AEG

Aegon Ltd-NY Reg SHR Cross-source read
FinancialsCUSIP 0076CA104

Among active 13F managers last quarter, 2 opened and 24 added, while 24 reduced; the largest holder to move was Dodge & Cox (−28%). No open-market insider trades in the last 180 days.

Tracked 13F holders
286
160 in Q2 2026 filings
13F value (tracked)
$924.0M
Smart-money readNeutral
Net sellingNet buying
Funds · active managers, latest 13F
26 adding · 24 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

No leg leans either way.

Who owns AEG?

286 tracked 13F filers · ranked by shares held

286 tracked 13F filers disclose a position in AEG as of the latest SEC 13F filings, a combined $924.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Dodge & Cox50.6M
$367.0M
−28%
Reduced · −20.0M sh
Q1 2026
2Dimensional Fund Advisors LP11.7M
$85.2M
+8.3%
Added · +902K sh
Q1 2026
3Morgan Stanley10.5M
$76.4M
−20%
Reduced · −2.6M sh
Q1 2026
4Arrowstreet Capital, Limited Partnership5.6M
$40.9M
−53%
Reduced · −6.4M sh
Q1 2026
5BlackRock, Inc.5.3M
$38.4M
~0%
Added · +604 sh
Q1 2026
6Goldman Sachs Group Inc4.6M
$33.1M
+8.3%
Added · +351K sh
Q1 2026
7Jane Street Group, LLC3.3M
$24.0M
+87%
Added · +1.5M sh
Q1 2026
8UBS Group AG2.7M
$19.9M
+7.7%
Added · +195K sh
Q1 2026
9Raymond James Financial Inc2.5M
$17.8M
+1.3%
Added · +33K sh
Q1 2026
10Quantinno Capital Management LP1.7M
$12.6M
+43%
Added · +520K sh
Q1 2026
11Northern Trust Corp1.5M
$10.9M
−3.0%
Reduced · −47K sh
Q1 2026
12BNP Paribas Financial Markets1.5M
$10.5M
−31%
Reduced · −650K sh
Q1 2026
13American Century Companies Inc1.4M
$10.1M
−0.9%
Reduced · −13K sh
Q1 2026
14JPMorgan Chase & Co1.1M
$7.3M
+102%
Added · +530K sh
Q1 2026
15Voloridge Investment Management, LLC967K
$8.2M
−21%
Reduced · −260K sh
Q2 2026
16Grace & White Inc964K
$8.1M
−13%
Reduced · −143K sh
Q2 2026
17Private Wealth Asset Management, LLC900K
$6.9M
Held
Q4 2025
18Tower Research Capital LLC (TRC)885K
$6.4M
+28%
Added · +194K sh
Q1 2026
19Capital Fund Management S.A.854K
$7.2M
+327%
Added · +654K sh
Q2 2026
20AQR Capital Management LLC789K
$5.7M
−7.0%
Reduced · −60K sh
Q1 2026
21DRW Securities, LLC783K
$5.7M
+86%
Added · +362K sh
Q1 2026
22Old Mission Capital LLC613K
$4.5M
+55%
Added · +218K sh
Q1 2026
23Oppenheimer & Co Inc606K
$5.1M
+8.2%
Added · +46K sh
Q2 2026
24Two Sigma Investments, LP533K
$3.9M
+84%
Added · +243K sh
Q1 2026
25Creative Planning526K
$3.8M
+4.2%
Added · +21K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is AEG being bought or sold by institutions?

Last quarter, 2 funds opened a new position in AEG and 24 added to an existing one, while 24 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
24
added to an existing position
Reduced
24
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own AEG also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA143 funds$115.3B
Amazon.com IncAMZN142 funds$68.0B
Meta Platforms Inc-Class AMETA141 funds$32.3B
Microsoft CorpMSFT140 funds$88.7B
JPMorgan Chase & CoJPM140 funds$22.1B
Eli Lilly & CoLLY140 funds$22.0B
Apple IncAAPL138 funds$91.3B
Alphabet Inc-CL CGOOG138 funds$41.1B
Oracle CorpORCL138 funds$7.2B
Costco Wholesale CorpCOST137 funds$13.8B
General ElectricGE137 funds$7.9B
Alphabet Inc-CL AGOOGL136 funds$58.8B

Ranked by how many of AEG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AEG.

Insider activity (Form 4)

Full insider page →

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5636
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
AEG is in Financials, which smart money is rotating OUT OF
$23.1B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

160 tracked filers in Q2 2026 filingsstill filing
0131262Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $76.8M · 1 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for AEG

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Ask your agent what changed in AEG

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AEG/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for AEG.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for AEG. Filings are public domain, sourced to SEC EDGAR.