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Disclosery

AEG AEGON LTD

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ADR (ADR), issuer CIK 769218

262 managers (268 13F filers) reported a position in AEG shares at 2025-06-30, 198,303,139 shares in all. 34 filers opened a position and 23 filers sold out during the quarter.

Managers
262
13F filers
268
New
34
Added
105
Reduced
64
Sold out
23
Shares held by filers
198,303,139

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
William B. Walkup & Associates, Inc.2,094$15.2K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,919$13.9K<0.01%+22013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,901$13.8K<0.01%-4413F-HRTimelineGroup
Parkside Financial Bank & Trust1,855$13.4K<0.01%+34113F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,610$11.7K<0.01%013F-HRTimeline
Copia Wealth Management1,575$11.4K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,568$11.3K<0.01%+6813F-HR/ATimelineGroup
Global Retirement Partners, LLC1,288$9.32K<0.01%13F-HRTimeline
Clean Yield Group1,259$9.12K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,249$9.04K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,200$8.71K<0.01%013F-HRTimeline
WealthCollab, LLC1,103$7.99K<0.01%+64713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,092$7.91K<0.01%new13F-HRTimelineGroup
Manchester Capital Management LLC1,068$7.73K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,020$7.61K<0.01%013F-HR/ATimeline
Garde Capital, Inc.1,000$7.24K<0.01%new13F-HRTimeline
Pillar Financial Advisors, LLC930$6.73K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.906$6.56K<0.01%-1,44913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC846$6.12K<0.01%+78413F-HRTimelineGroup
IFP Advisors, Inc725$5.25K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.714$5.17K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…671$4.86K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC564$4.08K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC563$4.08K<0.01%-85113F-HRTimeline
Cornerstone Planning Group LLC550$3.92K<0.01%+49113F-HRTimeline
Golden State Wealth Management, LLC532$3.85K<0.01%013F-HRTimeline
MTM Investment Management, LLC501$3.63K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…480$3.48K<0.01%-3113F-HRTimelineGroup
Caldwell Trust Co469$3.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…435$3.15K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC413$2.99K<0.01%+10713F-HRTimeline
NewEdge Advisors, LLC396$2.87K<0.01%-4,45013F-HRTimeline
St. Johns Investment Management Company…354$2.56K<0.01%013F-HRTimeline
Stephens Consulting, LLC349$2.53K<0.01%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd333$2K<0.01%013F-HRTimeline
GW&K Investment Management, LLC281$2K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management258$1.87K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC190$1.76K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC221$1.6K<0.01%+15113F-HRTimeline
Caitong International Asset Management …197$1.43K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC184$1.33K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC159$1.18K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.126$913<0.01%new13F-HRTimeline
Binnacle Investments Inc122$883<0.01%013F-HRTimeline
WHITTIER TRUST CO117$847<0.01%013F-HRTimeline
Arax Advisory Partners116$840<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…105$760<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC102$738<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…72$522<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc72$521<0.01%013F-HRTimeline
MASECO LLP60$434<0.01%13F-HRTimeline
Pacific Center for Financial Services36$261<0.01%013F-HRTimeline
CVA Family Office, LLC32$232<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC32$232<0.01%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK27$195<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC18$130<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC12$86<0.01%new13F-HRTimeline
New England Capital Financial Advisors …11$80<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC2$14<0.01%013F-HRTimeline
Hemington Wealth Management6$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount 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.