AEGON LTD. (AEG) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AEG 13F holders ranked 101–200 of 313
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Ballentine Partners#101 · 54,067 sh | 54,067 | $456.3K | <0.01% | +0.5% |
| 102 | Jain Global#102 · 53,242 sh | 53,242 | $449.4K | <0.01% | New |
| 103 | QRG CAPITAL MANAGEMENT#103 · 51,507 sh | 51,507 | $434.7K | <0.01% | +23.4% |
| 104 | Schonfeld Strategic Advisors#104 · 50,542 sh | 50,542 | $426.6K | <0.01% | -83.0% |
| 105 | Brevan Howard Capital Management#105 · 46,665 sh | 46,665 | $393.9K | <0.01% | New |
| 106 | TCG Advisory Services#106 · 45,886 sh | 45,886 | $387.3K | <0.01% | +30.8% |
| 107 | CAMBIAR INVESTORS#107 · 45,615 sh | 45,615 | $385.0K | 0.02% | -28.3% |
| 108 | KESTRA PRIVATE WEALTH SERVICES#108 · 45,223 sh | 45,223 | $381.7K | <0.01% | -11.6% |
| 109 | Prime Capital Investment Advisors#109 · 41,426 sh | 41,426 | $349.6K | — | +0.6% |
| 110 | JACKSON SQUARE CAPITAL#110 · 40,482 sh | 40,482 | $341.7K | — | 0.0% |
| 111 | Advisors Asset Management#111 · 39,665 sh | 39,665 | $334.8K | <0.01% | +60.5% |
| 112 | WEALTH ENHANCEMENT ADVISORY SERVICES#112 · 37,222 sh | 37,222 | $327.6K | — | +24.7% |
| 113 | Kingdom Financial Group#113 · 38,040 sh | 38,040 | $321.1K | 0.08% | +0.5% |
| 114 | BANK OF MONTREAL#114 · 37,963 sh | 37,963 | $320.4K | <0.01% | -92.4% |
| 115 | Rockefeller Capital Management L.P.#115 · 37,784 sh | 37,784 | $318.9K | <0.01% | +13.7% |
| 116 | DRW Securities#116 · 37,709 sh | 37,709 | $318.3K | <0.01% | -95.2% |
| 117 | AR ASSET MANAGEMENT#117 · 36,691 sh | 36,691 | $310.0K | 0.06% | 0.0% |
| 118 | MILLENNIUM MANAGEMENT#118 · 35,764 sh | 35,764 | $301.8K | <0.01% | -81.3% |
| 119 | Smartleaf Asset Management#119 · 34,224 sh | 34,224 | $286.5K | <0.01% | 0.0% |
| 120 | Ellevest#120 · 33,721 sh | 33,721 | $284.6K | 0.03% | +1.6% |
| 121 | STIFEL FINANCIAL#121 · 33,597 sh | 33,597 | $283.6K | <0.01% | -1.7% |
| 122 | J.W. COLE ADVISORS#122 · 33,345 sh | 33,345 | $281.4K | <0.01% | 0.0% |
| 123 | CIBC Bancorp USA#123 · 32,766 sh | 32,766 | $276.5K | <0.01% | -1.3% |
| 124 | FRANKLIN RESOURCES#124 · 32,661 sh | 32,661 | $275.7K | <0.01% | +1.5% |
| 125 | Allspring Global Investments#125 · 31,148 sh | 31,148 | $269.6K | <0.01% | +6.4% |
| 126 | Arete Wealth Advisors#126 · 31,310 sh | 31,310 | $264.3K | <0.01% | New |
| 127 | OSAIC#127 · 31,235 sh | 31,235 | $263.6K | <0.01% | -2.8% |
| 128 | Dynasty Wealth Management#128 · 31,078 sh | 31,078 | $262.3K | <0.01% | +49.1% |
| 129 | CAPTRUST FINANCIAL ADVISORS#129 · 30,861 sh | 30,861 | $260.5K | <0.01% | +19.8% |
| 130 | Diversify Advisory Services#130 · 27,006 sh | 27,006 | $247.4K | — | New |
| 131 | DIVERSIFY WEALTH MANAGEMENT#131 · 27,006 sh | 27,006 | $247.4K | — | -85.4% |
| 132 | UNITED CAPITAL FINANCIAL ADVISORS#132 · 29,265 sh | 29,265 | $247.0K | <0.01% | +0.2% |
| 133 | NFP Retirement#133 · 27,938 sh | 27,938 | $235.8K | 0.01% | 0.0% |
| 134 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#134 · 27,905 sh | 27,905 | $235.5K | 0.00% | 0.0% |
| 135 | CARY STREET PARTNERS FINANCIAL#135 · 27,145 sh | 27,145 | $229.1K | <0.01% | +0.6% |
| 136 | Basecamp Wealth Advisors#136 · 27,082 sh | 27,082 | $228.6K | 0.04% | 0.0% |
| 137 | JONES FINANCIAL COMPANIES LLLP#137 · 27,020 sh | 27,020 | $227.0K | <0.01% | +78.4% |
| 138 | Cetera Investment Advisers#138 · 26,886 sh | 26,886 | $226.9K | <0.01% | +1.7% |
| 139 | TWO SIGMA SECURITIES#139 · 26,878 sh | 26,878 | $226.8K | 0.02% | -24.3% |
| 140 | Orion Porfolio Solutions#140 · 26,590 sh | 26,590 | $224.4K | <0.01% | +11.0% |
| 141 | Blueshift Asset Management#141 · 25,942 sh | 25,942 | $218.9K | 0.05% | New |
| 142 | Squarepoint Ops#142 · 25,796 sh | 25,796 | $217.7K | <0.01% | -74.1% |
| 143 | SRS Capital Advisors#143 · 25,356 sh | 25,356 | $214.0K | <0.01% | New |
| 144 | Parallel Advisors#144 · 25,278 sh | 25,278 | $213.3K | <0.01% | +15.0% |
| 145 | PDS Planning#145 · 24,135 sh | 24,135 | $203.7K | 0.01% | +0.4% |
| 146 | Neuberger Berman Group#146 · 22,845 sh | 22,845 | $192.8K | <0.01% | +19.9% |
| 147 | HB Wealth Management#147 · 22,788 sh | 22,788 | $192.3K | — | +14.4% |
| 148 | Baron Wealth Management#148 · 22,678 sh | 22,678 | $191.4K | — | +101.8% |
| 149 | Gotham Asset Management#149 · 21,727 sh | 21,727 | $183.4K | <0.01% | 0.0% |
| 150 | TRUIST FINANCIAL#150 · 21,313 sh | 21,313 | $179.9K | <0.01% | +4.3% |
| 151 | 55 North Private Wealth#151 · 20,980 sh | 20,980 | $177.1K | — | New |
| 152 | SAGE RHINO CAPITAL#152 · 20,944 sh | 20,944 | $176.8K | 0.03% | +0.7% |
| 153 | Bayesian Capital Management#153 · 20,800 sh | 20,800 | $175.6K | 0.11% | New |
| 154 | XTX Topco Ltd#154 · 20,797 sh | 20,797 | $175.5K | <0.01% | -69.5% |
| 155 | Independent Advisor Alliance#155 · 20,524 sh | 20,524 | $173.2K | <0.01% | New |
| 156 | AE Wealth Management#156 · 20,284 sh | 20,284 | $171.2K | <0.01% | 0.0% |
| 157 | EVOLVE PRIVATE WEALTH#157 · 19,677 sh | 19,677 | $170.9K | 0.01% | +16.1% |
| 158 | Ronald Blue#158 · 19,437 sh | 19,437 | $164.0K | — | +19.9% |
| 159 | EP Wealth Advisors#159 · 18,997 sh | 18,997 | $160.3K | <0.01% | +34.0% |
| 160 | Keebeck Wealth Management#160 · 17,553 sh | 17,553 | $152.4K | 0.01% | +52.5% |
| 161 | Principal Street Partners#161 · 17,940 sh | 17,940 | $151.4K | 0.02% | 0.0% |
| 162 | May Hill Capital#162 · 17,730 sh | 17,730 | $149.6K | 0.03% | +9.8% |
| 163 | Summit Trail Advisors#163 · 17,609 sh | 17,609 | $148.6K | <0.01% | +7.7% |
| 164 | Savant Capital#164 · 17,559 sh | 17,559 | $148.2K | <0.01% | -26.2% |
| 165 | JACKSON THORNTON WEALTH MANAGEMENT#165 · 17,448 sh | 17,448 | $147.3K | 0.01% | +21.5% |
| 166 | Kathmere Capital Management#166 · 17,332 sh | 17,332 | $146.3K | — | +15.4% |
| 167 | Connor, Clark & Lunn Investment Management Ltd.#167 · 16,902 sh | 16,902 | $142.7K | <0.01% | New |
| 168 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#168 · 16,791 sh | 16,791 | $141.7K | <0.01% | -4.8% |
| 169 | Waverly Advisors#169 · 16,628 sh | 16,628 | $140.3K | <0.01% | -1.6% |
| 170 | Central Pacific Bank - Division#170 · 16,600 sh | 16,600 | $140.1K | — | -22.8% |
| 171 | Dorsey & Whitney#171 · 16,599 sh | 16,599 | $140.1K | <0.01% | +6.7% |
| 172 | TD Waterhouse Canada#172 · 16,274 sh | 16,274 | $139.3K | — | +702.9% |
| 173 | Invesco Ltd.#173 · 16,211 sh | 16,211 | $136.8K | 0.00% | +14.0% |
| 174 | FIRST ADVISORS#174 · 15,777 sh | 15,777 | $133.2K | <0.01% | +5.2% |
| 175 | Focus Partners Advisor Solutions#175 · 15,748 sh | 15,748 | $132.9K | <0.01% | +9.0% |
| 176 | Accel Wealth Management#176 · 15,684 sh | 15,684 | $132.4K | — | New |
| 177 | Stonebrook Private#177 · 15,587 sh | 15,587 | $131.6K | 0.02% | New |
| 178 | KEYBANK NATIONAL ASSOCIATION#178 · 14,771 sh | 14,771 | $124.7K | <0.01% | +22.1% |
| 179 | Sanctuary Advisors#179 · 14,709 sh | 14,709 | $124.1K | <0.01% | +30.2% |
| 180 | Boit C F David#180 · 14,695 sh | 14,695 | $124.0K | 0.05% | 0.0% |
| 181 | FRANKLIN STREET ADVISORS#181 · 14,551 sh | 14,551 | $122.8K | — | 0.0% |
| 182 | Henry James International Management#182 · 14,391 sh | 14,391 | $121.5K | — | +0.9% |
| 183 | Checchi Capital Advisers#183 · 14,321 sh | 14,321 | $120.9K | <0.01% | +5.4% |
| 184 | Wealthcare Advisory Partners#184 · 13,930 sh | 13,930 | $117.6K | — | 0.0% |
| 185 | GLENMEDE NA#185 · 13,766 sh | 13,766 | $116.2K | <0.01% | +22.5% |
| 186 | STATE STREET#186 · 13,085 sh | 13,085 | $113.6K | 0.00% | 0.0% |
| 187 | FourThought Financial Partners#187 · 13,458 sh | 13,458 | $113.6K | <0.01% | 0.0% |
| 188 | M&T BANK#188 · 13,105 sh | 13,105 | $110.9K | <0.01% | +17.1% |
| 189 | STOCK YARDS BANK#189 · 12,849 sh | 12,849 | $108.4K | <0.01% | 0.0% |
| 190 | TUDOR INVESTMENT ET AL#190 · 12,812 sh | 12,812 | $108.1K | <0.01% | New |
| 191 | Argos Wealth Advisors#191 · 12,436 sh | 12,436 | $105.0K | 0.03% | 0.0% |
| 192 | Sepio Capital#192 · 12,416 sh | 12,416 | $104.8K | — | New |
| 193 | FERGUSON WELLMAN CAPITAL MANAGEMENT#193 · 12,271 sh | 12,271 | $103.6K | — | 0.0% |
| 194 | Vise Technologies#194 · 12,048 sh | 12,048 | $101.7K | <0.01% | -35.2% |
| 195 | GAMMA Investing#195 · 11,910 sh | 11,910 | $100.5K | — | +58.9% |
| 196 | EverSource Wealth Advisors#196 · 11,181 sh | 11,181 | $94.4K | <0.01% | +32.8% |
| 197 | Canopy Partners#197 · 10,924 sh | 10,924 | $92.2K | 0.03% | 0.0% |
| 198 | FLPUTNAM INVESTMENT MANAGEMENT#198 · 10,829 sh | 10,829 | $91.4K | <0.01% | New |
| 199 | Allworth Financial#199 · 10,826 sh | 10,826 | $91.4K | <0.01% | +1.0% |
| 200 | GeoWealth Management#200 · 10,572 sh | 10,572 | $89.2K | <0.01% | -21.1% |
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.