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Disclosery

AEG AEGON LTD

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ADR (ADR), issuer CIK 769218

276 managers (281 13F filers) reported a position in AEG shares at 2025-09-30, 187,500,562 shares in all. 38 filers opened a position and 24 filers sold out during the quarter.

Managers
276
13F filers
281
New
38
Added
104
Reduced
74
Sold out
24
Shares held by filers
187,500,562

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
GAMMA Investing LLC7,525$60.1K<0.01%+1,38413F-HRTimeline
Parkside Financial Bank & Trust7,410$59.2K<0.01%+5,55513F-HRTimeline
CWM, LLCin group CWM, LLC5,767$46K<0.01%+2,68713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC5,678$45.4K<0.01%+15313F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC5,000$40K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,567$37K<0.01%+20413F-HRTimelineGroup
Farther Finance Advisors, LLC4,230$33.8K<0.01%+3,66713F-HRTimeline
Bell Investment Advisors, Inc3,399$27.2K<0.01%-16613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,378$26.9K<0.01%+54613F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB3,326$26.6K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,288$26.3K<0.01%new13F-HRTimelineGroup
Pathway Financial Advisers, LLC2,748$22K0.01%new13F-HRTimeline
Larson Financial Group LLC2,293$18.3K<0.01%+9613F-HRTimeline
HARBOUR INVESTMENTS, INC.2,253$18K<0.01%013F-HRTimeline
Essential Partners LLC2,104$16.8K0.01%new13F-HRTimeline
UMB Bank, n.a.2,099$16.8K<0.01%-22213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
William B. Walkup & Associates, Inc.2,094$16.7K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,919$15.3K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,901$15.2K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC1,739$13.9K<0.01%+1,54913F-HRTimeline
Copia Wealth Management1,575$12.6K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,500$12K<0.01%-6813F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,610$11.9K<0.01%013F-HRTimeline
True Wealth Design, LLC1,448$11.6K<0.01%new13F-HRTimeline
Clean Yield Group1,259$10.1K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,249$9.98K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,200$9.5K<0.01%013F-HRTimeline
WealthCollab, LLC1,103$8.81K<0.01%013F-HRTimeline
MAI Capital Management1,100$8.79K<0.01%-1,53013F-HRTimeline
Caitong International Asset Management …1,071$8.56K0.01%+87413F-HRTimeline
Manchester Capital Management LLC1,068$8.53K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,023$8.17K<0.01%+17713F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC1,020$8.15K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC930$7.43K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC53$6.91K<0.01%-49713F-HRTimeline
IFP Advisors, Inc725$5.79K<0.01%013F-HR/ATimeline
PINNEY & SCOFIELD, INC.714$5.71K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC706$5.58K<0.01%+69413F-HRTimeline
FINANCIAL CONSULATE, INC618$4.94K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC564$4.51K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC559$4.47K<0.01%+2713F-HRTimeline
MTM Investment Management, LLC501$4K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…480$3.83K<0.01%013F-HRTimelineGroup
Caldwell Trust Co469$3.75K<0.01%013F-HRTimeline
Advisory Services Network, LLC437$3.49K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…435$3.48K<0.01%013F-HRTimeline
NewEdge Advisors, LLC415$3.32K<0.01%+1913F-HRTimeline
JTC Employer Solutions Trustee Ltd333$3K<0.01%013F-HRTimeline
St. Johns Investment Management Company…354$2.83K<0.01%013F-HRTimeline
Crewe Advisors LLC337$2.69K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV285$2.28K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC272$2.17K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC259$2.07K<0.01%-15413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management258$2.06K<0.01%013F-HRTimelineGroup
GW&K Investment Management, LLC281$2K<0.01%013F-HRTimeline
Sound Income Strategies, LLC209$1.61K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC184$1.47K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.126$1.01K<0.01%013F-HRTimeline
Binnacle Investments Inc122$975<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…105$839<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC102$815<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC91$727<0.01%+5913F-HRTimeline
Root Financial Partners, LLC82$655<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc72$575<0.01%013F-HRTimeline
MASECO LLP62$492<0.01%+213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…43$344<0.01%new13F-HRTimelineGroup
Pacific Center for Financial Services36$288<0.01%013F-HRTimeline
CVA Family Office, LLC32$256<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK27$216<0.01%013F-HRTimelineGroup
Kilter Group LLC25$200<0.01%new13F-HRTimeline
American Capital Advisory, LLC23$184<0.01%new13F-HRTimeline
CoreCap Advisors, LLC18$144<0.01%013F-HRTimeline
New England Capital Financial Advisors …11$88<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC2$16<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.