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。
2024 年第 2 季 13F 持有人
Aegon Ltd. 在 2024/6/30 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
- 235
- 較 2024 年第 1 季 +17 家
- 持有股數
- 1.74 億
- 較 2024 年第 1 季 −81.9 萬 (−0.5%)
- 總市值
- $10.7 億
- 較 2024 年第 1 季 +$892.5 萬 (+0.8%)
- 新進機構
- 37
- 另有 89 家加碼
- 清倉機構
- 20
- 另有 50 家減碼
另有 2 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 32,375 | $19.8 萬 | 0.00% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 29,437 | $18.6 萬 | 0.00% | −78−0.3% | 減碼 |
| RBF Capital, LLC | 30,000 | $18.4 萬 | 0.01% | 00.0% | 不變 |
| Engineers Gate Manager LP | 29,709 | $18.2 萬 | 0.00% | +6,837+29.9% | 加碼 |
| Claro Advisors LLC | 29,253 | $17.9 萬 | 0.03% | +29,253 | 新進 |
| Eqis Capital Management, Inc. | 28,774 | $17.6 萬 | 0.01% | +4,624+19.1% | 加碼 |
| Beverly Hills Private Wealth, LLC | 28,459 | $17.4 萬 | 0.04% | +28,459 | 新進 |
| NFP Retirement, Inc. | 27,938 | $17.1 萬 | 0.01% | +27,938 | 新進 |
| Wrapmanager Inc | 25,567 | $15.7 萬 | 0.04% | +25,567 | 新進 |
| Lake Street Advisors Group, LLC | 23,909 | $14.9 萬 | 0.01% | −1,255−5.0% | 減碼 |
| Ronald Blue Trust, Inc. | 24,434 | $14.8 萬 | 0.00% | +20,452+513.6% | 加碼 |
| Personal Cfo Solutions, LLC | 23,917 | $14.7 萬 | 0.02% | +23,917 | 新進 |
| Prime Capital Investment Advisors, LLC | 23,596 | $14.5 萬 | 0.00% | −429−1.8% | 減碼 |
| Sage Rhino Capital LLC | 22,909 | $14.0 萬 | 0.03% | +15+0.1% | 加碼 |
| New York State Common Retirement Fund | 22,845 | $14.0 萬 | 0.00% | +22,845 | 新進 |
| Sequoia Financial Advisors, LLC | 22,750 | $14.0 萬 | 0.00% | +969+4.4% | 加碼 |
| Principal Street Partners, LLC | 22,469 | $13.8 萬 | 0.02% | 00.0% | 不變 |
| Marshall Wace, LLP | 21,001 | $12.9 萬 | 0.00% | +21,001 | 新進 |
| Glenmede Trust Co NA | 20,643 | $12.7 萬 | 0.00% | −4,156−16.8% | 減碼 |
| AE Wealth Management LLC | 20,575 | $12.6 萬 | 0.00% | +291+1.4% | 加碼 |
| BCJ Capital Management, LLC | 20,296 | $12.4 萬 | 0.01% | −5,866−22.4% | 減碼 |
| Syon Capital LLC | 19,963 | $12.2 萬 | 0.01% | +57+0.3% | 加碼 |
| Deutsche Bank AG | 19,691 | $12.1 萬 | 0.00% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 18,493 | $11.3 萬 | 0.00% | +121+0.7% | 加碼 |
| Orion Portfolio Solutions, LLC | 18,493 | $11.3 萬 | 0.00% | +121+0.7% | 加碼 |
| Parallel Advisors, LLC | 18,437 | $11.3 萬 | 0.00% | −329−1.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 18,341 | $11.2 萬 | 0.00% | +3,297+21.9% | 加碼 |
| Truist Financial Corp | 17,725 | $10.9 萬 | 0.00% | −26,147−59.6% | 減碼 |
| Franklin Street Advisors Inc | 17,551 | $10.8 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 17,064 | $10.5 萬 | 0.00% | −20.0% | 減碼 |
| Emergent Wealth Advisors, LLC | 16,500 | $10.1 萬 | 0.08% | 00.0% | 不變 |
| Guggenheim Capital LLC | 16,382 | $10.0 萬 | 0.00% | −900−5.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 16,377 | $10.0 萬 | 0.00% | +16,284+17,509.7% | 加碼 |
| Schechter Investment Advisors, LLC | 16,228 | $9.95 萬 | 0.01% | 00.0% | 不變 |
| Forum Financial Management, LP | 16,019 | $9.82 萬 | 0.00% | 00.0% | 不變 |
| HSBC Holdings PLC | 16,000 | $9.81 萬 | 0.00% | +16,000 | 新進 |
| Lindbrook Capital, LLC | 15,703 | $9.63 萬 | 0.01% | +1,066+7.3% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 15,412 | $9.45 萬 | 0.01% | −4,686−23.3% | 減碼 |
| Oppenheimer & Co Inc | 15,301 | $9.38 萬 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 14,994 | $9.19 萬 | 0.00% | −15,936−51.5% | 減碼 |
| Campbell & CO Investment Adviser LLC | 14,940 | $9.16 萬 | 0.01% | +14,940 | 新進 |
| Vista Wealth Management Group, LLC | 14,921 | $9.15 萬 | 0.01% | +46+0.3% | 加碼 |
| Clarius Group, LLC | 14,857 | $9.11 萬 | 0.01% | −2,190−12.8% | 減碼 |
| Boit C F David | 14,695 | $9.01 萬 | 0.05% | 00.0% | 不變 |
| Henry James International Management, Inc. | 14,535 | $8.91 萬 | 0.03% | +14,535 | 新進 |
| Checchi Capital Advisers, LLC | 13,581 | $8.33 萬 | 0.01% | 00.0% | 不變 |
| State Street Corp | 13,085 | $8.25 萬 | 0.00% | 00.0% | 不變 |
| M&T Bank Corp | 13,451 | $8.25 萬 | 0.00% | +403+3.1% | 加碼 |
| Burns Matteson Capital Management, LLC | 13,017 | $7.98 萬 | 0.05% | +13,017 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 12,765 | $7.83 萬 | 0.00% | +707+5.9% | 加碼 |
| Captrust Financial Advisors | 12,288 | $7.53 萬 | 0.00% | +511+4.3% | 加碼 |
| Buckingham Strategic Wealth, LLC | 12,143 | $7.44 萬 | 0.00% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 12,114 | $7.40 萬 | 0.00% | −1,016−7.7% | 減碼 |
| Camden Capital, LLC | 11,901 | $7.30 萬 | 0.01% | +1,111+10.3% | 加碼 |
| Toroso Investments, LLC | 11,826 | $7.25 萬 | 0.00% | +11,826 | 新進 |
| Rothschild Investment LLC | 11,661 | $7.15 萬 | 0.00% | +9,911+566.3% | 加碼 |
| PDS Planning, Inc | 11,423 | $7.00 萬 | 0.01% | 00.0% | 不變 |
| GeoWealth Management, LLC | 11,375 | $6.97 萬 | 0.00% | +11,375 | 新進 |
| Optas, LLC | 11,189 | $6.86 萬 | 0.02% | +70+0.6% | 加碼 |
| Advisory Alpha, LLC | 11,105 | $6.81 萬 | 0.00% | +11,105 | 新進 |
| Capital Asset Advisory Services LLC | 10,728 | $6.71 萬 | 0.00% | +10,728 | 新進 |
| Perigon Wealth Management, LLC | 10,931 | $6.70 萬 | 0.00% | +407+3.9% | 加碼 |
| Axxcess Wealth Management, LLC | 10,728 | $6.58 萬 | 0.00% | +10,728 | 新進 |
| Ieq Capital, LLC | 10,588 | $6.49 萬 | 0.00% | +451+4.4% | 加碼 |
| Canopy Partners, LLC | 10,434 | $6.40 萬 | 0.03% | 00.0% | 不變 |
| Cromwell Holdings LLC | 9,692 | $6.11 萬 | 0.04% | +9,692 | 新進 |
| Advisor Group Holdings, Inc. | 9,311 | $5.71 萬 | 0.00% | +1,467+18.7% | 加碼 |
| Allworth Financial LP | 8,182 | $5.07 萬 | 0.00% | +522+6.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 8,164 | $5.05 萬 | 0.00% | −133−1.6% | 減碼 |
| Bokf, NA | 8,093 | $4.96 萬 | 0.00% | 00.0% | 不變 |
| CKW Financial Group | 5,900 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 5,693 | $3.67 萬 | 0.00% | +1,579+38.4% | 加碼 |
| CWM, LLC | 5,725 | $3.50 萬 | 0.00% | +2,606+83.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 5,230 | $3.21 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 5,164 | $3.17 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 5,000 | $3.15 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 5,094 | $3.12 萬 | 0.00% | +2,256+79.5% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 4,826 | $2.96 萬 | 0.00% | +4,826 | 新進 |
| Massmutual Trust Co FSB | 4,598 | $2.82 萬 | 0.00% | +891+24.0% | 加碼 |
| Citigroup Inc | 4,589 | $2.81 萬 | 0.00% | +396+9.4% | 加碼 |
| Bell Investment Advisors, Inc | 3,990 | $2.45 萬 | 0.00% | −311−7.2% | 減碼 |
| Proequities, Inc. | 3,648 | $2.30 萬 | 0.00% | +666+22.3% | 加碼 |
| Provenance Wealth Advisors, LLC | 2,900 | $1.78 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 2,729 | $1.67 萬 | 0.00% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,380 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| William B. Walkup & Associates, Inc. | 2,094 | $1.28 萬 | 0.01% | +2,094 | 新進 |
| Tyler-Stone Wealth Management | 1,994 | $1.22 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,907 | $1.17 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,699 | $1.04 萬 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 1,499 | $9,189 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 1,419 | $8,712 | 0.00% | +794+127.0% | 加碼 |
| Wetzel Investment Advisors, Inc. | 1,330 | $8,047 | 0.00% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 1,200 | $7,500 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 1,144 | $7,013 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 1,020 | $6,429 | 0.00% | +1,020 | 新進 |
| Simplex Trading, LLC | 1,009 | $6,000 | 0.00% | −3,624−78.2% | 減碼 |
| Cornerstone Planning Group LLC | 875 | $5,119 | 0.00% | +805+1,150.0% | 加碼 |
| Vermillion & White Wealth Management Group, LLC | 671 | $4,113 | 0.00% | 00.0% | 不變 |
| Atlantic Trust, LLC | 628 | $3,850 | 0.00% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 609 | $3,733 | 0.00% | +240+65.0% | 加碼 |