# AEGON LTD (AEG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AEG/

- Reporting holders: 11
- Reported value: $963.1K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $476.6K | 55,224 | 0.0% | 8 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $120.3K | 13,943 | 0.0% | 12 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $95.8K | 11,100 | 0.0% | 11 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $89.3K | 10,803 | 0.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $89.2K | 10,331 | 0.0% | 12 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $56.2K | 6,517 | 0.0% | 2 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $25.8K | 2,990 | 0.0% | 12 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $8.8K | 1,025 | 0.0% | 2 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $811 | 94 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $155 | 18 | 0.0% | 6 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $44 | 5 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $963.1K |
| Q2 2026 | 311 | $1.0B |
| Q1 2026 | 289 | $943.0M |
| Q4 2025 | 301 | $1.2B |
| Q3 2025 | 280 | $1.5B |
| Q2 2025 | 268 | $1.4B |
| Q1 2025 | 257 | $1.3B |
| Q4 2024 | 252 | $1.1B |
| Q3 2024 | 236 | $1.1B |
| Q2 2024 | 235 | $1.1B |
| Q1 2024 | 218 | $1.1B |
| Q4 2023 | 209 | $1.1B |

