Vault-13

AEGON LTD AEG

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

300 institutional holders +19 vs Q3 2025
161,313,514161.3m shares reported held*
$1.2bnreported value*
38 new 113 added 74 reduced 25 sold out net sold ≈ $205.9m (-26.7m 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 ($1.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $7.71. Options: 5 managers hold calls ($1.8m notional), 3 hold puts ($834.2k).

Trends to Q4 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: 281Q4 25: 300300Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025300

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 24: 100 bought or addedQ1 24: 81 cut or sold outQ2 24: 122 bought or addedQ2 24: 70 cut or sold outQ2 24Q3 24: 100 bought or addedQ3 24: 93 cut or sold outQ4 24: 87 bought or addedQ4 24: 104 cut or sold outQ4 24Q1 25: 110 bought or addedQ1 25: 93 cut or sold outQ2 25: 139 bought or addedQ2 25: 87 cut or sold outQ2 25Q3 25: 142 bought or addedQ3 25: 98 cut or sold outQ4 25: 151 bought or addedQ4 25: 99 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202410081
Q2 202412270
Q3 202410093
Q4 202487104
Q1 202511093
Q2 202513987
Q3 202514298
Q4 202515199

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ1 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 0.59Q4 25 calls: $1.8mQ4 25 puts: $834.2kQ4 25P/C 0.46
Numbers
QuarterCallsPutsP/C
Q1 2025$370.5k$1.5m4.10
Q2 2025$1.5m$1.7m1.15
Q3 2025$2.9m$1.7m0.59
Q4 2025$1.8m$834.2k0.46

Biggest buyers

DIMENSIONAL FUND ADVISORS LP Added +970,534+970.5k
Arrowpoint Investment Partners (Singapore) Pte. Ltd. Added +599,104+599.1k
OPPENHEIMER & CO INC Added +499,058+499.1k
UBS Group AG Added +494,065+494.1k
JANE STREET GROUP, LLC Added +459,947+459.9k
XTX Topco Ltd New +437,300+437.3k
DRW Securities, LLC New +420,782+420.8k
OLD MISSION CAPITAL LLC New +394,838+394.8k
Qube Research & Technologies Ltd Added +374,687+374.7k
Quantinno Capital Management LP Added +313,273+313.3k

Biggest sellers

Dodge & Cox Reduced -15,260,674-15.3m
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -4,950,247-5.0m
BNP PARIBAS FINANCIAL MARKETS Reduced -2,801,496-2.8m
VOLORIDGE INVESTMENT MANAGEMENT, LLC Reduced -1,944,089-1.9m
Optiver Holding B.V. Reduced -1,367,572-1.4m
BANK OF AMERICA CORP /DE/ Reduced -1,361,395-1.4m
GOLDMAN SACHS GROUP INC Reduced -1,025,472-1.0m
AMERIPRISE FINANCIAL INC Reduced -747,051-747.1k
MORGAN STANLEY Reduced -719,368-719.4k
XY Capital Ltd Sold out -685,548-685.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $622.2k80.7k shares
SIMPLEX TRADING, LLC Reduced $548.2k71.1k shares
Optiver Holding B.V. Unchanged $307.6k39.9k shares
CITADEL ADVISORS LLC Reduced $187.4k24.3k shares
GROUP ONE TRADING LLC Reduced $141.9k18.4k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $603.7k78.3k shares
SIMPLEX TRADING, LLC Added $228.2k29.6k shares
GROUP ONE TRADING LLC Reduced $2.3k300 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 Q4 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 Q4 2025.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Dodge & Cox 0.29% of their portfolio San Francisco, CA 70,522,83170.5m $543.7m $543.7m 0.29% Reduced -15.3m -15,260,674
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 13,131,92213.1m $101.2m $101.2m 0.01% Reduced -719.4k -719,368
3 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio BOSTON, MA 11,992,01012.0m $92.5m $92.5m 0.05% Reduced -5.0m -4,950,247
4 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 10,839,73210.8m $83.6m $83.6m 0.02% Added +970.5k +970,534
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 5,292,6545.3m $40.8m $40.8m 0.00% Reduced -139.3k -139,284
6 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 4,210,9344.2m $32.5m $32.5m 0.00% Reduced -1.0m -1,025,472
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,546,6982.5m $19.6m $19.6m 0.00% Added +494.1k +494,065
8 Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2.87% of their portfolio SINGAPORE, U0 2,527,4832.5m $19.5m $19.5m 2.87% Added +599.1k +599,104
9 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio JUPITER, FL 2,440,0652.4m $18.8m $18.8m 0.07% Reduced -1.9m -1,944,089
10 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 2,418,8952.4m $18.7m $18.7m 0.01% Added +37.5k +37,550
11 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 2,102,2052.1m $16.2m $16.2m 0.01% Reduced -2.8m -2,801,496
12 ABC ARBITRAGE SA 1.51% of their portfolio PARIS, I0 2,097,3102.1m $16.2m $16.2m 1.51% Added +15.4k +15,442
13 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 1,769,9541.8m $13.6m $13.6m 0.02% Added +459.9k +459,947
14 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 1,551,1741.6m $12.0m $12.0m 0.00% Added +11.8k +11,835
15 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 1,408,0111.4m $10.9m $10.9m 0.01% Added +173.0k +172,985
16 ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio Boston, MA 1,362,8951.4m $10.5m $10.5m 0.02% Added +268.5k +268,459
17 Quantinno Capital Management LP 0.02% of their portfolio NEW YORK, NY 1,215,1301.2m $9.4m $9.4m 0.02% Added +313.3k +313,273
18 GRACE & WHITE INC /NY 1.53% of their portfolio NY, NY 1,111,2971.1m $8.6m $8.6m 1.53% Reduced -41.8k -41,826
19 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 987,804987.8k $7.6m $7.6m 0.01% Added +374.7k +374,687
20 Private Wealth Asset Management, LLC 0.75% of their portfolio OMAHA, NE 900,118900.1k $6.9m $6.9m 0.75% Unchanged
21 Optiver Holding B.V. 0.12% of their portfolio AMSTERDAM, P7 877,989878.0k $6.8m $6.8m 0.12% Reduced -1.4m -1,367,572
22 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 848,592848.6k $6.5m $6.5m 0.00% Added +95.6k +95,594
23 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 762,261762.3k $5.9m $5.9m 0.00% Added +25.8k +25,839
24 Tower Research Capital LLC (TRC) 0.13% of their portfolio NEW YORK, NY 691,023691.0k $5.3m $5.3m 0.13% Reduced -516.4k -516,445
25 TODD ASSET MANAGEMENT LLC 0.09% of their portfolio Louisville, KY 607,018607.0k $4.7m $4.7m 0.09% Added +10.8k +10,767
26 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.03% of their portfolio FRANKFORT, KY 602,750602.8k $4.6m $4.6m 0.03% Added +10.7k +10,700
27 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 520,029520.0k $4.0m $4.0m 0.00% Reduced -571.9k -571,943
28 OPPENHEIMER & CO INC 0.06% of their portfolio NEW YORK, NY 512,025512.0k $3.9m $3.9m 0.06% Added +499.1k +499,058
29 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 504,733504.7k $3.9m $3.9m 0.00% Added +24.1k +24,053
30 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio Stamford, CT 439,900439.9k $3.4m $3.4m 0.02% Added +125.4k +125,398
31 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 438,734438.7k $3.4m $3.4m 0.00% Added +69.2k +69,178
32 XTX Topco Ltd 0.09% of their portfolio LONDON, X0 437,300437.3k $3.4m $3.4m 0.09% New
33 DRW Securities, LLC 0.25% of their portfolio CHICAGO, IL 420,782420.8k $3.2m $3.2m 0.25% New
34 Hennion & Walsh Asset Management, Inc. 0.11% of their portfolio Parsippany, NJ 408,724408.7k $3.2m $3.2m 0.11% Added +103.6k +103,586
35 OLD MISSION CAPITAL LLC 0.12% of their portfolio CHICAGO, IL 394,838394.8k $3.0m $3.0m 0.12% New
36 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 360,221360.2k $2.8m $2.8m 0.00% Reduced -29.3k -29,296
37 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 341,979342.0k $2.6m $2.6m 0.00% Added +10.3k +10,332
38 Transmarket Holdings LP 1.82% of their portfolio CHICAGO, IL 322,909322.9k $2.5m $2.5m 1.82% First filing
39 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 300,725300.7k $2.3m $2.3m 0.00% Added +167.5k +167,528
40 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 289,688289.7k $2.2m $2.2m 0.00% Reduced -410.4k -410,438
41 Vident Advisory, LLC 0.02% of their portfolio Alpharetta, GA 283,208283.2k $2.2m $2.2m 0.02% Reduced -13.0k -13,027
42 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 268,800268.8k $2.1m $2.1m 0.00% Added +100.8k +100,800
43 Ethic Inc. 0.03% of their portfolio NEW YORK, NY 260,270260.3k $2.0m $2.0m 0.03% Added +18.7k +18,708
44 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 259,478259.5k $2.0m $2.0m 0.00% Reduced -1.4m -1,361,395
45 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 256,664256.7k $2.0m $2.0m 0.00% Added +16.3k +16,315
46 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 253,568253.6k $2.0m $2.0m 0.00% Reduced -747.1k -747,051
47 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 247,419247.4k $1.9m $1.9m 0.00% Reduced -21.9k -21,919
48 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 237,728237.7k $1.8m $1.8m 0.00% Added +78.5k +78,526
49 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 0.14% of their portfolio GRAND BLANC, MI 237,253237.3k $1.8m $1.8m 0.14% Reduced -22.8k -22,789
50 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 210,124210.1k $1.6m $1.6m 0.00% Added +864 +864
51 QUADRANT CAPITAL GROUP LLC 0.05% of their portfolio CINCINNATI, OH 207,969208.0k $1.6m $1.6m 0.05% Added +2.7k +2,661
52 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 205,284205.3k $1.6m $1.6m 0.00% Added +28.4k +28,368
53 Mariner, LLC 0.00% of their portfolio Overland Park, KS 200,239200.2k $1.5m $1.5m 0.00% Added +7.0k +6,979
54 CAPITAL FUND MANAGEMENT S.A. 0.01% of their portfolio PARIS, I0 199,274199.3k $1.5m $1.5m 0.01% Reduced -81.0k -81,025
55 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 198,419198.4k $1.5m $1.5m 0.00% Reduced -7.1k -7,117
56 Laird Norton Wetherby Trust Company, LLC 0.03% of their portfolio Seattle, WA 190,492190.5k $1.5m $1.5m 0.03% New
57 FACTORY MUTUAL INSURANCE CO 0.01% of their portfolio WALTHAM, MA 169,398169.4k $1.3m $1.3m 0.01% Reduced -49.3k -49,262
58 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 167,904167.9k $1.3m $1.3m 0.00% Reduced -7.7k -7,730
59 Dorsey Wright & Associates 0.28% of their portfolio PASADENA, CA 166,041166.0k $1.3m $1.3m 0.28% Added +4.7k +4,669
60 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 161,735161.7k $1.2m $1.2m 0.00% Added +22.6k +22,551
61 Crossmark Global Holdings, Inc. 0.02% of their portfolio HOUSTON, TX 156,954157.0k $1.2m $1.2m 0.02% Reduced -12.2k -12,165
62 FMR LLC 0.00% of their portfolio BOSTON, MA 153,644153.6k $1.2m $1.2m 0.00% Added +13.7k +13,682
63 GREENLEAF TRUST 0.01% of their portfolio KALAMAZOO, MI 153,476153.5k $1.2m $1.2m 0.01% Added +345 +345
64 DIVERSIFY WEALTH MANAGEMENT, LLC 0.05% of their portfolio SANDY, UT 152,236152.2k $1.2m $1.2m 0.05% Added +3.9k +3,901
65 Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio OAKLAND, CA 148,929148.9k $1.1m $1.1m 0.01% Added +3.6k +3,647
66 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 141,769141.8k $1.1m $1.1m 0.00% Added +33.8k +33,836
67 Campbell & CO Investment Adviser LLC 0.05% of their portfolio BALTIMORE, MD 140,686140.7k $1.1m $1.1m 0.05% Reduced -3.0k -2,951
68 Callan Family Office, LLC 0.02% of their portfolio RADNOR, PA 122,124122.1k $941.6k $941.6k 0.02% Added +76.6k +76,588
69 SIGNATUREFD, LLC 0.01% of their portfolio ATLANTA, GA 120,168120.2k $926.5k $926.5k 0.01% Added +1.1k +1,093
70 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 116,571116.6k $898.8k $898.8k 0.00% Reduced -5.3k -5,251
71 Quantbot Technologies LP 0.03% of their portfolio NEW YORK, NY 115,710115.7k $892.1k $892.1k 0.03% Reduced -35.7k -35,684
72 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 115,620115.6k $891.4k $891.4k 0.00% Added +99.7k +99,744
73 AdvisorShares Investments LLC 0.14% of their portfolio BETHESDA, MD 111,128111.1k $856.8k $856.8k 0.14% Added +3.1k +3,057
74 Lester Murray Antman dba SimplyRich 0.22% of their portfolio CARLSBAD, CA 111,086111.1k $856.0k $856.0k 0.22% Added +61.6k +61,604
75 Abacus Wealth Partners, LLC 0.08% of their portfolio SANTA MONICA, CA 109,385109.4k $843.4k $843.4k 0.08% New
76 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 98,85898.9k $762.2k $762.2k 0.00% Added +2.8k +2,829
77 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 95,58295.6k $736.9k $736.9k 0.00% Reduced -2.1k -2,055
78 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 91,77491.8k $707.6k $707.6k 0.00% Added +45.5k +45,491
79 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 86,91286.9k $670.1k $670.1k 0.00% Reduced -15.2k -15,240
80 Wealthstar Advisors, LLC 0.36% of their portfolio Plano, TX 85,22185.2k $657.1k $657.1k 0.36% Added +962 +962
81 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 83,22883.2k $642.0k $642.0k 0.00% Reduced -6.7k -6,749
82 Brooklyn Investment Group 0.03% of their portfolio NEW YORK, NY 80,44180.4k $624.2k $624.2k 0.03% Added +47.2k +47,158
83 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 78,94278.9k $608.6k $608.6k 0.00% Added +8.4k +8,423
84 SYON CAPITAL LLC 0.03% of their portfolio SAN FRANCISCO, CA 78,08178.1k $602.0k $602.0k 0.03% Added +8.3k +8,276
85 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 73,43373.4k $579.4k $579.4k 0.00% Added +10.9k +10,893
86 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 72,84472.8k $561.6k $561.6k 0.00% New
87 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 71,59371.6k $552.0k $552.0k 0.00% Reduced -94.3k -94,279
88 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 71,48371.5k $551.0k $551.0k 0.00% Reduced -6.9k -6,851
89 OLIO Financial Planning 0.15% of their portfolio MCLEAN, VA 71,00971.0k $547.5k $547.5k 0.15% Reduced -13.1k -13,140
90 EVERGREEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio Bellevue, WA 67,76067.8k $522.4k $522.4k 0.01% Reduced -7.5k -7,505
91 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 67,61867.6k $521.3k $521.3k 0.00% Added +4.9k +4,879
92 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 66,42766.4k $512.2k $512.2k 0.00% Added +17.1k +17,137
93 Caprock Group, LLC 0.01% of their portfolio BOISE, ID 66,03066.0k $509.1k $509.1k 0.01% Added +9.9k +9,895
94 Entropy Technologies, LP 0.03% of their portfolio NEW YORK, NY 64,60164.6k $498.1k $498.1k 0.03% New
95 HANTZ FINANCIAL SERVICES, INC. 0.01% of their portfolio SOUTHFIELD, MI 63,86463.9k $492.0k $492.0k 0.01% Reduced -4.7k -4,735
96 CAMBIAR INVESTORS LLC 0.02% of their portfolio Denver, CO 63,60063.6k $490.4k $490.4k 0.02% New
97 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 62,50362.5k $481.9k $481.9k 0.00% Reduced -7.1k -7,124
98 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 62,48762.5k $481.8k $481.8k 0.01% Added +13.1k +13,136
99 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 60,85560.9k $469.2k $469.2k 0.00% Added +1.7k +1,672
100 Graham Capital Management, L.P. 0.02% of their portfolio ROWAYTON, CT 58,63358.6k $452.1k $452.1k 0.02% Reduced -44.3k -44,323