AEG — Aegon Ltd Amer Reg 1 Cert Institutional Holders · Q3 2026
Who owns Aegon Ltd Amer Reg 1 Cert (AEG)? 12 institutions reported holding $1.07M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Versant Capital Management, Inc ($476,583), GAMMA Investing LLC ($120,328), Ferguson Wellman Capital Management, Inc ($105,899).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Versant Capital Management, Inc | $476,583 | 55,224 | Added |
| 2 | GAMMA Investing LLC | $120,328 | 13,943 | Added |
| 3 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $105,899 | 12,271 | Hold |
| 4 | Central Pacific Bank - Trust Division | $95,793 | 11,100 | Trimmed |
| 5 | Wedmont Private Capital | $89,341 | 10,803 | New |
| 6 | Farther Finance Advisors, LLC | $89,158 | 10,331 | Added |
| 7 | EASTERN BANK | $56,242 | 6,517 | Hold |
| 8 | MassMutual Private Wealth & Trust, FSB | $25,804 | 2,990 | Trimmed |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $8,846 | 1,025 | Hold |
| 10 | Planning Strategies Inc. | $811 | 94 | New |
| 11 | CoreCap Advisors, LLC | $155 | 18 | Hold |
| 12 | GILPIN WEALTH MANAGEMENT, LLC | $44 | 5 | New |
Source: SEC Form 13F filings · as of 2026-09-30