AEGON LTD-NY REG SHR (AEG) Institutional Ownership Changes & 13F Activity
AEGON LTD-NY REG SHR (AEG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Voloridge Investment Management, Llc, Raymond James Financial Inc, Northern Trust Corp, Quantinno Capital Management Lp, and Qube Research & Technologies Ltd.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Financial Management Llc | Buy | +324 | — | 324 | $2.50K | Q4 2025 | Aug 28, 2026 |
| Transmarket Holdings Lp | Buy | +322,909 | — | 322,909 | $2.49M | Q4 2025 | May 13, 2026 |
| Shp Wealth Management | Buy | +78 | — | 78 | $601.00 | Q4 2025 | Mar 04, 2026 |
| Anchor Investment Management, Llc | Buy | +184 | — | 184 | $1.42K | Q4 2025 | Feb 26, 2026 |
| Bell Investment Advisors, Inc | Buy | +3,399 | — | 3,399 | $26.21K | Q4 2025 | Feb 24, 2026 |
| Mv Capital Management, Inc. | Buy | +9 | — | 9 | $70.00 | Q4 2025 | Feb 23, 2026 |
| Dorsey Wright & Associates | Buy | +166,041 | — | 166,041 | $1.28M | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +45,958 | — | 45,958 | $354.34K | Q4 2025 | Feb 19, 2026 |
| Crossgen Wealth, Llc | Buy | +94 | — | 94 | $725.00 | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +2,418,895 | — | 2,418,895 | $18.65M | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, Llc | Buy | +283,208 | — | 283,208 | $2.18M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +95,582 | — | 95,582 | $736.94K | Q4 2025 | Feb 18, 2026 |
| Wealthspire Retirement, Llc | Buy | +27,938 | — | 27,938 | $215.40K | Q4 2025 | Feb 18, 2026 |
| Mackenzie Financial Corp | Buy | +22,432 | — | 22,432 | $173.95K | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +13,688 | — | 13,688 | $105.54K | Q4 2025 | Feb 18, 2026 |
| Vermillion & White Wealth Management Group, Llc | Buy | +671 | — | 671 | $5.17K | Q4 2025 | Feb 18, 2026 |
| Garton & Associates Financial Advisors Llc | Buy | +416 | — | 416 | $3.21K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +411 | — | 411 | $3.17K | Q4 2025 | Feb 18, 2026 |
| Voloridge Investment Management, Llc | Buy | +2,440,065 | — | 2,440,065 | $18.81M | Q4 2025 | Feb 17, 2026 |
| Northern Trust Corp | Buy | +1,551,174 | — | 1,551,174 | $11.96M | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management Lp | Buy | +1,215,130 | — | 1,215,130 | $9.37M | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | Buy | +987,804 | — | 987,804 | $7.62M | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | Buy | +877,989 | — | 877,989 | $6.77M | Q4 2025 | Feb 17, 2026 |
| Aqr Capital Management Llc | Buy | +848,592 | — | 848,592 | $6.54M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +762,261 | — | 762,261 | $5.88M | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +691,023 | — | 691,023 | $5.33M | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +504,733 | — | 504,733 | $3.89M | Q4 2025 | Feb 17, 2026 |
| Xtx Topco Ltd | Buy | +437,300 | — | 437,300 | $3.37M | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +394,838 | — | 394,838 | $3.04M | Q4 2025 | Feb 17, 2026 |
| Millennium Management Llc | Buy | +300,725 | — | 300,725 | $2.32M | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about AEG activity
Which institutional owners are buying AEG?
Institutional owners buying AEG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AEG activity?
"Buy" means an investor increased their reported position in AEG compared to the prior reporting period. This reflects growing exposure to AEGON LTD-NY REG SHR (AEG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AEG increasing?
Institutional interest in AEG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related AEG Institutional Insights
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