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Disclosery

AEG AEGON LTD

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ADR (ADR), issuer CIK 769218

249 managers (254 13F filers) reported a position in AEG shares at 2024-12-31, 180,763,510 shares in all. 21 filers opened a position and 15 filers sold out during the quarter.

Managers
249
13F filers
254
New
21
Added
67
Reduced
88
Sold out
15
Shares held by filers
180,763,510

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Global Retirement Partners, LLC1,056$6.22K<0.01%+88513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,020$6.01K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pillar Financial Advisors, LLC930$5.48K<0.01%13F-HRTimeline
MAI Capital Management756$4.45K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC756$4.45K<0.01%-52613F-HRTimeline
CENTRAL TRUST Co750$4.42K<0.01%-39413F-HRTimeline
PINNEY & SCOFIELD, INC.714$4.21K<0.01%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC690$4K<0.01%013F-HRTimelineGroup
Vermillion & White Wealth Management Gr…671$3.95K<0.01%new13F-HRTimeline
Clearstead Trust, LLC628$3.7K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust578$3.4K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC564$3.32K<0.01%+4613F-HRTimeline
Golden State Wealth Management, LLC532$3.13K<0.01%13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…511$3.01K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.548$3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Caldwell Trust Co469$2.76K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…378$2.23K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC369$2.17K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.367$2.16K<0.01%new13F-HRTimeline
St. Johns Investment Management Company…354$2.08K<0.01%013F-HRTimeline
GW&K Investment Management, LLC418$2K<0.01%013F-HRTimeline
JTC Employer Solutions Trustee Ltd333$2K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC295$1.95K<0.01%-4213F-HRTimeline
Venturi Wealth Management, LLC302$1.78K<0.01%013F-HRTimeline
WHITTIER TRUST CO301$1.77K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc290$1.71K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WealthCollab, LLC284$1.67K<0.01%-15413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management258$1.52K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc229$1.35K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC221$1.3K<0.01%13F-HRTimeline
Avior Wealth Management, LLC213$1.25K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC190$1.12K<0.01%013F-HRTimeline
Anchor Investment Management, LLC184$1.08K<0.01%013F-HRTimeline
Arax Advisory Partners116$684<0.01%013F-HRTimeline
Zions Bancorporation, N.A.105$618<0.01%013F-HRTimeline
PSI Advisors, LLC100$589<0.01%013F-HRTimeline
Larson Financial Group LLC84$495<0.01%013F-HRTimeline
AdvisorNet Financial, Inc72$424<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC62$365<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC62$365<0.01%013F-HRTimeline
Pacific Center for Financial Services36$213<0.01%013F-HRTimeline
CVA Family Office, LLC32$188<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK27$159<0.01%new13F-HR/ATimelineGroup
New England Capital Financial Advisors …11$65<0.01%013F-HRTimeline
Mendota Financial Group, LLC5$30<0.01%-1413F-HRTimeline
Brooklyn Investment Group2$12<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC2$12<0.01%013F-HRTimeline
Hemington Wealth Management6$00%013F-HRTimelineValue filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.