Aegon Ltd.-NY Reg SHRAEG
13F holders, Q1 2026 (March 31)289holders −10
32new positions
40sold out
4famous investors
$7.26avg. 13F price*
At the end of Q1 2026, 289 institutions reported holding Aegon Ltd.-NY Reg SHR (AEG) in their 13F filings, down 10 from Q4 2025. 32 opened new positions and 40 sold out. The largest holders were Dodge & Cox ($367.0M), Dimensional Fund Advisors LP ($85.2M) and Morgan Stanley ($76.4M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ray Dalio (0.0% of Bridgewater Associates'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $2.6M |
| Exits | 40 | $44.2M |
All 13F filers, Q4 2025 → Q1 2026: 8,005,571 shares bought and 39,617,038 shares sold, net −31,611,467 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 289 holders
| Dodge & Cox | 0.20% | Reduce -28.3% | 50,556,509 | $367.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +8.3% | 11,741,711 | $85.2M |
| Morgan Stanley | 0.00% | Reduce -19.9% | 10,520,790 | $76.4M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -53.0% | 5,631,844 | $40.9M |
| BlackRock, Inc. | 0.00% | Add +0.0% | 5,293,258 | $38.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.3% | 4,562,422 | $33.1M |
| Jane Street Group, LLC | 0.03% | Add +86.6% | 3,303,388 | $24.0M |
| UBS Group AG | 0.00% | Add +7.7% | 2,741,866 | $19.9M |
| Raymond James Financial Inc. | 0.01% | Add +1.4% | 2,451,515 | $17.8M |
| Abc Arbitrage SA | 2.03% | Add +0.5% | 2,107,085 | $15.3M |
| Quantinno Capital Management LP | 0.02% | Add +42.8% | 1,735,351 | $12.6M |
| Northern Trust Corp. | 0.00% | Reduce -3.0% | 1,504,190 | $10.9M |
| BNP Paribas Financial Markets | 0.01% | Reduce -30.9% | 1,452,213 | $10.5M |
| American Century Companies Inc. | 0.01% | Reduce -0.9% | 1,394,670 | $10.1M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -49.7% | 1,226,958 | $8.9M |
| Grace & White Inc. | 1.44% | Reduce -0.4% | 1,107,297 | $8.0M |
| JPMorgan Chase & Co. | 0.00% | Add +102.0% | 1,050,189 | $7.3M |
| Private Wealth Asset Management, LLC | 0.70% | Reduce -0.0% | 900,000 | $6.5M |
| Tower Research Capital LLC (TRC) | 0.17% | Add +28.1% | 885,320 | $6.4M |
| AQR Capital Management | 0.00% | Reduce -7.1% | 788,709 | $5.7M |
| DRW Securities, LLC | 0.31% | Add +86.0% | 782,733 | $5.7M |
| Transmarket Holdings LP | 2.58% | Add +106.1% | 665,613 | $4.8M |
| Todd Asset Management LLC | 0.09% | Add +6.8% | 648,575 | $4.7M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Add +6.8% | 644,010 | $4.7M |
| Old Mission Capital LLC | 0.11% | Add +55.3% | 613,320 | $4.5M |
| Oppenheimer & Co. Inc. | 0.05% | Add +9.3% | 559,615 | $4.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +21.9% | 536,195 | $3.9M |
| Two Sigma Investments, LP | 0.00% | Add +83.8% | 532,588 | $3.9M |
| Creative Planning | 0.00% | Add +4.2% | 525,948 | $3.8M |
| Bank of Montreal | 0.00% | Add +969.3% | 501,140 | $3.6M |
| US Bancorp \de | 0.00% | Add +0.0% | 438,746 | $3.2M |
| Sei Investments Co. | 0.00% | Add +14.6% | 412,972 | $3.0M |
| FMR LLC | 0.00% | Add +150.7% | 385,104 | $2.8M |
| Bank of America Corp. | 0.00% | Add +39.7% | 362,408 | $2.6M |
| Cibc World Market Inc. | 0.00% | Add +1.3% | 346,358 | $2.5M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Reduce -20.9% | 323,321 | $2.3M |
| Optiver Holding B.V. | 0.09% | Reduce -64.2% | 314,565 | $2.3M |
| Vident Advisory, LLC | 0.02% | Add +7.5% | 304,558 | $2.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +17.4% | 301,267 | $2.2M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +157.6% | 297,884 | $2.2M |
| Ethic Inc. | 0.03% | Reduce -0.3% | 259,380 | $1.9M |
| Mainstay Capital Management LLC | 0.13% | Add +0.1% | 237,545 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -76.8% | 228,743 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.1% | 220,859 | $1.6M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 209,487 | $1.5M |
| Quadrant Capital Group LLC | 0.04% | Reduce -1.8% | 204,207 | $1.5M |
| Diversify Wealth Management, LLC | 0.03% | Add +21.3% | 184,669 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +1.6% | 201,633 | $1.5M |
| Mariner, LLC | 0.00% | Add +0.1% | 200,379 | $1.5M |
| Capital Fund Management S.A. | 0.01% | Add +0.3% | 199,901 | $1.5M |
| Millennium Management | 0.00% | Reduce -36.5% | 191,061 | $1.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | Reduce -6.7% | 177,660 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +1.3% | 163,814 | $1.2M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +4.2% | 163,502 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -2.7% | 163,400 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +8.1% | 153,269 | $1.1M |
| Greenleaf Trust | 0.01% | Reduce -0.4% | 152,857 | $1.1M |
| Entropy Technologies, LP | 0.05% | Add +119.8% | 142,001 | $1.0M |
| Wealthstar Advisors, LLC | 0.58% | Add +56.7% | 133,514 | $969K |
| Ieq Capital, LLC | 0.00% | Add +100.8% | 133,383 | $968K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -15.7% | 125,586 | $912K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +301.6% | 121,708 | $884K |
| Signaturefd, LLC | 0.01% | Reduce -0.9% | 119,084 | $865K |
| Bank of New York Mellon Corp | 0.00% | Add +1.1% | 117,882 | $856K |
| Ameriprise Financial Inc. | 0.00% | Reduce -54.6% | 114,991 | $835K |
| Brooklyn Investment Group | 0.03% | Add +39.8% | 112,460 | $816K |
| Abacus Wealth Partners, LLC | 0.07% | Add +0.8% | 110,254 | $800K |
| Squarepoint Ops LLC | 0.00% | Add +815.1% | 99,554 | $723K |
| Callan Family Office, LLC | 0.02% | Reduce -19.5% | 98,317 | $714K |
| LPL Financial LLC | 0.00% | Reduce -54.6% | 93,228 | $677K |
| Kestra Advisory Services, LLC | 0.00% | Add +49.4% | 90,943 | $660K |
| Aaron Wealth Advisors LLC | 0.04% | Add +162.0% | 88,748 | $644K |
| Natixis Advisors, LLC | 0.00% | Add +5.6% | 87,888 | $638K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -66.7% | 82,401 | $598K |
| Balyasny Asset Management L.P. | 0.00% | Add +12.2% | 81,736 | $593K |
| Rhumbline Advisers | 0.00% | Add +1.0% | 79,696 | $579K |
| Evergreen Capital Management LLC | 0.01% | Add +10.9% | 75,175 | $546K |
| Royal Bank of Canada | 0.00% | Add +3.2% | 73,879 | $536K |
| Pathstone Holdings, LLC | 0.00% | Reduce -15.9% | 73,092 | $531K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -24.9% | 71,787 | $521K |
| OLIO Financial Planning | 0.14% | No change | 71,009 | $516K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.3% | 69,815 | $507K |
| Hantz Financial Services, Inc. | 0.01% | Add +9.1% | 69,667 | $506K |
| SG Americas Securities, LLC | 0.00% | Reduce -2.6% | 69,596 | $505K |
| XTX Topco Ltd | 0.01% | Reduce -84.4% | 68,116 | $495K |
| Russell Investments Group, Ltd. | 0.00% | Add +32.1% | 66,333 | $482K |
| Caprock Group, LLC | 0.01% | Reduce -0.6% | 65,650 | $477K |
| Cambiar Investors LLC | 0.02% | No change | 63,600 | $462K |
| Bridgewater Associates | 0.00% | New | 62,987 | $457K |
| Syon Capital LLC | 0.02% | Reduce -21.5% | 61,273 | $445K |
| Corient Private Wealth LP | 0.00% | Add +38.9% | 63,654 | $441K |
| Factory Mutual Insurance Co. | 0.00% | Reduce -64.9% | 59,398 | $431K |
| Sivia Capital Partners, LLC | 0.08% | Add +21.0% | 58,572 | $425K |
| Miller Investment Management, LP | 0.04% | No change | 57,015 | $414K |
| Versant Capital Management, Inc | 0.04% | Add +23.9% | 56,634 | $411K |
| Ritholtz Wealth Management | 0.01% | Reduce -9.5% | 56,561 | $411K |
| Lester Murray Antman dba SimplyRich | 0.10% | Reduce -49.3% | 56,361 | $409K |
| Highland Capital Management, LLC | 0.02% | Reduce -0.4% | 54,227 | $394K |
| Ballentine Partners, LLC | 0.01% | Reduce -5.5% | 53,818 | $391K |
| Choreo, LLC | 0.00% | Reduce -8.3% | 52,106 | $378K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +53.0% | 51,186 | $372K |
| Venturi Wealth Management, LLC | 0.02% | Add +157.4% | 47,432 | $344K |
| Clearstead Advisors, LLC | 0.00% | No change | 45,710 | $332K |
| QRG Capital Management, Inc. | 0.00% | Add +18.2% | 41,744 | $303K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.3% | 41,177 | $299K |
| Jackson Square Capital, LLC | 0.06% | Reduce -4.7% | 40,482 | $294K |
| Lloyd Advisory Services, LLC. | 0.08% | New | 37,832 | $275K |
| Kingdom Financial Group LLC. | 0.08% | New | 37,832 | $275K |
| Ar Asset Management Inc. | 0.05% | No change | 36,691 | $266K |
| Graham Capital Management, L.P. | 0.01% | Reduce -39.2% | 35,669 | $259K |
| Two Sigma Securities, LLC | 0.03% | Reduce -20.5% | 35,510 | $258K |
| HUB Investment Partners, LLC | 0.01% | Add +208.8% | 35,074 | $255K |
| Stifel Financial Corp. | 0.00% | Reduce -65.4% | 34,166 | $248K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.0% | 33,345 | $242K |
| Rockefeller Capital Management L.P. | 0.00% | Add +763.5% | 33,229 | $241K |
| CIBC Bancorp USA Inc. | 0.00% | — | 33,212 | $241K |
| Ellevest, Inc. | 0.03% | Reduce -7.5% | 33,186 | $241K |
| Smartleaf Asset Management LLC | 0.01% | Add +2.2% | 34,224 | $237K |
| Franklin Resources Inc. | 0.00% | Reduce -11.2% | 32,163 | $234K |
| Osaic Holdings, Inc. | 0.00% | Add +12.0% | 32,135 | $233K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -59.4% | 29,845 | $220K |
| Impact Investors, Inc | 0.15% | New | 30,249 | $220K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +8.8% | 29,285 | $214K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -9.8% | 29,216 | $212K |
| Wealthspire Retirement, LLC | 0.01% | No change | 27,938 | $203K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +559.1% | 27,905 | $203K |
| Basecamp Wealth Advisors LLC | 0.04% | No change | 27,082 | $197K |
| Cary Street Partners Financial LLC | 0.00% | No change | 26,988 | $196K |
| Cetera Investment Advisers | 0.00% | Reduce -57.7% | 26,445 | $192K |
| Private Advisor Group, LLC | 0.00% | Add +11.3% | 26,380 | $192K |
| Captrust Financial Advisors | 0.00% | Add +38.3% | 25,768 | $187K |
| Scientech Research LLC | 0.15% | Reduce -16.4% | 24,767 | $180K |
| Advisors Asset Management, Inc. | 0.00% | Add +93.6% | 24,719 | $179K |
| PDS Planning, Inc | 0.01% | No change | 24,050 | $175K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -2.9% | 23,962 | $174K |
| Savant Capital, LLC | 0.00% | Add +28.4% | 23,791 | $173K |
| Viewpoint Investment Partners Corp. | 0.07% | Add +53.6% | 30,100 | $160K |
| Parallel Advisors, LLC | 0.00% | Add +10.8% | 21,982 | $160K |
| Gotham Asset Management | 0.00% | No change | 21,727 | $158K |
| Central Pacific Bank - Trust Division | 0.02% | Reduce -25.4% | 21,500 | $156K |
| Dynasty Wealth Management, LLC | 0.00% | Add +47.4% | 20,846 | $151K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +40.7% | 20,797 | $151K |
| Sage Rhino Capital LLC | 0.03% | Reduce -0.8% | 20,790 | $151K |
| Truist Financial Corp. | 0.00% | Reduce -36.9% | 20,437 | $148K |
| AE Wealth Management LLC | 0.00% | No change | 20,284 | $147K |
| Yousif Capital Management, LLC | 0.00% | No change | 20,045 | $146K |
| HB Wealth Management, LLC | 0.00% | Add +6.4% | 19,912 | $145K |
| Vise Technologies, Inc. | 0.00% | No change | 18,603 | $143K |
| Neuberger Berman Group LLC | 0.00% | Add +47.7% | 19,055 | $138K |
| Calydon Capital | 0.02% | No change | 17,940 | $130K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 17,644 | $128K |
| Evolve Private Wealth, LLC | 0.01% | Reduce -23.4% | 16,949 | $123K |
| Waverly Advisors, LLC | 0.00% | Reduce -3.4% | 16,890 | $123K |
| Summit Trail Advisors, LLC | 0.00% | New | 16,345 | $119K |
| Blue Trust, Inc. | 0.00% | Add +8.7% | 16,213 | $118K |
| May Hill Capital, LLC | 0.03% | New | 16,146 | $117K |
| Jackson Thornton Wealth Management, LLC | 0.01% | Add +22.4% | 14,359 | $113K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -6.3% | 15,550 | $113K |
| Kathmere Capital Management, LLC | 0.01% | New | 15,025 | $109K |
| First Trust Advisors LP | 0.00% | Reduce -24.5% | 14,995 | $109K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -9.7% | 14,755 | $107K |
| Boit C F David | 0.05% | No change | 14,695 | $107K |
| Franklin Street Advisors Inc. | 0.01% | Reduce -6.4% | 14,551 | $106K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +12.7% | 14,447 | $105K |
| Trek Financial, LLC | 0.01% | Add +6.9% | 14,416 | $105K |
| Jones Financial Companies LLLP | 0.00% | Add +38.0% | 15,149 | $104K |
| Henry James International Management Inc. | 0.04% | No change | 14,260 | $104K |
| Invesco Ltd. | 0.00% | New | 14,221 | $103K |
| EP Wealth Advisors, LLC | 0.00% | Add +3.6% | 14,182 | $103K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 13,930 | $101K |
| Checchi Capital Advisers, LLC | 0.01% | No change | 13,581 | $99K |
| FourThought Financial Partners, LLC | 0.01% | Reduce -15.8% | 13,458 | $98K |
| Axq Capital, LP | 0.01% | New | 13,433 | $98K |
| GeoWealth Management, LLC | 0.00% | Add +26.4% | 13,402 | $97K |
| State Street Corp. | 0.00% | No change | 13,085 | $95K |
| Stock Yards Bank & Trust Co. | 0.00% | No change | 12,849 | $93K |
| Atria Investments, Inc | 0.00% | Reduce -75.9% | 12,591 | $91K |
| Argos Wealth Advisors, LLC | 0.03% | No change | 12,436 | $90K |
| Keybank National Association | 0.00% | New | 12,099 | $88K |
| Earned Wealth Advisors, LLC | 0.01% | Add +14.6% | 11,871 | $86K |
| Perigon Wealth Management, LLC | 0.00% | New | 11,787 | $86K |
| Cwm, LLC | 0.00% | Reduce -67.1% | 11,651 | $85K |
| Keebeck Wealth Management | 0.01% | New | 11,513 | $84K |
| Wedmont Private Capital | 0.00% | Add +2.0% | 10,736 | $84K |
| M&T Bank Corp | 0.00% | Reduce -11.5% | 11,493 | $83K |
| Sanctuary Advisors, LLC | 0.00% | New | 11,295 | $82K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.7% | 11,241 | $82K |
| Baron Wealth Management LLC | 0.02% | New | 11,236 | $82K |
| Canopy Partners, LLC | 0.03% | Add +7.5% | 10,924 | $79K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 10,784 | $78K |
| Allworth Financial LP | 0.00% | Reduce -4.2% | 10,723 | $78K |
| Stronghold Wealth Management L.L.C. | 0.11% | New | 10,155 | $74K |
| Shelton Capital Management | 0.00% | New | 10,000 | $73K |
| Cromwell Holdings LLC | 0.04% | No change | 9,692 | $70K |
| Deutsche Bank AG | 0.00% | No change | 9,310 | $68K |
| Farther Finance Advisors, LLC | 0.00% | Add +17.0% | 9,138 | $67K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -81.9% | 7,800 | $57K |
| GAMMA Investing LLC | 0.00% | Add +2.2% | 7,495 | $54K |
| Independence Bank of Kentucky | 0.01% | Reduce -12.5% | 7,000 | $51K |
| Rothschild Investment LLC | 0.00% | Reduce -30.9% | 5,778 | $42K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +40.1% | 5,690 | $41K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,000 | $40K |
| Bessemer Group Inc. | 0.00% | No change | 5,210 | $38K |
| Brown Brothers Harriman & Co. | 0.00% | Add +44.1% | 4,226 | $31K |
| MAI Capital Management | 0.00% | Add +271.1% | 4,082 | $30K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 3,343 | $24K |
| Harbour Investments, Inc. | 0.00% | Add +72.5% | 3,290 | $24K |
| Ares Financial Consulting, LLC | 0.02% | New | 3,032 | $22K |
| True Wealth Design, LLC | 0.00% | Add +29.0% | 2,353 | $17K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -49.5% | 2,277 | $17K |
| Citigroup Inc. | 0.00% | Add +194.0% | 2,243 | $16K |
| TD Waterhouse Canada Inc. | 0.00% | Add +68.9% | 2,027 | $15K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -32.1% | 1,976 | $14K |
| Fifth Third Bancorp | 0.00% | Add +2.0% | 1,958 | $14K |
| William B. Walkup & Associates, Inc. | 0.01% | No change | 2,094 | $14K |
| Triumph Capital Management | 0.00% | Add +34.6% | 1,750 | $13K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,610 | $13K |
| Montag A & Associates Inc. | 0.00% | No change | 1,739 | $13K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -77.4% | 1,675 | $12K |
| Copia Wealth Management | 0.01% | No change | 1,575 | $11K |
| National Bank of Canada | 0.00% | Reduce -42.2% | 1,502 | $11K |
| Essential Partners LLC | 0.00% | Add +30.9% | 1,354 | $10K |
| Larson Financial Group LLC | 0.00% | Reduce -55.8% | 1,299 | $9K |
| Clean Yield Group | 0.00% | No change | 1,259 | $9K |
| Evermay Wealth Management LLC | 0.00% | No change | 1,249 | $9K |
| Manchester Capital Management LLC | 0.00% | Reduce -4.4% | 1,204 | $9K |
| Assetmark, Inc. | 0.00% | Add +6.7% | 1,181 | $9K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -12.5% | 1,140 | $8K |
| WealthCollab, LLC | 0.00% | No change | 1,103 | $8K |
| Ancora Advisors LLC | 0.00% | New | 1,043 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -69.3% | 1,042 | $8K |
| Salem Investment Counselors Inc. | 0.00% | New | 1,020 | $7K |
| UMB Bank, n.a. | 0.00% | No change | 1,002 | $7K |
| Gleason Group, Inc. | 0.00% | Reduce -0.3% | 997 | $7K |
| Advisory Services Network, LLC | 0.00% | New | 977 | $7K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 930 | $7K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 883 | $6K |
| Financial Consulate, Inc. | 0.00% | Add +33.8% | 836 | $6K |
| Pinney & Scofield, Inc. | 0.00% | No change | 714 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 679 | $5K |
| Cornerstone Planning Group LLC | 0.00% | No change | 550 | $4K |
| Cornerstone Financial Management LLC | 0.00% | Add +73.8% | 563 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 560 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 559 | $4K |
| Crews Bank & Trust | 0.00% | New | 558 | $4K |
| Ascentis Wealth Management, LLC | 0.00% | Add +9.4% | 525 | $4K |
| MTM Investment Management, LLC | 0.00% | No change | 501 | $4K |
| Caldwell Trust Co | 0.00% | No change | 469 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -20.9% | 446 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 435 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 411 | $3K |
| Arlington Trust Co LLC | 0.00% | New | 398 | $3K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 354 | $3K |
| Crewe Advisors LLC | 0.00% | No change | 337 | $2K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 333 | $2K |
| GW&K Investment Management, LLC | 0.00% | No change | 281 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | Add +143.6% | 268 | $2K |
| Creative Financial Designs Inc. | 0.00% | Add +480.0% | 261 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -11.0% | 259 | $2K |
| Root Financial Partners, LLC | 0.00% | Add +8.8% | 234 | $2K |
| Whipplewood Advisors, LLC | 0.00% | New | 221 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 184 | $1K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -64.7% | 173 | $1K |
| SHP Wealth Management | 0.00% | Add +97.4% | 154 | $1K |
| JPL Wealth Management, LLC | 0.00% | New | 151 | $1K |
| Arax Advisory Partners | 0.00% | Reduce -79.7% | 149 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -42.7% | 126 | $915 |
| Burk Holdings LLC | 0.00% | New | 109 | $791 |
| GHP Investment Advisors, Inc. | 0.00% | New | 106 | $770 |
| Zions Bancorporation, National Association | 0.00% | No change | 105 | $762 |
| TD Private Client Wealth LLC | 0.00% | Add +63.5% | 103 | $748 |
| Highline Wealth Partners LLC | 0.00% | No change | 102 | $741 |
| CrossGen Wealth, LLC | 0.00% | No change | 94 | $682 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -4.4% | 86 | $624 |
| MidFirst Bank | 0.00% | New | 84 | $610 |
| AdvisorNet Financial, Inc | 0.00% | No change | 72 | $523 |
| Maseco LLP | 0.00% | No change | 62 | $446 |
| MV Capital Management, Inc. | 0.00% | Add +444.4% | 49 | $356 |
| Pacific Center for Financial Services | 0.00% | No change | 36 | $262 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 34 | $247 |
| CVA Family Office, LLC | 0.00% | No change | 32 | $232 |
| Toronto Dominion Bank | 0.00% | No change | 27 | $196 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -46.5% | 23 | $166 |
| CoreCap Advisors, LLC | 0.00% | No change | 18 | $131 |
| Stone House Investment Management, LLC | 0.00% | New | 14 | $102 |
| New England Capital Financial Advisors LLC | 0.00% | No change | 11 | $80 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 10 | $73 |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 2 | $15 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 2 | $15 |
"% 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.