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。
2022 年第 2 季 13F 持有人
Aegon Ltd. 在 2022/6/30 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
- 216
- 較 2022 年第 1 季 +15 家
- 持有股數
- 2.02 億
- 較 2022 年第 1 季 +661.9 萬 (+3.4%)
- 總市值
- $8.85 億
- 較 2022 年第 1 季 −$1.49 億 (−14.4%)
- 新進機構
- 36
- 另有 64 家加碼
- 清倉機構
- 21
- 另有 61 家減碼
另有 5 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
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 |
2022 年第 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 33,130 | $14.6 萬 | 0.01% | +156+0.5% | 加碼 |
| UBS Group AG | 33,192 | $14.6 萬 | 0.00% | +15,370+86.2% | 加碼 |
| Vident Investment Advisory, LLC | 32,631 | $14.3 萬 | 0.00% | +32,631 | 新進 |
| Yousif Capital Management, LLC | 32,375 | $14.2 萬 | 0.00% | −235−0.7% | 減碼 |
| Quantbot Technologies LP | 31,900 | $13.9 萬 | 0.01% | −84,300−72.5% | 減碼 |
| Ellevest, Inc. | 30,425 | $13.3 萬 | 0.01% | +14,039+85.7% | 加碼 |
| Atria Wealth Solutions, Inc. | 29,819 | $13.3 萬 | 0.00% | +29,819 | 新進 |
| Eqis Capital Management, Inc. | 29,453 | $12.9 萬 | 0.01% | +29,453 | 新進 |
| Deutsche Bank AG | 29,001 | $12.7 萬 | 0.00% | 00.0% | 不變 |
| Claro Advisors LLC | 28,888 | $12.7 萬 | 0.05% | +28,888 | 新進 |
| Evergreen Capital Management LLC | 26,870 | $11.9 萬 | 0.01% | +3,325+14.1% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 26,124 | $11.4 萬 | 0.01% | −10,404−28.5% | 減碼 |
| IFP Advisors, Inc | 11,512 | $11.0 萬 | 0.00% | −6,563−36.3% | 減碼 |
| Franklin Resources Inc | 25,126 | $11.0 萬 | 0.00% | −4,379−14.8% | 減碼 |
| Quadrant Capital Group LLC | 25,072 | $11.0 萬 | 0.01% | −3,610−12.6% | 減碼 |
| Pathstone Family Office, LLC | 24,210 | $10.7 萬 | 0.00% | +13,023+116.4% | 加碼 |
| Lake Street Advisors Group, LLC | 23,016 | $10.1 萬 | 0.01% | −1,503−6.1% | 減碼 |
| Aigen Investment Management, LP | 22,495 | $9.90 萬 | 0.02% | +22,495 | 新進 |
| Sage Rhino Capital LLC | 21,905 | $9.60 萬 | 0.04% | −566−2.5% | 減碼 |
| Brinker Capital Investments, LLC | 21,459 | $9.40 萬 | 0.00% | +6,017+39.0% | 加碼 |
| CAPROCK Group, Inc. | 20,642 | $9.20 萬 | 0.01% | +517+2.6% | 加碼 |
| AE Wealth Management LLC | 20,675 | $9.10 萬 | 0.00% | 00.0% | 不變 |
| DeDora Capital, Inc. | 20,253 | $8.90 萬 | 0.04% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 19,511 | $8.50 萬 | 0.03% | −245−1.2% | 減碼 |
| Sequoia Financial Advisors, LLC | 18,857 | $8.30 萬 | 0.00% | +117+0.6% | 加碼 |
| Henry James International Management, Inc. | 18,578 | $8.10 萬 | 0.04% | +18,578 | 新進 |
| Nelson Capital Management, LLC | 18,211 | $8.00 萬 | 0.02% | 00.0% | 不變 |
| Private Advisor Group, LLC | 18,329 | $8.00 萬 | 0.00% | +296+1.6% | 加碼 |
| DGS Capital Management, LLC | 18,277 | $8.00 萬 | 0.06% | +5,011+37.8% | 加碼 |
| Glenmede Trust Co NA | 17,955 | $7.80 萬 | 0.00% | +4,655+35.0% | 加碼 |
| Veracity Capital LLC | 17,670 | $7.70 萬 | 0.04% | −629−3.4% | 減碼 |
| Clarius Group, LLC | 17,541 | $7.70 萬 | 0.01% | −1,325−7.0% | 減碼 |
| CPWM, LLC | 17,297 | $7.60 萬 | 0.01% | +1,288+8.0% | 加碼 |
| Spire Wealth Management | 17,018 | $7.50 萬 | 0.00% | −8,437−33.1% | 減碼 |
| Blueshift Asset Management, LLC | 17,005 | $7.40 萬 | 0.01% | +17,005 | 新進 |
| Vista Wealth Management Group, LLC | 17,891 | $7.30 萬 | 0.01% | +1,303+7.9% | 加碼 |
| Caldwell Trust Co | 16,485 | $7.22 萬 | 0.01% | +16,485 | 新進 |
| Burns Matteson Capital Management, LLC | 16,394 | $7.18 萬 | 0.05% | +371+2.3% | 加碼 |
| Engineers Gate Manager LP | 16,263 | $7.10 萬 | 0.00% | −87,603−84.3% | 減碼 |
| ExodusPoint Capital Management, LP | 15,738 | $6.90 萬 | 0.00% | −14,369−47.7% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 15,706 | $6.90 萬 | 0.01% | 00.0% | 不變 |
| Forum Financial Management, LP | 15,735 | $6.90 萬 | 0.00% | 00.0% | 不變 |
| Mutual Advisors, LLC | 15,732 | $6.90 萬 | 0.00% | +268+1.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 15,706 | $6.80 萬 | 0.02% | +14,453+1,153.5% | 加碼 |
| Quantinno Capital Management LP | 15,164 | $6.60 萬 | 0.01% | +15,164 | 新進 |
| StoneX Group Inc. | 14,719 | $6.45 萬 | 0.01% | +14,719 | 新進 |
| Cetera Investment Advisers | 14,499 | $6.40 萬 | 0.00% | −1,033−6.7% | 減碼 |
| FourThought Financial, LLC | 14,062 | $6.20 萬 | 0.01% | 00.0% | 不變 |
| Bokf, NA | 14,057 | $6.10 萬 | 0.00% | +2,010+16.7% | 加碼 |
| Vanguard Capital Wealth Advisors | 13,814 | $6.00 萬 | 0.07% | −605−4.2% | 減碼 |
| We Are One Seven, LLC | 13,606 | $6.00 萬 | 0.01% | −597−4.2% | 減碼 |
| Parallel Advisors, LLC | 13,755 | $6.00 萬 | 0.00% | +2,067+17.7% | 加碼 |
| State Street Corp | 13,095 | $5.90 萬 | 0.00% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 13,266 | $5.80 萬 | 0.06% | −2,676−16.8% | 減碼 |
| Lindbrook Capital, LLC | 12,056 | $5.30 萬 | 0.01% | +725+6.4% | 加碼 |
| Fruth Investment Management | 10,000 | $5.30 萬 | 0.01% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 11,841 | $5.20 萬 | 0.00% | +11,841 | 新進 |
| Moreno Evelyn V | 11,691 | $5.10 萬 | 0.01% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 11,343 | $5.00 萬 | 0.00% | −17,276−60.4% | 減碼 |
| Raymond James Trust N.A. | 11,049 | $4.80 萬 | 0.00% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 10,678 | $4.70 萬 | 0.01% | +10,678 | 新進 |
| Northwestern Mutual Wealth Management Co | 10,346 | $4.60 萬 | 0.00% | −617−5.6% | 減碼 |
| JFS Wealth Advisors, LLC | 9,298 | $4.10 萬 | 0.00% | +76+0.8% | 加碼 |
| Ronald Blue Trust, Inc. | 7,180 | $3.80 萬 | 0.00% | +7,180 | 新進 |
| Federation des caisses Desjardins du Quebec | 7,730 | $3.39 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 7,155 | $3.20 萬 | 0.00% | +1,924+36.8% | 加碼 |
| Tradition Wealth Management, LLC | 6,706 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 6,000 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| CKW Financial Group | 5,900 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Clear Street Markets LLC | 5,900 | $2.60 萬 | 0.01% | +5,900 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,585 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 5,397 | $2.40 萬 | 0.00% | +5,397 | 新進 |
| SeaCrest Wealth Management, LLC | 5,164 | $2.30 萬 | 0.00% | +5,164 | 新進 |
| Bartlett & Co. Wealth Management LLC | 5,000 | $2.24 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 5,000 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 4,772 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Fieldpoint Private Securities, LLC | 3,839 | $1.70 萬 | 0.00% | −6,320−62.2% | 減碼 |
| Citigroup Inc | 3,830 | $1.70 萬 | 0.00% | +59+1.6% | 加碼 |
| Glassman Wealth Services | 2,596 | $1.10 萬 | 0.00% | +360+16.1% | 加碼 |
| Tyler-Stone Wealth Management | 1,994 | $9,000 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 2,136 | $9,000 | 0.00% | +1,255+142.5% | 加碼 |
| Bessemer Group Inc | 1,887 | $8,000 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 1,650 | $7,000 | 0.00% | −3,514−68.0% | 減碼 |
| Zions Bancorporation, N.A. | 1,680 | $7,000 | 0.00% | −448−21.1% | 減碼 |
| Fifth Third Bancorp | 1,580 | $7,000 | 0.00% | 00.0% | 不變 |
| Arlington Partners LLC | 1,485 | $7,000 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 1,055 | $5,000 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 970 | $4,000 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 728 | $3,000 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 684 | $3,000 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Planning LLC | 731 | $3,000 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 628 | $3,000 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 632 | $2,768 | 0.00% | 00.0% | 不變 |
| Kelly Financial Services LLC | 516 | $2,258 | 0.00% | 00.0% | 不變 |
| St. Johns Investment Management Company, LLC | 354 | $2,000 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 378 | $2,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 479 | $2,000 | 0.00% | +479 | 新進 |
| Rockefeller Capital Management L.P. | 488 | $1,000 | 0.00% | −26,174−98.2% | 減碼 |
| Column Capital Advisors, LLC | 310 | $1,000 | 0.00% | 00.0% | 不變 |
| Private Capital Group, LLC | 276 | $1,000 | 0.00% | 00.0% | 不變 |