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

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.