Vault-13

AEGON LTD AEG

AMER REG 1 CERT · NY Reg Shrs · CUSIP 0076CA104

281 institutional holders +13 vs Q2 2025
187,871,700187.9m shares reported held*
$1.5bnreported value*
38 new 104 added 74 reduced 24 sold out net sold ≈ $83.7m (-10.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $7.99. Options: 6 managers hold calls ($2.9m notional), 4 hold puts ($1.7m).

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 2Q4 22: 2Q1 23: 3Q2 23: 2Q3 23: 19Q4 23: 211Q1 24: 221Q2 24: 236Q3 24: 238Q4 24: 254Q1 25: 257Q2 25: 268Q3 25: 281281Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 20222
Q4 20222
Q1 20233
Q2 20232
Q3 202319
Q4 2023211
Q1 2024221
Q2 2024236
Q3 2024238
Q4 2024254
Q1 2025257
Q2 2025268
Q3 2025281

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 23: 189 bought or addedQ4 23: 7 cut or sold outQ1 24: 100 bought or addedQ1 24: 81 cut or sold outQ1 24Q2 24: 122 bought or addedQ2 24: 70 cut or sold outQ3 24: 100 bought or addedQ3 24: 93 cut or sold outQ3 24Q4 24: 87 bought or addedQ4 24: 104 cut or sold outQ1 25: 110 bought or addedQ1 25: 93 cut or sold outQ1 25Q2 25: 139 bought or addedQ2 25: 87 cut or sold outQ3 25: 142 bought or addedQ3 25: 98 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20231897
Q1 202410081
Q2 202412270
Q3 202410093
Q4 202487104
Q1 202511093
Q2 202513987
Q3 202514298

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ4 24 calls: $767.9kQ4 24 puts: $1.2mQ4 24P/C 1.57Q1 25 calls: $370.5kQ1 25 puts: $1.5mQ1 25P/C 4.10Q2 25 calls: $1.5mQ2 25 puts: $1.7mQ2 25P/C 1.15Q3 25 calls: $2.9mQ3 25 puts: $1.7mQ3 25P/C 0.59
Numbers
QuarterCallsPutsP/C
Q4 2024$767.9k$1.2m1.57
Q1 2025$370.5k$1.5m4.10
Q2 2025$1.5m$1.7m1.15
Q3 2025$2.9m$1.7m0.59

Biggest buyers

Optiver Holding B.V. New +2,245,561+2.2m
DIMENSIONAL FUND ADVISORS LP Added +2,127,932+2.1m
ABC ARBITRAGE SA New +2,081,868+2.1m
Arrowpoint Investment Partners (Singapore) Pte. Ltd. New +1,928,379+1.9m
GOLDMAN SACHS GROUP INC Added +1,496,873+1.5m
MORGAN STANLEY Added +1,221,056+1.2m
Tower Research Capital LLC (TRC) Added +1,204,873+1.2m
JANE STREET GROUP, LLC Added +739,044+739.0k
XY Capital Ltd New +685,548+685.5k
AQR CAPITAL MANAGEMENT LLC Added +393,387+393.4k

Biggest sellers

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -4,064,546-4.1m
Dodge & Cox Reduced -2,953,585-3.0m
CITADEL ADVISORS LLC Reduced -2,926,788-2.9m
WELLINGTON MANAGEMENT GROUP LLP Reduced -2,432,573-2.4m
VOLORIDGE INVESTMENT MANAGEMENT, LLC Reduced -2,421,767-2.4m
ACADIAN ASSET MANAGEMENT LLC Reduced -2,388,507-2.4m
BNP PARIBAS FINANCIAL MARKETS Reduced -1,265,840-1.3m
TWO SIGMA INVESTMENTS, LP Reduced -1,237,307-1.2m
MARSHALL WACE, LLP Reduced -1,093,480-1.1m
Summit Global Investments Sold out -1,040,668-1.0m

Biggest calls

SIMPLEX TRADING, LLC Added $1.3m157.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $612.8k76.7k shares
CITADEL ADVISORS LLC Added $341.2k42.7k shares
Optiver Holding B.V. Added $318.8k39.9k shares
GROUP ONE TRADING LLC Added $234.9k29.4k shares
JANE STREET GROUP, LLC New $111.1k13.9k shares

Biggest puts

Optiver Holding B.V. Added $916.5k114.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $540.9k67.7k shares
SIMPLEX TRADING, LLC Reduced $235.0k29.5k shares
GROUP ONE TRADING LLC Reduced $4.8k600 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Vereniging Aegon Americas 13D · may seek influence +0.4 pts · filed 2026-10-16
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented as follows: At the extraordinary general meeting of the Issuer held on October 8, 2026 (the "EGM"), the shareholders of the Issuer approved the Resolutions (as defined in Amendment No. 14 to the Schedule 13D). On October 15, 2026, the VA Split (as defined in Amendment No. 13 to the Schedule 13D) was completed in accordance with the Framework Agreement (as defined in Amendment No. 13 to the Schedule 13D). Following the completion of the VA Split, the amendment of the Reporting Person's articles of association (the "VA Amendment") became effective and the Reporting Person was renamed Vereniging Aegon Americas. The VA Split did not involve any disposition of Common Shares by the Reporting Person, and the Reporting Person retained… Full filing
18.4% +0.4 pts 268.5m 2026-10-16

Fell to 5% or below in the last year: DODGE & COX (4.5%, 2026-05-14)

Insider purchases and sales in Q3 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q3 2025.

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Dodge & Cox 0.37% of their portfolio San Francisco, CA 85,783,50585.8m $685.4m $685.4m 0.37% Reduced -3.0m -2,953,585
2 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.09% of their portfolio BOSTON, MA 16,942,25716.9m $135.4m $135.4m 0.09% Reduced -4.1m -4,064,546
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 13,851,29013.9m $110.7m $110.7m 0.01% Added +1.2m +1,221,056
4 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 9,869,1989.9m $78.9m $78.9m 0.02% Added +2.1m +2,127,932
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 5,431,9385.4m $43.4m $43.4m 0.00% Added +131.2k +131,238
6 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 5,236,4065.2m $41.8m $41.8m 0.01% Added +1.5m +1,496,873
7 BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio PARIS, I0 4,903,7014.9m $39.2m $39.2m 0.03% Reduced -1.3m -1,265,840
8 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.12% of their portfolio JUPITER, FL 4,384,1544.4m $35.0m $35.0m 0.12% Reduced -2.4m -2,421,767
9 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 2,381,3452.4m $19.0m $19.0m 0.01% Reduced -51.1k -51,129
10 Optiver Holding B.V. 0.29% of their portfolio AMSTERDAM, P7 2,245,5612.2m $17.9m $17.9m 0.29% New
11 ABC ARBITRAGE SA 1.64% of their portfolio PARIS, I0 2,081,8682.1m $16.6m $16.6m 1.64% New
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,052,6332.1m $16.4m $16.4m 0.00% Reduced -936.5k -936,526
13 Arrowpoint Investment Partners (Singapore) Pte. Ltd. 22.57% of their portfolio SINGAPORE, U0 1,928,3791.9m $15.4m $15.4m 22.57% New
14 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,620,8731.6m $13.0m $13.0m 0.00% Reduced -755.8k -755,809
15 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 1,539,3391.5m $12.3m $12.3m 0.00% Added +27.6k +27,587
16 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 1,310,0071.3m $10.5m $10.5m 0.01% Added +739.0k +739,044
17 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 1,235,0261.2m $9.9m $9.9m 0.01% Added +192.4k +192,445
18 Tower Research Capital LLC (TRC) 0.27% of their portfolio NEW YORK, NY 1,207,4681.2m $9.6m $9.6m 0.27% Added +1.2m +1,204,873
19 GRACE & WHITE INC /NY 1.63% of their portfolio NY, NY 1,153,1231.2m $9.2m $9.2m 1.63% Reduced -94.6k -94,619
20 ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio Boston, MA 1,094,4361.1m $8.7m $8.7m 0.02% Reduced -2.4m -2,388,507
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,091,9721.1m $8.7m $8.7m 0.00% Reduced -531.5k -531,524
22 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 1,000,6191.0m $8.0m $8.0m 0.00% Added +3.6k +3,584
23 Quantinno Capital Management LP 0.02% of their portfolio NEW YORK, NY 901,857901.9k $7.2m $7.2m 0.02% Added +389.0k +388,992
24 Private Wealth Asset Management, LLC 0.85% of their portfolio OMAHA, NE 900,118900.1k $7.2m $7.2m 0.85% Unchanged
25 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 752,998753.0k $6.0m $6.0m 0.00% Added +393.4k +393,387
26 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 736,422736.4k $5.9m $5.9m 0.00% Reduced -2.9m -2,926,788
27 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 700,126700.1k $5.6m $5.6m 0.01% Reduced -1.2m -1,237,307
28 XY Capital Ltd 4.56% of their portfolio CENTRAL, K3 685,548685.5k $5.5m $5.5m 4.56% New
29 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 613,117613.1k $4.9m $4.9m 0.01% Reduced -32.0k -31,981
30 TODD ASSET MANAGEMENT LLC 0.10% of their portfolio Louisville, KY 596,251596.3k $4.8m $4.8m 0.10% Reduced -9.4k -9,399
31 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.04% of their portfolio FRANKFORT, KY 592,050592.0k $4.7m $4.7m 0.04% Reduced -13.6k -13,600
32 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 480,680480.7k $3.8m $3.8m 0.00% Added +79.6k +79,579
33 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 389,517389.5k $3.1m $3.1m 0.00% Reduced -137.0k -137,024
34 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 369,556369.6k $3.0m $3.0m 0.00% Added +59 +59
35 SUMMIT SECURITIES GROUP LLC 0.90% of their portfolio NEW YORK, NY 344,285344.3k $2.8m $2.8m 0.90% New
36 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 331,647331.6k $2.6m $2.6m 0.01% Reduced -1.8k -1,780
37 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 314,502314.5k $2.5m $2.5m 0.01% Added +127.6k +127,644
38 Hennion & Walsh Asset Management, Inc. 0.09% of their portfolio Parsippany, NJ 305,138305.1k $2.4m $2.4m 0.09% Added +60.5k +60,495
39 Vident Advisory, LLC 0.02% of their portfolio Alpharetta, GA 296,235296.2k $2.4m $2.4m 0.02% Added +9.5k +9,546
40 CAPITAL FUND MANAGEMENT S.A. 0.02% of their portfolio PARIS, I0 280,299280.3k $2.2m $2.2m 0.02% Added +119.7k +119,681
41 Employees Retirement System of Texas 0.02% of their portfolio AUSTIN, TX 276,450276.4k $2.2m $2.2m 0.02% Unchanged
42 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 269,338269.3k $2.2m $2.2m 0.00% Added +12.7k +12,748
43 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 0.21% of their portfolio GRAND BLANC, MI 260,042260.0k $2.1m $2.1m 0.21% New
44 Ethic Inc. 0.03% of their portfolio NEW YORK, NY 241,562241.6k $1.9m $1.9m 0.03% Reduced -6.4k -6,407
45 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 240,349240.3k $1.9m $1.9m 0.00% Added +52.8k +52,779
46 FACTORY MUTUAL INSURANCE CO 0.02% of their portfolio WALTHAM, MA 218,660218.7k $1.7m $1.7m 0.02% New
47 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 209,260209.3k $1.7m $1.7m 0.00% Reduced -730 -730
48 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 205,536205.5k $1.6m $1.6m 0.00% Added +2.4k +2,428
49 QUADRANT CAPITAL GROUP LLC 0.05% of their portfolio CINCINNATI, OH 205,308205.3k $1.6m $1.6m 0.05% Added +5.6k +5,629
50 Mariner, LLC 0.00% of their portfolio Overland Park, KS 193,260193.3k $1.5m $1.5m 0.00% Added +7.2k +7,221
51 Laird Norton Wetherby Wealth Management, LLC 0.06% of their portfolio Seattle, WA 178,979179.0k $1.4m $1.4m 0.06% Reduced -2.2k -2,172
52 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 176,916176.9k $1.4m $1.4m 0.00% Added +30.2k +30,156
53 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 175,634175.6k $1.4m $1.4m 0.00% Reduced -17.4k -17,435
54 Crossmark Global Holdings, Inc. 0.02% of their portfolio HOUSTON, TX 169,119169.1k $1.4m $1.4m 0.02% Added +1.7k +1,731
55 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 168,000168.0k $1.3m $1.3m 0.00% Reduced -388.5k -388,495
56 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 165,872165.9k $1.3m $1.3m 0.00% Reduced -179.5k -179,488
57 Dorsey Wright & Associates 0.29% of their portfolio PASADENA, CA 161,372161.4k $1.3m $1.3m 0.29% Reduced -16.4k -16,361
58 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 159,202159.2k $1.3m $1.3m 0.00% Added +3.3k +3,254
59 GREENLEAF TRUST 0.01% of their portfolio KALAMAZOO, MI 153,131153.1k $1.2m $1.2m 0.01% Unchanged
60 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 153,064153.1k $1.2m $1.2m 0.00% New
61 Integrated Quantitative Investments LLC 0.35% of their portfolio BELLEVUE, WA 153,064153.1k $1.2m $1.2m 0.35% New
62 Quantbot Technologies LP 0.03% of their portfolio NEW YORK, NY 151,394151.4k $1.2m $1.2m 0.03% Added +54.3k +54,318
63 DIVERSIFY WEALTH MANAGEMENT, LLC 0.06% of their portfolio SANDY, UT 148,335148.3k $1.1m $1.1m 0.06% Added +4.8k +4,818
64 Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio OAKLAND, CA 145,282145.3k $1.2m $1.2m 0.01% Added +16.1k +16,068
65 Campbell & CO Investment Adviser LLC 0.09% of their portfolio BALTIMORE, MD 143,637143.6k $1.1m $1.1m 0.09% Reduced -57.4k -57,365
66 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 142,840142.8k $1.1m $1.1m 0.00% New
67 FMR LLC 0.00% of their portfolio BOSTON, MA 139,962140.0k $1.1m $1.1m 0.00% Added +10.1k +10,121
68 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 139,184139.2k $1.1m $1.1m 0.00% Added +9.6k +9,582
69 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 133,197133.2k $1.1m $1.1m 0.00% Reduced -1.0m -1,008,294
70 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 121,822121.8k $973.4k $973.4k 0.00% Added +3.3k +3,348
71 SIGNATUREFD, LLC 0.02% of their portfolio ATLANTA, GA 119,075119.1k $951.4k $951.4k 0.02% Reduced -1.1k -1,110
72 AdvisorShares Investments LLC 0.14% of their portfolio BETHESDA, MD 108,071108.1k $863.5k $863.5k 0.14% Reduced -14.1k -14,112
73 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 107,933107.9k $862.6k $862.6k 0.00% Added +27.7k +27,736
74 Graham Capital Management, L.P. 0.03% of their portfolio ROWAYTON, CT 102,956103.0k $822.6k $822.6k 0.03% Reduced -41.0k -41,016
75 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 102,152102.2k $816.2k $816.2k 0.00% Added +92 +92
76 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 97,63797.6k $780.1k $780.1k 0.00% Reduced -6.0k -6,027
77 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 96,02996.0k $767.3k $767.3k 0.00% Added +673 +673
78 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 89,97790.0k $719.0k $719.0k 0.00% Reduced -1.1k -1,147
79 Wealthstar Advisors, LLC 0.27% of their portfolio Plano, TX 84,25984.3k $673.2k $673.2k 0.27% Reduced -12.7k -12,735
80 OLIO Financial Planning 0.20% of their portfolio MCLEAN, VA 84,14984.1k $672.4k $672.4k 0.20% Unchanged
81 Engineers Gate Manager LP 0.01% of their portfolio NEW YORK, NY 79,48079.5k $635.0k $635.0k 0.01% Added +45.4k +45,352
82 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 78,33478.3k $626.0k $626.0k 0.00% Added +2.5k +2,545
83 EVERGREEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio Bellevue, WA 75,26575.3k $601.4k $601.4k 0.01% Added +16.5k +16,505
84 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 70,51970.5k $563.4k $563.4k 0.00% Reduced -21.8k -21,775
85 SYON CAPITAL LLC 0.03% of their portfolio SAN FRANCISCO, CA 69,80569.8k $557.7k $557.7k 0.03% Added +39.1k +39,104
86 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 69,62769.6k $556.3k $556.3k 0.00% Added +7.0k +6,993
87 HANTZ FINANCIAL SERVICES, INC. 0.01% of their portfolio SOUTHFIELD, MI 68,59968.6k $548.0k $548.0k 0.01% Added +40.1k +40,113
88 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 65,09665.1k $520.1k $520.1k 0.01% Added +916 +916
89 Bayesian Capital Management, LP 0.10% of their portfolio Brooklyn, NY 64,00064.0k $511.4k $511.4k 0.10% New
90 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 62,73962.7k $501.0k $501.0k 0.00% Added +23.3k +23,342
91 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 62,54062.5k $489.7k $489.7k 0.00% Reduced -189 -189
92 HIGHLAND CAPITAL MANAGEMENT, LLC 0.02% of their portfolio MEMPHIS, TN 60,51260.5k $483.5k $483.5k 0.02% Added +3.1k +3,150
93 Ballentine Partners, LLC 0.01% of their portfolio Waltham, MA 59,29659.3k $473.8k $473.8k 0.01% Added +990 +990
94 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 59,18359.2k $472.9k $472.9k 0.00% Reduced -4.6k -4,584
95 Miller Investment Management, LP 0.05% of their portfolio WEST CONSHOHOCKEN, PA 57,01557.0k $455.6k $455.6k 0.05% Unchanged
96 Caprock Group, LLC 0.01% of their portfolio BOISE, ID 56,13556.1k $437.3k $437.3k 0.01% First filing
97 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 53,02253.0k $423.6k $423.6k 0.00% Reduced -184 -184
98 Diversify Advisory Services, LLC 0.01% of their portfolio SANDY, UT 50,18550.2k $379.9k $379.9k 0.01% Added +5.2k +5,166
99 Lester Murray Antman dba SimplyRich 0.11% of their portfolio CARLSBAD, CA 49,48249.5k $395.0k $395.0k 0.11% Added +13.1k +13,137
100 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 49,35149.4k $394.3k $394.3k 0.01% Reduced -16 -16