Filing Research | AEGON LTD Institutional Holdings

Snapshot holdings

50 / 65 loaded

#		Instrument	quantity
1	ABC ARBITRAGE SA	Shares	1.6MSH	$13.2M
2	GRACE & WHITE INC /NY	Shares	964.3KSH	$8.1M
3	Hennion & Walsh Asset Management, Inc.	Shares	320.3KSH	$2.7M
4	Transmarket Holdings LP	Shares	269.9KSH	$2.3M
5	Crossmark Global Holdings, Inc.	Shares	163.4KSH	$1.4M
6	GREENLEAF TRUST	Shares	152.9KSH	$1.3M
7	SIGNATUREFD, LLC	Shares	120.1KSH	$1.0M
8	Aaron Wealth Advisors LLC	Shares	93.0KSH	$784.9K
9	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	85.2KSH	$740.1K
10	Abacus Wealth Partners, LLC	Shares	86.1KSH	$726.4K
11	Sequoia Financial Advisors, LLC	Shares	72.7KSH	$613.7K
12	OLIO Financial Planning	Shares	71.0KSH	$599.3K
13	FACTORY MUTUAL INSURANCE CO	Shares	59.4KSH	$501.3K
14	Sivia Capital Partners, LLC	Shares	58.6KSH	$494.3K
15	Venturi Wealth Management, LLC	Shares	56.3KSH	$475.2K
16	Versant Capital Management, Inc	Shares	54.6KSH	$461.0K
17	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	54.2KSH	$457.7K
18	Ballentine Partners, LLC	Shares	54.1KSH	$456.3K
19	QRG CAPITAL MANAGEMENT, INC.	Shares	51.5KSH	$434.7K
20	JACKSON SQUARE CAPITAL, LLC	Shares	40.5KSH	$341.7K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	37.2KSH	$327.6K
22	J.W. COLE ADVISORS, INC.	Shares	33.3KSH	$281.4K
23	CARY STREET PARTNERS FINANCIAL LLC	Shares	27.1KSH	$229.1K
24	Baron Wealth Management LLC	Shares	22.7KSH	$191.4K
25	55 North Private Wealth, LLC	Shares	21.0KSH	$177.1K
26	Blue Trust, Inc.	Shares	19.4KSH	$164.0K
27	Central Pacific Bank - Trust Division	Shares	16.6KSH	$140.1K
28	Accel Wealth Management	Shares	15.7KSH	$132.4K
29	Henry James International Management Inc.	Shares	14.4KSH	$121.5K
30	Wealthcare Advisory Partners LLC	Shares	13.9KSH	$117.6K
31	GAMMA Investing LLC	Shares	11.9KSH	$100.5K
32	EverSource Wealth Advisors, LLC	Shares	11.2KSH	$94.4K
33	Canopy Partners, LLC	Shares	10.9KSH	$92.2K
34	Mayflower Financial Advisors, LLC	Shares	10.6KSH	$89.2K
35	Cromwell Holdings LLC	Shares	9.7KSH	$84.1K
36	Farther Finance Advisors, LLC	Shares	7.9KSH	$66.7K
37	EASTERN BANK	Shares	6.5KSH	$55.0K
38	Independence Bank of Kentucky	Shares	5.4KSH	$45.6K
39	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	5.0KSH	$43.4K
40	MassMutual Private Wealth & Trust, FSB	Shares	3.3KSH	$28.2K
41	Ares Financial Consulting, LLC	Shares	3.0KSH	$25.6K
42	True Wealth Design, LLC	Shares	2.8KSH	$23.3K
43	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	2.7KSH	$22.4K
44	Allied Private Wealth LLC	Shares	2.5KSH	$22.1K
45	Triumph Capital Management	Shares	1.8KSH	$14.8K
46	SJS Investment Consulting Inc.	Shares	1.1KSH	$9.6K
47	SALEM INVESTMENT COUNSELORS INC	Shares	1.0KSH	$8.9K
48	ELEVATION WEALTH PARTNERS, LLC	Shares	1.0KSH	$8.7K
49	FINANCIAL CONSULATE, INC	Shares	995SH	$8.5K
50	Gleason Group, Inc.	Shares	994SH	$8.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 70 loaded

#		Instrument
1	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-3.0K	+$356.1K	$2.7M
2	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+10.1K	+$194.4K	$740.1K
3	Crossmark Global Holdings, Inc. trimmed	Shares	-97	+$192.1K	$1.4M
4	GREENLEAF TRUST unchanged	Shares	0	+$180.4K	$1.3M
5	55 North Private Wealth, LLC new	Shares	+21.0K	+$177.1K	$177.1K
6	SIGNATUREFD, LLC added	Shares	+1.1K	+$149.5K	$1.0M
7	Aaron Wealth Advisors LLC added	Shares	+4.3K	+$140.6K	$784.9K
8	Accel Wealth Management new	Shares	+15.7K	+$132.4K	$132.4K
9	QRG CAPITAL MANAGEMENT, INC. added	Shares	+9.8K	+$131.7K	$434.7K
10	Venturi Wealth Management, LLC added	Shares	+8.9K	+$130.8K	$475.2K
11	Baron Wealth Management LLC added	Shares	+11.4K	+$109.8K	$191.4K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.4K	+$107.9K	$327.6K
13	GRACE & WHITE INC /NY trimmed	Shares	-143.0K	+$99.5K	$8.1M
14	Mayflower Financial Advisors, LLC new	Shares	+10.6K	+$89.2K	$89.2K
15	OLIO Financial Planning unchanged	Shares	0	+$83.8K	$599.3K
16	FACTORY MUTUAL INSURANCE CO unchanged	Shares	0	+$70.1K	$501.3K
17	Sivia Capital Partners, LLC unchanged	Shares	0	+$69.1K	$494.3K
18	Ballentine Partners, LLC added	Shares	+249	+$65.6K	$456.3K
19	HIGHLAND CAPITAL MANAGEMENT, LLC unchanged	Shares	0	+$64.0K	$457.7K
20	EASTERN BANK new	Shares	+6.5K	+$55.0K	$55.0K
21	Versant Capital Management, Inc trimmed	Shares	-2.0K	+$49.8K	$461.0K
22	JACKSON SQUARE CAPITAL, LLC unchanged	Shares	0	+$47.8K	$341.7K
23	Blue Trust, Inc. added	Shares	+3.2K	+$46.3K	$164.0K
24	GAMMA Investing LLC added	Shares	+4.4K	+$46.1K	$100.5K
25	J.W. COLE ADVISORS, INC. unchanged	Shares	0	+$39.3K	$281.4K
26	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+157	+$33.2K	$229.1K
27	Henry James International Management Inc. added	Shares	+131	+$17.9K	$121.5K
28	Wealthcare Advisory Partners LLC unchanged	Shares	0	+$16.4K	$117.6K
29	Cromwell Holdings LLC unchanged	Shares	0	+$13.8K	$84.1K
30	Canopy Partners, LLC unchanged	Shares	0	+$12.9K	$92.2K
31	ELEVATION WEALTH PARTNERS, LLC new	Shares	+1.0K	+$8.7K	$8.7K
32	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+680	+$8.1K	$22.4K
33	True Wealth Design, LLC added	Shares	+403	+$6.2K	$23.3K
34	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$3.9K	$28.2K
35	Ares Financial Consulting, LLC unchanged	Shares	0	+$3.2K	$25.6K
36	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$3.2K	$43.4K
37	FINANCIAL CONSULATE, INC added	Shares	+159	+$2.4K	$8.5K
38	Triumph Capital Management unchanged	Shares	0	+$2.1K	$14.8K
39	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$1.4K	$8.9K
40	SJS Investment Consulting Inc. unchanged	Shares	0	+$1.3K	$9.6K
41	Gleason Group, Inc. trimmed	Shares	-3	+$1.2K	$8.4K
42	Pillar Financial Advisors, LLC unchanged	Shares	0	+$1.1K	$7.8K
43	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$1.0K	$7.5K
44	LRI Investments, LLC new	Shares	+83	+$701	$701
45	Golden State Wealth Management, LLC unchanged	Shares	0	+$660	$4.7K
46	Crews Bank & Trust unchanged	Shares	0	+$659	$4.7K
47	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$527	$3.8K
48	Arlington Trust Co LLC unchanged	Shares	0	+$470	$3.4K
49	Physician Wealth Advisors, Inc. added	Shares	+26	+$368	$1.3K
50	Monetary Solutions, Ltd new	Shares	+16	+$135	$135

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