Aegon Ltd.
AEG- 交易所
- NYSE
- 產業
- Life Insurance
- SEC CIK
- 0000769218
近 90 天，Aegon Ltd. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 310 家機構在 13F 申報持有，市值合計 $10.3 億；沒有大師持有。
2021 年第 3 季 13F 持有人
Aegon Ltd. 在 2021/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 186
- 較 2021 年第 2 季 −3 家
- 持有股數
- 1.59 億
- 較 2021 年第 2 季 +372.6 萬 (+2.4%)
- 總市值
- $8.09 億
- 較 2021 年第 2 季 +$1.68 億 (+26.2%)
- 新進機構
- 22
- 另有 65 家加碼
- 清倉機構
- 25
- 另有 53 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AEG 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 310 | $10.3 億 |
| 2026 年第 1 季 | 291 | $9.40 億 |
| 2025 年第 4 季 | 300 | $12.4 億 |
| 2025 年第 3 季 | 281 | $15.0 億 |
| 2025 年第 2 季 | 267 | $14.4 億 |
| 2025 年第 1 季 | 256 | $12.6 億 |
| 2024 年第 4 季 | 254 | $10.6 億 |
| 2024 年第 3 季 | 237 | $11.3 億 |
| 2024 年第 2 季 | 235 | $10.7 億 |
| 2024 年第 1 季 | 220 | $10.6 億 |
| 2023 年第 4 季 | 215 | $10.5 億 |
| 2023 年第 3 季 | 181 | $8.81 億 |
| 2023 年第 2 季 | 206 | $9.71 億 |
| 2023 年第 1 季 | 229 | $8.43 億 |
| 2022 年第 4 季 | 228 | $9.98 億 |
| 2022 年第 3 季 | 215 | $7.93 億 |
| 2022 年第 2 季 | 216 | $8.85 億 |
| 2022 年第 1 季 | 206 | $10.7 億 |
| 2021 年第 4 季 | 195 | $8.14 億 |
| 2021 年第 3 季 | 186 | $8.09 億 |
| 2021 年第 2 季 | 189 | $6.41 億 |
| 2021 年第 1 季 | 179 | $7.67 億 |
2021 年第 3 季持有機構
每家機構持有 Aegon Ltd. 的股數、市值與佔組合比重；股數變化跟 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | −2,666−100.0% | 減碼 |
| Evoke Wealth, LLC | 7 | $0 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 34 | $0 | 0.00% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 8 | $0 | 0.00% | 00.0% | 不變 |
| Ironwood Financial, llc | 50 | $0 | 0.00% | 00.0% | 不變 |
| Cedar Mountain Advisors, LLC | 2 | $0 | 0.00% | 00.0% | 不變 |
| Freedman Financial Associates, Inc. | 20 | $0 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 184 | $937 | 0.00% | +184 | 新進 |
| Eaton Vance Management | 12,179 | $1,000 | 0.00% | +1,779+17.1% | 加碼 |
| Private Capital Group, LLC | 276 | $1,000 | 0.00% | −24−8.0% | 減碼 |
| Valley National Advisers Inc | 112 | $1,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 199 | $1,000 | 0.00% | +199 | 新進 |
| Anchor Investment Management, LLC | 388 | $1,975 | 0.00% | +204+110.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 378 | $2,000 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 313 | $2,000 | 0.00% | 00.0% | 不變 |
| Barrett Asset Management, LLC | 326 | $2,000 | 0.00% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 310 | $2,000 | 0.00% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 354 | $2,000 | 0.00% | +354 | 新進 |
| Kelly Financial Services LLC | 516 | $2,624 | 0.00% | −1,538−74.9% | 減碼 |
| Global Retirement Partners, LLC | 684 | $3,000 | 0.00% | −6,441−90.4% | 減碼 |
| Harbour Investments, Inc. | 656 | $3,000 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 628 | $3,000 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 502 | $3,000 | 0.00% | 00.0% | 不變 |
| McCarthy Asset Management, Inc. | 500 | $3,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 639 | $3,000 | 0.00% | +639 | 新進 |
| Allworth Financial LP | 881 | $4,000 | 0.00% | +31+3.6% | 加碼 |
| Pinnacle Bancorp, Inc. | 728 | $4,000 | 0.00% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 830 | $4,000 | 0.00% | +56+7.2% | 加碼 |
| GPS Wealth Strategies Group, LLC | 750 | $4,000 | 0.00% | 00.0% | 不變 |
| Meridian Wealth Partners, LLC | 857 | $4,000 | 0.00% | +857 | 新進 |
| Laurel Wealth Planning LLC | 731 | $4,000 | 0.00% | +731 | 新進 |
| North Star Investment Management Corp. | 970 | $5,000 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,580 | $8,000 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 1,603 | $8,000 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 1,504 | $8,000 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 1,887 | $1.00 萬 | 0.00% | −1,202−38.9% | 減碼 |
| Glassman Wealth Services | 2,111 | $1.10 萬 | 0.00% | +1,666+374.4% | 加碼 |
| Liberty Wealth Management LLC | 2,345 | $1.20 萬 | 0.00% | +82+3.6% | 加碼 |
| Citigroup Inc | 3,773 | $1.90 萬 | 0.00% | −58,152−93.9% | 減碼 |
| Whittier Trust Co | 4,772 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 5,000 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 4,942 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 5,000 | $2.54 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 5,399 | $2.70 萬 | 0.00% | −109−2.0% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,585 | $2.80 萬 | 0.00% | −611−9.9% | 減碼 |
| CKW Financial Group | 5,900 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 7,477 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 6,576 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 6,706 | $3.40 萬 | 0.00% | +6,706 | 新進 |
| Sandy Spring Bank | 8,000 | $4.10 萬 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 8,479 | $4.30 萬 | 0.01% | +1,234+17.0% | 加碼 |
| Brinker Capital Investments, LLC | 11,414 | $4.70 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 9,478 | $4.82 萬 | 0.00% | 00.0% | 不變 |
| Fruth Investment Management | 10,000 | $5.00 萬 | 0.02% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 10,221 | $5.20 萬 | 0.00% | −4,233−29.3% | 減碼 |
| Oppenheimer & Co Inc | 10,283 | $5.20 萬 | 0.00% | 00.0% | 不變 |
| Relative Value Partners Group, LLC | 10,500 | $5.30 萬 | 0.00% | −1,750−14.3% | 減碼 |
| Pathstone Family Office, LLC | 10,852 | $5.50 萬 | 0.00% | +10,852 | 新進 |
| Wealth Architects, LLC | 10,920 | $5.60 萬 | 0.01% | −1,458−11.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 10,963 | $5.60 萬 | 0.00% | +8,599+363.7% | 加碼 |
| Two Sigma Advisers, LP | 11,247 | $5.70 萬 | 0.00% | −113,802−91.0% | 減碼 |
| Checchi Capital Advisers, LLC | 11,231 | $5.70 萬 | 0.01% | −467−4.0% | 減碼 |
| JFS Wealth Advisors, LLC | 11,340 | $5.80 萬 | 0.01% | 00.0% | 不變 |
| Keel Point, LLC | 11,575 | $5.90 萬 | 0.01% | 00.0% | 不變 |
| JPMorgan Chase & Co | 11,556 | $5.90 萬 | 0.00% | +4,367+60.7% | 加碼 |
| Parallel Advisors, LLC | 11,948 | $6.10 萬 | 0.00% | +1,499+14.3% | 加碼 |
| Bokf, NA | 12,156 | $6.20 萬 | 0.00% | +12,156 | 新進 |
| Lindbrook Capital, LLC | 12,284 | $6.30 萬 | 0.02% | +125+1.0% | 加碼 |
| Glenmede Trust Co NA | 12,729 | $6.40 萬 | 0.00% | −209−1.6% | 減碼 |
| Buckingham Strategic Wealth, LLC | 12,845 | $6.50 萬 | 0.00% | +1,294+11.2% | 加碼 |
| Advisor Group Holdings, Inc. | 13,285 | $6.70 萬 | 0.00% | −411−3.0% | 減碼 |
| State Street Corp | 13,095 | $6.70 萬 | 0.00% | 00.0% | 不變 |
| Virtu Financial LLC | 13,764 | $7.00 萬 | 0.01% | +13,764 | 新進 |
| Dorsey & Whitney Trust CO LLC | 14,000 | $7.10 萬 | 0.01% | 00.0% | 不變 |
| FourThought Financial, LLC | 14,281 | $7.20 萬 | 0.01% | 00.0% | 不變 |
| CPWM, LLC | 14,774 | $7.50 萬 | 0.01% | 00.0% | 不變 |
| Boit C F David | 14,695 | $7.50 萬 | 0.05% | +244+1.7% | 加碼 |
| Botty Investors LLC | 14,924 | $7.60 萬 | 0.02% | +14,924 | 新進 |
| TownSquare Capital, LLC | 15,227 | $7.80 萬 | 0.00% | +135+0.9% | 加碼 |
| Ellevest, Inc. | 15,461 | $7.90 萬 | 0.01% | −154−1.0% | 減碼 |
| Clarius Group, LLC | 15,613 | $7.90 萬 | 0.01% | +285+1.9% | 加碼 |
| Mutual Advisors, LLC | 15,447 | $7.90 萬 | 0.00% | +15,447 | 新進 |
| Bridgefront Capital, LLC | 15,965 | $8.10 萬 | 0.08% | +1,744+12.3% | 加碼 |
| Centiva Capital, LP | 16,982 | $8.60 萬 | 0.01% | +16,982 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 17,003 | $8.70 萬 | 0.02% | +17,003 | 新進 |
| Nelson Capital Management, LLC | 18,011 | $9.20 萬 | 0.02% | −1,500−7.7% | 減碼 |
| Vista Wealth Management Group, LLC | 19,944 | $10.2 萬 | 0.02% | +4,525+29.3% | 加碼 |
| DeDora Capital, Inc. | 20,253 | $10.3 萬 | 0.04% | +20,253 | 新進 |
| AE Wealth Management LLC | 20,675 | $10.5 萬 | 0.00% | +283+1.4% | 加碼 |
| FMR LLC | 20,856 | $10.6 萬 | 0.00% | +646+3.2% | 加碼 |
| First Trust Advisors LP | 21,550 | $11.0 萬 | 0.00% | −105−0.5% | 減碼 |
| Sage Rhino Capital LLC | 21,719 | $11.1 萬 | 0.03% | +1,621+8.1% | 加碼 |
| Veriti Management LLC | 22,093 | $11.2 萬 | 0.02% | −808−3.5% | 減碼 |
| West Family Investments, Inc. | 21,968 | $11.2 萬 | 0.03% | +5,944+37.1% | 加碼 |
| UBS Group AG | 23,147 | $11.8 萬 | 0.00% | −354−1.5% | 減碼 |
| Evergreen Capital Management LLC | 23,592 | $12.0 萬 | 0.01% | +1,401+6.3% | 加碼 |
| Rockefeller Capital Management L.P. | 23,800 | $12.0 萬 | 0.00% | +23,651+15,873.2% | 加碼 |
| Lake Street Advisors Group, LLC | 25,462 | $13.0 萬 | 0.01% | +2,312+10.0% | 加碼 |
| Spire Wealth Management | 25,455 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 25,672 | $13.1 萬 | 0.00% | +14,559+131.0% | 加碼 |