | 0.01% | No change | 13,581 | $98K |
| State Street Corp. | 0.00% | No change | 13,085 | $98K |
| FourThought Financial Partners, LLC | 0.01% | No change | 13,458 | $97K |
| NorthCoast Asset Management LLC | 0.00% | Add +1.0% | 12,924 | $94K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -12.3% | 12,967 | $94K |
| Alliance Wealth Advisors, LLC | 0.02% | Add +1.1% | 12,061 | $87K |
| Optas, LLC | 0.02% | New | 12,030 | $87K |
| M&T Bank Corp | 0.00% | Add +8.4% | 11,610 | $84K |
| Osaic Holdings, Inc. | 0.00% | Add +7.9% | 11,498 | $83K |
| Glenmede Investment Management, LP | 0.00% | — | 11,315 | $82K |
| Jackson Thornton Wealth Management, LLC | 0.01% | New | 11,410 | $80K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 11,058 | $80K |
| Capital Asset Advisory Services LLC | 0.00% | No change | 10,807 | $78K |
| Axxcess Wealth Management, LLC | 0.00% | No change | 10,807 | $78K |
| GeoWealth Management, LLC | 0.00% | Reduce -19.1% | 10,700 | $77K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.0% | 10,655 | $77K |
| HB Wealth Management, LLC | 0.00% | New | 10,572 | $77K |
| Bailard, Inc. | 0.00% | No change | 10,283 | $74K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 10,273 | $74K |
| Wrapmanager Inc. | 0.02% | Reduce -4.1% | 10,206 | $74K |
| Earned Wealth Advisors, LLC | 0.01% | New | 10,197 | $74K |
| Canopy Partners, LLC | 0.03% | Reduce -2.6% | 10,166 | $74K |
| Cromwell Holdings LLC | 0.04% | No change | 9,692 | $72K |
| Allworth Financial LP | 0.00% | Add +4.7% | 9,686 | $70K |
| Deutsche Bank AG | 0.00% | No change | 9,310 | $67K |
| Rothschild Investment LLC | 0.00% | Add +7.6% | 7,906 | $57K |
| GAMMA Investing LLC | 0.00% | Add +3.8% | 6,141 | $44K |
| Citigroup Inc. | 0.00% | Add +63.7% | 5,525 | $40K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 5,164 | $37K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,000 | $37K |
| First Horizon Advisors, Inc. | 0.00% | New | 4,424 | $32K |
| Bessemer Group Inc. | 0.00% | Add +0.9% | 4,363 | $32K |
| Bell Investment Advisors, Inc | 0.00% | No change | 3,565 | $26K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,505 | $25K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -18.1% | 3,326 | $24K |
| Cwm, LLC | 0.00% | Reduce -5.9% | 3,080 | $22K |
| Sierra Ocean, LLC | 0.02% | No change | 3,026 | $22K |
| Jones Financial Companies LLLP | 0.00% | Add +17.9% | 2,832 | $21K |
| MAI Capital Management | 0.00% | Add +247.9% | 2,630 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -85.5% | 2,595 | $19K |
| UMB Bank, n.a. | 0.00% | Reduce -14.9% | 2,321 | $17K |
| Harbour Investments, Inc. | 0.00% | Add +18.1% | 2,253 | $16K |
| Larson Financial Group LLC | 0.00% | Reduce -97.8% | 2,197 | $16K |
| William B. Walkup & Associates, Inc. | 0.01% | No change | 2,094 | $15K |
| Fifth Third Bancorp | 0.00% | Add +12.9% | 1,919 | $14K |
| Principal Securities, Inc. | 0.00% | Reduce -2.3% | 1,901 | $14K |
| Parkside Financial Bank & Trust | 0.00% | Add +22.5% | 1,855 | $13K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,610 | $12K |
| Copia Wealth Management | 0.01% | No change | 1,575 | $11K |
| National Bank of Canada | 0.00% | Add +4.5% | 1,568 | $11K |
| Global Retirement Partners, LLC | 0.00% | — | 1,288 | $9K |
| Clean Yield Group | 0.00% | No change | 1,259 | $9K |
| Evermay Wealth Management LLC | 0.00% | No change | 1,249 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,200 | $9K |
| WealthCollab, LLC | 0.00% | Add +141.9% | 1,103 | $8K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,092 | $8K |
| Manchester Capital Management LLC | 0.00% | New | 1,068 | $8K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,020 | $8K |
| Garde Capital, Inc. | 0.00% | New | 1,000 | $7K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 930 | $7K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -8.8% | 906 | $7K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +44.8% | 905 | $7K |
| Assetmark, Inc. | 0.00% | Add +1264.5% | 846 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 725 | $5K |
| Pinney & Scofield, Inc. | 0.00% | No change | 714 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 671 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 564 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -60.2% | 563 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +832.2% | 550 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 532 | $4K |
| MTM Investment Management, LLC | 0.00% | New | 501 | $4K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -6.1% | 480 | $3K |
| Caldwell Trust Co | 0.00% | No change | 469 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 435 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +35.0% | 413 | $3K |
| NewEdge Advisors, LLC | 0.00% | Reduce -91.8% | 396 | $3K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 354 | $3K |
| Stephens Consulting, LLC | 0.00% | New | 349 | $3K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 333 | $2K |
| GW&K Investment Management, LLC | 0.00% | No change | 281 | $2K |
| Spire Wealth Management | 0.00% | No change | 258 | $2K |
| Montag A & Associates Inc. | 0.00% | No change | 190 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Add +215.7% | 221 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 197 | $1K |
| Anchor Investment Management, LLC | 0.00% | No change | 184 | $1K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 159 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 126 | $913 |
| Binnacle Investments Inc | 0.00% | No change | 122 | $883 |
| Whittier Trust Co. | 0.00% | No change | 117 | $847 |
| Arax Advisory Partners | 0.00% | No change | 116 | $840 |
| Zions Bancorporation, National Association | 0.00% | No change | 105 | $760 |
| Highline Wealth Partners LLC | 0.00% | No change | 102 | $738 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 72 | $522 |
| AdvisorNet Financial, Inc | 0.00% | No change | 72 | $521 |
| Maseco LLP | 0.00% | — | 60 | $434 |
| Pacific Center for Financial Services | 0.00% | No change | 36 | $261 |
| Principia Wealth Advisory, LLC | 0.00% | New | 32 | $232 |
| CVA Family Office, LLC | 0.00% | No change | 32 | $232 |
| Toronto Dominion Bank | 0.00% | No change | 27 | $195 |
| CoreCap Advisors, LLC | 0.00% | New | 18 | $130 |
| Salomon & Ludwin, LLC | 0.00% | New | 12 | $86 |
| New England Capital Financial Advisors LLC | 0.00% | No change | 11 | $80 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 2 | $14 |
| Hemington Wealth Management | 0.00% | No change | 6 | $0 |
"% of holder's portfolio" is AEG's weight in each manager's 13F, not the share of Aegon Ltd.-NY Reg SHR the manager owns.