Vault-13

AEGON LTD AEG

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

307 institutional holders +17 vs Q1 2026
122,158,334122.2m shares reported held*
$1.0bnreported value*
45 new 117 added 59 reduced 28 sold out net sold ≈ $59.7m (-7.1m 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 ≈ $8.44. Options: 3 managers hold calls ($476.0k notional), 1 hold puts ($296.2k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 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: 290Q2 26: 307307Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026307

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 141 bought or addedQ1 26: 126 cut or sold outQ2 26: 162 bought or addedQ2 26: 87 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202410093
Q4 202487104
Q1 202511093
Q2 202513987
Q3 202514298
Q4 202515199
Q1 2026141126
Q2 202616287

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ3 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 0.21Q2 26 calls: $476.0kQ2 26 puts: $296.2kQ2 26P/C 0.62
Numbers
QuarterCallsPutsP/C
Q3 2025$2.9m$1.7m0.59
Q4 2025$1.8m$834.2k0.46
Q1 2026$805.9k$168.4k0.21
Q2 2026$476.0k$296.2k0.62

Biggest buyers

Qube Research & Technologies Ltd Added +2,574,489+2.6m
JPMORGAN CHASE & CO Added +1,551,234+1.6m
DIMENSIONAL FUND ADVISORS LP Added +1,294,211+1.3m
ACADIAN ASSET MANAGEMENT LLC New +992,340+992.3k
Quantinno Capital Management LP Added +827,268+827.3k
MARSHALL WACE, LLP New +815,153+815.2k
GOLDMAN SACHS GROUP INC Added +757,276+757.3k
CAPITAL FUND MANAGEMENT S.A. Added +653,688+653.7k
HRT FINANCIAL LP New +455,527+455.5k
BANK OF AMERICA CORP /DE/ Added +398,508+398.5k

Biggest sellers

Dodge & Cox Reduced -5,921,325-5.9m
MORGAN STANLEY Reduced -4,600,122-4.6m
BNP PARIBAS FINANCIAL MARKETS Reduced -1,451,734-1.5m
JANE STREET GROUP, LLC Reduced -1,002,045-1.0m
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -815,013-815.0k
DRW Securities, LLC Reduced -745,024-745.0k
TODD ASSET MANAGEMENT LLC Sold out -648,575-648.6k
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Sold out -644,010-644.0k
Tower Research Capital LLC (TRC) Reduced -546,875-546.9k
ABC ARBITRAGE SA Reduced -543,535-543.5k

Biggest calls

CITADEL ADVISORS LLC New $253.2k30.0k shares
GROUP ONE TRADING LLC Added $215.2k25.5k shares
SIMPLEX TRADING, LLC Reduced $7.6k900 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $296.2k35.1k 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 since 1 Apr 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 since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Dodge & Cox 0.20% of their portfolio San Francisco, CA 44,635,18444.6m $376.7m $376.7m 0.20% Reduced -5.9m -5,921,325
2 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 13,035,92213.0m $110.0m $110.0m 0.02% Added +1.3m +1,294,211
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,920,6685.9m $50.0m $50.0m 0.00% Reduced -4.6m -4,600,122
4 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 5,319,6985.3m $44.9m $44.9m 0.00% Added +757.3k +757,276
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 5,184,3535.2m $43.8m $43.8m 0.00% Reduced -108.9k -108,905
6 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio BOSTON, MA 4,816,8314.8m $40.7m $40.7m 0.02% Reduced -815.0k -815,013
7 Qube Research & Technologies Ltd 0.03% of their portfolio LONDON, X0 2,803,2322.8m $23.7m $23.7m 0.03% Added +2.6m +2,574,489
8 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,601,4232.6m $21.8m $21.8m 0.00% Added +1.6m +1,551,234
9 Quantinno Capital Management LP 0.03% of their portfolio NEW YORK, NY 2,562,6192.6m $21.6m $21.6m 0.03% Added +827.3k +827,268
10 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 2,467,9162.5m $20.8m $20.8m 0.01% Added +16.4k +16,401
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,409,8012.4m $20.3m $20.3m 0.00% Reduced -332.1k -332,065
12 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 2,301,3432.3m $19.4m $19.4m 0.01% Reduced -1.0m -1,002,045
13 ABC ARBITRAGE SA 1.42% of their portfolio PARIS, I0 1,563,5501.6m $13.2m $13.2m 1.42% Reduced -543.5k -543,535
14 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 1,483,4011.5m $12.5m $12.5m 0.01% Added +88.7k +88,731
15 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 1,453,4671.5m $12.3m $12.3m 0.00% Reduced -50.7k -50,723
16 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 1,183,7521.2m $10.0m $10.0m 0.00% Added +395.0k +395,043
17 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 992,340992.3k $8.4m $8.4m 0.01% New
18 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio JUPITER, FL 966,559966.6k $8.2m $8.2m 0.03% Reduced -260.4k -260,399
19 GRACE & WHITE INC /NY 1.29% of their portfolio NY, NY 964,276964.3k $8.1m $8.1m 1.29% Reduced -143.0k -143,021
20 Private Wealth Asset Management, LLC 0.73% of their portfolio OMAHA, NE 900,000900.0k $7.6m $7.6m 0.73% Unchanged
21 CAPITAL FUND MANAGEMENT S.A. 0.05% of their portfolio PARIS, I0 853,589853.6k $7.2m $7.2m 0.05% Added +653.7k +653,688
22 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 815,153815.2k $6.9m $6.9m 0.01% New
23 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 760,916760.9k $6.4m $6.4m 0.00% Added +398.5k +398,508
24 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 685,666685.7k $5.8m $5.8m 0.00% Added +159.7k +159,718
25 OPPENHEIMER & CO INC 0.05% of their portfolio NEW YORK, NY 605,608605.6k $5.1m $5.1m 0.05% Added +46.0k +45,993
26 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 597,288597.3k $5.0m $5.0m 0.00% Added +64.7k +64,700
27 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio Stamford, CT 481,842481.8k $4.1m $4.1m 0.02% Reduced -54.4k -54,353
28 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 455,527455.5k $3.8m $3.8m 0.01% New
29 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 438,010438.0k $3.7m $3.7m 0.00% Reduced -736 -736
30 OLD MISSION CAPITAL LLC 0.09% of their portfolio CHICAGO, IL 407,100407.1k $3.4m $3.4m 0.09% Reduced -206.2k -206,220
31 FMR LLC 0.00% of their portfolio BOSTON, MA 392,369392.4k $3.3m $3.3m 0.00% Added +7.3k +7,265
32 Optiver Holding B.V. 0.05% of their portfolio AMSTERDAM, P7 389,897389.9k $3.3m $3.3m 0.05% Added +75.3k +75,332
33 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 367,806367.8k $3.1m $3.1m 0.01% Added +21.4k +21,448
34 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 341,835341.8k $2.9m $2.9m 0.00% Added +40.6k +40,568
35 Tower Research Capital LLC (TRC) 0.07% of their portfolio NEW YORK, NY 338,445338.4k $2.9m $2.9m 0.07% Reduced -546.9k -546,875
36 Hennion & Walsh Asset Management, Inc. 0.08% of their portfolio Parsippany, NJ 320,315320.3k $2.7m $2.7m 0.08% Reduced -3.0k -3,006
37 Vident Advisory, LLC 0.02% of their portfolio Alpharetta, GA 276,535276.5k $2.3m $2.3m 0.02% Reduced -28.0k -28,023
38 Transmarket Holdings LP 1.67% of their portfolio CHICAGO, IL 269,933269.9k $2.3m $2.3m 1.67% Reduced -395.7k -395,680
39 Ethic Inc. 0.03% of their portfolio NEW YORK, NY 250,678250.7k $2.1m $2.1m 0.03% Reduced -8.7k -8,702
40 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 0.15% of their portfolio GRAND BLANC, MI 240,295240.3k $2.0m $2.0m 0.15% Added +2.8k +2,750
41 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 225,137225.1k $1.9m $1.9m 0.00% Added +4.3k +4,278
42 Mariner, LLC 0.00% of their portfolio Overland Park, KS 209,646209.6k $1.8m $1.8m 0.00% Added +9.3k +9,267
43 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 209,487209.5k $1.8m $1.8m 0.00% Unchanged
44 QUADRANT CAPITAL GROUP LLC 0.05% of their portfolio CINCINNATI, OH 204,277204.3k $1.7m $1.7m 0.05% Added +70 +70
45 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 203,013203.0k $1.7m $1.7m 0.00% Added +131.2k +131,226
46 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 195,505195.5k $1.7m $1.7m 0.00% Reduced -217.5k -217,467
47 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 193,088193.1k $1.6m $1.6m 0.00% New
48 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 190,472190.5k $1.6m $1.6m 0.00% Added +37.2k +37,203
49 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 179,772179.8k $1.5m $1.5m 0.00% New
50 Laird Norton Wetherby Trust Company, LLC 0.03% of their portfolio Seattle, WA 178,115178.1k $1.5m $1.5m 0.03% Added +455 +455
51 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 178,053178.1k $1.5m $1.5m 0.00% Reduced -23.6k -23,580
52 Bridgewater Associates, LP 0.01% of their portfolio Westport, CT 176,399176.4k $1.5m $1.5m 0.01% Added +113.4k +113,412
53 Graham Capital Management, L.P. 0.04% of their portfolio ROWAYTON, CT 171,813171.8k $1.5m $1.5m 0.04% Added +136.1k +136,144
54 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 168,564168.6k $1.4m $1.4m 0.00% Added +5.2k +5,164
55 IEQ CAPITAL, LLC 0.01% of their portfolio Foster City, CA 166,132166.1k $1.4m $1.4m 0.01% Added +32.7k +32,749
56 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 165,108165.1k $1.4m $1.4m 0.00% Added +95.3k +95,293
57 Crossmark Global Holdings, Inc. 0.02% of their portfolio HOUSTON, TX 163,405163.4k $1.4m $1.4m 0.02% Reduced -97 -97
58 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 159,920159.9k $1.3m $1.3m 0.00% Reduced -3.9k -3,894
59 GREENLEAF TRUST 0.01% of their portfolio KALAMAZOO, MI 152,857152.9k $1.3m $1.3m 0.01% Unchanged
60 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 141,781141.8k $1.2m $1.2m 0.00% Added +50.8k +50,838
61 Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio OAKLAND, CA 137,411137.4k $1.2m $1.2m 0.01% Added +11.8k +11,825
62 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 133,541133.5k $1.1m $1.1m 0.00% Added +125.7k +125,741
63 Entropy Technologies, LP 0.04% of their portfolio NEW YORK, NY 127,979128.0k $1.1m $1.1m 0.04% Reduced -14.0k -14,022
64 SIGNATUREFD, LLC 0.01% of their portfolio ATLANTA, GA 120,148120.1k $1.0m $1.0m 0.01% Added +1.1k +1,064
65 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 119,306119.3k $1.0m $1.0m 0.00% Added +1.4k +1,424
66 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 116,651116.7k $992.5k $992.5k 0.00% Added +1.7k +1,660
67 HANTZ FINANCIAL SERVICES, INC. 0.01% of their portfolio SOUTHFIELD, MI 113,593113.6k $959.0k $959.0k 0.01% Added +43.9k +43,926
68 Callan Family Office, LLC 0.02% of their portfolio RADNOR, PA 99,49499.5k $839.7k $839.7k 0.02% Added +1.2k +1,177
69 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 93,64793.6k $790.4k $790.4k 0.00% Added +419 +419
70 Aaron Wealth Advisors LLC 0.04% of their portfolio Chicago, IL 93,00393.0k $784.9k $784.9k 0.04% Added +4.3k +4,255
71 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 87,92087.9k $742.0k $742.0k 0.00% Added +32 +32
72 Abacus Wealth Partners, LLC 0.08% of their portfolio SANTA MONICA, CA 86,07086.1k $726.4k $726.4k 0.08% Reduced -24.2k -24,184
73 EVERGREEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio Bellevue, WA 85,24985.2k $740.1k $740.1k 0.01% Added +10.1k +10,074
74 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 82,60082.6k $697.1k $697.1k 0.00% Added +199 +199
75 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 81,49681.5k $688.0k $688.0k 0.00% Added +7.6k +7,617
76 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 80,28980.3k $679.7k $679.7k 0.00% Added +16.6k +16,635
77 SYON CAPITAL LLC 0.03% of their portfolio SAN FRANCISCO, CA 80,15780.2k $676.5k $676.5k 0.03% Added +18.9k +18,884
78 Wealthstar Advisors, LLC 0.33% of their portfolio Plano, TX 79,42479.4k $670.3k $670.3k 0.33% Reduced -54.1k -54,090
79 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 77,18877.2k $651.5k $651.5k 0.00% Added +10.9k +10,855
80 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 76,14076.1k $642.6k $642.6k 0.00% Reduced -3.6k -3,556
81 Caprock Group, LLC 0.01% of their portfolio BOISE, ID 75,89075.9k $658.6k $658.6k 0.01% Added +10.2k +10,240
82 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 75,25775.3k $635.0k $635.0k 0.00% Added +5.7k +5,661
83 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 72,71172.7k $613.7k $613.7k 0.00% Reduced -49.0k -48,997
84 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 71,01671.0k $600.0k $600.0k 0.00% Reduced -2.1k -2,076
85 OLIO Financial Planning 0.15% of their portfolio MCLEAN, VA 71,00971.0k $599.3k $599.3k 0.15% Unchanged
86 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 70,57270.6k $596.0k $596.0k 0.00% New
87 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 67,98868.0k $573.8k $573.8k 0.01% Added +11.4k +11,427
88 Quantbot Technologies LP 0.02% of their portfolio NEW YORK, NY 65,69665.7k $554.5k $554.5k 0.02% New
89 Engineers Gate Manager LP 0.01% of their portfolio NEW YORK, NY 62,35762.4k $526.3k $526.3k 0.01% New
90 XY Capital Ltd 0.58% of their portfolio CENTRAL, K3 59,50059.5k $502.2k $502.2k 0.58% New
91 FACTORY MUTUAL INSURANCE CO 0.00% of their portfolio WALTHAM, MA 59,39859.4k $501.3k $501.3k 0.00% Unchanged
92 Sivia Capital Partners, LLC 0.06% of their portfolio Mill Valley, CA 58,57258.6k $494.3k $494.3k 0.06% Unchanged
93 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 57,64657.6k $486.5k $486.5k 0.00% Added +11.9k +11,936
94 Miller Investment Management, LP 0.04% of their portfolio WEST CONSHOHOCKEN, PA 57,01557.0k $481.2k $481.2k 0.04% Unchanged
95 Lester Murray Antman dba SimplyRich 0.11% of their portfolio CARLSBAD, CA 56,36156.4k $475.0k $475.0k 0.11% Unchanged
96 Venturi Wealth Management, LLC 0.02% of their portfolio AUSTIN, TX 56,30156.3k $475.2k $475.2k 0.02% Added +8.9k +8,869
97 FOX RUN MANAGEMENT, L.L.C. 0.08% of their portfolio GREENWICH, CT 54,82154.8k $462.7k $462.7k 0.08% New
98 Versant Capital Management, Inc 0.04% of their portfolio PHOENIX, AZ 54,62154.6k $461.0k $461.0k 0.04% Reduced -2.0k -2,013
99 HIGHLAND CAPITAL MANAGEMENT, LLC 0.02% of their portfolio MEMPHIS, TN 54,22754.2k $457.7k $457.7k 0.02% Unchanged
100 Ballentine Partners, LLC 0.01% of their portfolio Waltham, MA 54,06754.1k $456.3k $456.3k 0.01% Added +249 +249