Vault-13

AEGON LTD AEG

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

290 institutional holders -10 vs Q4 2025
129,264,552129.3m shares reported held*
$938.2mreported value*
32 new 109 added 85 reduced 41 sold out net sold ≈ $231.8m (-31.9m 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 ($1.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $7.26. Options: 4 managers hold calls ($805.9k notional), 2 hold puts ($168.4k).

Trends to Q1 2026

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: 300Q1 26: 290290Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026290

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 151 bought or addedQ4 25: 99 cut or sold outQ1 26: 141 bought or addedQ1 26: 126 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202412270
Q3 202410093
Q4 202487104
Q1 202511093
Q2 202513987
Q3 202514298
Q4 202515199
Q1 2026141126

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ2 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 0.46Q1 26 calls: $805.9kQ1 26 puts: $168.4kQ1 26P/C 0.21
Numbers
QuarterCallsPutsP/C
Q2 2025$1.5m$1.7m1.15
Q3 2025$2.9m$1.7m0.59
Q4 2025$1.8m$834.2k0.46
Q1 2026$805.9k$168.4k0.21

Biggest buyers

JANE STREET GROUP, LLC Added +1,533,434+1.5m
DIMENSIONAL FUND ADVISORS LP Added +901,979+902.0k
JPMORGAN CHASE & CO Added +530,160+530.2k
Quantinno Capital Management LP Added +520,221+520.2k
BANK OF MONTREAL /CAN/ Added +454,274+454.3k
DRW Securities, LLC Added +361,951+362.0k
GOLDMAN SACHS GROUP INC Added +351,488+351.5k
Transmarket Holdings LP Added +342,704+342.7k
TWO SIGMA INVESTMENTS, LP Added +242,900+242.9k
FMR LLC Added +231,460+231.5k

Biggest sellers

Dodge & Cox Reduced -19,966,322-20.0m
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -6,360,166-6.4m
MORGAN STANLEY Reduced -2,611,132-2.6m
Arrowpoint Investment Partners (Singapore) Pte. Ltd. Sold out -2,527,483-2.5m
ACADIAN ASSET MANAGEMENT LLC Sold out -1,362,895-1.4m
VOLORIDGE INVESTMENT MANAGEMENT, LLC Reduced -1,213,107-1.2m
CITADEL ADVISORS LLC Sold out -762,261-762.3k
Qube Research & Technologies Ltd Reduced -759,061-759.1k
BNP PARIBAS FINANCIAL MARKETS Reduced -649,992-650.0k
Optiver Holding B.V. Reduced -563,424-563.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $352.1k48.5k shares
Optiver Holding B.V. Unchanged $289.7k39.9k shares
GROUP ONE TRADING LLC Reduced $88.6k12.2k shares
SIMPLEX TRADING, LLC Reduced $75.5k10.4k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $167.7k23.1k shares
SIMPLEX TRADING, LLC Reduced $726100 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 Q1 2026

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 Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Dodge & Cox 0.20% of their portfolio San Francisco, CA 50,556,50950.6m $367.0m $367.0m 0.20% Reduced -20.0m -19,966,322
2 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 11,741,71111.7m $85.2m $85.2m 0.02% Added +902.0k +901,979
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 10,520,79010.5m $76.4m $76.4m 0.00% Reduced -2.6m -2,611,132
4 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio BOSTON, MA 5,631,8445.6m $40.9m $40.9m 0.02% Reduced -6.4m -6,360,166
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 5,293,2585.3m $38.4m $38.4m 0.00% Added +604 +604
6 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 4,562,4224.6m $33.1m $33.1m 0.00% Added +351.5k +351,488
7 JANE STREET GROUP, LLC 0.03% of their portfolio NEW YORK, NY 3,303,3883.3m $24.0m $24.0m 0.03% Added +1.5m +1,533,434
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,741,8662.7m $19.9m $19.9m 0.00% Added +195.2k +195,168
9 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 2,451,5152.5m $17.8m $17.8m 0.01% Added +32.6k +32,620
10 ABC ARBITRAGE SA 2.03% of their portfolio PARIS, I0 2,107,0852.1m $15.3m $15.3m 2.03% Added +9.8k +9,775
11 Quantinno Capital Management LP 0.02% of their portfolio NEW YORK, NY 1,735,3511.7m $12.6m $12.6m 0.02% Added +520.2k +520,221
12 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 1,504,1901.5m $10.9m $10.9m 0.00% Reduced -47.0k -46,984
13 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 1,452,2131.5m $10.5m $10.5m 0.01% Reduced -650.0k -649,992
14 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 1,394,6701.4m $10.1m $10.1m 0.01% Reduced -13.3k -13,341
15 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio JUPITER, FL 1,226,9581.2m $8.9m $8.9m 0.04% Reduced -1.2m -1,213,107
16 GRACE & WHITE INC /NY 1.42% of their portfolio NY, NY 1,107,2971.1m $8.0m $8.0m 1.42% Reduced -4.0k -4,000
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,050,1891.1m $7.3m $7.3m 0.00% Added +530.2k +530,160
18 Private Wealth Asset Management, LLC 0.70% of their portfolio OMAHA, NE 900,000900.0k $6.5m $6.5m 0.70% Reduced -118 -118
19 Tower Research Capital LLC (TRC) 0.17% of their portfolio NEW YORK, NY 885,320885.3k $6.4m $6.4m 0.17% Added +194.3k +194,297
20 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 788,709788.7k $5.7m $5.7m 0.00% Reduced -59.9k -59,883
21 DRW Securities, LLC 0.31% of their portfolio CHICAGO, IL 782,733782.7k $5.7m $5.7m 0.31% Added +362.0k +361,951
22 Transmarket Holdings LP 2.58% of their portfolio CHICAGO, IL 665,613665.6k $4.8m $4.8m 2.58% Added +342.7k +342,704
23 TODD ASSET MANAGEMENT LLC 0.09% of their portfolio Louisville, KY 648,575648.6k $4.7m $4.7m 0.09% Added +41.6k +41,557
24 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.04% of their portfolio FRANKFORT, KY 644,010644.0k $4.7m $4.7m 0.04% Added +41.3k +41,260
25 OLD MISSION CAPITAL LLC 0.11% of their portfolio CHICAGO, IL 613,320613.3k $4.5m $4.5m 0.11% Added +218.5k +218,482
26 OPPENHEIMER & CO INC 0.05% of their portfolio NEW YORK, NY 559,615559.6k $4.1m $4.1m 0.05% Added +47.6k +47,590
27 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio Stamford, CT 536,195536.2k $3.9m $3.9m 0.02% Added +96.3k +96,295
28 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 532,588532.6k $3.9m $3.9m 0.00% Added +242.9k +242,900
29 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 525,948525.9k $3.8m $3.8m 0.00% Added +21.2k +21,215
30 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 501,140501.1k $3.6m $3.6m 0.00% Added +454.3k +454,274
31 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 438,746438.7k $3.2m $3.2m 0.00% Added +12 +12
32 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 412,972413.0k $3.0m $3.0m 0.00% Added +52.8k +52,751
33 FMR LLC 0.00% of their portfolio BOSTON, MA 385,104385.1k $2.8m $2.8m 0.00% Added +231.5k +231,460
34 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 362,408362.4k $2.6m $2.6m 0.00% Added +102.9k +102,930
35 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 346,358346.4k $2.5m $2.5m 0.00% Added +4.4k +4,379
36 Hennion & Walsh Asset Management, Inc. 0.08% of their portfolio Parsippany, NJ 323,321323.3k $2.3m $2.3m 0.08% Reduced -85.4k -85,403
37 Optiver Holding B.V. 0.09% of their portfolio AMSTERDAM, P7 314,565314.6k $2.3m $2.3m 0.09% Reduced -563.4k -563,424
38 Vident Advisory, LLC 0.02% of their portfolio Alpharetta, GA 304,558304.6k $2.2m $2.2m 0.02% Added +21.4k +21,350
39 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 301,267301.3k $2.2m $2.2m 0.00% Added +44.6k +44,603
40 Schonfeld Strategic Advisors LLC 0.02% of their portfolio NEW YORK, NY 297,884297.9k $2.2m $2.2m 0.02% Added +182.3k +182,264
41 Ethic Inc. 0.03% of their portfolio NEW YORK, NY 259,380259.4k $1.9m $1.9m 0.03% Reduced -890 -890
42 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 0.13% of their portfolio GRAND BLANC, MI 237,545237.5k $1.7m $1.7m 0.13% Added +292 +292
43 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 228,743228.7k $1.7m $1.7m 0.00% Reduced -759.1k -759,061
44 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 220,859220.9k $1.6m $1.6m 0.00% Added +10.7k +10,735
45 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 209,487209.5k $1.5m $1.5m 0.00% First filing
46 QUADRANT CAPITAL GROUP LLC 0.04% of their portfolio CINCINNATI, OH 204,207204.2k $1.5m $1.5m 0.04% Reduced -3.8k -3,762
47 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 201,633201.6k $1.5m $1.5m 0.00% Added +3.2k +3,214
48 Mariner, LLC 0.00% of their portfolio Overland Park, KS 200,379200.4k $1.5m $1.5m 0.00% Added +140 +140
49 CAPITAL FUND MANAGEMENT S.A. 0.01% of their portfolio PARIS, I0 199,901199.9k $1.5m $1.5m 0.01% Added +627 +627
50 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 191,061191.1k $1.4m $1.4m 0.00% Reduced -109.7k -109,664
51 DIVERSIFY WEALTH MANAGEMENT, LLC 0.03% of their portfolio SANDY, UT 184,669184.7k $1.5m $1.5m 0.03% Added +32.4k +32,433
52 Laird Norton Wetherby Trust Company, LLC 0.03% of their portfolio Seattle, WA 177,660177.7k $1.3m $1.3m 0.03% Reduced -12.8k -12,832
53 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 163,814163.8k $1.2m $1.2m 0.00% Added +2.1k +2,079
54 Crossmark Global Holdings, Inc. 0.02% of their portfolio HOUSTON, TX 163,502163.5k $1.2m $1.2m 0.02% Added +6.5k +6,548
55 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 163,400163.4k $1.2m $1.2m 0.00% Reduced -4.5k -4,504
56 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 153,269153.3k $1.1m $1.1m 0.00% Added +11.5k +11,500
57 GREENLEAF TRUST 0.01% of their portfolio KALAMAZOO, MI 152,857152.9k $1.1m $1.1m 0.01% Reduced -619 -619
58 Entropy Technologies, LP 0.05% of their portfolio NEW YORK, NY 142,001142.0k $1.0m $1.0m 0.05% Added +77.4k +77,400
59 Wealthstar Advisors, LLC 0.58% of their portfolio Plano, TX 133,514133.5k $969.3k $969.3k 0.58% Added +48.3k +48,293
60 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 133,383133.4k $968.4k $968.4k 0.00% Added +67.0k +66,956
61 Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio OAKLAND, CA 125,586125.6k $911.8k $911.8k 0.01% Reduced -23.3k -23,343
62 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 121,708121.7k $883.6k $883.6k 0.00% Added +91.4k +91,402
63 SIGNATUREFD, LLC 0.01% of their portfolio ATLANTA, GA 119,084119.1k $864.5k $864.5k 0.01% Reduced -1.1k -1,084
64 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 117,882117.9k $855.8k $855.8k 0.00% Added +1.3k +1,311
65 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 114,991115.0k $834.8k $834.8k 0.00% Reduced -138.6k -138,577
66 Brooklyn Investment Group 0.03% of their portfolio NEW YORK, NY 112,460112.5k $816.5k $816.5k 0.03% Added +32.0k +32,019
67 Abacus Wealth Partners, LLC 0.07% of their portfolio SANTA MONICA, CA 110,254110.3k $800.4k $800.4k 0.07% Added +869 +869
68 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 99,55499.6k $722.8k $722.8k 0.00% Added +88.7k +88,675
69 Callan Family Office, LLC 0.02% of their portfolio RADNOR, PA 98,31798.3k $713.8k $713.8k 0.02% Reduced -23.8k -23,807
70 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 93,22893.2k $676.8k $676.8k 0.00% Reduced -112.1k -112,056
71 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 90,94390.9k $660.2k $660.2k 0.00% Added +30.1k +30,088
72 Aaron Wealth Advisors LLC 0.04% of their portfolio Chicago, IL 88,74888.7k $644.3k $644.3k 0.04% Added +54.9k +54,869
73 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 87,88887.9k $638.0k $638.0k 0.00% Added +4.7k +4,660
74 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 82,40182.4k $598.2k $598.2k 0.00% Reduced -165.0k -165,018
75 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 81,73681.7k $593.4k $593.4k 0.00% Added +8.9k +8,892
76 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 79,69679.7k $578.6k $578.6k 0.00% Added +754 +754
77 EVERGREEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio Bellevue, WA 75,17575.2k $545.8k $545.8k 0.01% Added +7.4k +7,415
78 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 73,87973.9k $536.0k $536.0k 0.00% Added +2.3k +2,286
79 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 73,09273.1k $530.6k $530.6k 0.00% Reduced -13.8k -13,820
80 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 71,78771.8k $521.2k $521.2k 0.00% Reduced -23.8k -23,795
81 OLIO Financial Planning 0.14% of their portfolio MCLEAN, VA 71,00971.0k $515.5k $515.5k 0.14% Unchanged
82 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 69,81569.8k $506.9k $506.9k 0.00% Added +2.2k +2,197
83 HANTZ FINANCIAL SERVICES, INC. 0.01% of their portfolio SOUTHFIELD, MI 69,66769.7k $506.0k $506.0k 0.01% Added +5.8k +5,803
84 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 69,59669.6k $505.0k $505.0k 0.00% Reduced -1.9k -1,887
85 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 68,11668.1k $494.5k $494.5k 0.01% Reduced -369.2k -369,184
86 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 66,33366.3k $481.6k $481.6k 0.00% Added +16.1k +16,124
87 Caprock Group, LLC 0.01% of their portfolio BOISE, ID 65,65065.7k $476.6k $476.6k 0.01% Reduced -380 -380
88 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 63,65463.7k $441.1k $441.1k 0.00% Reduced -28.1k -28,120
89 CAMBIAR INVESTORS LLC 0.02% of their portfolio Denver, CO 63,60063.6k $461.7k $461.7k 0.02% Unchanged
90 Bridgewater Associates, LP 0.00% of their portfolio Westport, CT 62,98763.0k $457.3k $457.3k 0.00% New
91 SYON CAPITAL LLC 0.02% of their portfolio SAN FRANCISCO, CA 61,27361.3k $444.8k $444.8k 0.02% Reduced -16.8k -16,808
92 FACTORY MUTUAL INSURANCE CO 0.00% of their portfolio WALTHAM, MA 59,39859.4k $431.2k $431.2k 0.00% Reduced -110.0k -110,000
93 Sivia Capital Partners, LLC 0.08% of their portfolio Mill Valley, CA 58,57258.6k $425.2k $425.2k 0.08% Added +10.2k +10,167
94 Miller Investment Management, LP 0.04% of their portfolio WEST CONSHOHOCKEN, PA 57,01557.0k $413.9k $413.9k 0.04% Unchanged
95 Versant Capital Management, Inc 0.04% of their portfolio PHOENIX, AZ 56,63456.6k $411.2k $411.2k 0.04% Added +10.9k +10,911
96 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 56,56156.6k $410.6k $410.6k 0.01% Reduced -5.9k -5,926
97 Lester Murray Antman dba SimplyRich 0.10% of their portfolio CARLSBAD, CA 56,36156.4k $409.0k $409.0k 0.10% Reduced -54.7k -54,725
98 HIGHLAND CAPITAL MANAGEMENT, LLC 0.02% of their portfolio MEMPHIS, TN 54,22754.2k $393.7k $393.7k 0.02% Reduced -200 -200
99 Ballentine Partners, LLC 0.01% of their portfolio Waltham, MA 53,81853.8k $390.7k $390.7k 0.01% Reduced -3.1k -3,118
100 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 52,10652.1k $378.3k $378.3k 0.00% Reduced -4.7k -4,718