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。
2023 年第 4 季 13F 持有人
Aegon Ltd. 在 2023/12/31 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
- 215
- 較 2023 年第 3 季 +36 家
- 持有股數
- 1.82 億
- 較 2023 年第 3 季 −181.8 萬 (−1.0%)
- 總市值
- $10.5 億
- 較 2023 年第 3 季 +$1.66 億 (+18.8%)
- 新進機構
- 55
- 另有 53 家加碼
- 清倉機構
- 19
- 另有 55 家減碼
另有 2 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 |
2023 年第 4 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Eqis Capital Management, Inc. | 23,838 | $13.7 萬 | 0.01% | +23,838 | 新進 |
| Prime Capital Investment Advisors, LLC | 22,817 | $13.1 萬 | 0.00% | +7,492+48.9% | 加碼 |
| NBC Securities, Inc. | 22,820 | $13.1 萬 | 0.01% | −33−0.1% | 減碼 |
| Jane Street Group, LLC | 22,586 | $13.0 萬 | 0.00% | −101,361−81.8% | 減碼 |
| Glenmede Trust Co NA | 22,534 | $13.0 萬 | 0.00% | +2,455+12.2% | 加碼 |
| Principal Street Partners, LLC | 22,469 | $12.9 萬 | 0.03% | −22,135−49.6% | 減碼 |
| Sage Rhino Capital LLC | 22,437 | $12.9 萬 | 0.03% | +78+0.3% | 加碼 |
| AE Wealth Management LLC | 20,737 | $12.5 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 20,508 | $11.8 萬 | 0.00% | −16,160−44.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 19,779 | $11.4 萬 | 0.00% | +3,235+19.6% | 加碼 |
| Deutsche Bank AG | 19,691 | $11.3 萬 | 0.00% | 00.0% | 不變 |
| Clarius Group, LLC | 19,400 | $11.2 萬 | 0.01% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 19,351 | $11.1 萬 | 0.00% | −2,819−12.7% | 減碼 |
| Brinker Capital Investments, LLC | 18,744 | $10.9 萬 | 0.00% | −1,363−6.8% | 減碼 |
| Orion Portfolio Solutions, LLC | 18,744 | $10.9 萬 | 0.00% | −1,363−6.8% | 減碼 |
| Syon Capital LLC | 18,587 | $10.7 萬 | 0.01% | +217+1.2% | 加碼 |
| JPMorgan Chase & Co | 17,858 | $10.3 萬 | 0.00% | −6,514−26.7% | 減碼 |
| TownSquare Capital, LLC | 17,847 | $10.3 萬 | 0.00% | +1,712+10.6% | 加碼 |
| Parallel Advisors, LLC | 17,603 | $10.1 萬 | 0.00% | +2,526+16.8% | 加碼 |
| Franklin Street Advisors Inc | 17,551 | $10.1 萬 | 0.01% | 00.0% | 不變 |
| UBS Group AG | 17,397 | $10.0 萬 | 0.00% | +1,474+9.3% | 加碼 |
| Institute for Wealth Management, LLC. | 16,981 | $9.78 萬 | 0.02% | +16,981 | 新進 |
| Forum Financial Management, LP | 16,019 | $9.23 萬 | 0.00% | 00.0% | 不變 |
| Glenview Trust Co | 15,828 | $9.12 萬 | 0.00% | −2,000−11.2% | 減碼 |
| Vista Wealth Management Group, LLC | 15,142 | $8.72 萬 | 0.01% | +93+0.6% | 加碼 |
| Lindbrook Capital, LLC | 14,637 | $8.43 萬 | 0.01% | +117+0.8% | 加碼 |
| Boit C F David | 14,695 | $8.32 萬 | 0.05% | +14,695 | 新進 |
| Oppenheimer & Co Inc | 13,584 | $7.82 萬 | 0.00% | +100+0.7% | 加碼 |
| Checchi Capital Advisers, LLC | 13,581 | $7.82 萬 | 0.01% | +13,581 | 新進 |
| FourThought Financial Partners, LLC | 13,458 | $7.75 萬 | 0.01% | 00.0% | 不變 |
| State Street Corp | 13,395 | $7.72 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 12,315 | $7.09 萬 | 0.00% | +9,570+348.6% | 加碼 |
| Buckingham Strategic Wealth, LLC | 12,143 | $6.99 萬 | 0.00% | +314+2.7% | 加碼 |
| Advisor Resource Council | 12,055 | $6.94 萬 | 0.01% | +12,055 | 新進 |
| Guggenheim Capital LLC | 11,958 | $6.89 萬 | 0.00% | +11,958 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 11,903 | $6.86 萬 | 0.00% | −38−0.3% | 減碼 |
| Cetera Advisor Networks LLC | 11,810 | $6.80 萬 | 0.00% | +11,810 | 新進 |
| Moreno Evelyn V | 11,691 | $6.73 萬 | 0.03% | 00.0% | 不變 |
| Optas, LLC | 11,290 | $6.50 萬 | 0.02% | +11,290 | 新進 |
| Raymond James Trust N.A. | 11,049 | $6.36 萬 | 0.00% | 00.0% | 不變 |
| PDS Planning, Inc | 10,945 | $6.30 萬 | 0.01% | −787−6.7% | 減碼 |
| Camden Capital, LLC | 10,737 | $6.18 萬 | 0.01% | +10,737 | 新進 |
| Relative Value Partners Group, LLC | 10,500 | $6.05 萬 | 0.00% | −500−4.5% | 減碼 |
| M&T Bank Corp | 10,415 | $6.02 萬 | 0.00% | +10,415 | 新進 |
| Bokf, NA | 10,254 | $5.91 萬 | 0.00% | +10,254 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 10,253 | $5.91 萬 | 0.00% | +10,253 | 新進 |
| Capital Asset Advisory Services LLC | 10,236 | $5.90 萬 | 0.00% | −1,889−15.6% | 減碼 |
| Axxcess Wealth Management, LLC | 10,236 | $5.90 萬 | 0.00% | −1,924−15.8% | 減碼 |
| Five Oceans Advisors | 10,143 | $5.84 萬 | 0.03% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 12,069 | $5.80 萬 | 0.00% | +10,296+580.7% | 加碼 |
| Susquehanna International Group, LLP | 10,054 | $5.79 萬 | 0.00% | −38,620−79.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 9,750 | $5.62 萬 | 0.00% | +5+0.1% | 加碼 |
| Allworth Financial LP | 8,201 | $4.72 萬 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 6,706 | $3.90 萬 | 0.00% | 00.0% | 不變 |
| CKW Financial Group | 5,900 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 5,230 | $3.01 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 5,164 | $2.97 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 5,000 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 5,000 | $2.89 萬 | 0.00% | 00.0% | 不變 |
| BFSG, LLC | 4,460 | $2.57 萬 | 0.00% | −24,591−84.6% | 減碼 |
| Citigroup Inc | 4,460 | $2.57 萬 | 0.00% | −305−6.4% | 減碼 |
| Bell Investment Advisors, Inc | 4,301 | $2.48 萬 | 0.01% | +3,535+461.5% | 加碼 |
| Massmutual Trust Co FSB | 3,658 | $2.11 萬 | 0.00% | +3,658 | 新進 |
| Glassman Wealth Services | 3,526 | $2.03 萬 | 0.00% | +3,526 | 新進 |
| Proequities, Inc. | 2,982 | $1.72 萬 | 0.00% | +2,982 | 新進 |
| Umb Bank N A | 2,729 | $1.57 萬 | 0.00% | −349−11.3% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $1.38 萬 | 0.00% | +2,380 | 新進 |
| GWM Advisors LLC | 2,286 | $1.32 萬 | 0.00% | +2,280+38,000.0% | 加碼 |
| Advisory Services Network, LLC | 2,162 | $1.25 萬 | 0.00% | +2,162 | 新進 |
| CWM, LLC | 2,163 | $1.20 萬 | 0.00% | −298−12.1% | 減碼 |
| Tyler-Stone Wealth Management | 1,994 | $1.15 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,907 | $1.10 萬 | 0.00% | +1,907 | 新進 |
| Zions Bancorporation, N.A. | 1,707 | $9,832 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,699 | $9,786 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 1,499 | $8,634 | 0.00% | +1,499 | 新進 |
| Wetzel Investment Advisors, Inc. | 1,330 | $8,000 | 0.00% | +1,330 | 新進 |
| Group One Trading, L.P. | 1,222 | $7,039 | 0.00% | −100−7.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,209 | $6,963 | 0.00% | +341+39.3% | 加碼 |
| TD Waterhouse Canada Inc. | 1,200 | $6,828 | 0.00% | +1,200 | 新進 |
| GAMMA Investing LLC | 1,180 | $6,820 | 0.00% | +1,180 | 新進 |
| Central Trust Co | 1,144 | $6,590 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 1,013 | $5,835 | 0.00% | 00.0% | 不變 |
| Private Ocean, LLC | 964 | $5,553 | 0.00% | 00.0% | 不變 |
| Vermillion & White Wealth Management Group, LLC | 671 | $3,864 | 0.00% | +671 | 新進 |
| Atlantic Trust, LLC | 628 | $3,618 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 578 | $3,330 | 0.00% | +578 | 新進 |
| Kelly Financial Services LLC | 566 | $3,258 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 518 | $2,984 | 0.00% | 00.0% | 不變 |
| Arlington Trust Co LLC | 400 | $2,304 | 0.00% | +400 | 新進 |
| Steward Partners Investment Advisory, LLC | 378 | $2,177 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 369 | $2,125 | 0.00% | +369 | 新進 |
| Rothschild Investment LLC | 360 | $2,074 | 0.00% | +360 | 新進 |
| St. Johns Investment Management Company, LLC | 354 | $2,039 | 0.00% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 418 | $2,000 | 0.00% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 333 | $2,000 | 0.00% | 00.0% | 不變 |
| JJJ Advisors Inc. | 332 | $1,913 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 317 | $1,826 | 0.00% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 290 | $1,671 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 201 | $1,158 | 0.00% | +201 | 新進 |
| Anchor Investment Management, LLC | 184 | $1,060 | 0.00% | 00.0% | 不變 |