AEGON LTD. (AEG) — Institutional Holders, Q2 2026
313 institutional investment managers reported a AEG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AEG in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Qube Research & Technologies LtdAdded · +2,574,489 sh+$21.7M
- JPMORGAN CHASEAdded · +1,551,234 sh+$13.1M
- DIMENSIONAL FUND ADVISORSAdded · +1,294,211 sh+$10.9M
- ACADIAN ASSET MANAGEMENTNew · +992,340 sh+$8.4M
- Quantinno Capital ManagementAdded · +827,268 sh+$7.0M
Biggest sellers
- DODGE & COXTrimmed · -5,921,325 sh-$50.0M
- MORGAN STANLEYTrimmed · -4,600,122 sh-$38.8M
- BNP PARIBAS FINANCIAL MARKETSTrimmed · -1,451,734 sh-$12.3M
- JANE STREET GROUPTrimmed · -1,002,045 sh-$8.5M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTrimmed · -815,013 sh-$6.9M
AEG 13F holders ranked 1–100 of 313
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | DODGE & COX#1 · 44,635,184 sh | 44,635,184 | $376.7M | 0.20% | -11.7% |
| 2 | DIMENSIONAL FUND ADVISORS#2 · 13,035,922 sh | 13,035,922 | $110.0M | 0.02% | +11.0% |
| 3 | MORGAN STANLEY#3 · 5,920,668 sh | 5,920,668 | $50.0M | <0.01% | -43.7% |
| 4 | GOLDMAN SACHS GROUP#4 · 5,319,698 sh | 5,319,698 | $44.9M | <0.01% | +16.6% |
| 5 | BlackRock#5 · 5,184,353 sh | 5,184,353 | $43.8M | <0.01% | -2.1% |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#6 · 4,816,831 sh | 4,816,831 | $40.7M | 0.02% | -14.5% |
| 7 | Qube Research & Technologies Ltd#7 · 2,803,232 sh | 2,803,232 | $23.7M | 0.02% | +1125.5% |
| 8 | JPMORGAN CHASE#8 · 2,601,423 sh | 2,601,423 | $21.8M | <0.01% | +147.7% |
| 9 | Quantinno Capital Management#9 · 2,562,619 sh | 2,562,619 | $21.6M | 0.03% | +47.7% |
| 10 | RAYMOND JAMES FINANCIAL#10 · 2,467,916 sh | 2,467,916 | $20.8M | <0.01% | +0.7% |
| 11 | UBS Group AG#11 · 2,409,801 sh | 2,409,801 | $20.3M | <0.01% | -12.1% |
| 12 | JANE STREET GROUP#12 · 2,301,343 sh | 2,301,343 | $19.4M | <0.01% | -30.3% |
| 13 | ABC ARBITRAGE SA#13 · 1,563,550 sh | 1,563,550 | $13.2M | — | -25.8% |
| 14 | AMERICAN CENTURY COMPANIES#14 · 1,483,401 sh | 1,483,401 | $12.5M | <0.01% | +6.4% |
| 15 | NORTHERN#15 · 1,453,467 sh | 1,453,467 | $12.3M | <0.01% | -3.4% |
| 16 | AQR CAPITAL MANAGEMENT#16 · 1,183,752 sh | 1,183,752 | $10.0M | <0.01% | +50.1% |
| 17 | GRACE & WHITE#17 · 1,026,541 sh | 1,026,541 | $8.7M | — | -12.2% |
| 18 | ACADIAN ASSET MANAGEMENT#18 · 992,340 sh | 992,340 | $8.4M | <0.01% | New |
| 19 | VOLORIDGE INVESTMENT MANAGEMENT#19 · 966,559 sh | 966,559 | $8.2M | 0.03% | -21.2% |
| 20 | Private Wealth Asset Management#20 · 900,000 sh | 900,000 | $7.6M | 0.73% | 0.0% |
| 21 | CAPITAL FUND MANAGEMENT S.A.#21 · 853,589 sh | 853,589 | $7.2M | 0.03% | +327.0% |
| 22 | MARSHALL WACE, LLP#22 · 815,153 sh | 815,153 | $6.9M | <0.01% | New |
| 23 | BANK OF AMERICA#23 · 760,916 sh | 760,916 | $6.4M | <0.01% | +110.0% |
| 24 | Creative Planning#24 · 685,666 sh | 685,666 | $5.8M | <0.01% | +30.4% |
| 25 | OPPENHEIMER#25 · 605,608 sh | 605,608 | $5.1M | — | +8.2% |
| 26 | TWO SIGMA INVESTMENTS#26 · 597,288 sh | 597,288 | $5.0M | <0.01% | +12.1% |
| 27 | O'SHAUGHNESSY ASSET MANAGEMENT#27 · 481,842 sh | 481,842 | $4.1M | 0.02% | -10.1% |
| 28 | HRT FINANCIAL#28 · 455,527 sh | 455,527 | $3.8M | <0.01% | New |
| 29 | US BANCORP \DE\#29 · 438,010 sh | 438,010 | $3.7M | <0.01% | -0.2% |
| 30 | OLD MISSION CAPITAL#30 · 407,100 sh | 407,100 | $3.4M | 0.05% | -33.6% |
| 31 | FMR#31 · 392,369 sh | 392,369 | $3.3M | <0.01% | +1.9% |
| 32 | Optiver Holding B.V.#32 · 389,897 sh | 389,897 | $3.3M | <0.01% | +23.9% |
| 33 | CIBC WORLD MARKET#33 · 367,806 sh | 367,806 | $3.1M | <0.01% | +6.2% |
| 34 | CHARLES SCHWAB INVESTMENT MANAGEMENT#34 · 341,835 sh | 341,835 | $2.9M | <0.01% | +13.5% |
| 35 | Tower Research Capital (TRC)#35 · 338,445 sh | 338,445 | $2.9M | 0.07% | -61.8% |
| 36 | Hennion & Walsh Asset Management#36 · 320,315 sh | 320,315 | $2.7M | — | -0.9% |
| 37 | Vident Advisory#37 · 276,535 sh | 276,535 | $2.3M | 0.02% | -9.2% |
| 38 | Transmarket#38 · 269,933 sh | 269,933 | $2.3M | 1.67% | -59.4% |
| 39 | Ethic#39 · 250,678 sh | 250,678 | $2.1M | 0.03% | -3.4% |
| 40 | MAINSTAY CAPITAL MANAGEMENT#40 · 240,295 sh | 240,295 | $2.0M | 0.15% | +1.2% |
| 41 | PNC FINANCIAL SERVICES GROUP#41 · 225,137 sh | 225,137 | $1.9M | <0.01% | +1.9% |
| 42 | Mariner#42 · 209,646 sh | 209,646 | $1.8M | <0.01% | +4.6% |
| 43 | VANGUARD FIDUCIARY#43 · 209,487 sh | 209,487 | $1.8M | <0.01% | 0.0% |
| 44 | QUADRANT CAPITAL GROUP#44 · 204,277 sh | 204,277 | $1.7M | — | -50.0% |
| 45 | MERCER GLOBAL ADVISORS#45 · 203,013 sh | 203,013 | $1.7M | <0.01% | +182.8% |
| 46 | SEI INVESTMENTS#46 · 195,505 sh | 195,505 | $1.7M | <0.01% | -52.7% |
| 47 | CITADEL ADVISORS#47 · 193,088 sh | 193,088 | $1.6M | <0.01% | New |
| 48 | Focus Partners Wealth#48 · 190,472 sh | 190,472 | $1.6M | <0.01% | +24.3% |
| 49 | Laird Norton Wetherby Company#49 · 178,115 sh | 178,115 | $1.5M | 0.03% | +0.3% |
| 50 | Nuveen#50 · 179,772 sh | 179,772 | $1.5M | <0.01% | New |
| 51 | HighTower Advisors#51 · 178,053 sh | 178,053 | $1.5M | <0.01% | -11.7% |
| 52 | Bridgewater Associates#52 · 176,399 sh | 176,399 | $1.5M | <0.01% | +180.1% |
| 53 | Graham Capital Management, L.P.#53 · 171,813 sh | 171,813 | $1.5M | 0.03% | +381.7% |
| 54 | WELLS FARGO & COMPANY#54 · 168,564 sh | 168,564 | $1.4M | <0.01% | +3.2% |
| 55 | IEQ CAPITAL#55 · 166,132 sh | 166,132 | $1.4M | <0.01% | +24.6% |
| 56 | COMMONWEALTH EQUITY SERVICES#56 · 165,108 sh | 165,108 | $1.4M | <0.01% | +136.5% |
| 57 | Crossmark Global#57 · 163,405 sh | 163,405 | $1.4M | — | -0.1% |
| 58 | Cerity Partners#58 · 159,920 sh | 159,920 | $1.3M | <0.01% | -2.4% |
| 59 | GREENLEAF#59 · 152,857 sh | 152,857 | $1.3M | 0.01% | 0.0% |
| 60 | Kestra Advisory Services#60 · 141,781 sh | 141,781 | $1.2M | <0.01% | +55.9% |
| 61 | Vanguard Personalized Indexing Management#61 · 137,411 sh | 137,411 | $1.2M | <0.01% | +9.4% |
| 62 | Federation des caisses Desjardins du Quebec#62 · 133,541 sh | 133,541 | $1.1M | <0.01% | +1612.1% |
| 63 | Entropy Technologies#63 · 127,979 sh | 127,979 | $1.1M | 0.04% | -9.9% |
| 64 | SIGNATUREFD#64 · 120,148 sh | 120,148 | $1.0M | — | +0.9% |
| 65 | Bank of New York Mellon#65 · 119,306 sh | 119,306 | $1.0M | <0.01% | +1.2% |
| 66 | AMERIPRISE FINANCIAL#66 · 116,651 sh | 116,651 | $992.5K | <0.01% | +1.4% |
| 67 | HANTZ FINANCIAL SERVICES#67 · 113,593 sh | 113,593 | $959.0K | 0.01% | +63.1% |
| 68 | Callan Family Office#68 · 99,494 sh | 99,494 | $839.7K | 0.02% | +1.2% |
| 69 | LPL Financial#69 · 93,647 sh | 93,647 | $790.4K | <0.01% | +0.4% |
| 70 | Aaron Wealth Advisors#70 · 93,003 sh | 93,003 | $784.9K | — | +4.8% |
| 71 | NATIXIS ADVISORS#71 · 87,920 sh | 87,920 | $742.0K | <0.01% | 0.0% |
| 72 | EVERGREEN CAPITAL MANAGEMENT#72 · 85,249 sh | 85,249 | $740.1K | — | +13.4% |
| 73 | Abacus Wealth Partners#73 · 86,070 sh | 86,070 | $726.4K | 0.08% | -21.9% |
| 74 | ENVESTNET ASSET MANAGEMENT#74 · 82,600 sh | 82,600 | $697.1K | <0.01% | +0.2% |
| 75 | ROYAL BANK OF CANADA#75 · 81,496 sh | 81,496 | $688.0K | <0.01% | +10.3% |
| 76 | Corient Private Wealth#76 · 80,289 sh | 80,289 | $679.7K | <0.01% | +26.1% |
| 77 | SYON CAPITAL#77 · 80,157 sh | 80,157 | $676.5K | 0.03% | +30.8% |
| 78 | Wealthstar Advisors#78 · 79,424 sh | 79,424 | $670.3K | — | -40.5% |
| 79 | Caprock Group#79 · 75,890 sh | 75,890 | $658.6K | 0.01% | +15.6% |
| 80 | Russell Investments Group, Ltd.#80 · 77,188 sh | 77,188 | $651.5K | <0.01% | +16.4% |
| 81 | RHUMBLINE ADVISERS#81 · 76,140 sh | 76,140 | $642.6K | <0.01% | -4.5% |
| 82 | SG Americas Securities#82 · 75,257 sh | 75,257 | $635.0K | <0.01% | +8.1% |
| 83 | Sequoia Financial Advisors#83 · 72,711 sh | 72,711 | $613.7K | <0.01% | -40.3% |
| 84 | Pathstone#84 · 71,016 sh | 71,016 | $600.0K | <0.01% | -2.8% |
| 85 | OLIO Financial Planning#85 · 71,009 sh | 71,009 | $599.3K | — | 0.0% |
| 86 | Janney Montgomery Scott#86 · 70,572 sh | 70,572 | $596.0K | <0.01% | New |
| 87 | RITHOLTZ WEALTH MANAGEMENT#87 · 67,988 sh | 67,988 | $573.8K | <0.01% | +20.2% |
| 88 | Quantbot Technologies#88 · 65,696 sh | 65,696 | $554.5K | 0.02% | New |
| 89 | Engineers Gate Manager#89 · 62,357 sh | 62,357 | $526.3K | <0.01% | New |
| 90 | XY Capital Ltd#90 · 59,500 sh | 59,500 | $502.2K | 0.48% | New |
| 91 | FACTORY MUTUAL INSURANCE#91 · 59,398 sh | 59,398 | $501.3K | <0.01% | 0.0% |
| 92 | Sivia Capital Partners#92 · 58,572 sh | 58,572 | $494.3K | 0.06% | 0.0% |
| 93 | Clearstead Advisors#93 · 57,646 sh | 57,646 | $486.5K | <0.01% | +26.1% |
| 94 | Miller Investment Management#94 · 57,015 sh | 57,015 | $481.2K | 0.04% | 0.0% |
| 95 | Venturi Wealth Management#95 · 56,301 sh | 56,301 | $475.2K | 0.02% | +18.7% |
| 96 | Lester Murray Antman dba SimplyRich#96 · 56,361 sh | 56,361 | $475.0K | 0.11% | 0.0% |
| 97 | FOX RUN MANAGEMENT, L.L.C.#97 · 54,821 sh | 54,821 | $462.7K | 0.08% | New |
| 98 | Versant Capital Management#98 · 54,621 sh | 54,621 | $461.0K | — | -3.6% |
| 99 | CHOREO#99 · 53,062 sh | 53,062 | $460.7K | <0.01% | +1.8% |
| 100 | HIGHLAND CAPITAL MANAGEMENT#100 · 54,227 sh | 54,227 | $457.7K | — | 0.0% |
Funds that sold out of AEG in Q2 2026 (27)
Held AEG at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| TODD ASSET MANAGEMENT648,575 sh | 648,575 | $4.7M |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY644,010 sh | 644,010 | $4.7M |
| BALYASNY ASSET MANAGEMENT L.P.81,736 sh | 81,736 | $593.4K |
| Lloyd Advisory Services37,832 sh | 37,832 | $274.7K |
| Impact Investors30,249 sh | 30,249 | $219.6K |
| Private Advisor Group26,380 sh | 26,380 | $191.5K |
| Scientech Research24,767 sh | 24,767 | $179.8K |
| VIEWPOINT INVESTMENT PARTNERS30,100 sh | 30,100 | $160.0K |
| YOUSIF CAPITAL MANAGEMENT20,045 sh | 20,045 | $145.5K |
| COLDSTREAM CAPITAL MANAGEMENT14,755 sh | 14,755 | $107.1K |
| Trek Financial14,416 sh | 14,416 | $104.7K |
| AXQ CAPITAL13,433 sh | 13,433 | $97.5K |
| EARNED WEALTH ADVISORS11,871 sh | 11,871 | $86.2K |
| Perigon Wealth Management11,787 sh | 11,787 | $85.6K |
| Wedmont Private Capital10,736 sh | 10,736 | $83.5K |
| Beacon Pointe Advisors10,784 sh | 10,784 | $78.3K |
| Stronghold Wealth Management L.L.C.10,155 sh | 10,155 | $73.7K |
| MAI Capital Management4,082 sh | 4,082 | $29.6K |
| Ancora Advisors1,043 sh | 1,043 | $7.6K |
| Advisory Services Network977 sh | 977 | $7.1K |
| Sound Income Strategies679 sh | 679 | $5.0K |
| TWIN PEAKS WEALTH ADVISORS560 sh | 560 | $4.1K |
| Crewe Advisors337 sh | 337 | $2.4K |
| Root Financial Partners234 sh | 234 | $1.7K |
| Whipplewood Advisors221 sh | 221 | $1.6K |
| MASECO LLP62 sh | 62 | $446.00 |
| TORONTO DOMINION BANK27 sh | 27 | $196.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.