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Disclosery

AEG AEGON LTD

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ADR (ADR), issuer CIK 769218

285 managers (290 13F filers) reported a position in AEG shares at 2026-03-31, 129,525,160 shares in all. 32 filers opened a position and 41 filers sold out during the quarter.

Managers
285
13F filers
290
New
32
Added
110
Reduced
84
Sold out
41
Shares held by filers
129,525,160

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MAI Capital Management4,082$29.6K<0.01%+2,98213F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,343$24.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,290$23.9K<0.01%+1,38313F-HRTimeline
Ares Financial Consulting, LLC3,032$22.3K0.02%new13F-HRTimeline
True Wealth Design, LLC2,353$17.1K<0.01%+52913F-HRTimeline
Caitong International Asset Management …2,277$16.5K<0.01%-2,23413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,243$16.3K<0.01%+1,48013F-HRTimelineGroup
TD Waterhouse Canada Inc.2,027$14.9K<0.01%+82713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,958$14.2K<0.01%+3913F-HRTimelineGroup
William B. Walkup & Associates, Inc.2,094$13.8K0.01%013F-HRTimeline
Triumph Capital Management1,750$12.7K<0.01%+45013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,610$12.7K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,739$12.6K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,675$12.2K<0.01%-5,73513F-HRTimeline
Copia Wealth Management1,575$11.4K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,502$10.9K<0.01%-1,09813F-HRTimelineGroup
Essential Partners LLC1,354$9.83K<0.01%+32013F-HRTimeline
Larson Financial Group LLC1,299$9.43K<0.01%-1,63913F-HRTimeline
Clean Yield Group1,259$9.14K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,249$9.07K<0.01%013F-HRTimeline
Manchester Capital Management LLC1,204$8.74K<0.01%-5613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,181$8.57K<0.01%+7413F-HRTimelineGroup
SJS Investment Consulting Inc.1,140$8.28K<0.01%-16313F-HRTimeline
WealthCollab, LLC1,103$8.01K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,043$7.57K<0.01%new13F-HRTimelineGroup
Bell Investment Advisors, Inc1,042$7.57K<0.01%-2,35713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,020$7.41K<0.01%new13F-HR/ATimeline
UMB Bank, n.a.1,002$7.28K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Gleason Group, Inc.997$7.24K<0.01%-313F-HRTimeline
Advisory Services Network, LLC977$7.09K<0.01%new13F-HRTimeline
Pillar Financial Advisors, LLC930$6.75K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC883$6.41K<0.01%13F-HRTimeline
FINANCIAL CONSULATE, INC836$6.07K<0.01%+21113F-HRTimeline
PINNEY & SCOFIELD, INC.714$5.18K<0.01%013F-HRTimeline
Sound Income Strategies, LLC679$5K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC550$4.49K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC563$4.09K<0.01%+23913F-HR/ATimeline
TWIN PEAKS WEALTH ADVISORS, LLC560$4.07K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC559$4.06K<0.01%013F-HRTimeline
Crews Bank & Trust558$4.05K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…525$3.81K<0.01%+4513F-HRTimelineGroup
MTM Investment Management, LLC501$3.64K<0.01%013F-HRTimeline
Caldwell Trust Co469$3.4K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC446$3.24K<0.01%-11813F-HRTimeline
Steward Partners Investment Advisory, L…435$3.16K<0.01%013F-HRTimeline
NewEdge Advisors, LLC411$2.99K<0.01%013F-HR/ATimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC398$2.89K<0.01%new13F-HRTimelineGroup
St. Johns Investment Management Company…354$2.57K<0.01%013F-HRTimeline
Crewe Advisors LLC337$2.45K<0.01%013F-HRTimeline
JTC Employer Solutions Trustee Ltd333$2K<0.01%013F-HRTimeline
GW&K Investment Management, LLC281$2K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC268$1.95K<0.01%+15813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV261$1.9K<0.01%+21613F-HRTimeline
Bruce G. Allen Investments, LLC259$1.88K<0.01%-3213F-HRTimeline
Root Financial Partners, LLC234$1.7K<0.01%+1913F-HRTimeline
Whipplewood Advisors, LLC221$1.6K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC184$1.34K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC173$1.27K<0.01%-31713F-HRTimeline
SHP Wealth Management154$1.12K<0.01%+7613F-HRTimeline
JPL Wealth Management, LLC151$1.1K<0.01%new13F-HR/ATimeline
Arax Advisory Partners149$1.08K<0.01%-58413F-HRTimeline
Physician Wealth Advisors, Inc.126$915<0.01%-9413F-HRTimeline
Burk Holdings LLC109$791<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.106$770<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…105$762<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC103$748<0.01%+4013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC102$741<0.01%013F-HRTimeline
CrossGen Wealth, LLC94$682<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC86$624<0.01%-413F-HRTimeline
MidFirst Bank84$610<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc72$523<0.01%013F-HRTimeline
MASECO LLP62$446<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.49$356<0.01%+4013F-HRTimeline
Pacific Center for Financial Services36$262<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.34$247<0.01%013F-HRTimeline
CVA Family Office, LLC32$232<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK27$196<0.01%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…23$166<0.01%-2013F-HRTimelineGroup
CoreCap Advisors, LLC18$131<0.01%013F-HRTimeline
Stone House Investment Management, LLC14$102<0.01%new13F-HRTimeline
New England Capital Financial Advisors …11$80<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC10$73<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2$15<0.01%013F-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.