AEGON LTD. (AEG) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. 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 201–300 of 313
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Mayflower Financial Advisors#201 · 10,571 sh | 10,571 | $89.2K | <0.01% | New |
| 202 | ANGELES WEALTH MANAGEMENT#202 · 10,048 sh | 10,048 | $87.1K | — | New |
| 203 | Cornerstone Wealth Group#203 · 10,260 sh | 10,260 | $86.6K | <0.01% | New |
| 204 | Atria Investments#204 · 10,179 sh | 10,179 | $85.9K | — | -19.2% |
| 205 | SHELTON CAPITAL MANAGEMENT#205 · 10,000 sh | 10,000 | $84.4K | <0.01% | 0.0% |
| 206 | CARRET ASSET MANAGEMENT#206 · 10,000 sh | 10,000 | $84.4K | <0.01% | New |
| 207 | Cromwell#207 · 9,692 sh | 9,692 | $84.1K | 0.04% | 0.0% |
| 208 | DEUTSCHE BANK AG\#208 · 9,310 sh | 9,310 | $78.6K | 0.00% | 0.0% |
| 209 | Farther Finance Advisors#209 · 7,904 sh | 7,904 | $66.7K | — | -13.5% |
| 210 | EASTERN BANK#210 · 6,517 sh | 6,517 | $55.0K | — | New |
| 211 | Pacer Advisors#211 · 5,923 sh | 5,923 | $50.0K | <0.01% | -99.4% |
| 212 | ROTHSCHILD INVESTMENT#212 · 5,874 sh | 5,874 | $49.6K | <0.01% | +1.7% |
| 213 | Pinnacle Wealth Planning Services#213 · 5,776 sh | 5,776 | $48.7K | — | +1.5% |
| 214 | Independence Bank of Kentucky#214 · 5,400 sh | 5,400 | $45.6K | — | -22.9% |
| 215 | BESSEMER GROUP#215 · 5,210 sh | 5,210 | $44.0K | <0.01% | 0.0% |
| 216 | BARTLETT & WEALTH MANAGEMENT#216 · 5,000 sh | 5,000 | $43.4K | <0.01% | 0.0% |
| 217 | Larson Financial Group#217 · 4,233 sh | 4,233 | $35.7K | <0.01% | +225.9% |
| 218 | BROWN BROTHERS HARRIMAN#218 · 3,875 sh | 3,875 | $32.7K | <0.01% | -8.3% |
| 219 | Global Retirement Partners#219 · 3,625 sh | 3,625 | $30.6K | <0.01% | — |
| 220 | Parkside Financial Bank#220 · 3,350 sh | 3,350 | $28.3K | — | +100.0% |
| 221 | MassMutual Private Wealth & , FSB#221 · 3,343 sh | 3,343 | $28.2K | — | 0.0% |
| 222 | CITIGROUP#222 · 3,269 sh | 3,269 | $27.6K | 0.00% | +45.7% |
| 223 | HARBOUR INVESTMENTS#223 · 3,191 sh | 3,191 | $26.9K | <0.01% | -3.0% |
| 224 | Ares Financial Consulting#224 · 3,032 sh | 3,032 | $25.6K | — | 0.0% |
| 225 | Caitong International Asset Management , Ltd#225 · 3,027 sh | 3,027 | $25.5K | <0.01% | +32.9% |
| 226 | True Wealth Design#226 · 2,756 sh | 2,756 | $23.3K | — | +17.1% |
| 227 | CARY STREET PARTNERS INVESTMENT ADVISORY#227 · 2,656 sh | 2,656 | $22.4K | <0.01% | +34.4% |
| 228 | Allied Private Wealth#228 · 2,532 sh | 2,532 | $22.1K | 0.01% | — |
| 229 | William B. Walkup & Associates#229 · 2,094 sh | 2,094 | $17.7K | <0.01% | 0.0% |
| 230 | FIFTH THIRD BANCORP#230 · 1,958 sh | 1,958 | $16.5K | 0.00% | 0.0% |
| 231 | ASSETMARK#231 · 1,799 sh | 1,799 | $15.2K | — | +52.3% |
| 232 | MONTAG A & ASSOCIATES#232 · 1,739 sh | 1,739 | $15.1K | <0.01% | 0.0% |
| 233 | Triumph Capital Management#233 · 1,750 sh | 1,750 | $14.8K | — | 0.0% |
| 234 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#234 · 1,610 sh | 1,610 | $13.6K | — | 0.0% |
| 235 | Copia Wealth Management#235 · 1,575 sh | 1,575 | $13.3K | <0.01% | 0.0% |
| 236 | NATIONAL BANK OF CANADA#236 · 1,471 sh | 1,471 | $12.4K | 0.00% | -2.1% |
| 237 | Integrated Wealth Concepts#237 · 1,407 sh | 1,407 | $11.9K | <0.01% | New |
| 238 | Essential Partners#238 · 1,354 sh | 1,354 | $11.4K | — | 0.0% |
| 239 | Clean Yield Group#239 · 1,259 sh | 1,259 | $10.6K | <0.01% | 0.0% |
| 240 | EVERMAY WEALTH MANAGEMENT#240 · 1,249 sh | 1,249 | $10.5K | <0.01% | 0.0% |
| 241 | Manchester Capital Management#241 · 1,204 sh | 1,204 | $10.2K | — | 0.0% |
| 242 | SJS Investment Consulting#242 · 1,140 sh | 1,140 | $9.6K | — | 0.0% |
| 243 | WealthCollab#243 · 1,103 sh | 1,103 | $9.3K | <0.01% | 0.0% |
| 244 | SALEM INVESTMENT COUNSELORS#244 · 1,020 sh | 1,020 | $8.9K | — | 0.0% |
| 245 | Bell Investment Advisors#245 · 1,042 sh | 1,042 | $8.8K | <0.01% | 0.0% |
| 246 | ZRC WEALTH MANAGEMENT#246 · 1,025 sh | 1,025 | $8.7K | — | New |
| 247 | FINANCIAL CONSULATE#247 · 995 sh | 995 | $8.5K | — | +19.0% |
| 248 | UMB Bank, n.a.#248 · 1,002 sh | 1,002 | $8.5K | <0.01% | 0.0% |
| 249 | Gleason Group#249 · 994 sh | 994 | $8.4K | — | -0.3% |
| 250 | Pillar Financial Advisors#250 · 930 sh | 930 | $7.8K | — | 0.0% |
| 251 | James T. Borello RIA#251 · 909 sh | 909 | $7.7K | — | 0.0% |
| 252 | Owl Creek Wealth Partners#252 · 883 sh | 883 | $7.5K | — | 0.0% |
| 253 | Itau Unibanco Holding S.A.#253 · 870 sh | 870 | $7.3K | <0.01% | New |
| 254 | Steward Partners Investment Advisory#254 · 752 sh | 752 | $6.3K | 0.00% | +72.9% |
| 255 | RMG Wealth Management#255 · 662 sh | 662 | $6.2K | — | New |
| 256 | PINNEY & SCOFIELD#256 · 714 sh | 714 | $6.0K | <0.01% | 0.0% |
| 257 | Cornerstone Planning Group#257 · 550 sh | 550 | $5.0K | — | 0.0% |
| 258 | Cornerstone Financial Management#258 · 563 sh | 563 | $4.8K | <0.01% | 0.0% |
| 259 | Golden State Wealth Management#259 · 559 sh | 559 | $4.7K | <0.01% | 0.0% |
| 260 | Crews Bank#260 · 558 sh | 558 | $4.7K | <0.01% | 0.0% |
| 261 | MTM Investment Management#261 · 501 sh | 501 | $4.2K | <0.01% | 0.0% |
| 262 | BNP PARIBAS FINANCIAL MARKETS#262 · 479 sh | 479 | $4.0K | 0.00% | -100.0% |
| 263 | ORG Wealth Partners#263 · 476 sh | 476 | $4.0K | <0.01% | -9.3% |
| 264 | Caldwell#264 · 469 sh | 469 | $4.0K | <0.01% | 0.0% |
| 265 | JFS WEALTH ADVISORS#265 · 446 sh | 446 | $3.8K | <0.01% | 0.0% |
| 266 | COMPASS FINANCIAL MANAGEMENT#266 · 400 sh | 400 | $3.8K | <0.01% | — |
| 267 | NewEdge Advisors#267 · 411 sh | 411 | $3.5K | 0.00% | New |
| 268 | Arlington#268 · 398 sh | 398 | $3.4K | — | 0.0% |
| 269 | GW&K Investment Management#269 · 319 sh | 319 | $3.0K | 0.00% | +13.5% |
| 270 | JTC Employer Solutions Trusteee Ltd#270 · 333 sh | 333 | $3.0K | <0.01% | 0.0% |
| 271 | St. Johns Investment Management Company#271 · 354 sh | 354 | $3.0K | <0.01% | 0.0% |
| 272 | TD PRIVATE CLIENT WEALTH#272 · 349 sh | 349 | $2.9K | <0.01% | +238.8% |
| 273 | NISA INVESTMENT ADVISORS#273 · 334 sh | 334 | $2.9K | — | +24.6% |
| 274 | Institute for Wealth Management#274 · 332 sh | 332 | $2.8K | <0.01% | New |
| 275 | SHP Wealth Management#275 · 276 sh | 276 | $2.3K | <0.01% | +79.2% |
| 276 | CREATIVE FINANCIAL DESIGNS#276 · 261 sh | 261 | $2.2K | <0.01% | 0.0% |
| 277 | Bruce G. Allen Investments#277 · 259 sh | 259 | $2.2K | <0.01% | 0.0% |
| 278 | Asset Planning#278 · 218 sh | 218 | $1.8K | — | New |
| 279 | Synergy Investment Management#279 · 202 sh | 202 | $1.7K | <0.01% | New |
| 280 | HUNTINGTON NATIONAL BANK#280 · 200 sh | 200 | $1.7K | 0.00% | New |
| 281 | Silver Grove Financial Group#281 · 188 sh | 188 | $1.6K | <0.01% | New |
| 282 | Anchor Investment Management#282 · 184 sh | 184 | $1.6K | <0.01% | 0.0% |
| 283 | Salomon & Ludwin#283 · 173 sh | 173 | $1.5K | <0.01% | 0.0% |
| 284 | Physician Wealth Advisors#284 · 152 sh | 152 | $1.3K | — | +20.6% |
| 285 | JPL Wealth Management#285 · 151 sh | 151 | $1.3K | <0.01% | 0.0% |
| 286 | ACTION POINT FINANCIAL PLANNING#286 · 122 sh | 122 | $1.0K | <0.01% | New |
| 287 | Burk#287 · 109 sh | 109 | $920.00 | <0.01% | 0.0% |
| 288 | GHP Investment Advisors#288 · 106 sh | 106 | $895.00 | — | 0.0% |
| 289 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#289 · 105 sh | 105 | $886.00 | <0.01% | 0.0% |
| 290 | HIGHLINE WEALTH PARTNERS#290 · 102 sh | 102 | $861.00 | — | 0.0% |
| 291 | GROUP ONE TRADING, L.P.#291 · 100 sh | 100 | $844.00 | 0.00% | New |
| 292 | CrossGen Wealth#292 · 94 sh | 94 | $793.00 | <0.01% | 0.0% |
| 293 | Principia Wealth Advisory#293 · 93 sh | 93 | $785.00 | <0.01% | +8.1% |
| 294 | MidFirst Bank#294 · 84 sh | 84 | $709.00 | <0.01% | 0.0% |
| 295 | LRI Investments#295 · 83 sh | 83 | $701.00 | <0.01% | New |
| 296 | Plante Moran Financial Advisors#296 · 82 sh | 82 | $692.00 | 0.00% | New |
| 297 | IFG Advisory#297 · 76 sh | 76 | $641.00 | 0.00% | New |
| 298 | AdvisorNet Financial#298 · 72 sh | 72 | $608.00 | — | 0.0% |
| 299 | North Star Investment Management#299 · 59 sh | 59 | $498.00 | — | New |
| 300 | Transamerica Financial Advisors#300 · 47 sh | 47 | $404.00 | 0.00% | +104.3% |
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.