Aegon Ltd.-NY Reg SHRAEG
13F holders, Q2 2026 (June 30)308holders +19
44new positions
28sold out
6famous investors
$8.44avg. 13F price*
At the end of Q2 2026, 308 institutions reported holding Aegon Ltd.-NY Reg SHR (AEG) in their 13F filings, up 19 from Q1 2026. 44 opened new positions and 28 sold out. The largest holders were Dodge & Cox ($376.7M), Dimensional Fund Advisors LP ($110.0M) and Morgan Stanley ($50.0M). 6 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $27.9M |
| Exits | 28 | $11.9M |
All 13F filers, Q1 2026 → Q2 2026: 13,394,394 shares bought and 20,477,418 shares sold, net −7,083,024 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 308 holders
| Dodge & Cox | 0.20% | Reduce -11.7% | 44,635,184 | $376.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +11.0% | 13,035,922 | $110.0M |
| Morgan Stanley | 0.00% | Reduce -43.7% | 5,920,668 | $50.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.6% | 5,319,698 | $44.9M |
| BlackRock, Inc. | 0.00% | Reduce -2.1% | 5,184,353 | $43.8M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -14.5% | 4,816,831 | $40.7M |
| Qube Research & Technologies Ltd | 0.03% | Add +1125.5% | 2,803,232 | $23.7M |
| JPMorgan Chase & Co. | 0.00% | Add +147.7% | 2,601,423 | $21.8M |
| Quantinno Capital Management LP | 0.03% | Add +47.7% | 2,562,619 | $21.6M |
| Raymond James Financial Inc. | 0.01% | Add +0.7% | 2,467,916 | $20.8M |
| UBS Group AG | 0.00% | Reduce -12.1% | 2,409,801 | $20.3M |
| Jane Street Group, LLC | 0.01% | Reduce -30.3% | 2,301,343 | $19.4M |
| Abc Arbitrage SA | 1.43% | Reduce -25.8% | 1,563,550 | $13.2M |
| American Century Companies Inc. | 0.01% | Add +6.4% | 1,483,401 | $12.5M |
| Northern Trust Corp. | 0.00% | Reduce -3.4% | 1,453,467 | $12.3M |
| AQR Capital Management | 0.00% | Add +50.1% | 1,183,752 | $10.0M |
| Acadian Asset Management LLC | 0.01% | New | 992,340 | $8.4M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -21.2% | 966,559 | $8.2M |
| Grace & White Inc. | 1.30% | Reduce -12.9% | 964,276 | $8.1M |
| Private Wealth Asset Management, LLC | 0.73% | No change | 900,000 | $7.6M |
| Capital Fund Management S.A. | 0.05% | Add +327.0% | 853,589 | $7.2M |
| Marshall Wace, LLP | 0.01% | New | 815,153 | $6.9M |
| Bank of America Corp. | 0.00% | Add +110.0% | 760,916 | $6.4M |
| Creative Planning | 0.00% | Add +30.4% | 685,666 | $5.8M |
| Oppenheimer & Co. Inc. | 0.05% | Add +8.2% | 605,608 | $5.1M |
| Two Sigma Investments, LP | 0.00% | Add +12.2% | 597,288 | $5.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -10.1% | 481,842 | $4.1M |
| HRT Financial LP | 0.01% | New | 455,527 | $3.8M |
| US Bancorp \de | 0.00% | Reduce -0.2% | 438,010 | $3.7M |
| Old Mission Capital LLC | 0.09% | Reduce -33.6% | 407,100 | $3.4M |
| FMR LLC | 0.00% | Add +1.9% | 392,369 | $3.3M |
| Optiver Holding B.V. | 0.05% | Add +23.9% | 389,897 | $3.3M |
| Cibc World Market Inc. | 0.01% | Add +6.2% | 367,806 | $3.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +13.5% | 341,835 | $2.9M |
| Tower Research Capital LLC (TRC) | 0.07% | Reduce -61.8% | 338,445 | $2.9M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Reduce -0.9% | 320,315 | $2.7M |
| Vident Advisory, LLC | 0.02% | Reduce -9.2% | 276,535 | $2.3M |
| Transmarket Holdings LP | 1.67% | Reduce -59.5% | 269,933 | $2.3M |
| Ethic Inc. | 0.03% | Reduce -3.4% | 250,678 | $2.1M |
| Mainstay Capital Management LLC | 0.15% | Add +1.2% | 240,295 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.9% | 225,137 | $1.9M |
| Mariner, LLC | 0.00% | Add +4.6% | 209,646 | $1.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | No change | 209,487 | $1.8M |
| Quadrant Capital Group LLC | 0.05% | Add +0.0% | 204,277 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +182.8% | 203,013 | $1.7M |
| Sei Investments Co. | 0.00% | Reduce -52.7% | 195,505 | $1.7M |
| Citadel Advisors | 0.00% | New | 193,088 | $1.6M |
| Focus Partners Wealth | 0.00% | Add +24.3% | 190,472 | $1.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | Add +0.3% | 178,115 | $1.5M |
| Nuveen, LLC | 0.00% | New | 179,772 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.7% | 178,053 | $1.5M |
| Bridgewater Associates | 0.01% | Add +180.1% | 176,399 | $1.5M |
| Graham Capital Management, L.P. | 0.06% | Add +381.7% | 171,813 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +3.2% | 168,564 | $1.4M |
| Ieq Capital, LLC | 0.01% | Add +24.6% | 166,132 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +136.5% | 165,108 | $1.4M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -0.1% | 163,405 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -2.4% | 159,920 | $1.3M |
| Greenleaf Trust | 0.01% | No change | 152,857 | $1.3M |
| Kestra Advisory Services, LLC | 0.00% | Add +55.9% | 141,781 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +9.4% | 137,411 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1612.1% | 133,541 | $1.1M |
| Entropy Technologies, LP | 0.04% | Reduce -9.9% | 127,979 | $1.1M |
| Signaturefd, LLC | 0.01% | Add +0.9% | 120,148 | $1.0M |
| Bank of New York Mellon Corp | 0.00% | Add +1.2% | 119,306 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Add +1.4% | 116,651 | $993K |
| Hantz Financial Services, Inc. | 0.01% | Add +63.0% | 113,593 | $959K |
| Callan Family Office, LLC | 0.02% | Add +1.2% | 99,494 | $840K |
| LPL Financial LLC | 0.00% | Add +0.5% | 93,647 | $790K |
| Aaron Wealth Advisors LLC | 0.04% | Add +4.8% | 93,003 | $785K |
| Natixis Advisors, LLC | 0.00% | Add +0.0% | 87,920 | $742K |
| Evergreen Capital Management LLC | 0.01% | Add +13.4% | 85,249 | $740K |
| Abacus Wealth Partners, LLC | 0.08% | Reduce -21.9% | 86,070 | $726K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 82,600 | $697K |
| Royal Bank of Canada | 0.00% | Add +10.3% | 81,496 | $688K |
| Corient Private Wealth LP | 0.00% | Add +26.1% | 80,289 | $680K |
| Syon Capital LLC | 0.03% | Add +30.8% | 80,157 | $677K |
| Wealthstar Advisors, LLC | 0.33% | Reduce -40.5% | 79,424 | $670K |
| Caprock Group, LLC | 0.01% | Add +15.6% | 75,890 | $659K |
| Russell Investments Group, Ltd. | 0.00% | Add +16.4% | 77,188 | $651K |
| Rhumbline Advisers | 0.00% | Reduce -4.5% | 76,140 | $643K |
| SG Americas Securities, LLC | 0.00% | Add +8.1% | 75,257 | $635K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -40.3% | 72,711 | $614K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.8% | 71,016 | $600K |
| OLIO Financial Planning | 0.15% | No change | 71,009 | $599K |
| Janney Montgomery Scott LLC | 0.00% | New | 70,572 | $596K |
| Ritholtz Wealth Management | 0.01% | Add +20.2% | 67,988 | $574K |
| Quantbot Technologies LP | 0.02% | New | 65,696 | $554K |
| Engineers Gate Manager LP | 0.01% | New | 62,357 | $526K |
| XY Capital Ltd | 0.58% | New | 59,500 | $502K |
| Factory Mutual Insurance Co. | 0.00% | No change | 59,398 | $501K |
| Sivia Capital Partners, LLC | 0.06% | No change | 58,572 | $494K |
| Clearstead Advisors, LLC | 0.00% | Add +26.1% | 57,646 | $487K |
| Miller Investment Management, LP | 0.04% | No change | 57,015 | $481K |
| Venturi Wealth Management, LLC | 0.02% | Add +18.7% | 56,301 | $475K |
| Lester Murray Antman dba SimplyRich | 0.11% | No change | 56,361 | $475K |
| Fox Run Management, L.L.C. | 0.08% | New | 54,821 | $463K |
| Versant Capital Management, Inc | 0.04% | Reduce -3.5% | 54,621 | $461K |
| Choreo, LLC | 0.01% | Add +1.8% | 53,062 | $461K |
| Highland Capital Management, LLC | 0.02% | No change | 54,227 | $458K |
| Ballentine Partners, LLC | 0.01% | Add +0.5% | 54,067 | $456K |
| Jain Global LLC | 0.01% | New | 53,242 | $449K |
| QRG Capital Management, Inc. | 0.00% | Add +23.4% | 51,507 | $435K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -83.0% | 50,542 | $427K |
| Brevan Howard Capital Management LP | 0.01% | New | 46,665 | $394K |
| HUB Investment Partners, LLC | 0.01% | Add +30.8% | 45,886 | $387K |
| Cambiar Investors LLC | 0.02% | Reduce -28.3% | 45,615 | $385K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -11.7% | 45,223 | $382K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.6% | 41,426 | $350K |
| Jackson Square Capital, LLC | 0.05% | No change | 40,482 | $342K |
| Advisors Asset Management, Inc. | 0.01% | Add +60.5% | 39,665 | $335K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +24.7% | 37,222 | $328K |
| Kingdom Financial Group LLC. | 0.08% | Add +0.6% | 38,040 | $321K |
| Bank of Montreal | 0.00% | Reduce -92.4% | 37,963 | $320K |
| Rockefeller Capital Management L.P. | 0.00% | Add +13.7% | 37,784 | $319K |
| DRW Securities, LLC | 0.02% | Reduce -95.2% | 37,709 | $318K |
| Ar Asset Management Inc. | 0.06% | No change | 36,691 | $310K |
| Millennium Management | 0.00% | Reduce -81.3% | 35,764 | $302K |
| Smartleaf Asset Management LLC | 0.01% | No change | 34,224 | $286K |
| Ellevest, Inc. | 0.03% | Add +1.6% | 33,721 | $285K |
| Stifel Financial Corp. | 0.00% | Reduce -1.7% | 33,597 | $284K |
| J.W. Cole Advisors, Inc. | 0.00% | No change | 33,345 | $281K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -1.3% | 32,766 | $277K |
| Franklin Resources Inc. | 0.00% | Add +1.6% | 32,661 | $276K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +6.4% | 31,148 | $270K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.8% | 31,235 | $264K |
| Dynasty Wealth Management, LLC | 0.00% | Add +49.1% | 31,078 | $262K |
| Captrust Financial Advisors | 0.00% | Add +19.8% | 30,861 | $260K |
| Diversify Advisory Services, LLC | 0.00% | New | 27,006 | $247K |
| Diversify Wealth Management, LLC | 0.00% | Reduce -85.4% | 27,006 | $247K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.2% | 29,265 | $247K |
| Wealthspire Retirement, LLC | 0.01% | No change | 27,938 | $236K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 27,905 | $236K |
| Cary Street Partners Financial LLC | 0.01% | Add +0.6% | 27,145 | $229K |
| Basecamp Wealth Advisors LLC | 0.04% | No change | 27,082 | $229K |
| Jones Financial Companies LLLP | 0.00% | Add +78.4% | 27,020 | $227K |
| Cetera Investment Advisers | 0.00% | Add +1.7% | 26,886 | $227K |
| Two Sigma Securities, LLC | 0.02% | Reduce -24.3% | 26,878 | $227K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +11.0% | 26,590 | $224K |
| Blueshift Asset Management, LLC | 0.05% | New | 25,942 | $219K |
| Squarepoint Ops LLC | 0.00% | Reduce -74.1% | 25,796 | $218K |
| Arax Advisory Partners | 0.00% | Add +16917.5% | 25,356 | $214K |
| Parallel Advisors, LLC | 0.00% | Add +15.0% | 25,278 | $213K |
| PDS Planning, Inc | 0.01% | Add +0.3% | 24,135 | $204K |
| Neuberger Berman Group LLC | 0.00% | Add +19.9% | 22,845 | $193K |
| HB Wealth Management, LLC | 0.00% | Add +14.4% | 22,788 | $192K |
| Baron Wealth Management LLC | 0.05% | Add +101.8% | 22,678 | $191K |
| Gotham Asset Management | 0.00% | No change | 21,727 | $183K |
| Truist Financial Corp. | 0.00% | Add +4.3% | 21,313 | $180K |
| 55 North Private Wealth, LLC | 0.03% | New | 20,980 | $177K |
| Sage Rhino Capital LLC | 0.03% | Add +0.7% | 20,944 | $177K |
| Bayesian Capital Management, LP | 0.11% | New | 20,800 | $176K |
| XTX Topco Ltd | 0.00% | Reduce -69.5% | 20,797 | $176K |
| Independent Advisor Alliance | 0.00% | New | 20,524 | $173K |
| AE Wealth Management LLC | 0.00% | No change | 20,284 | $171K |
| Evolve Private Wealth, LLC | 0.01% | Add +16.1% | 19,677 | $171K |
| Blue Trust, Inc. | 0.00% | Add +19.9% | 19,437 | $164K |
| EP Wealth Advisors, LLC | 0.00% | Add +34.0% | 18,997 | $160K |
| Keebeck Wealth Management | 0.01% | Add +52.5% | 17,553 | $152K |
| Calydon Capital | 0.02% | No change | 17,940 | $151K |
| May Hill Capital, LLC | 0.03% | Add +9.8% | 17,730 | $150K |
| Summit Trail Advisors, LLC | 0.00% | Add +7.7% | 17,609 | $149K |
| Savant Capital, LLC | 0.00% | Reduce -26.2% | 17,559 | $148K |
| Jackson Thornton Wealth Management, LLC | 0.01% | Add +21.5% | 17,448 | $147K |
| Kathmere Capital Management, LLC | 0.01% | Add +15.3% | 17,332 | $146K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 16,902 | $143K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.8% | 16,791 | $142K |
| Waverly Advisors, LLC | 0.00% | Reduce -1.6% | 16,628 | $140K |
| Central Pacific Bank - Trust Division | 0.01% | Reduce -22.8% | 16,600 | $140K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Add +6.8% | 16,599 | $140K |
| TD Waterhouse Canada Inc. | 0.00% | Add +702.9% | 16,274 | $139K |
| Invesco Ltd. | 0.00% | Add +14.0% | 16,211 | $137K |
| First Trust Advisors LP | 0.00% | Add +5.2% | 15,777 | $133K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +9.0% | 15,748 | $133K |
| Accel Wealth Management | 0.03% | New | 15,684 | $132K |
| Stonebrook Private Inc. | 0.02% | New | 15,587 | $132K |
| Keybank National Association | 0.00% | Add +22.1% | 14,771 | $125K |
| Sanctuary Advisors, LLC | 0.00% | Add +30.2% | 14,709 | $124K |
| Boit C F David | 0.05% | No change | 14,695 | $124K |
| Franklin Street Advisors Inc. | 0.01% | No change | 14,551 | $123K |
| Henry James International Management Inc. | 0.04% | Add +0.9% | 14,391 | $121K |
| Checchi Capital Advisers, LLC | 0.01% | Add +5.5% | 14,321 | $121K |
| Wealthcare Advisory Partners LLC | 0.00% | No change | 13,930 | $118K |
| Glenmede Trust Co. NA | 0.00% | Add +22.5% | 13,766 | $116K |
| State Street Corp. | 0.00% | No change | 13,085 | $114K |
| FourThought Financial Partners, LLC | 0.01% | No change | 13,458 | $114K |
| M&T Bank Corp | 0.00% | Add +14.0% | 13,105 | $111K |
| Stock Yards Bank & Trust Co. | 0.00% | No change | 12,849 | $108K |
| Tudor Investment Corporation | 0.00% | New | 12,812 | $108K |
| Argos Wealth Advisors, LLC | 0.03% | No change | 12,436 | $105K |
| Sepio Capital, LP | 0.01% | New | 12,416 | $105K |
| Vise Technologies, Inc. | 0.00% | Reduce -35.2% | 12,048 | $102K |
| Glenview Trust Co | 0.00% | New | 12,029 | $102K |
| GAMMA Investing LLC | 0.00% | Add +58.9% | 11,910 | $101K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -46.2% | 11,181 | $94K |
| Canopy Partners, LLC | 0.03% | No change | 10,924 | $92K |
| Flputnam Investment Management Co. | 0.00% | New | 10,829 | $91K |
| Allworth Financial LP | 0.00% | Add +1.0% | 10,826 | $91K |
| GeoWealth Management, LLC | 0.00% | Reduce -21.1% | 10,572 | $89K |
| Mayflower Financial Advisors, LLC | 0.01% | New | 10,571 | $89K |
| Angeles Wealth Management, LLC | 0.00% | New | 10,048 | $87K |
| Cornerstone Wealth Group, LLC | 0.01% | New | 10,260 | $87K |
| Atria Investments, Inc | 0.00% | Reduce -19.2% | 10,179 | $86K |
| Shelton Capital Management | 0.00% | No change | 10,000 | $84K |
| Cromwell Holdings LLC | 0.04% | No change | 9,692 | $84K |
| Deutsche Bank AG | 0.00% | No change | 9,310 | $79K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.5% | 7,904 | $67K |
| Eastern Bank | 0.00% | New | 6,517 | $55K |
| Rothschild Investment LLC | 0.00% | Add +1.7% | 5,874 | $50K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +1.5% | 5,776 | $49K |
| Independence Bank of Kentucky | 0.01% | Reduce -22.9% | 5,400 | $46K |
| Bessemer Group Inc. | 0.00% | No change | 5,210 | $44K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,000 | $43K |
| Larson Financial Group LLC | 0.00% | Add +225.9% | 4,233 | $36K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -8.3% | 3,875 | $33K |
| Global Retirement Partners, LLC | 0.00% | — | 3,625 | $31K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 3,343 | $28K |
| Citigroup Inc. | 0.00% | Add +45.7% | 3,269 | $28K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.0% | 3,191 | $27K |
| Ares Financial Consulting, LLC | 0.02% | No change | 3,032 | $26K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +32.9% | 3,027 | $26K |
| True Wealth Design, LLC | 0.01% | Add +17.1% | 2,756 | $23K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +34.4% | 2,656 | $22K |
| Allied Private Wealth LLC | 0.01% | — | 2,532 | $22K |
| William B. Walkup & Associates, Inc. | 0.01% | No change | 2,094 | $18K |
| Fifth Third Bancorp | 0.00% | No change | 1,958 | $17K |
| Assetmark, Inc. | 0.00% | Add +52.3% | 1,799 | $15K |
| Montag A & Associates Inc. | 0.00% | No change | 1,739 | $15K |
| Triumph Capital Management | 0.00% | No change | 1,750 | $15K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,675 | $14K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,610 | $14K |
| Copia Wealth Management | 0.01% | No change | 1,575 | $13K |
| National Bank of Canada | 0.00% | Reduce -2.1% | 1,471 | $12K |
| Essential Partners LLC | 0.01% | No change | 1,354 | $11K |
| Clean Yield Group | 0.00% | No change | 1,259 | $11K |
| Evermay Wealth Management LLC | 0.00% | No change | 1,249 | $11K |
| Manchester Capital Management LLC | 0.00% | No change | 1,204 | $10K |
| SJS Investment Consulting Inc. | 0.00% | No change | 1,140 | $10K |
| WealthCollab, LLC | 0.00% | No change | 1,103 | $9K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,020 | $9K |
| Bell Investment Advisors, Inc | 0.00% | No change | 1,042 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | New | 1,025 | $9K |
| Financial Consulate, Inc. | 0.00% | Add +19.0% | 995 | $8K |
| UMB Bank, n.a. | 0.00% | No change | 1,002 | $8K |
| Gleason Group, Inc. | 0.00% | Reduce -0.3% | 994 | $8K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 930 | $8K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 883 | $7K |
| Itau Unibanco Holding S.A. | 0.00% | New | 870 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +72.9% | 752 | $6K |
| RMG Wealth Management LLC | 0.00% | New | 662 | $6K |
| Pinney & Scofield, Inc. | 0.00% | No change | 714 | $6K |
| Cornerstone Planning Group LLC | 0.00% | No change | 550 | $5K |
| Cornerstone Financial Management LLC | 0.00% | No change | 563 | $5K |
| Golden State Wealth Management, LLC | 0.00% | No change | 559 | $5K |
| Crews Bank & Trust | 0.00% | No change | 558 | $5K |
| MTM Investment Management, LLC | 0.00% | No change | 501 | $4K |
| BNP Paribas Financial Markets | 0.00% | Reduce -100.0% | 479 | $4K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -9.3% | 476 | $4K |
| Caldwell Trust Co | 0.00% | No change | 469 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 446 | $4K |
| Compass Financial Management LLC | 0.00% | — | 400 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 411 | $3K |
| Arlington Trust Co LLC | 0.00% | No change | 398 | $3K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 333 | $3K |
| GW&K Investment Management, LLC | 0.00% | Add +13.5% | 319 | $3K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 354 | $3K |
| TD Private Client Wealth LLC | 0.00% | Add +238.8% | 349 | $3K |
| Nisa Investment Advisors, LLC | 0.00% | Add +24.6% | 334 | $3K |
| Institute for Wealth Management, LLC. | 0.00% | New | 332 | $3K |
| SHP Wealth Management | 0.00% | Add +79.2% | 276 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 261 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 259 | $2K |
| Asset Planning,Inc | 0.00% | New | 218 | $2K |
| Synergy Investment Management, LLC | 0.00% | New | 202 | $2K |
| Huntington National Bank | 0.00% | New | 199 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 188 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 184 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 173 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +20.6% | 152 | $1K |
| JPL Wealth Management, LLC | 0.00% | No change | 151 | $1K |
| Fiduciary Financial Advisors | 0.00% | New | 122 | $1K |
| Burk Holdings LLC | 0.00% | No change | 109 | $920 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 106 | $895 |
| Zions Bancorporation, National Association | 0.00% | No change | 105 | $886 |
| Highline Wealth Partners LLC | 0.00% | No change | 102 | $861 |
| Group One Trading LLC | 0.00% | New | 100 | $844 |
| CrossGen Wealth, LLC | 0.00% | No change | 94 | $793 |
| Principia Wealth Advisory, LLC | 0.00% | Add +8.1% | 93 | $785 |
| MidFirst Bank | 0.00% | No change | 84 | $709 |
| LRI Investments, LLC | 0.00% | New | 83 | $701 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 82 | $692 |
| IFG Advisory, LLC | 0.00% | New | 76 | $641 |
| AdvisorNet Financial, Inc | 0.00% | No change | 72 | $608 |
| North Star Investment Management Corp. | 0.00% | New | 59 | $498 |
| Transamerica Financial Advisors, LLC | 0.00% | Add +104.3% | 47 | $404 |
| MV Capital Management, Inc. | 0.00% | Reduce -10.2% | 44 | $372 |
| Pacific Center for Financial Services | 0.00% | No change | 36 | $304 |
| Stone House Investment Management, LLC | 0.00% | Add +157.1% | 36 | $304 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 34 | $287 |
| CVA Family Office, LLC | 0.00% | No change | 32 | $270 |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 18 | $157 |
| CoreCap Advisors, LLC | 0.00% | No change | 18 | $152 |
| Monetary Solutions, Ltd | 0.00% | New | 16 | $135 |
| Highland Investment Advisors LLC | 0.00% | — | 13 | $110 |
| New England Capital Financial Advisors LLC | 0.00% | No change | 11 | $93 |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 10 | $85 |
| Financial Gravity Companies, Inc. | 0.00% | — | 2 | $17 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 2 | $17 |
"% 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.