Aegon Ltd.-NY Reg SHRAEG
13F holders, Q3 2025 (September 30)280holders +14
38new positions
24sold out
4famous investors
$7.99avg. 13F price*
At the end of Q3 2025, 280 institutions reported holding Aegon Ltd.-NY Reg SHR (AEG) in their 13F filings, up 14 from Q2 2025. 38 opened new positions and 24 sold out. The largest holders were Dodge & Cox ($685.4M), Arrowstreet Capital, Limited Partnership ($135.4M) and Morgan Stanley ($110.7M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $68.1M |
| Exits | 24 | $11.8M |
All 13F filers, Q2 2025 → Q3 2025: 17,467,016 shares bought and 28,321,304 shares sold, net −10,854,288 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 280 holders
| Dodge & Cox | 0.37% | Reduce -3.3% | 85,783,505 | $685.4M |
| Arrowstreet Capital, Limited Partnership | 0.09% | Reduce -19.4% | 16,942,257 | $135.4M |
| Morgan Stanley | 0.01% | Add +9.7% | 13,851,290 | $110.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +27.5% | 9,869,198 | $78.9M |
| BlackRock, Inc. | 0.00% | Add +2.5% | 5,431,938 | $43.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +40.0% | 5,236,406 | $41.8M |
| BNP Paribas Financial Markets | 0.03% | Reduce -20.5% | 4,903,701 | $39.2M |
| Voloridge Investment Management, LLC | 0.12% | Reduce -35.6% | 4,384,154 | $35.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.1% | 2,381,345 | $19.0M |
| Optiver Holding B.V. | 0.29% | New | 2,245,561 | $17.9M |
| Abc Arbitrage SA | 1.64% | New | 2,081,868 | $16.6M |
| UBS Group AG | 0.00% | Reduce -31.3% | 2,052,633 | $16.4M |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 22.93% | New | 1,928,379 | $15.4M |
| Bank of America Corp. | 0.00% | Reduce -31.8% | 1,620,873 | $13.0M |
| Northern Trust Corp. | 0.00% | Add +1.8% | 1,539,339 | $12.3M |
| Jane Street Group, LLC | 0.01% | Add +129.4% | 1,310,007 | $10.5M |
| American Century Companies Inc. | 0.01% | Add +18.5% | 1,235,026 | $9.9M |
| Tower Research Capital LLC (TRC) | 0.27% | Add +46430.6% | 1,207,468 | $9.6M |
| Grace & White Inc. | 1.65% | Reduce -7.6% | 1,153,123 | $9.2M |
| Acadian Asset Management LLC | 0.02% | Reduce -68.6% | 1,094,436 | $8.7M |
| Ameriprise Financial Inc. | 0.00% | Add +0.4% | 1,000,619 | $8.0M |
| Quantinno Capital Management LP | 0.02% | Add +75.8% | 901,857 | $7.2M |
| Private Wealth Asset Management, LLC | 0.85% | No change | 900,118 | $7.2M |
| AQR Capital Management | 0.00% | Add +109.4% | 752,998 | $6.0M |
| Citadel Advisors | 0.00% | Reduce -79.9% | 736,422 | $5.9M |
| Two Sigma Investments, LP | 0.01% | Reduce -63.9% | 700,126 | $5.6M |
| XY Capital Ltd | 4.56% | New | 685,548 | $5.5M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -5.0% | 613,117 | $4.9M |
| Todd Asset Management LLC | 0.10% | Reduce -1.6% | 596,251 | $4.8M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -2.3% | 592,050 | $4.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -66.4% | 545,986 | $4.4M |
| Creative Planning | 0.00% | Add +19.8% | 480,680 | $3.8M |
| Sei Investments Co. | 0.00% | Reduce -26.0% | 389,517 | $3.1M |
| US Bancorp \de | 0.00% | Add +0.0% | 369,556 | $3.0M |
| Summit Securities Group LLC | 0.90% | New | 344,285 | $2.8M |
| Cibc World Market Inc. | 0.01% | Reduce -0.5% | 331,647 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +68.3% | 314,502 | $2.5M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Add +24.7% | 305,138 | $2.4M |
| Vident Advisory, LLC | 0.02% | Add +3.3% | 296,235 | $2.4M |
| Capital Fund Management S.A. | 0.02% | Add +74.5% | 280,299 | $2.2M |
| Employees Retirement System of Texas | 0.02% | No change | 276,450 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.0% | 269,338 | $2.2M |
| Mainstay Capital Management LLC | 0.21% | New | 260,042 | $2.1M |
| Ethic Inc. | 0.03% | Reduce -2.6% | 241,562 | $1.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +28.1% | 240,349 | $1.9M |
| Factory Mutual Insurance Co. | 0.02% | New | 218,660 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 209,260 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +1.2% | 205,536 | $1.6M |
| Quadrant Capital Group LLC | 0.05% | Add +2.8% | 205,308 | $1.6M |
| Mariner, LLC | 0.00% | Add +3.9% | 193,260 | $1.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | Reduce -1.2% | 178,979 | $1.4M |
| LPL Financial LLC | 0.00% | Add +20.6% | 176,916 | $1.4M |
| Wells Fargo & Company | 0.00% | Reduce -9.0% | 175,634 | $1.4M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +1.0% | 169,119 | $1.4M |
| Two Sigma Advisers, LP | 0.00% | Reduce -69.8% | 168,000 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -3.9% | 165,872 | $1.3M |
| Dorsey Wright & Associates | 0.29% | Reduce -9.2% | 161,372 | $1.3M |
| Vanguard Group Inc. | 0.00% | Add +2.1% | 159,202 | $1.3M |
| Greenleaf Trust | 0.01% | No change | 153,131 | $1.2M |
| Integrated Quantitative Investments LLC | 0.35% | New | 153,064 | $1.2M |
| New York State Common Retirement Fund | 0.00% | New | 153,064 | $1.2M |
| Quantbot Technologies LP | 0.03% | Add +56.0% | 151,394 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +12.4% | 145,282 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.09% | Reduce -28.5% | 143,637 | $1.1M |
| Squarepoint Ops LLC | 0.00% | New | 142,840 | $1.1M |
| Diversify Wealth Management, LLC | 0.06% | Add +3.4% | 148,335 | $1.1M |
| FMR LLC | 0.00% | Add +7.8% | 139,962 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +7.4% | 139,184 | $1.1M |
| Millennium Management | 0.00% | Reduce -88.3% | 133,197 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +2.8% | 121,822 | $973K |
| Signaturefd, LLC | 0.01% | Reduce -0.9% | 119,075 | $951K |
| AdvisorShares Investments LLC | 0.14% | Reduce -11.6% | 108,071 | $863K |
| Focus Partners Wealth | 0.00% | Add +34.6% | 107,933 | $863K |
| Graham Capital Management, L.P. | 0.05% | Reduce -28.5% | 102,956 | $823K |
| Pathstone Holdings, LLC | 0.00% | Add +0.1% | 102,152 | $816K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.8% | 97,637 | $780K |
| Stifel Financial Corp. | 0.00% | Add +0.7% | 96,029 | $767K |
| Natixis Advisors, LLC | 0.00% | Reduce -1.3% | 89,977 | $719K |
| Wealthstar Advisors, LLC | 0.27% | Reduce -13.1% | 84,259 | $673K |
| OLIO Financial Planning | 0.20% | No change | 84,149 | $672K |
| Engineers Gate Manager LP | 0.01% | Add +132.9% | 79,480 | $635K |
| SG Americas Securities, LLC | 0.00% | Add +3.4% | 78,334 | $626K |
| Evergreen Capital Management LLC | 0.01% | Add +28.1% | 75,265 | $601K |
| Rhumbline Advisers | 0.00% | Reduce -23.6% | 70,519 | $563K |
| Syon Capital LLC | 0.03% | Add +127.4% | 69,805 | $558K |
| Cetera Investment Advisers | 0.00% | Add +11.2% | 69,627 | $556K |
| Hantz Financial Services, Inc. | 0.01% | Add +140.8% | 68,599 | $548K |
| Choreo, LLC | 0.01% | Add +1.4% | 65,096 | $520K |
| Bayesian Capital Management, LP | 0.10% | New | 64,000 | $511K |
| Commonwealth Equity Services, LLC | 0.00% | Add +59.3% | 62,739 | $501K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.3% | 62,540 | $490K |
| Highland Capital Management, LLC | 0.02% | Add +5.5% | 60,512 | $483K |
| Ballentine Partners, LLC | 0.01% | Add +1.7% | 59,296 | $474K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -7.2% | 59,183 | $473K |
| Miller Investment Management, LP | 0.05% | No change | 57,015 | $456K |
| Caprock Group, LLC | 0.01% | — | 56,135 | $437K |
| Atria Investments, Inc | 0.00% | Reduce -0.3% | 53,022 | $424K |
| Lester Murray Antman dba SimplyRich | 0.11% | Add +36.1% | 49,482 | $395K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.0% | 49,351 | $394K |
| Ieq Capital, LLC | 0.00% | Add +113.3% | 49,290 | $394K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -48.5% | 49,106 | $392K |
| Diversify Advisory Services, LLC | 0.01% | Add +11.5% | 50,185 | $380K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -63.0% | 46,461 | $371K |
| Corient Private Wealth LP | 0.00% | Add +12.2% | 46,283 | $370K |
| Clearstead Advisors, LLC | 0.01% | No change | 45,710 | $365K |
| Callan Family Office, LLC | 0.01% | Reduce -4.3% | 45,536 | $364K |
| Bank of Montreal | 0.00% | Add +2.0% | 44,952 | $359K |
| Legacy Capital Group California, Inc. | 0.09% | Add +4.9% | 44,667 | $357K |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.5% | 42,192 | $337K |
| Versant Capital Management, Inc | 0.05% | Add +3.8% | 41,715 | $333K |
| Blueshift Asset Management, LLC | 0.10% | New | 40,442 | $323K |
| Jackson Square Capital, LLC | 0.07% | Reduce -36.0% | 40,131 | $321K |
| Contravisory Investment Management, Inc. | 0.06% | Add +6.2% | 39,655 | $317K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.9% | 38,532 | $308K |
| Ar Asset Management Inc. | 0.06% | No change | 36,691 | $293K |
| Ellevest, Inc. | 0.04% | Reduce -20.4% | 36,093 | $288K |
| Vise Technologies, Inc. | 0.01% | Add +32.1% | 35,213 | $281K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +8.2% | 34,152 | $273K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +17.4% | 33,446 | $267K |
| Franklin Resources Inc. | 0.00% | Add +19.6% | 32,777 | $262K |
| Truist Financial Corp. | 0.00% | Add +8.6% | 32,654 | $261K |
| Central Pacific Bank - Trust Division | 0.03% | Reduce -5.3% | 32,200 | $257K |
| ExodusPoint Capital Management, LP | 0.00% | New | 31,761 | $254K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -96.1% | 31,374 | $251K |
| Brooklyn Investment Group | 0.03% | Reduce -2.1% | 33,283 | $241K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +27.6% | 30,090 | $240K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -1.4% | 29,844 | $238K |
| United Capital Financial Advisors, LLC | 0.00% | Add +9.5% | 29,600 | $237K |
| Smartleaf Asset Management LLC | 0.01% | Add +3.4% | 28,341 | $224K |
| Wealthspire Retirement, LLC | 0.01% | No change | 27,938 | $223K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -6.5% | 27,589 | $220K |
| Fulton Bank, N.A. | 0.01% | Reduce -10.5% | 27,314 | $218K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Add +62.0% | 26,849 | $215K |
| QRG Capital Management, Inc. | 0.00% | Reduce -74.2% | 26,752 | $214K |
| Personal Cfo Solutions, LLC | 0.04% | Add +1.0% | 25,992 | $208K |
| Shilanski & Associates, Inc. | 0.06% | Add +0.3% | 25,930 | $207K |
| Osaic Holdings, Inc. | 0.00% | Add +128.9% | 26,317 | $206K |
| Aaron Wealth Advisors LLC | 0.01% | Reduce -6.2% | 25,347 | $203K |
| Flow Traders U.S. LLC | 0.01% | New | 25,260 | $202K |
| First Trust Advisors LP | 0.00% | Reduce -60.1% | 24,299 | $194K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +16.5% | 24,200 | $193K |
| Sivia Capital Partners, LLC | 0.05% | Add +5.8% | 24,117 | $193K |
| Burns Matteson Capital Management, LLC | 0.08% | Add +24.1% | 23,957 | $191K |
| Calydon Capital | 0.03% | Reduce -50.0% | 22,469 | $180K |
| Private Advisor Group, LLC | 0.00% | Add +4.2% | 22,272 | $178K |
| Gotham Asset Management | 0.00% | Add +8.5% | 21,727 | $174K |
| Sage Rhino Capital LLC | 0.03% | Add +0.1% | 21,307 | $170K |
| Arax Advisory Partners | 0.00% | Add +17608.6% | 20,542 | $164K |
| AE Wealth Management LLC | 0.00% | Reduce -5.7% | 20,284 | $162K |
| Jain Global LLC | 0.00% | New | 20,282 | $162K |
| GC Wealth Management RIA, LLC | 0.01% | New | 20,116 | $161K |
| Yousif Capital Management, LLC | 0.00% | No change | 20,045 | $160K |
| Parallel Advisors, LLC | 0.00% | Add +8.1% | 20,041 | $160K |
| Captrust Financial Advisors | 0.00% | Add +7.7% | 18,785 | $150K |
| &partners | 0.00% | Add +16.9% | 18,260 | $147K |
| Blue Trust, Inc. | 0.00% | Reduce -8.0% | 18,227 | $146K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -8.6% | 18,273 | $143K |
| Beverly Hills Private Wealth, LLC | 0.03% | Reduce -15.5% | 17,851 | $143K |
| Forum Financial Management, LP | 0.00% | No change | 17,657 | $141K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 17,643 | $141K |
| HB Wealth Management, LLC | 0.00% | Add +62.7% | 17,199 | $137K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +16.7% | 16,980 | $136K |
| Waverly Advisors, LLC | 0.00% | Add +7.2% | 16,788 | $134K |
| PDS Planning, Inc | 0.01% | No change | 16,550 | $132K |
| Coldstream Capital Management Inc. | 0.00% | New | 16,154 | $129K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 15,876 | $127K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -0.3% | 15,750 | $126K |
| Franklin Street Advisors Inc. | 0.01% | No change | 15,551 | $124K |
| Savant Capital, LLC | 0.00% | Reduce -3.5% | 15,088 | $121K |
| Boit C F David | 0.05% | No change | 14,695 | $117K |
| Marshall Wace, LLP | 0.00% | Reduce -98.7% | 14,471 | $116K |
| Henry James International Management Inc. | 0.03% | Reduce -0.6% | 14,260 | $114K |
| Venturi Wealth Management, LLC | 0.01% | New | 13,924 | $111K |
| Clarius Group, LLC | 0.01% | No change | 13,672 | $109K |
| Checchi Capital Advisers, LLC | 0.01% | No change | 13,581 | $109K |
| FourThought Financial Partners, LLC | 0.01% | No change | 13,458 | $108K |
| Trek Financial, LLC | 0.01% | Reduce -3.8% | 13,369 | $107K |
| Townsquare Capital LLC | 0.02% | Reduce -42.2% | 13,192 | $105K |
| State Street Corp. | 0.00% | No change | 13,085 | $105K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.5% | 12,988 | $104K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 12,967 | $104K |
| Stock Yards Bank & Trust Co. | 0.00% | Reduce -38.4% | 12,849 | $103K |
| Jackson Thornton Wealth Management, LLC | 0.01% | Add +16.3% | 13,265 | $102K |
| M&T Bank Corp | 0.00% | Add +6.4% | 12,355 | $99K |
| Alliance Wealth Advisors, LLC | 0.02% | Add +0.4% | 12,114 | $97K |
| Wellington Management Group LLP | 0.00% | Reduce -99.5% | 12,063 | $96K |
| Neuberger Berman Group LLC | 0.00% | New | 11,809 | $94K |
| SYM FINANCIAL Corp | 0.01% | New | 11,388 | $91K |
| Valeo Financial Advisors, LLC | 0.00% | New | 10,993 | $88K |
| Capital Asset Advisory Services LLC | 0.00% | No change | 10,807 | $86K |
| Axxcess Wealth Management, LLC | 0.00% | No change | 10,807 | $86K |
| Global Retirement Partners, LLC | 0.00% | Add +731.6% | 10,711 | $86K |
| Janney Montgomery Scott LLC | 0.00% | No change | 10,655 | $85K |
| GeoWealth Management, LLC | 0.00% | Reduce -1.2% | 10,570 | $84K |
| Glenmede Investment Management, LP | 0.00% | Reduce -8.2% | 10,392 | $83K |
| Earned Wealth Advisors, LLC | 0.01% | Add +1.4% | 10,341 | $83K |
| Bailard, Inc. | 0.00% | Add +0.2% | 10,306 | $82K |
| AlphaCore Capital LLC | 0.00% | New | 10,191 | $81K |
| Canopy Partners, LLC | 0.03% | No change | 10,166 | $81K |
| Allworth Financial LP | 0.00% | Add +2.1% | 9,894 | $79K |
| Cromwell Holdings LLC | 0.04% | No change | 9,692 | $77K |
| Deutsche Bank AG | 0.00% | No change | 9,310 | $74K |
| Rothschild Investment LLC | 0.00% | Add +7.3% | 8,484 | $68K |
| Independence Bank of Kentucky | 0.01% | New | 8,000 | $64K |
| GAMMA Investing LLC | 0.00% | Add +22.5% | 7,525 | $60K |
| Parkside Financial Bank & Trust | 0.00% | Add +299.5% | 7,410 | $59K |
| Cwm, LLC | 0.00% | Add +87.2% | 5,767 | $46K |
| Citigroup Inc. | 0.00% | Add +2.8% | 5,678 | $45K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,000 | $40K |
| Bessemer Group Inc. | 0.00% | Add +4.7% | 4,567 | $37K |
| Farther Finance Advisors, LLC | 0.00% | Add +651.3% | 4,230 | $34K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -4.7% | 3,399 | $27K |
| Jones Financial Companies LLLP | 0.00% | Add +19.3% | 3,378 | $27K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 3,326 | $27K |
| Rockefeller Capital Management L.P. | 0.00% | New | 3,288 | $26K |
| Pathway Financial Advisers, LLC | 0.01% | New | 2,748 | $22K |
| Larson Financial Group LLC | 0.00% | Add +4.4% | 2,293 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 2,253 | $18K |
| Essential Partners LLC | 0.01% | New | 2,104 | $17K |
| UMB Bank, n.a. | 0.00% | Reduce -9.6% | 2,099 | $17K |
| William B. Walkup & Associates, Inc. | 0.01% | No change | 2,094 | $17K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +122.1% | 2,010 | $16K |
| Fifth Third Bancorp | 0.00% | No change | 1,919 | $15K |
| Principal Securities, Inc. | 0.00% | No change | 1,901 | $15K |
| Montag A & Associates Inc. | 0.00% | Add +815.3% | 1,739 | $14K |
| Copia Wealth Management | 0.01% | No change | 1,575 | $13K |
| National Bank of Canada | 0.00% | Reduce -4.3% | 1,500 | $12K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,610 | $12K |
| True Wealth Design, LLC | 0.00% | New | 1,448 | $12K |
| Clean Yield Group | 0.00% | No change | 1,259 | $10K |
| Evermay Wealth Management LLC | 0.00% | No change | 1,249 | $10K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,200 | $10K |
| WealthCollab, LLC | 0.00% | No change | 1,103 | $9K |
| MAI Capital Management | 0.00% | Reduce -58.2% | 1,100 | $9K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +443.6% | 1,071 | $9K |
| Manchester Capital Management LLC | 0.00% | No change | 1,068 | $9K |
| Assetmark, Inc. | 0.00% | Add +20.9% | 1,023 | $8K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,020 | $8K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 930 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -90.4% | 53 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 725 | $6K |
| Pinney & Scofield, Inc. | 0.00% | No change | 714 | $6K |
| Salomon & Ludwin, LLC | 0.00% | Add +5783.3% | 706 | $6K |
| Financial Consulate, Inc. | 0.00% | New | 618 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 564 | $5K |
| Golden State Wealth Management, LLC | 0.00% | Add +5.1% | 559 | $4K |
| MTM Investment Management, LLC | 0.00% | No change | 501 | $4K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 480 | $4K |
| Caldwell Trust Co | 0.00% | No change | 469 | $4K |
| Advisory Services Network, LLC | 0.00% | New | 437 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 435 | $3K |
| NewEdge Advisors, LLC | 0.00% | Add +4.8% | 415 | $3K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 333 | $3K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 354 | $3K |
| Crewe Advisors LLC | 0.00% | New | 337 | $3K |
| Creative Financial Designs Inc. | 0.00% | New | 285 | $2K |
| Wealthspire Advisors, LLC | 0.00% | New | 272 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -37.3% | 259 | $2K |
| Spire Wealth Management | 0.00% | No change | 258 | $2K |
| GW&K Investment Management, LLC | 0.00% | No change | 281 | $2K |
| Sound Income Strategies, LLC | 0.00% | New | 209 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 184 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 126 | $1K |
| Binnacle Investments Inc | 0.00% | No change | 122 | $975 |
| Zions Bancorporation, National Association | 0.00% | No change | 105 | $839 |
| Highline Wealth Partners LLC | 0.00% | No change | 102 | $815 |
| Principia Wealth Advisory, LLC | 0.00% | Add +184.4% | 91 | $727 |
| Root Financial Partners, LLC | 0.00% | New | 82 | $655 |
| AdvisorNet Financial, Inc | 0.00% | No change | 72 | $575 |
| Maseco LLP | 0.00% | Add +3.3% | 62 | $492 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 43 | $344 |
| Pacific Center for Financial Services | 0.00% | No change | 36 | $288 |
| CVA Family Office, LLC | 0.00% | No change | 32 | $256 |
| Toronto Dominion Bank | 0.00% | No change | 27 | $216 |
| Kilter Group LLC | 0.00% | New | 25 | $200 |
| American Capital Advisory, LLC | 0.00% | New | 23 | $184 |
| CoreCap Advisors, LLC | 0.00% | No change | 18 | $144 |
| New England Capital Financial Advisors LLC | 0.00% | No change | 11 | $88 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 2 | $16 |
| 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.