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。
2026 年第 2 季 13F 持有人
Aegon Ltd. 在 2026/6/30 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
- 310
- 較 2026 年第 1 季 +22 家
- 持有股數
- 1.22 億
- 較 2026 年第 1 季 −706.6 萬 (−5.5%)
- 總市值
- $10.3 億
- 較 2026 年第 1 季 +$9,332 萬 (+9.9%)
- 新進機構
- 49
- 另有 118 家加碼
- 清倉機構
- 27
- 另有 59 家減碼
另有 3 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Eastern Bank | 6,517 | $5.50 萬 | 0.00% | +6,517 | 新進 |
| Farther Finance Advisors, LLC | 7,904 | $6.67 萬 | 0.00% | −1,234−13.5% | 減碼 |
| Deutsche Bank AG | 9,310 | $7.86 萬 | 0.00% | 00.0% | 不變 |
| Cromwell Holdings LLC | 9,692 | $8.41 萬 | 0.04% | 00.0% | 不變 |
| Shelton Capital Management | 10,000 | $8.44 萬 | 0.00% | 00.0% | 不變 |
| Carret Asset Management, LLC | 10,000 | $8.44 萬 | 0.01% | +10,000 | 新進 |
| Atria Investments LLC | 10,179 | $8.59 萬 | 0.00% | −2,412−19.2% | 減碼 |
| Cornerstone Wealth Group, LLC | 10,260 | $8.66 萬 | 0.01% | +10,260 | 新進 |
| Angeles Wealth Management, LLC | 10,048 | $8.71 萬 | 0.00% | +10,048 | 新進 |
| Mayflower Financial Advisors, LLC | 10,571 | $8.92 萬 | 0.01% | +10,571 | 新進 |
| GeoWealth Management, LLC | 10,572 | $8.92 萬 | 0.00% | −2,830−21.1% | 減碼 |
| Allworth Financial LP | 10,826 | $9.14 萬 | 0.00% | +103+1.0% | 加碼 |
| Flputnam Investment Management Co | 10,829 | $9.14 萬 | 0.00% | +10,829 | 新進 |
| Canopy Partners, LLC | 10,924 | $9.22 萬 | 0.03% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 11,181 | $9.44 萬 | 0.00% | −9,616−46.2% | 減碼 |
| GAMMA Investing LLC | 11,910 | $10.1 萬 | 0.00% | +4,415+58.9% | 加碼 |
| Glenview Trust Co | 12,029 | $10.2 萬 | 0.00% | +12,029 | 新進 |
| Vise Technologies, Inc. | 12,048 | $10.2 萬 | 0.00% | −6,555−35.2% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 12,271 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| Sepio Capital, LP | 12,416 | $10.5 萬 | 0.01% | +12,416 | 新進 |
| Argos Wealth Advisors, LLC | 12,436 | $10.5 萬 | 0.03% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 12,812 | $10.8 萬 | 0.00% | +12,812 | 新進 |
| Stock Yards Bank & Trust Co | 12,849 | $10.8 萬 | 0.00% | 00.0% | 不變 |
| M&T Bank Corp | 13,105 | $11.1 萬 | 0.00% | +1,612+14.0% | 加碼 |
| FourThought Financial Partners, LLC | 13,458 | $11.4 萬 | 0.01% | 00.0% | 不變 |
| State Street Corp | 13,085 | $11.4 萬 | 0.00% | 00.0% | 不變 |
| Glenmede Trust Co NA | 13,766 | $11.6 萬 | 0.00% | +2,525+22.5% | 加碼 |
| Wealthcare Advisory Partners LLC | 13,930 | $11.8 萬 | 0.00% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 14,321 | $12.1 萬 | 0.01% | +740+5.4% | 加碼 |
| Henry James International Management, Inc. | 14,391 | $12.1 萬 | 0.04% | +131+0.9% | 加碼 |
| Franklin Street Advisors Inc | 14,551 | $12.3 萬 | 0.01% | 00.0% | 不變 |
| Boit C F David | 14,695 | $12.4 萬 | 0.05% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 14,709 | $12.4 萬 | 0.00% | +3,414+30.2% | 加碼 |
| Keybank National Association | 14,771 | $12.5 萬 | 0.00% | +2,672+22.1% | 加碼 |
| Stonebrook Private Inc. | 15,587 | $13.2 萬 | 0.02% | +15,587 | 新進 |
| Accel Wealth Management | 15,684 | $13.2 萬 | 0.03% | +15,684 | 新進 |
| Buckingham Strategic Partners | 15,748 | $13.3 萬 | 0.00% | +1,301+9.0% | 加碼 |
| First Trust Advisors LP | 15,777 | $13.3 萬 | 0.00% | +782+5.2% | 加碼 |
| Invesco Ltd. | 16,211 | $13.7 萬 | 0.00% | +1,990+14.0% | 加碼 |
| TD Waterhouse Canada Inc. | 16,274 | $13.9 萬 | 0.00% | +14,247+702.9% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 16,599 | $14.0 萬 | 0.01% | +1,049+6.7% | 加碼 |
| Central Pacific Bank - Trust Division | 16,600 | $14.0 萬 | 0.01% | −4,900−22.8% | 減碼 |
| Warren Averett Asset Management, LLC | 16,628 | $14.0 萬 | 0.00% | −262−1.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 16,791 | $14.2 萬 | 0.00% | −853−4.8% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 16,902 | $14.3 萬 | 0.00% | +16,902 | 新進 |
| Kathmere Capital Management, LLC | 17,332 | $14.6 萬 | 0.01% | +2,307+15.4% | 加碼 |
| Jackson Thornton Asset Management, LLC | 17,448 | $14.7 萬 | 0.01% | +3,089+21.5% | 加碼 |
| Savant Capital, LLC | 17,559 | $14.8 萬 | 0.00% | −6,232−26.2% | 減碼 |
| Summit Trail Advisors, LLC | 17,609 | $14.9 萬 | 0.00% | +1,264+7.7% | 加碼 |
| May Hill Capital, LLC | 17,730 | $15.0 萬 | 0.03% | +1,584+9.8% | 加碼 |
| Principal Street Partners, LLC | 17,940 | $15.1 萬 | 0.02% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 17,553 | $15.2 萬 | 0.01% | +6,040+52.5% | 加碼 |
| EP Wealth Advisors, LLC | 18,997 | $16.0 萬 | 0.00% | +4,815+34.0% | 加碼 |
| Ronald Blue Trust, Inc. | 19,437 | $16.4 萬 | 0.00% | +3,224+19.9% | 加碼 |
| Evolve Private Wealth, LLC | 19,677 | $17.1 萬 | 0.01% | +2,728+16.1% | 加碼 |
| AE Wealth Management LLC | 20,284 | $17.1 萬 | 0.00% | 00.0% | 不變 |
| Independent Advisor Alliance | 20,524 | $17.3 萬 | 0.00% | +20,524 | 新進 |
| XTX Topco Ltd | 20,797 | $17.6 萬 | 0.00% | −47,319−69.5% | 減碼 |
| Bayesian Capital Management, LP | 20,800 | $17.6 萬 | 0.11% | +20,800 | 新進 |
| Sage Rhino Capital LLC | 20,944 | $17.7 萬 | 0.03% | +154+0.7% | 加碼 |
| 55 North Private Wealth, LLC | 20,980 | $17.7 萬 | 0.03% | +20,980 | 新進 |
| Truist Financial Corp | 21,313 | $18.0 萬 | 0.00% | +876+4.3% | 加碼 |
| Gotham Asset Management, LLC | 21,727 | $18.3 萬 | 0.00% | 00.0% | 不變 |
| Baron Wealth Management LLC | 22,678 | $19.1 萬 | 0.05% | +11,442+101.8% | 加碼 |
| HB Wealth Management, LLC | 22,788 | $19.2 萬 | 0.00% | +2,876+14.4% | 加碼 |
| Neuberger Berman Group LLC | 22,845 | $19.3 萬 | 0.00% | +3,790+19.9% | 加碼 |
| PDS Planning, Inc | 24,135 | $20.4 萬 | 0.01% | +85+0.4% | 加碼 |
| Parallel Advisors, LLC | 25,278 | $21.3 萬 | 0.00% | +3,296+15.0% | 加碼 |
| SRS Capital Advisors, Inc. | 25,356 | $21.4 萬 | 0.00% | +25,207+16,917.4% | 加碼 |
| Squarepoint Ops LLC | 25,796 | $21.8 萬 | 0.00% | −73,758−74.1% | 減碼 |
| Blueshift Asset Management, LLC | 25,942 | $21.9 萬 | 0.05% | +25,942 | 新進 |
| Brinker Capital Investments, LLC | 26,590 | $22.4 萬 | 0.00% | +2,628+11.0% | 加碼 |
| Two Sigma Securities, LLC | 26,878 | $22.7 萬 | 0.02% | −8,632−24.3% | 減碼 |
| Cetera Investment Advisers | 26,886 | $22.7 萬 | 0.00% | +441+1.7% | 加碼 |
| Jones Financial Companies LLLP | 27,020 | $22.7 萬 | 0.00% | +11,871+78.4% | 加碼 |
| Basecamp Wealth Advisors LLC | 27,082 | $22.9 萬 | 0.04% | 00.0% | 不變 |
| Cary Street Partners Financial LLC | 27,145 | $22.9 萬 | 0.01% | +157+0.6% | 加碼 |
| UBS Asset Management Americas Inc | 27,905 | $23.6 萬 | 0.00% | 00.0% | 不變 |
| NFP Retirement, Inc. | 27,938 | $23.6 萬 | 0.01% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 29,265 | $24.7 萬 | 0.00% | +49+0.2% | 加碼 |
| Diversify Wealth Management, LLC | 27,006 | $24.7 萬 | 0.00% | −157,663−85.4% | 減碼 |
| Diversify Advisory Services, LLC | 27,006 | $24.7 萬 | 0.00% | +27,006 | 新進 |
| Captrust Financial Advisors | 30,861 | $26.0 萬 | 0.00% | +5,093+19.8% | 加碼 |
| Dynasty Wealth Management, LLC | 31,078 | $26.2 萬 | 0.00% | +10,232+49.1% | 加碼 |
| Advisor Group Holdings, Inc. | 31,235 | $26.4 萬 | 0.00% | −900−2.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 31,148 | $27.0 萬 | 0.00% | +1,863+6.4% | 加碼 |
| Franklin Resources Inc | 32,661 | $27.6 萬 | 0.00% | +498+1.5% | 加碼 |
| CIBC Bancorp USA Inc. | 32,766 | $27.7 萬 | 0.00% | −446−1.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 33,345 | $28.1 萬 | 0.00% | 00.0% | 不變 |
| Stifel Financial Corp | 33,597 | $28.4 萬 | 0.00% | −569−1.7% | 減碼 |
| Ellevest, Inc. | 33,721 | $28.5 萬 | 0.03% | +535+1.6% | 加碼 |
| Smartleaf Asset Management LLC | 34,224 | $28.6 萬 | 0.01% | 00.0% | 不變 |
| Millennium Management LLC | 35,764 | $30.2 萬 | 0.00% | −155,297−81.3% | 減碼 |
| Ar Asset Management Inc | 36,691 | $31.0 萬 | 0.06% | 00.0% | 不變 |
| DRW Securities, LLC | 37,709 | $31.8 萬 | 0.02% | −745,024−95.2% | 減碼 |
| Rockefeller Capital Management L.P. | 37,784 | $31.9 萬 | 0.00% | +4,555+13.7% | 加碼 |
| Bank of Montreal | 37,963 | $32.0 萬 | 0.00% | −463,177−92.4% | 減碼 |
| Kingdom Financial Group LLC. | 38,040 | $32.1 萬 | 0.08% | +208+0.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 37,222 | $32.8 萬 | 0.00% | +7,377+24.7% | 加碼 |
| Advisors Asset Management, Inc. | 39,665 | $33.5 萬 | 0.01% | +14,946+60.5% | 加碼 |