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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Thomas MacArthur · $50.0K–$100K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-10 +34d$15K–$50K
2023-04-17Daniel S. Goldman D–NY-10PurchaseTraded 03-31 +17d$15K–$50K
2023-01-03Virginia Foxx R–NC-5Sale · JT (jointly owned)Traded 2022-03-07 LATE·302d$15K–$50K
2022-04-05Virginia Foxx R–NC-5Sale · JT (jointly owned)Traded 2021-03-07 LATE·394d$15K–$50K
2022-03-07Virginia Foxx R–NC-5Purchase · JT (jointly owned)Traded 02-15 +20d$15K–$50K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
196&PARTNERS$01
197HARBOUR INVESTMENTS, INC.$01
198FULTON BANK, N.A.$01
199Wilmington Savings Fund Society, FSB$01
200ACADIAN ASSET MANAGEMENT LLC$01
201MACKENZIE FINANCIAL CORP$01
202FLPUTNAM INVESTMENT MANAGEMENT CO$01
203CIBC Private Wealth Group LLC$01
204CONTRAVISORY INVESTMENT MANAGEMENT, INC.$01
205CITADEL ADVISORS LLC$01
206TWO SIGMA ADVISERS, LP$01
207DRW Securities, LLC$01
208Engineers Gate Manager LP$01
209Merit Financial Group, LLC$01
210Sowell Financial Services LLC$01
211Clarius Group, LLC$01
212Capital Asset Advisory Services LLC$01
213PERSONAL CFO SOLUTIONS, LLC$01
214AlphaCore Capital LLC$01
215Lester Murray Antman dba SimplyRich$01
216ExodusPoint Capital Management, LP$01
217AIGEN INVESTMENT MANAGEMENT, LP$01
218Global Retirement Partners, LLC$01
219Navalign, LLC$01
220Alliance Wealth Advisors, LLC /UT$01
221AXXCESS WEALTH MANAGEMENT, LLC$01
222Forum Financial Management, LP$01
223SageView Advisory Group, LLC$01
224Beverly Hills Private Wealth, LLC$01
225Legacy Capital Group California, Inc.$01
226Quantessence Capital LLC$01
227Abel Hall, LLC$01
228American Capital Advisory, LLC$01
229Diversify Advisory Services, LLC$01
230Jain Global LLC$01
231Arrowpoint Investment Partners (Singapore) Pte. Ltd.$01
232Kilter Group LLC$01
233BINGHAM PRIVATE WEALTH, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 233 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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