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Disclosery

AEG AEGON LTD

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ADR (ADR), issuer CIK 769218

302 managers (308 13F filers) reported a position in AEG shares at 2026-06-30, 122,324,595 shares in all. 44 filers opened a position and 28 filers sold out during the quarter.

Managers
302
13F filers
308
New
44
Added
117
Reduced
59
Sold out
28
Shares held by filers
122,324,595

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\9,310$78.6K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC7,904$66.7K<0.01%-1,23413F-HRTimeline
EASTERN BANK6,517$55K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC5,874$49.6K<0.01%+9613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.5,776$48.7K<0.01%+8613F-HRTimeline
Independence Bank of Kentucky5,400$45.6K0.01%-1,60013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,210$44K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC5,000$43.4K<0.01%013F-HRTimeline
Larson Financial Group LLC4,233$35.7K<0.01%+2,93413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,875$32.7K<0.01%-35113F-HRTimelineGroup
Global Retirement Partners, LLC3,625$30.6K<0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,343$28.2K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,269$27.6K<0.01%+1,02613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,191$26.9K<0.01%-9913F-HRTimeline
Ares Financial Consulting, LLC3,032$25.6K0.02%013F-HRTimeline
Caitong International Asset Management …3,027$25.5K<0.01%+75013F-HRTimeline
True Wealth Design, LLC2,756$23.3K0.01%+40313F-HRTimeline
Allied Private Wealth LLC2,532$22.1K0.01%13F-HRTimeline
William B. Walkup & Associates, Inc.2,094$17.7K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,958$16.5K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,799$15.2K<0.01%+61813F-HRTimelineGroup
MONTAG A & ASSOCIATES INC1,739$15.1K<0.01%013F-HRTimeline
Triumph Capital Management1,750$14.8K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,675$14.1K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,610$13.6K<0.01%013F-HRTimeline
Copia Wealth Management1,575$13.3K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,471$12.4K<0.01%-3113F-HRTimelineGroup
Essential Partners LLC1,354$11.4K0.01%013F-HRTimeline
Clean Yield Group1,259$10.6K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,249$10.5K<0.01%013F-HRTimeline
Manchester Capital Management LLC1,204$10.2K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.1,140$9.62K<0.01%013F-HRTimeline
WealthCollab, LLC1,103$9.31K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,020$8.86K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc1,042$8.79K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,025$8.65K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC995$8.49K<0.01%+15913F-HRTimeline
UMB Bank, n.a.1,002$8.46K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Gleason Group, Inc.994$8.39K<0.01%-313F-HRTimeline
Pillar Financial Advisors, LLC930$7.85K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC883$7.45K<0.01%013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.870$7.34K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…752$6.35K<0.01%+31713F-HRTimeline
RMG Wealth Management LLC662$6.22K<0.01%new13F-HRTimeline
PINNEY & SCOFIELD, INC.714$6.03K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC550$5.04K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC563$4.75K<0.01%013F-HR/ATimeline
Golden State Wealth Management, LLC559$4.72K<0.01%013F-HRTimeline
Crews Bank & Trust558$4.71K<0.01%013F-HRTimeline
MTM Investment Management, LLC501$4.23K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS479$4.04K<0.01%-1,451,73413F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…476$4.02K<0.01%-4913F-HR/ATimelineGroup
Caldwell Trust Co469$3.96K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC446$3.77K<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC400$3.75K<0.01%13F-HRTimeline
NewEdge Advisors, LLC411$3.47K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC398$3.36K<0.01%013F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd333$3K<0.01%013F-HRTimeline
GW&K Investment Management, LLC319$3K<0.01%+3813F-HRTimeline
St. Johns Investment Management Company…354$2.99K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC349$2.95K<0.01%+24613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC334$2.9K<0.01%+6613F-HRTimeline
Institute for Wealth Management, LLC.332$2.8K<0.01%new13F-HRTimeline
SHP Wealth Management276$2.33K<0.01%+12213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV261$2.2K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC259$2.19K<0.01%013F-HRTimeline
Asset Planning,Inc218$1.84K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC202$1.7K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK199$1.68K<0.01%new13F-HRTimelineGroup
Silver Grove Financial Group, Inc.188$1.59K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC184$1.55K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC173$1.48K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.152$1.28K<0.01%+2613F-HRTimeline
JPL Wealth Management, LLC151$1.27K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS122$1.03K<0.01%new13F-HRTimeline
Burk Holdings LLC109$920<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.106$895<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…105$886<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC102$861<0.01%013F-HRTimeline
GROUP ONE TRADING LLC100$844<0.01%new13F-HRTimeline
CrossGen Wealth, LLC94$793<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC93$785<0.01%+713F-HRTimeline
MidFirst Bank84$709<0.01%013F-HRTimeline
LRI Investments, LLC83$701<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC82$692<0.01%new13F-HRTimeline
IFG Advisory, LLC76$641<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc72$608<0.01%013F-HRTimeline
North Star Investment Management Corp.59$498<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…47$404<0.01%+2413F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.44$372<0.01%-513F-HR/ATimeline
Stone House Investment Management, LLC36$304<0.01%+2213F-HRTimeline
Pacific Center for Financial Services36$304<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.34$287<0.01%013F-HRTimeline
CVA Family Office, LLC32$270<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.18$157<0.01%new13F-HRTimeline
CoreCap Advisors, LLC18$152<0.01%013F-HRTimeline
Monetary Solutions, Ltd16$135<0.01%new13F-HRTimeline
Highland Investment Advisors LLC13$110<0.01%13F-HRTimeline
New England Capital Financial Advisors …11$93<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC10$85<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …2$17<0.01%13F-HRTimelineGroup
Cedar Mountain Advisors, LLC2$17<0.01%013F-HRTimeline