13F

Stock

Aegon Ltd

Ticker not mapped · held by 299 managers

Reported value

$1.23B

Holders

299

+2 new · −2 exited

Holders’ est. mark

−$3.83M

Price effect on 7 books still in the name

Largest holder

$543.7M

Dodge & Cox

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Dodge & Cox70.5M$543.7MHeld
MORGAN STANLEY13.1M$101.2M−$3.68MCut−$9.42M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP12M$92.5MHeld
DIMENSIONAL FUND ADVISORS LP10.8M$83.6MHeld
BlackRock, Inc.5.29M$40.8MHeld
GOLDMAN SACHS GROUP INC4.21M$32.5MHeld
UBS Group AG2.55M$19.6MHeld
Arrowpoint Investment Partners (Singapore) Pte. Ltd.2.53M$19.5MHeld
VOLORIDGE INVESTMENT MANAGEMENT, LLC2.44M$18.8MHeld
RAYMOND JAMES FINANCIAL INC2.42M$18.7MHeld
BNP PARIBAS FINANCIAL MARKETS2.1M$16.2MHeld
ABC ARBITRAGE SA2.1M$16.2MHeld
JANE STREET GROUP, LLC1.77M$13.6MHeld
NORTHERN TRUST CORP1.55M$12MHeld
AMERICAN CENTURY COMPANIES INC1.41M$10.9MHeld
Quantinno Capital Management LP1.22M$9.37MHeld
GRACE & WHITE INC /NY1.11M$8.57MHeld
Qube Research & Technologies Ltd987.8K$7.62MHeld
Private Wealth Asset Management, LLC900.1K$6.94MHeld
Optiver Holding B.V.878K$6.77MHeld
Icahn Capital848.6K$6.54MHeld
Citadel762.3K$5.88MHeld
Tower Research Capital LLC (TRC)691K$5.33MHeld
TODD ASSET MANAGEMENT LLC607K$4.68MHeld
JPMORGAN CHASE & CO520K$4.01MHeld
OPPENHEIMER & CO INC512K$3.95MHeld
Creative Planning504.7K$3.89MHeld
O'SHAUGHNESSY ASSET MANAGEMENT, LLC439.9K$3.39MHeld
US BANCORP \DE\438.7K$3.38MHeld
XTX Topco Ltd437.3K$3.37MHeld
DRW Securities, LLC420.8K$3.24MHeld
Hennion & Walsh Asset Management, Inc.408.7K$3.15MHeld
OLD MISSION CAPITAL LLC394.8K$3.04MHeld
SEI INVESTMENTS CO360.2K$2.78MHeld
CIBC WORLD MARKET INC.342K$2.64MHeld
Transmarket Holdings LP322.9K$2.49MHeld
MILLENNIUM MANAGEMENT LLC300.7K$2.32MHeld
TWO SIGMA INVESTMENTS, LP289.7K$2.23MHeld
Vident Advisory, LLC283.2K$2.18MHeld
TWO SIGMA ADVISERS, LP268.8K$2.07MHeld
Ethic Inc.260.3K$2.01MHeld
BANK OF AMERICA CORP /DE/259.5K$2M−$72.7KCut−$11M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC256.7K$1.98MHeld
AMERIPRISE FINANCIAL INC253.6K$1.96MHeld
ENVESTNET ASSET MANAGEMENT INC247.4K$1.91MHeld
Vanguard237.7K$1.83MHeld
MAINSTAY CAPITAL MANAGEMENT LLC /ADV237.3K$1.83M−$66.4KCut−$248.5K
PNC Financial Services Group, Inc.210.1K$1.62MHeld
QUADRANT CAPITAL GROUP LLC208K$1.6MHeld
LPL Financial LLC205.3K$1.58MHeld
Mariner, LLC200.2K$1.54MHeld
CAPITAL FUND MANAGEMENT S.A.199.3K$1.54MHeld
HighTower Advisors, LLC198.4K$1.53MHeld
Laird Norton Wetherby Trust Company, LLC190.5K$1.47MHeld
FACTORY MUTUAL INSURANCE CO169.4K$1.31MHeld
WELLS FARGO & COMPANY/MN167.9K$1.29MHeld
Dorsey Wright & Associates166K$1.28MHeld
Cerity Partners LLC161.7K$1.25MHeld
Crossmark Global Holdings, Inc.157K$1.21MHeld
Fidelity153.6K$1.18MHeld
GREENLEAF TRUST153.5K$1.18MHeld
DIVERSIFY WEALTH MANAGEMENT, LLC152.2K$1.17MHeld
Vanguard Personalized Indexing Management, LLC148.9K$1.15MHeld
Focus Partners Wealth141.8K$1.09MHeld
Campbell & CO Investment Adviser LLC140.7K$1.08MHeld
Callan Family Office, LLC122.1K$941.6KHeld
SIGNATUREFD, LLC120.2K$926.5KHeld
Bank of New York Mellon Corp116.6K$898.8KHeld
Quantbot Technologies LP115.7K$892.1KHeld
Schonfeld Strategic Advisors LLC115.6K$891.4KHeld
AdvisorShares Investments LLC111.1K$856.8KHeld
Abacus Wealth Partners, LLC109.4K$843.4KHeld
STIFEL FINANCIAL CORP98.9K$762.2KHeld
MERCER GLOBAL ADVISORS INC /ADV95.6K$736.9KHeld
Pathstone Holdings, LLC86.9K$670.1KHeld
Wealthstar Advisors, LLC85.2K$657.1KHeld
Brooklyn Investment Group80.4K$624.2KHeld
RHUMBLINE ADVISERS78.9K$608.6KHeld
SYON CAPITAL LLC78.1K$602KHeld
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC73.4K$579.4KHeld
Balyasny Asset Management L.P.72.8K$561.6KHeld
ROYAL BANK OF CANADA71.6K$552KHeld
OLIO Financial Planning71K$547.5KHeld
EVERGREEN CAPITAL MANAGEMENT LLC67.8K$522.4KHeld
COMMONWEALTH EQUITY SERVICES, LLC67.6K$521.3KHeld
IEQ CAPITAL, LLC66.4K$512.2KHeld
Caprock Group, LLC66K$509.1KHeld
Entropy Technologies, LP64.6K$498.1KHeld
CAMBIAR INVESTORS LLC63.6K$490.4KHeld
Cetera Investment Advisers62.5K$481.9KHeld
RITHOLTZ WEALTH MANAGEMENT62.5K$481.8KHeld
Kestra Advisory Services, LLC60.9K$469.2KHeld
Graham Capital Management, L.P.58.6K$452.1KHeld
CHOREO, LLC56.8K$441.5KHeld
Miller Investment Management, LP57K$439.6KHeld
Ballentine Partners, LLC56.9K$439KHeld
HIGHLAND CAPITAL MANAGEMENT, LLC54.4K$419.6KHeld
Diversify Advisory Services, LLC54.6K$418KHeld
Atria Investments, Inc52.3K$403.2KHeld
Russell Investments Group, Ltd.50.2K$387.1KHeld
Sivia Capital Partners, LLC48.4K$373.2KHeld
Engineers Gate Manager LP47.6K$366.6KHeld
BANK OF MONTREAL /CAN/46.9K$361.3KHeld
Corient Private Wealth LLC45.8K$353.2KHeld
Versant Capital Management, Inc45.7K$352.5KHeld
Clearstead Advisors, LLC45.7K$352.4KHeld
Legacy Capital Group California, Inc.45.4K$349.7KHeld
TWO SIGMA SECURITIES, LLC44.7K$344.3KHeld
Federation des caisses Desjardins du Quebec43.2K$332.6KHeld
JACKSON SQUARE CAPITAL, LLC42.5K$327.6KHeld
Prime Capital Investment Advisors, LLC41.3K$318.6KHeld
CIBC Private Wealth Group LLC40.2K$309.8KHeld
CONTRAVISORY INVESTMENT MANAGEMENT, INC.40.1K$308.9KHeld
FRANKLIN RESOURCES INC36.2K$279.3KHeld
Ellevest, Inc.35.9K$276.7KHeld
QRG CAPITAL MANAGEMENT, INC.35.3K$272.3KHeld
Aaron Wealth Advisors LLC33.9K$261.2KHeld
Smartleaf Asset Management LLC33.5K$260.3KHeld
KESTRA PRIVATE WEALTH SERVICES, LLC33.4K$257.9KHeld
J.W. COLE ADVISORS, INC.33.4K$257.2KHeld
TRUIST FINANCIAL CORP32.4K$249.9KHeld
UNITED CAPITAL FINANCIAL ADVISORS, LLC32.4K$249.8KHeld
Sequoia Financial Advisors, LLC30.3K$233.7KHeld
Scientech Research LLC29.6K$228.4KHeld
Central Pacific Bank - Trust Division28.8K$222KHeld
OSAIC HOLDINGS, INC.28.7K$221.2KHeld
Wealthspire Retirement, LLC27.9K$215.4K−$7.82KCut−$7.82K
PERSONAL CFO SOLUTIONS, LLC27.7K$213.2KHeld
Jain Global LLC27.6K$212.7KHeld
Allspring Global Investments Holdings, LLC26.9K$211.9KHeld
CARY STREET PARTNERS FINANCIAL LLC27K$208.1KHeld
Fulton Bank, N.A.25K$192.8KHeld
Burns Matteson Capital Management, LLC24.9K$191.7KHeld
Orion Porfolio Solutions, LLC24.7K$190.2KHeld
PDS Planning, Inc24.1K$185.4KHeld
Private Advisor Group, LLC23.7K$182.7KHeld
MACKENZIE FINANCIAL CORP22.4K$174KHeld
EVOLVE PRIVATE WEALTH, LLC22.1K$170.7KHeld
Gotham Asset Management, LLC21.7K$167.5KHeld
SAGE RHINO CAPITAL LLC21K$161.6KHeld
ExodusPoint Capital Management, LP20.9K$161.4KHeld
AE Wealth Management LLC20.3K$156.4KHeld
FIRST TRUST ADVISORS LP19.9K$153.2KHeld
Parallel Advisors, LLC19.8K$153KHeld
VIEWPOINT INVESTMENT PARTNERS CORP19.6K$151.1KHeld
YOUSIF CAPITAL MANAGEMENT, LLC20K$149.7KHeld
&PARTNERS19K$146.4KHeld
HB Wealth Management, LLC18.7K$144.3KHeld
CAPTRUST FINANCIAL ADVISORS18.6K$143.7KHeld
Vise Technologies, Inc.18.6K$143.4KHeld
Savant Capital, LLC18.5K$142.8K−$4.23KAdded$22.3K
Venturi Wealth Management, LLC18.4K$142.1KHeld
Calydon Capital17.9K$138.3KHeld
Beverly Hills Private Wealth, LLC17.9K$137.6KHeld
Forum Financial Management, LP17.7K$136.1KHeld
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO17.6K$135.9KHeld
Waverly Advisors, LLC17.5K$134.8KHeld
Dorsey & Whitney Trust CO LLC16.6K$128KHeld
COLDSTREAM CAPITAL MANAGEMENT INC16.3K$126KHeld
FourThought Financial Partners, LLC16K$123.2KHeld
Global Retirement Partners, LLC15.9K$122.6KHeld
FRANKLIN STREET ADVISORS INC /NC15.6K$119.9KHeld
Blue Trust, Inc.14.9K$115KHeld
EverSource Wealth Advisors, LLC14.8K$114KHeld
Boit C F David14.7K$112.1KHeld
Henry James International Management Inc.14.3K$109.9KHeld
Dynasty Wealth Management, LLC14.1K$109.1KHeld
EP Wealth Advisors, LLC13.7K$105.5KHeld
Clarius Group, LLC13.7K$105.4KHeld
Checchi Capital Advisers, LLC13.6K$104.7KHeld
Trek Financial, LLC13.5K$104KHeld
Aigen Investment Management, LP13.4K$102.9KHeld
State Street13.1K$100.9KHeld
M&T Bank Corp13K$100.2KHeld
NEUBERGER BERMAN GROUP LLC12.9K$99.5KHeld
STOCK YARDS BANK & TRUST CO12.8K$99.1KHeld
Focus Partners Advisor Solutions, LLC12.8K$98.8KHeld
Advisors Asset Management, Inc.12.8K$98.4KHeld
Argos Wealth Advisors, LLC12.4K$95.9KHeld
AlphaCore Capital LLC12.2K$94.2KHeld
JACKSON THORNTON WEALTH MANAGEMENT, LLC11.7K$92.6KHeld
Merit Financial Group, LLC11.6K$89.3KHeld
HUB Investment Partners, LLC11.4K$87.6KHeld
FLPUTNAM INVESTMENT MANAGEMENT CO11.4K$87.6KHeld
GLENMEDE TRUST CO NA11.3K$87.2KHeld
BINGHAM PRIVATE WEALTH, LLC11.2K$86.7KHeld
Allworth Financial LP11.2K$86.3K−$2.77KAdded$7.24K
Valeo Financial Advisors, LLC11.2K$86.2KHeld
Capital Asset Advisory Services LLC10.8K$85.3KHeld
JONES FINANCIAL COMPANIES LLLP11K$84.6KHeld
Sowell Financial Services LLC11K$84.5KHeld
Squarepoint Ops LLC10.9K$83.9KHeld
AXXCESS WEALTH MANAGEMENT, LLC10.8K$83.3KHeld
Abel Hall, LLC10.8K$83.3KHeld
GeoWealth Management, LLC10.6K$81.8KHeld
Alliance Wealth Advisors, LLC /UT10.4K$79.9KHeld
EARNED WEALTH ADVISORS, LLC10.4K$79.9KHeld
Wedmont Private Capital10.5K$79.6KHeld
Canopy Partners, LLC10.2K$78.4KHeld
Quantessence Capital LLC10.1K$77.9KHeld
Cromwell Holdings LLC9.69K$74.7KHeld
DEUTSCHE BANK AG\9.31K$71.8KHeld
ROTHSCHILD INVESTMENT LLC8.36K$64.5KHeld
Independence Bank of Kentucky8K$61.7KHeld
Farther Finance Advisors, LLC7.81K$60.2KHeld
Parkside Financial Bank & Trust7.41K$57.1KHeld
GAMMA Investing LLC7.33K$56.5KHeld
BARTLETT & CO. WEALTH MANAGEMENT LLC5K$38.5KHeld
Caitong International Asset Management Co., Ltd4.51K$34.8KHeld
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4.23K$32.6KHeld
Pinnacle Wealth Planning Services, Inc.4.06K$31.3KHeld
Rockefeller Capital Management L.P.3.85K$29.7KHeld
Bell Investment Advisors, Inc3.4K$26.2KHeld
MassMutual Private Wealth & Trust, FSB3.34K$25.8KHeld
Larson Financial Group LLC2.94K$22.7KHeld
BROWN BROTHERS HARRIMAN & CO2.93K$22.6KHeld
CARY STREET PARTNERS INVESTMENT ADVISORY LLC2.91K$22.5KHeld
NATIONAL BANK OF CANADA /FI/2.6K$20KHeld
William B. Walkup & Associates, Inc.2.09K$16.1KHeld
FIFTH THIRD BANCORP1.92K$14.8KHeld
HARBOUR INVESTMENTS, INC.1.91K$14.7KHeld
True Wealth Design, LLC1.82K$14.1KHeld
MONTAG A & ASSOCIATES INC1.74K$13.4KHeld
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA1.61K$12.4KHeld
Copia Wealth Management1.57K$12.1KHeld
ACADIAN ASSET MANAGEMENT LLC1.36M$10.5KHeld
SJS Investment Consulting Inc.1.3K$10KHeld
SageView Advisory Group, LLC1.3K$10KHeld
Triumph Capital Management1.3K$10KNew
Manchester Capital Management LLC1.26K$9.71KHeld
Clean Yield Group1.26K$9.71KHeld
EVERMAY WEALTH MANAGEMENT LLC1.25K$9.63KHeld
TD Waterhouse Canada Inc.1.2K$9.24KHeld
ASSETMARK, INC1.11K$8.54KHeld
WealthCollab, LLC1.1K$8.51KHeld
MAI Capital Management1.1K$8.48KHeld
Essential Partners LLC1.03K$7.97K−$290Cut−$8.84K
UMB Bank, n.a.1K$7.72KHeld
Gleason Group, Inc.1K$7.71KHeld
Pillar Financial Advisors, LLC930$7.17KHeld
CITIGROUP INC763$5.88KHeld
Arax Advisory Partners733$5.65KHeld
PINNEY & SCOFIELD, INC.714$5.5KHeld
Sound Income Strategies, LLC679$5.19KHeld
Vermillion & White Wealth Management Group, LLC671$5.17KHeld
FINANCIAL CONSULATE, INC625$4.82KHeld
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY602.8K$4.65KHeld
JFS WEALTH ADVISORS, LLC564$4.35KHeld
Golden State Wealth Management, LLC559$4.31KHeld
Cornerstone Planning Group LLC550$4.27KHeld

Who left

Positions as of Q4 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.