Public record / Tickers / AEG

AEG — AEGON LTD.†

Both disclosure regimes on one name: who in Congress filed about AEG, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
17
all PTR rows naming AEG
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2023-08-13
13F holders
233
top-233 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Thomas MacArthur · $50.0K–$100K

SELL · traded 2015-05-27 → filed 2015-06-07. Ranked over every AEG row by the provable lower bound, never a point estimate.

No member disclosed AEG in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated AEG rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AEG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AEG
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-13Daniel S. Goldman D–NY-10SELLTraded 07-10 +34d$15K–$50K
2023-04-17Daniel S. Goldman D–NY-10BUYTraded 03-31 +17d$15K–$50K
2023-01-03Virginia Foxx R–NC-5SELL JT (jointly owned)Traded 2022-03-07 LATE·302d$15K–$50K
2022-04-05Virginia Foxx R–NC-5SELL JT (jointly owned)Traded 2021-03-07 LATE·394d$15K–$50K
2022-03-07Virginia Foxx R–NC-5BUY JT (jointly owned)Traded 02-15 +20d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 17 ↗

Members active in AEG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed AEG in the trailing 12 months.

Congress ↔ notable managers · AEG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $457K held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · AEGON LTD

Merged timeline of congressional filings and notable-manager moves on AEG
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FNEW+62,987 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of AEG for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1DODGE & COX$367M1
2DIMENSIONAL FUND ADVISORS LP$85.2M1
3MORGAN STANLEY$76.4M1
4ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$40.9M1
5BlackRock, Inc.$38.4M1
6JANE STREET GROUP, LLC$24.0M1
7UBS Group AG$19.9M1
8RAYMOND JAMES FINANCIAL INC$17.8M1
9Quantinno Capital Management LP$12.6M1
10NORTHERN TRUST CORP$10.9M1
11AMERICAN CENTURY COMPANIES INC$10.1M1
12VOLORIDGE INVESTMENT MANAGEMENT, LLC$8.9M1
13Tower Research Capital LLC (TRC)$6.4M1
14AQR CAPITAL MANAGEMENT LLC$5.7M1
15Transmarket Holdings LP$4.8M1
16TODD ASSET MANAGEMENT LLC$4.7M1
17OLD MISSION CAPITAL LLC$4.5M1
18OPPENHEIMER & CO INC$4.1M1
19O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3.9M1
20TWO SIGMA INVESTMENTS, LP$3.9M1
21Creative Planning$3.8M1
22BANK OF MONTREAL /CAN/$3.6M1
23US BANCORP \DE\$3.2M1
24SEI INVESTMENTS CO$3.0M1
25FMR LLC$2.8M1
26BANK OF AMERICA CORP /DE/$2.6M1
27Hennion & Walsh Asset Management, Inc.$2.3M1
28Optiver Holding B.V.$2.3M1
29Vident Advisory, LLC$2.2M1
30CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2.2M1
31Schonfeld Strategic Advisors LLC$2.2M1
32MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.7M1
33Qube Research & Technologies Ltd$1.7M1
34VANGUARD FIDUCIARY TRUST CO$1.5M1
35QUADRANT CAPITAL GROUP LLC$1.5M1
36DIVERSIFY WEALTH MANAGEMENT, LLC$1.5M1
37HighTower Advisors, LLC$1.5M1
38Mariner, LLC$1.5M1
39MILLENNIUM MANAGEMENT LLC$1.4M1
40Laird Norton Wetherby Trust Company, LLC$1.3M1
41Cerity Partners LLC$1.2M1
42Crossmark Global Holdings, Inc.$1.2M1
43WELLS FARGO & COMPANY/MN$1.2M1
44Focus Partners Wealth$1.1M1
45Wealthstar Advisors, LLC$969K1
46IEQ CAPITAL, LLC$968K1
47Vanguard Personalized Indexing Management, LLC$912K1
48Sequoia Financial Advisors, LLC$884K1
49SIGNATUREFD, LLC$865K1
50Squarepoint Ops LLC$723K1
51Callan Family Office, LLC$714K1
52LPL Financial LLC$677K1
53Kestra Advisory Services, LLC$660K1
54Aaron Wealth Advisors LLC$644K1
55ENVESTNET ASSET MANAGEMENT INC$598K1
56BALYASNY ASSET MANAGEMENT L.P.$593K1
57EVERGREEN CAPITAL MANAGEMENT LLC$546K1
58ROYAL BANK OF CANADA$536K1
59Pathstone Holdings, LLC$531K1
60MERCER GLOBAL ADVISORS INC /ADV$521K1
61OLIO Financial Planning$516K1
62COMMONWEALTH EQUITY SERVICES, LLC$507K1
63XTX Topco Ltd$495K1
64Caprock Group, LLC$477K1
65CAMBIAR INVESTORS LLC$462K1
66Bridgewater Associates, LP$457K1
67Corient Private Wealth LLC$441K1
68FACTORY MUTUAL INSURANCE CO$431K1
69Sivia Capital Partners, LLC$425K1
70Miller Investment Management, LP$414K1
71RITHOLTZ WEALTH MANAGEMENT$411K1
72Ballentine Partners, LLC$391K1
73CHOREO, LLC$378K1
74KESTRA PRIVATE WEALTH SERVICES, LLC$372K1
75Clearstead Advisors, LLC$332K1
76QRG CAPITAL MANAGEMENT, INC.$303K1
77JACKSON SQUARE CAPITAL, LLC$294K1
78Kingdom Financial Group LLC.$275K1
79Graham Capital Management, L.P.$259K1
80TWO SIGMA SECURITIES, LLC$258K1
81HUB Investment Partners, LLC$255K1
82STIFEL FINANCIAL CORP$248K1
83J.W. COLE ADVISORS, INC.$242K1
84Rockefeller Capital Management L.P.$241K1
85CIBC Bancorp USA Inc.$241K1
86Smartleaf Asset Management LLC$237K1
87FRANKLIN RESOURCES INC$234K1
88OSAIC HOLDINGS, INC.$233K1
89WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$220K1
90Impact Investors, Inc$220K1
91Allspring Global Investments Holdings, LLC$214K1
92UNITED CAPITAL FINANCIAL ADVISORS, LLC$212K1
93Wealthspire Retirement, LLC$203K1
94UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$203K1
95Cetera Investment Advisers$192K1
96Private Advisor Group, LLC$192K1
97Scientech Research LLC$180K1
98Advisors Asset Management, Inc.$179K1
99PDS Planning, Inc$175K1
100Orion Porfolio Solutions, LLC$174K1
101Savant Capital, LLC$173K1
102VIEWPOINT INVESTMENT PARTNERS CORP$160K1
103Gotham Asset Management, LLC$158K1
104Central Pacific Bank - Trust Division$156K1
105Dynasty Wealth Management, LLC$151K1
106SAGE RHINO CAPITAL LLC$151K1
107TRUIST FINANCIAL CORP$148K1
108AE Wealth Management LLC$147K1
109HB Wealth Management, LLC$145K1
110Vise Technologies, Inc.$143K1
111NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$128K1
112EVOLVE PRIVATE WEALTH, LLC$123K1
113Waverly Advisors, LLC$123K1
114Summit Trail Advisors, LLC$119K1
115Blue Trust, Inc.$118K1
116May Hill Capital, LLC$117K1
117JACKSON THORNTON WEALTH MANAGEMENT, LLC$113K1
118Dorsey & Whitney Trust CO LLC$113K1
119Kathmere Capital Management, LLC$109K1
120FIRST TRUST ADVISORS LP$109K1
121COLDSTREAM CAPITAL MANAGEMENT INC$107K1
122Focus Partners Advisor Solutions, LLC$105K1
123Trek Financial, LLC$105K1
124Invesco Ltd.$103K1
125EP Wealth Advisors, LLC$103K1
126Wealthcare Advisory Partners LLC$101K1
127Checchi Capital Advisers, LLC$98.6K1
128AXQ CAPITAL, LP$97.5K1
129GeoWealth Management, LLC$97.3K1
130STATE STREET CORP$95.0K1
131Atria Investments, Inc$91.4K1
132Argos Wealth Advisors, LLC$90.3K1
133EARNED WEALTH ADVISORS, LLC$86.2K1
134Perigon Wealth Management, LLC$85.6K1
135CWM, LLC$84.6K1
136Keebeck Wealth Management$83.6K1
137Wedmont Private Capital$83.5K1
138Sanctuary Advisors, LLC$82.0K1
139GLENMEDE TRUST CO NA$81.6K1
140Baron Wealth Management LLC$81.6K1
141M&T BANK CORP$81.3K1
142Beacon Pointe Advisors, LLC$78.3K1
143Allworth Financial LP$77.8K1
144SHELTON CAPITAL MANAGEMENT$72.6K1
145Cromwell Holdings LLC$70.4K1
146DEUTSCHE BANK AG\$67.6K1
147Federation des caisses Desjardins du Quebec$56.6K1
148Pinnacle Wealth Planning Services, Inc.$41.3K1
149MAI Capital Management$29.6K1
150True Wealth Design, LLC$17.1K1
151Caitong International Asset Management Co., Ltd$16.5K1
152CITIGROUP INC$16.3K1
153TD Waterhouse Canada Inc.$14.9K1
154FIFTH THIRD BANCORP$14.2K1
155Triumph Capital Management$12.7K1
156MONTAG A & ASSOCIATES INC$12.6K1
157Parkside Financial Bank & Trust$12.2K1
158NATIONAL BANK OF CANADA /FI/$10.9K1
159Larson Financial Group LLC$9.4K1
160EVERMAY WEALTH MANAGEMENT LLC$9.1K1
161Manchester Capital Management LLC$8.7K1
162ASSETMARK, INC$8.6K1
163SJS Investment Consulting Inc.$8.3K1
164WealthCollab, LLC$8.0K1
165Bell Investment Advisors, Inc$7.6K1
166SALEM INVESTMENT COUNSELORS INC$7.4K1
167UMB Bank, n.a.$7.3K1
168Pillar Financial Advisors, LLC$6.8K1
169Owl Creek Wealth Partners LLC$6.4K1
170FINANCIAL CONSULATE, INC$6.1K1
171PINNEY & SCOFIELD, INC.$5.2K1
172Caldwell Trust Co$3.4K1
173JFS WEALTH ADVISORS, LLC$3.2K1
174Steward Partners Investment Advisory, LLC$3.2K1
175St. Johns Investment Management Company, LLC$2.6K1
176Crewe Advisors LLC$2.4K1
177SHP Wealth Management$1.1K1
178JPL Wealth Management, LLC$1.1K1
179Arax Advisory Partners$1.1K1
180Physician Wealth Advisors, Inc.$9151
181Burk Holdings LLC$7911
182GHP Investment Advisors, Inc.$7701
183MidFirst Bank$6101
184MASECO LLP$4461
185MV CAPITAL MANAGEMENT, INC.$3561
186Pacific Center for Financial Services$2621
187Godfrey Financial Associates, Inc.$2471
188CVA Family Office, LLC$2321
189Transamerica Financial Advisors, LLC$1661
190Stone House Investment Management, LLC$1021
191New England Capital Financial Advisors LLC$801
192Cassaday & Co Wealth Management LLC$731
193JTC Employer Solutions Trustee Ltd$21
194NOMURA ASSET MANAGEMENT CO LTD$01
195VANGUARD GROUP INC— value not disclosed1
196&PARTNERS— value not disclosed1
197HARBOUR INVESTMENTS, INC.— value not disclosed1
198FULTON BANK, N.A.— value not disclosed1
199Wilmington Savings Fund Society, FSB— value not disclosed1
200ACADIAN ASSET MANAGEMENT LLC— value not disclosed1
201MACKENZIE FINANCIAL CORP— value not disclosed1
202FLPUTNAM INVESTMENT MANAGEMENT CO— value not disclosed1
203CIBC Private Wealth Group LLC— value not disclosed1
204CONTRAVISORY INVESTMENT MANAGEMENT, INC.— value not disclosed1
205CITADEL ADVISORS LLC— value not disclosed1
206TWO SIGMA ADVISERS, LP— value not disclosed1
207DRW Securities, LLC— value not disclosed1
208Engineers Gate Manager LP— value not disclosed1
209Merit Financial Group, LLC— value not disclosed1
210Sowell Financial Services LLC— value not disclosed1
211Clarius Group, LLC— value not disclosed1
212Capital Asset Advisory Services LLC— value not disclosed1
213PERSONAL CFO SOLUTIONS, LLC— value not disclosed1
214AlphaCore Capital LLC— value not disclosed1
215Lester Murray Antman dba SimplyRich— value not disclosed1
216ExodusPoint Capital Management, LP— value not disclosed1
217AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
218Global Retirement Partners, LLC— value not disclosed1
219Navalign, LLC— value not disclosed1
220Alliance Wealth Advisors, LLC /UT— value not disclosed1
221AXXCESS WEALTH MANAGEMENT, LLC— value not disclosed1
222Forum Financial Management, LP— value not disclosed1
223SageView Advisory Group, LLC— value not disclosed1
224Beverly Hills Private Wealth, LLC— value not disclosed1
225Legacy Capital Group California, Inc.— value not disclosed1
226Quantessence Capital LLC— value not disclosed1
227Abel Hall, LLC— value not disclosed1
228American Capital Advisory, LLC— value not disclosed1
229Diversify Advisory Services, LLC— value not disclosed1
230Jain Global LLC— value not disclosed1
231Arrowpoint Investment Partners (Singapore) Pte. Ltd.— value not disclosed1
232Kilter Group LLC— value not disclosed1
233BINGHAM PRIVATE WEALTH, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 194 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on AEG

RETAINED WINDOW · ACTIVE HITS

Zero hits on AEG in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for AEG · financials and macro

Financials — as filed PLANNED

AEG's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: AEG on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing