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Disclosery

AEG AEGON LTD

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ADR (ADR), issuer CIK 769218

293 managers (300 13F filers) reported a position in AEG shares at 2025-12-31, 161,469,337 shares in all. 38 filers opened a position and 25 filers sold out during the quarter.

Managers
293
13F filers
300
New
38
Added
112
Reduced
75
Sold out
25
Shares held by filers
161,469,337

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Alliance Wealth Advisors, LLC /UT10,366$79.9K0.02%-1,74813F-HRTimeline
EARNED WEALTH ADVISORS, LLC10,363$79.9K0.01%+2213F-HR/ATimeline
Wedmont Private Capital10,527$79.6K<0.01%new13F-HRTimeline
Canopy Partners, LLC10,166$78.4K0.03%013F-HRTimeline
Quantessence Capital LLC10,098$77.9K0.9%new13F-HRTimeline
Cromwell Holdings LLC9,692$74.7K0.04%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\9,310$71.8K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC8,362$64.5K<0.01%-12213F-HRTimeline
Independence Bank of Kentucky8,000$61.7K0.01%013F-HRTimeline
Farther Finance Advisors, LLC7,813$60.2K<0.01%+3,58313F-HRTimeline
Parkside Financial Bank & Trust7,410$57.1K<0.01%013F-HRTimeline
GAMMA Investing LLC7,333$56.5K<0.01%-19213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,210$41K<0.01%+64313F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC5,000$38.5K<0.01%013F-HRTimeline
Caitong International Asset Management …4,511$34.8K0.01%+3,44013F-HR/ATimeline
Pinnacle Wealth Planning Services, Inc.4,061$31.3K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,848$29.7K<0.01%+56013F-HR/ATimelineGroup
Bell Investment Advisors, Inc3,399$26.2K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,343$25.8K<0.01%+1713F-HRTimeline
Larson Financial Group LLC2,938$22.7K<0.01%+64513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,932$22.6K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,600$20K<0.01%+1,10013F-HRTimelineGroup
William B. Walkup & Associates, Inc.2,094$16.1K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,919$14.8K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,907$14.7K<0.01%-34613F-HRTimeline
True Wealth Design, LLC1,824$14.1K<0.01%+37613F-HRTimeline
MONTAG A & ASSOCIATES INC1,739$13.4K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,610$12.4K<0.01%013F-HRTimeline
Copia Wealth Management1,575$12.1K0.01%013F-HRTimeline
SJS Investment Consulting Inc.1,303$10K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC1,301$10K<0.01%new13F-HRTimeline
Triumph Capital Management1,300$10K<0.01%new13F-HRTimeline
Manchester Capital Management LLC1,260$9.71K<0.01%+19213F-HRTimeline
Clean Yield Group1,259$9.71K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,249$9.63K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,200$9.24K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,107$8.54K<0.01%+8413F-HRTimelineGroup
WealthCollab, LLC1,103$8.51K<0.01%013F-HRTimeline
MAI Capital Management1,100$8.48K<0.01%013F-HRTimeline
Essential Partners LLC1,034$7.97K<0.01%-1,07013F-HRTimeline
UMB Bank, n.a.1,002$7.72K<0.01%-1,09713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Gleason Group, Inc.1,000$7.71K<0.01%new13F-HRTimeline
Pillar Financial Advisors, LLC930$7.17K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC763$5.88K<0.01%-4,91513F-HRTimelineGroup
Arax Advisory Partners733$5.65K<0.01%-19,80913F-HRTimeline
PINNEY & SCOFIELD, INC.714$5.5K<0.01%013F-HRTimeline
Sound Income Strategies, LLC679$5.19K<0.01%+47013F-HRTimeline
Vermillion & White Wealth Management Gr…671$5.17K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC625$4.82K<0.01%+713F-HRTimeline
JFS WEALTH ADVISORS, LLC564$4.35K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC559$4.31K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC550$4.27K<0.01%+49713F-HRTimeline
Salomon & Ludwin, LLC490$3.88K<0.01%-21613F-HRTimeline
MTM Investment Management, LLC501$3.86K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…480$3.7K<0.01%013F-HRTimelineGroup
Caldwell Trust Co469$3.62K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…435$3.35K<0.01%013F-HRTimeline
Garton & Associates Financial Advisors …416$3.21K<0.01%13F-HRTimeline
NewEdge Advisors, LLC411$3.17K<0.01%-413F-HRTimeline
JTC Employer Solutions Trustee Ltd333$3K<0.01%013F-HRTimeline
St. Johns Investment Management Company…354$2.73K<0.01%013F-HRTimeline
Crewe Advisors LLC337$2.6K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC324$2.5K<0.01%13F-HR/ATimeline
Bruce G. Allen Investments, LLC291$2.24K<0.01%+3213F-HRTimeline
GW&K Investment Management, LLC281$2K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.220$1.7K<0.01%+9413F-HRTimeline
Root Financial Partners, LLC215$1.66K<0.01%+13313F-HRTimeline
Wilmington Savings Fund Society, FSB190$1.47K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC184$1.42K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC110$848<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…105$810<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC102$786<0.01%013F-HRTimeline
CrossGen Wealth, LLC94$725<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC90$694<0.01%-113F-HRTimeline
SHP Wealth Management78$601<0.01%13F-HRTimeline
AdvisorNet Financial, Inc72$555<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC63$486<0.01%new13F-HRTimeline
MASECO LLP62$474<0.01%013F-HRTimeline
Navalign, LLC45$350<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV45$347<0.01%-24013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…43$332<0.01%013F-HRTimelineGroup
Pacific Center for Financial Services36$288<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.34$262<0.01%13F-HRTimeline
CVA Family Office, LLC32$247<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK27$208<0.01%013F-HRTimelineGroup
Kilter Group LLC25$193<0.01%013F-HRTimeline
CoreCap Advisors, LLC18$139<0.01%013F-HRTimeline
New England Capital Financial Advisors …11$85<0.01%013F-HRTimeline
American Capital Advisory, LLC11$85<0.01%-1213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.9$70<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2$15<0.01%new13F-HRTimelineGroup
Cedar Mountain Advisors, LLC2$15<0.01%013F-HRTimeline
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.