AEGON LTD. (AEG) — Institutional Holders, Q2 2026 (page 4)
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 301 to 313. 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 301–313 of 313
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | MV CAPITAL MANAGEMENT#301 · 44 sh | 44 | $372.00 | 0.00% | -10.2% |
| 302 | Stone House Investment Management#302 · 36 sh | 36 | $304.00 | — | +157.1% |
| 303 | Pacific Center for Financial Services#303 · 36 sh | 36 | $304.00 | — | 0.0% |
| 304 | Godfrey Financial Associates#304 · 34 sh | 34 | $287.00 | <0.01% | 0.0% |
| 305 | CVA Family Office#305 · 32 sh | 32 | $270.00 | 0.00% | 0.0% |
| 306 | BOK Financial Private Wealth#306 · 18 sh | 18 | $157.00 | 0.00% | New |
| 307 | CoreCap Advisors#307 · 18 sh | 18 | $152.00 | — | 0.0% |
| 308 | Monetary Solutions, Ltd#308 · 16 sh | 16 | $135.00 | — | New |
| 309 | Highland Investment Advisors#309 · 13 sh | 13 | $110.00 | 0.00% | — |
| 310 | New England Capital Financial Advisors#310 · 11 sh | 11 | $93.00 | 0.00% | 0.0% |
| 311 | Cassaday & Wealth Management#311 · 10 sh | 10 | $85.00 | — | 0.0% |
| 312 | Financial Gravity Companies, (FGCO)#312 · 2 sh | 2 | $17.00 | 0.00% | — |
| 313 | Cedar Mountain Advisors#313 · 2 sh | 2 | $17.00 | — | 0.0% |
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.