Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

AEGON LTD.

CIK 0000769218AEFCAEGAEGOF· quarter ending 2026-06-30

Shares outstanding

1,573,119,870

as of 2025-12-31 · 20-F/A cover page, filed 2026-04-01

Held by 13F filers

122,324,595

7.8% of shares outstanding

Holders

308

+18 vs 2026-03-31 · 49 new, 31 exited

Value

$1.0B

shares -5.6% vs prior quarter

Share classes (cover page of the 20-F/A filed 2026-04-01, as of 2025-12-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	AEG · NYSE	1,573,119,870	122,324,595	7.8%	308	0076CA104

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	0076CA104	AMER REG 1 CERT	308	122,324,595	1,573,119,870	7.8%	$1.0B	1 call / 1 put	13DG	holders →
	00775V104	PFDnot common	1	74,260	—	—	$1.4M	—	NPORT	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 1 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 308 · 0076CA104)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	Dodge & Cox	44,635,184	2.84%	$376.7M	-5,921,325 (-11.7%)
2	DIMENSIONAL FUND ADVISORS LP	13,035,922	0.83%	$110.0M	+1,294,211 (+11.0%)
3	MORGAN STANLEY	5,920,668	0.38%	$50.0M	-4,600,122 (-43.7%)
4	GOLDMAN SACHS GROUP INC	5,319,698	0.34%	$44.9M	+757,276 (+16.6%)
5	BlackRock, Inc.	5,184,353	0.33%	$43.8M	-108,905 (-2.1%)
6	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	4,816,831	0.31%	$40.7M	-815,013 (-14.5%)
7	Qube Research & Technologies Ltd	2,803,232	0.18%	$23.7M	+2,574,489 (+1125.5%)
8	JPMORGAN CHASE & CO	2,601,423	0.17%	$21.8M	+1,551,234 (+147.7%)
9	Quantinno Capital Management LP	2,562,619	0.16%	$21.6M	+827,268 (+47.7%)
10	RAYMOND JAMES FINANCIAL INC	2,467,916	0.16%	$20.8M	+16,401 (+0.7%)
11	UBS Group AG	2,409,801	0.15%	$20.3M	-332,065 (-12.1%)
12	JANE STREET GROUP, LLC	2,301,343	0.15%	$19.4M	-1,002,045 (-30.3%)
13	ABC ARBITRAGE SA	1,563,550	0.10%	$13.2M	-543,535 (-25.8%)
14	AMERICAN CENTURY COMPANIES INC	1,483,401	0.09%	$12.5M	+88,731 (+6.4%)
15	NORTHERN TRUST CORP	1,453,467	0.09%	$12.3M	-50,723 (-3.4%)
16	AQR CAPITAL MANAGEMENT LLC	1,183,752	0.08%	$10.0M	+395,043 (+50.1%)
17	ACADIAN ASSET MANAGEMENT LLC	992,340	0.06%	$8.4M	NEW
18	VOLORIDGE INVESTMENT MANAGEMENT, LLC	966,559	0.06%	$8.2M	-260,399 (-21.2%)
19	GRACE & WHITE INC /NY	964,276	0.06%	$8.1M	-143,021 (-12.9%)
20	Private Wealth Asset Management, LLC	900,000	0.06%	$7.6M	—
21	CAPITAL FUND MANAGEMENT S.A.	853,589	0.05%	$7.2M	+653,688 (+327.0%)
22	MARSHALL WACE, LLP	815,153	0.05%	$6.9M	NEW
23	BANK OF AMERICA CORP /DE/	760,916	0.05%	$6.4M	+398,508 (+110.0%)
24	Creative Planning	685,666	0.04%	$5.8M	+159,718 (+30.4%)
25	OPPENHEIMER & CO INC	605,608	0.04%	$5.1M	+45,993 (+8.2%)
26	TWO SIGMA INVESTMENTS, LP	597,288	0.04%	$5.0M	+64,700 (+12.1%)
27	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	481,842	0.03%	$4.1M	-54,353 (-10.1%)
28	HRT FINANCIAL LP	455,527	0.03%	$3.8M	NEW
29	US BANCORP \DE\	438,010	0.03%	$3.7M	-736 (-0.2%)
30	OLD MISSION CAPITAL LLC	407,100	0.03%	$3.4M	-206,220 (-33.6%)
31	FMR LLC	392,369	0.02%	$3.3M	+7,265 (+1.9%)
32	Optiver Holding B.V.	389,897	0.02%	$3.3M	+75,332 (+23.9%)
33	CIBC WORLD MARKET INC.	367,806	0.02%	$3.1M	+21,448 (+6.2%)
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	341,835	0.02%	$2.9M	+40,568 (+13.5%)
35	Tower Research Capital LLC (TRC)	338,445	0.02%	$2.9M	-546,875 (-61.8%)
36	Hennion & Walsh Asset Management, Inc.	320,315	0.02%	$2.7M	-3,006 (-0.9%)
37	Vident Advisory, LLC	276,535	0.02%	$2.3M	-28,023 (-9.2%)
38	Transmarket Holdings LP	269,933	0.02%	$2.3M	-395,680 (-59.4%)
39	Ethic Inc.	250,678	0.02%	$2.1M	-8,702 (-3.4%)
40	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	240,295	0.02%	$2.0M	+2,750 (+1.2%)
41	PNC Financial Services Group, Inc.	225,137	0.01%	$1.9M	+4,278 (+1.9%)
42	Mariner, LLC	209,646	0.01%	$1.8M	+9,267 (+4.6%)
43	VANGUARD FIDUCIARY TRUST CO	209,487	0.01%	$1.8M	—
44	QUADRANT CAPITAL GROUP LLC	204,277	0.01%	$1.7M	+70 (+0.0%)
45	MERCER GLOBAL ADVISORS INC /ADV	203,013	0.01%	$1.7M	+131,226 (+182.8%)
46	SEI INVESTMENTS CO	195,505	0.01%	$1.7M	-217,467 (-52.7%)
47	CITADEL ADVISORS LLC	193,088	0.01%	$1.6M	NEW
48	Focus Partners Wealth	190,472	0.01%	$1.6M	+37,203 (+24.3%)
49	Nuveen, LLC	179,772	0.01%	$1.5M	NEW
50	Laird Norton Wetherby Trust Company, LLC	178,115	0.01%	$1.5M	+455 (+0.3%)
51	HighTower Advisors, LLC	178,053	0.01%	$1.5M	-23,580 (-11.7%)
52	Bridgewater Associates, LP	176,399	0.01%	$1.5M	+113,412 (+180.1%)
53	Graham Capital Management, L.P.	171,813	0.01%	$1.5M	+136,144 (+381.7%)
54	WELLS FARGO & COMPANY/MN	168,564	0.01%	$1.4M	+5,164 (+3.2%)
55	IEQ CAPITAL, LLC	166,132	0.01%	$1.4M	+32,749 (+24.6%)
56	COMMONWEALTH EQUITY SERVICES, LLC	165,108	0.01%	$1.4M	+95,293 (+136.5%)
57	Crossmark Global Holdings, Inc.	163,405	0.01%	$1.4M	-97 (-0.1%)
58	Cerity Partners LLC	159,920	0.01%	$1.3M	-3,894 (-2.4%)
59	GREENLEAF TRUST	152,857	0.01%	$1.3M	—
60	Kestra Advisory Services, LLC	141,781	0.01%	$1.2M	+50,838 (+55.9%)
61	Vanguard Personalized Indexing Management, LLC	137,411	0.01%	$1.2M	+11,825 (+9.4%)
62	Federation des caisses Desjardins du Quebec	133,541	0.01%	$1.1M	+125,741 (+1612.1%)
63	Entropy Technologies, LP	127,979	0.01%	$1.1M	-14,022 (-9.9%)
64	SIGNATUREFD, LLC	120,148	0.01%	$1.0M	+1,064 (+0.9%)
65	Bank of New York Mellon Corp	119,306	0.01%	$1.0M	+1,424 (+1.2%)
66	AMERIPRISE FINANCIAL INC	116,651	0.01%	$993K	+1,660 (+1.4%)
67	HANTZ FINANCIAL SERVICES, INC.	113,593	0.01%	$959K	+43,926 (+63.1%)
68	Callan Family Office, LLC	99,494	0.01%	$840K	+1,177 (+1.2%)
69	LPL Financial LLC	93,647	0.01%	$790K	+419 (+0.4%)
70	Aaron Wealth Advisors LLC	93,003	0.01%	$785K	+4,255 (+4.8%)
71	NATIXIS ADVISORS, LLC	87,920	0.01%	$742K	+32 (+0.0%)
72	Abacus Wealth Partners, LLC	86,070	0.01%	$726K	-24,184 (-21.9%)
73	EVERGREEN CAPITAL MANAGEMENT LLC	85,249	0.01%	$740K	+10,074 (+13.4%)
74	ENVESTNET ASSET MANAGEMENT INC	82,600	0.01%	$697K	+199 (+0.2%)
75	ROYAL BANK OF CANADA	81,496	0.01%	$688K	+7,617 (+10.3%)
76	Corient Private Wealth LP	80,289	0.01%	$680K	+16,635 (+26.1%)
77	SYON CAPITAL LLC	80,157	0.01%	$677K	+18,884 (+30.8%)
78	Wealthstar Advisors, LLC	79,424	0.01%	$670K	-54,090 (-40.5%)
79	Russell Investments Group, Ltd.	77,188	0.00%	$651K	+10,855 (+16.4%)
80	RHUMBLINE ADVISERS	76,140	0.00%	$643K	-3,556 (-4.5%)
81	Caprock Group, LLC	75,890	0.00%	$659K	+10,240 (+15.6%)
82	SG Americas Securities, LLC	75,257	0.00%	$635K	+5,661 (+8.1%)
83	Sequoia Financial Advisors, LLC	72,711	0.00%	$614K	-48,997 (-40.3%)
84	Pathstone Holdings, LLC	71,016	0.00%	$600K	-2,076 (-2.8%)
85	OLIO Financial Planning	71,009	0.00%	$599K	—
86	Janney Montgomery Scott LLC	70,572	0.00%	$596K	NEW
87	RITHOLTZ WEALTH MANAGEMENT	67,988	0.00%	$574K	+11,427 (+20.2%)
88	Quantbot Technologies LP	65,696	0.00%	$554K	NEW
89	Engineers Gate Manager LP	62,357	0.00%	$526K	NEW
90	XY Capital Ltd	59,500	0.00%	$502K	NEW
91	FACTORY MUTUAL INSURANCE CO	59,398	0.00%	$501K	—
92	Sivia Capital Partners, LLC	58,572	0.00%	$494K	—
93	Clearstead Advisors, LLC	57,646	0.00%	$487K	+11,936 (+26.1%)
94	Miller Investment Management, LP	57,015	0.00%	$481K	—
95	Lester Murray Antman dba SimplyRich	56,361	0.00%	$475K	—
96	Venturi Wealth Management, LLC	56,301	0.00%	$475K	+8,869 (+18.7%)
97	FOX RUN MANAGEMENT, L.L.C.	54,821	0.00%	$463K	NEW
98	Versant Capital Management, Inc	54,621	0.00%	$461K	-2,013 (-3.6%)
99	HIGHLAND CAPITAL MANAGEMENT, LLC	54,227	0.00%	$458K	—
100	Ballentine Partners, LLC	54,067	0.00%	$456K	+249 (+0.5%)
101	Jain Global LLC	53,242	0.00%	$449K	NEW
102	CHOREO, LLC	53,062	0.00%	$461K	+956 (+1.8%)
103	QRG CAPITAL MANAGEMENT, INC.	51,507	0.00%	$435K	+9,763 (+23.4%)
104	Schonfeld Strategic Advisors LLC	50,542	0.00%	$427K	-247,342 (-83.0%)
105	Brevan Howard Capital Management LP	46,665	0.00%	$394K	NEW
106	HUB Investment Partners, LLC	45,886	0.00%	$387K	+10,812 (+30.8%)
107	CAMBIAR INVESTORS LLC	45,615	0.00%	$385K	-17,985 (-28.3%)
108	KESTRA PRIVATE WEALTH SERVICES, LLC	45,223	0.00%	$382K	-5,963 (-11.6%)
109	Prime Capital Investment Advisors, LLC	41,426	0.00%	$350K	+249 (+0.6%)
110	JACKSON SQUARE CAPITAL, LLC	40,482	0.00%	$342K	—
111	Advisors Asset Management, Inc.	39,665	0.00%	$335K	+14,946 (+60.5%)
112	Kingdom Financial Group LLC.	38,040	0.00%	$321K	+208 (+0.5%)
113	BANK OF MONTREAL /CAN/	37,963	0.00%	$320K	-463,177 (-92.4%)
114	Rockefeller Capital Management L.P.	37,784	0.00%	$319K	+4,555 (+13.7%)
115	DRW Securities, LLC	37,709	0.00%	$318K	-745,024 (-95.2%)
116	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	37,222	0.00%	$328K	+7,377 (+24.7%)
117	AR ASSET MANAGEMENT INC	36,691	0.00%	$310K	—
118	MILLENNIUM MANAGEMENT LLC	35,764	0.00%	$302K	-155,297 (-81.3%)
119	Smartleaf Asset Management LLC	34,224	0.00%	$286K	—
120	Ellevest, Inc.	33,721	0.00%	$285K	+535 (+1.6%)
121	STIFEL FINANCIAL CORP	33,597	0.00%	$284K	-569 (-1.7%)
122	J.W. COLE ADVISORS, INC.	33,345	0.00%	$281K	—
123	CIBC Bancorp USA Inc.	32,766	0.00%	$277K	-446 (-1.3%)
124	FRANKLIN RESOURCES INC	32,661	0.00%	$276K	+498 (+1.5%)
125	OSAIC HOLDINGS, INC.	31,235	0.00%	$264K	-900 (-2.8%)
126	Allspring Global Investments Holdings, LLC	31,148	0.00%	$270K	+1,863 (+6.4%)
127	Dynasty Wealth Management, LLC	31,078	0.00%	$262K	+10,232 (+49.1%)
128	CAPTRUST FINANCIAL ADVISORS	30,861	0.00%	$260K	+5,093 (+19.8%)
129	UNITED CAPITAL FINANCIAL ADVISORS, LLC	29,265	0.00%	$247K	+49 (+0.2%)
130	Wealthspire Retirement, LLC	27,938	0.00%	$236K	—
131	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	27,905	0.00%	$236K	—
132	CARY STREET PARTNERS FINANCIAL LLC	27,145	0.00%	$229K	+157 (+0.6%)
133	Basecamp Wealth Advisors LLC	27,082	0.00%	$229K	—
134	JONES FINANCIAL COMPANIES LLLP	27,020	0.00%	$227K	+11,871 (+78.4%)
135	DIVERSIFY WEALTH MANAGEMENT, LLC	27,006	0.00%	$247K	-157,663 (-85.4%)
136	Diversify Advisory Services, LLC	27,006	0.00%	$247K	NEW
137	Cetera Investment Advisers	26,886	0.00%	$227K	+441 (+1.7%)
138	TWO SIGMA SECURITIES, LLC	26,878	0.00%	$227K	-8,632 (-24.3%)
139	Orion Porfolio Solutions, LLC	26,590	0.00%	$224K	+2,628 (+11.0%)
140	Blueshift Asset Management, LLC	25,942	0.00%	$219K	NEW
141	Squarepoint Ops LLC	25,796	0.00%	$218K	-73,758 (-74.1%)
142	Arax Advisory Partners	25,356	0.00%	$214K	+25,207 (+16917.4%)
143	Parallel Advisors, LLC	25,278	0.00%	$213K	+3,296 (+15.0%)
144	PDS Planning, Inc	24,135	0.00%	$204K	+85 (+0.4%)
145	NEUBERGER BERMAN GROUP LLC	22,845	0.00%	$193K	+3,790 (+19.9%)
146	HB Wealth Management, LLC	22,788	0.00%	$192K	+2,876 (+14.4%)
147	Baron Wealth Management LLC	22,678	0.00%	$191K	+11,442 (+101.8%)
148	Gotham Asset Management, LLC	21,727	0.00%	$183K	—
149	TRUIST FINANCIAL CORP	21,313	0.00%	$180K	+876 (+4.3%)
150	55 North Private Wealth, LLC	20,980	0.00%	$177K	NEW
151	SAGE RHINO CAPITAL LLC	20,944	0.00%	$177K	+154 (+0.7%)
152	Bayesian Capital Management, LP	20,800	0.00%	$176K	NEW
153	XTX Topco Ltd	20,797	0.00%	$176K	-47,319 (-69.5%)
154	Independent Advisor Alliance	20,524	0.00%	$173K	NEW
155	AE Wealth Management LLC	20,284	0.00%	$171K	—
156	EVOLVE PRIVATE WEALTH, LLC	19,677	0.00%	$171K	+2,728 (+16.1%)
157	Blue Trust, Inc.	19,437	0.00%	$164K	+3,224 (+19.9%)
158	EP Wealth Advisors, LLC	18,997	0.00%	$160K	+4,815 (+34.0%)
159	Calydon Capital	17,940	0.00%	$151K	—
160	May Hill Capital, LLC	17,730	0.00%	$150K	+1,584 (+9.8%)
161	Summit Trail Advisors, LLC	17,609	0.00%	$149K	+1,264 (+7.7%)
162	Savant Capital, LLC	17,559	0.00%	$148K	-6,232 (-26.2%)
163	Keebeck Wealth Management	17,553	0.00%	$152K	+6,040 (+52.5%)
164	JACKSON THORNTON WEALTH MANAGEMENT, LLC	17,448	0.00%	$147K	+3,089 (+21.5%)
165	Kathmere Capital Management, LLC	17,332	0.00%	$146K	+2,307 (+15.4%)
166	Connor, Clark & Lunn Investment Management Ltd.	16,902	0.00%	$143K	NEW
167	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	16,791	0.00%	$142K	-853 (-4.8%)
168	Waverly Advisors, LLC	16,628	0.00%	$140K	-262 (-1.6%)
169	Central Pacific Bank - Trust Division	16,600	0.00%	$140K	-4,900 (-22.8%)
170	Dorsey & Whitney Trust CO LLC	16,599	0.00%	$140K	+1,049 (+6.7%)
171	TD Waterhouse Canada Inc.	16,274	0.00%	$139K	+14,247 (+702.9%)
172	Invesco Ltd.	16,211	0.00%	$137K	+1,990 (+14.0%)
173	FIRST TRUST ADVISORS LP	15,777	0.00%	$133K	+782 (+5.2%)
174	Focus Partners Advisor Solutions, LLC	15,748	0.00%	$133K	+1,301 (+9.0%)
175	Accel Wealth Management	15,684	0.00%	$132K	NEW
176	Stonebrook Private Inc.	15,587	0.00%	$132K	NEW
177	KEYBANK NATIONAL ASSOCIATION/OH	14,771	0.00%	$125K	+2,672 (+22.1%)
178	Sanctuary Advisors, LLC	14,709	0.00%	$124K	+3,414 (+30.2%)
179	Boit C F David	14,695	0.00%	$124K	—
180	FRANKLIN STREET ADVISORS INC /NC	14,551	0.00%	$123K	—
181	Henry James International Management Inc.	14,391	0.00%	$121K	+131 (+0.9%)
182	Checchi Capital Advisers, LLC	14,321	0.00%	$121K	+740 (+5.4%)
183	Wealthcare Advisory Partners LLC	13,930	0.00%	$118K	—
184	GLENMEDE TRUST CO NA	13,766	0.00%	$116K	+2,525 (+22.5%)
185	FourThought Financial Partners, LLC	13,458	0.00%	$114K	—
186	M&T Bank Corp	13,105	0.00%	$111K	+1,612 (+14.0%)
187	STATE STREET CORP	13,085	0.00%	$114K	—
188	STOCK YARDS BANK & TRUST CO	12,849	0.00%	$108K	—
189	TUDOR INVESTMENT CORP ET AL	12,812	0.00%	$108K	NEW
190	Argos Wealth Advisors, LLC	12,436	0.00%	$105K	—
191	Sepio Capital, LP	12,416	0.00%	$105K	NEW
192	Vise Technologies, Inc.	12,048	0.00%	$102K	-6,555 (-35.2%)
193	Glenview Trust Co	12,029	0.00%	$102K	NEW
194	GAMMA Investing LLC	11,910	0.00%	$101K	+4,415 (+58.9%)
195	EverSource Wealth Advisors, LLC	11,181	0.00%	$94K	-9,616 (-46.2%)
196	Canopy Partners, LLC	10,924	0.00%	$92K	—
197	FLPUTNAM INVESTMENT MANAGEMENT CO	10,829	0.00%	$91K	NEW
198	Allworth Financial LP	10,826	0.00%	$91K	+103 (+1.0%)
199	GeoWealth Management, LLC	10,572	0.00%	$89K	-2,830 (-21.1%)
200	Mayflower Financial Advisors, LLC	10,571	0.00%	$89K	NEW
201	Cornerstone Wealth Group, LLC	10,260	0.00%	$87K	NEW
202	Atria Investments, Inc	10,179	0.00%	$86K	-2,412 (-19.2%)
203	ANGELES WEALTH MANAGEMENT, LLC	10,048	0.00%	$87K	NEW
204	SHELTON CAPITAL MANAGEMENT	10,000	0.00%	$84K	—
205	Cromwell Holdings LLC	9,692	0.00%	$84K	—
206	DEUTSCHE BANK AG\	9,310	0.00%	$79K	—
207	Farther Finance Advisors, LLC	7,904	0.00%	$67K	-1,234 (-13.5%)
208	EASTERN BANK	6,517	0.00%	$55K	NEW
209	ROTHSCHILD INVESTMENT LLC	5,874	0.00%	$50K	+96 (+1.7%)
210	Pinnacle Wealth Planning Services, Inc.	5,776	0.00%	$49K	+86 (+1.5%)
211	Independence Bank of Kentucky	5,400	0.00%	$46K	-1,600 (-22.9%)
212	BESSEMER GROUP INC	5,210	0.00%	$44K	—
213	BARTLETT & CO. WEALTH MANAGEMENT LLC	5,000	0.00%	$43K	—
214	Larson Financial Group LLC	4,233	0.00%	$36K	+2,934 (+225.9%)
215	BROWN BROTHERS HARRIMAN & CO	3,875	0.00%	$33K	-351 (-8.3%)
216	Global Retirement Partners, LLC	3,625	0.00%	$31K	NEW
217	MassMutual Private Wealth & Trust, FSB	3,343	0.00%	$28K	—
218	CITIGROUP INC	3,269	0.00%	$28K	+1,026 (+45.7%)
219	HARBOUR INVESTMENTS, INC.	3,191	0.00%	$27K	-99 (-3.0%)
220	Ares Financial Consulting, LLC	3,032	0.00%	$26K	—
221	Caitong International Asset Management Co., Ltd	3,027	0.00%	$26K	+750 (+32.9%)
222	True Wealth Design, LLC	2,756	0.00%	$23K	+403 (+17.1%)
223	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	2,656	0.00%	$22K	+680 (+34.4%)
224	Allied Private Wealth LLC	2,532	0.00%	$22K	NEW
225	William B. Walkup & Associates, Inc.	2,094	0.00%	$18K	—
226	FIFTH THIRD BANCORP	1,958	0.00%	$17K	—
227	ASSETMARK, INC	1,799	0.00%	$15K	+618 (+52.3%)
228	Triumph Capital Management	1,750	0.00%	$15K	—
229	MONTAG A & ASSOCIATES INC	1,739	0.00%	$15K	—
230	Parkside Financial Bank & Trust	1,675	0.00%	$14K	—
231	LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	1,610	0.00%	$14K	—
232	Copia Wealth Management	1,575	0.00%	$13K	—
233	NATIONAL BANK OF CANADA /FI/	1,471	0.00%	$12K	-31 (-2.1%)
234	Essential Partners LLC	1,354	0.00%	$11K	—
235	Clean Yield Group	1,259	0.00%	$11K	—
236	EVERMAY WEALTH MANAGEMENT LLC	1,249	0.00%	$11K	—
237	Manchester Capital Management LLC	1,204	0.00%	$10K	—
238	SJS Investment Consulting Inc.	1,140	0.00%	$10K	—
239	WealthCollab, LLC	1,103	0.00%	$9K	—
240	Bell Investment Advisors, Inc	1,042	0.00%	$9K	—
241	ELEVATION WEALTH PARTNERS, LLC	1,025	0.00%	$9K	NEW
242	SALEM INVESTMENT COUNSELORS INC	1,020	0.00%	$9K	—
243	UMB Bank, n.a.	1,002	0.00%	$8K	—
244	FINANCIAL CONSULATE, INC	995	0.00%	$8K	+159 (+19.0%)
245	Gleason Group, Inc.	994	0.00%	$8K	-3 (-0.3%)
246	Pillar Financial Advisors, LLC	930	0.00%	$8K	—
247	Owl Creek Wealth Partners LLC	883	0.00%	$7K	—
248	Itau Unibanco Holding S.A.	870	0.00%	$7K	NEW
249	Steward Partners Investment Advisory, LLC	752	0.00%	$6K	+317 (+72.9%)
250	PINNEY & SCOFIELD, INC.	714	0.00%	$6K	—

Exited since 2026-03-31 (31 filers; largest 25 shown)

TODD ASSET MANAGEMENT LLC	−648,575
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	−644,010
Brooklyn Investment Group	−112,460
Balyasny Asset Management L.P.	−81,736
Lloyd Advisory Services, LLC.	−37,832
Impact Investors, Inc	−30,249
VIEWPOINT INVESTMENT PARTNERS CORP	−30,100
Private Advisor Group, LLC	−26,380
Scientech Research LLC	−24,767
YOUSIF CAPITAL MANAGEMENT, LLC	−20,045
COLDSTREAM CAPITAL MANAGEMENT INC	−14,755
Trek Financial, LLC	−14,416
AXQ CAPITAL, LP	−13,433
EARNED WEALTH ADVISORS, LLC	−11,871
Perigon Wealth Management, LLC	−11,787
CWM, LLC	−11,651
Beacon Pointe Advisors, LLC	−10,784
Wedmont Private Capital	−10,736
Stronghold Wealth Management L.L.C.	−10,155
MAI Capital Management	−4,082
Ancora Advisors LLC	−1,043
Advisory Services Network, LLC	−977
Sound Income Strategies, LLC	−679
TWIN PEAKS WEALTH ADVISORS, LLC	−560
Crewe Advisors LLC	−337

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Vereniging Aegon	SCHEDULE 13D/A	2026-08-26	2026-08-25	264,665,203	18.01%
Dodge & Cox	SCHEDULE 13G/A	2026-05-14	2026-03-31	71,437,784	4.5%
Norges Bank	SCHEDULE 13G/A	2026-05-11	2026-03-31	74,127,181	4.7121%
BlackRock, Inc.	SCHEDULE 13G/A	2026-04-24	2026-03-31	107,463,526	6.8%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.