13F

Stock

Aegon Ltd

Ticker not mapped · held by 10 managers

Reported value

$126.1M

Holders

10

+1 new · −0 exited

Holders’ est. mark

$11.3K

Price effect on 1 books still in the name

Largest holder

$110.7M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY13.9M$110.7MHeld
BANK OF AMERICA CORP /DE/1.62M$13MHeld
MAINSTAY CAPITAL MANAGEMENT LLC /ADV260K$2.08MHeld
Wealthspire Retirement, LLC27.9K$223.2KHeld
Savant Capital, LLC15.1K$120.6K$11.3KAdded$7.32K
Allworth Financial LP9.89K$79KHeld
Essential Partners LLC2.1K$16.8KNew
IFP Advisors, Inc725$5.79KHeld
Principia Wealth Advisory, LLC91$727Held
Kilter Group LLC25$200Held

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.