Who owns AEG
Which tracked institutional funds hold AEG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AEG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
43 tracked funds added or opened AEG while 27 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AEG’s largest tracked holder by dollar value, DODGE & COX, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AEG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 295 tracked filers holding AEG, 162 increased or opened the position and 98 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AEG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- MARSHALL WACE, LLP$7M
- CITADEL ADVISORS LLC$2M
- Nuveen, LLC$2M
- Quantbot Technologies LP$554K
- Engineers Gate Manager LP$526K
- XY Capital Ltd$502K
Full exits 8
- TODD ASSET MANAGEMENT LLC$5M
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$5M
- HighTower Advisors, LLC$1M
- Brooklyn Investment Group$816K
- NATIXIS ADVISORS, LLC$638K
- BALYASNY ASSET MANAGEMENT L.P.$593K
Largest adds
- DIMENSIONAL FUND ADVISORS LP$25M
- Qube Research & Technologies Ltd$22M
- JPMORGAN CHASE & CO$14M
- GOLDMAN SACHS GROUP INC$12M
- DODGE & COX$10M
- Quantinno Capital Management LP$9M
Largest trims
- MORGAN STANLEY$26M
- BNP PARIBAS FINANCIAL MARKETS$11M
- DRW Securities, LLC$5M
- JANE STREET GROUP, LLC$5M
- Tower Research Capital LLC (TRC)$4M
- BANK OF MONTREAL /CAN/$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| DODGE & COX trimmed | 44,635,184 | $377M | 37.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 13,035,922 | $110M | 11.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 5,920,668 | $50M | 5.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 5,319,698 | $45M | 4.5% | 2026-Q2 |
| BlackRock, Inc. trimmed | 5,184,353 | $44M | 4.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 4,816,831 | $41M | 4.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 2,803,232 | $24M | 2.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,601,423 | $22M | 2.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 2,562,619 | $22M | 2.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,467,916 | $21M | 2.1% | 2026-Q2 |
| UBS Group AG trimmed | 2,409,801 | $20M | 2.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 2,301,343 | $19M | 1.9% | 2026-Q2 |
| ABC ARBITRAGE SA trimmed | 1,563,550 | $13M | 1.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,483,401 | $13M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,453,467 | $12M | 1.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,183,752 | $10M | 1.0% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 966,559 | $8M | 0.8% | 2026-Q2 |
| GRACE & WHITE INC /NY trimmed | 964,276 | $8M | 0.8% | 2026-Q2 |
| Private Wealth Asset Management, LLC | 900,000 | $8M | 0.8% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 853,589 | $7M | 0.7% | 2026-Q2 |
| MARSHALL WACE, LLP added | 815,153 | $7M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 760,916 | $6M | 0.6% | 2026-Q2 |
| Creative Planning added | 685,666 | $6M | 0.6% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 605,608 | $5M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 597,288 | $5M | 0.5% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 481,842 | $4M | 0.4% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 438,010 | $4M | 0.4% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 407,100 | $3M | 0.3% | 2026-Q2 |
| FMR LLC added | 392,369 | $3M | 0.3% | 2026-Q2 |
| Optiver Holding B.V. added | 389,897 | $3M | 0.3% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 367,806 | $3M | 0.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 341,835 | $3M | 0.3% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 338,445 | $3M | 0.3% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 320,315 | $3M | 0.3% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 276,535 | $2M | 0.2% | 2026-Q2 |
| Transmarket Holdings LP trimmed | 269,933 | $2M | 0.2% | 2026-Q2 |
| Ethic Inc. trimmed | 250,678 | $2M | 0.2% | 2026-Q2 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV added | 240,295 | $2M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 225,137 | $2M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 209,646 | $2M | 0.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO | 209,487 | $2M | 0.2% | 2026-Q2 |
| QUADRANT CAPITAL GROUP LLC added | 204,277 | $2M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 203,013 | $2M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 195,505 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 193,088 | $2M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 190,472 | $2M | 0.2% | 2026-Q2 |
| Nuveen, LLC new | 179,772 | $2M | 0.2% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC added | 178,115 | $2M | 0.2% | 2026-Q2 |
| Bridgewater Associates, LP added | 176,399 | $1M | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. added | 171,813 | $1M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 168,564 | $1M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 166,132 | $1M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 165,108 | $1M | 0.1% | 2026-Q2 |
| Crossmark Global Holdings, Inc. trimmed | 163,405 | $1M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 159,920 | $1M | 0.1% | 2026-Q2 |
| GREENLEAF TRUST | 152,857 | $1M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 141,781 | $1M | 0.1% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 137,411 | $1M | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 133,541 | $1M | 0.1% | 2026-Q2 |
| Entropy Technologies, LP trimmed | 127,979 | $1M | 0.1% | 2026-Q2 |
| SIGNATUREFD, LLC added | 120,148 | $1M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 119,306 | $1M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 116,651 | $993K | 0.1% | 2026-Q2 |
| Callan Family Office, LLC added | 99,494 | $840K | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 93,647 | $790K | 0.1% | 2026-Q2 |
| Aaron Wealth Advisors LLC added | 93,003 | $785K | 0.1% | 2026-Q2 |
| Abacus Wealth Partners, LLC trimmed | 86,070 | $726K | 0.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 85,249 | $740K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 82,600 | $697K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 81,496 | $688K | 0.1% | 2026-Q2 |
| SYON CAPITAL LLC added | 80,157 | $677K | 0.1% | 2026-Q2 |
| Wealthstar Advisors, LLC trimmed | 79,424 | $670K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 78,020 | $660K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 77,188 | $651K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 76,140 | $643K | 0.1% | 2026-Q2 |
| Caprock Group, LLC added | 75,890 | $659K | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 72,711 | $614K | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 71,016 | $600K | 0.1% | 2026-Q2 |
| OLIO Financial Planning | 71,009 | $599K | 0.1% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 67,988 | $574K | 0.1% | 2026-Q2 |
| Quantbot Technologies LP trimmed | 65,696 | $554K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 62,357 | $526K | 0.1% | 2026-Q2 |
| XY Capital Ltd trimmed | 59,500 | $502K | 0.1% | 2026-Q2 |
| FACTORY MUTUAL INSURANCE CO | 59,398 | $501K | 0.1% | 2026-Q2 |
| Sivia Capital Partners, LLC | 58,572 | $494K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC added | 57,646 | $487K | 0.0% | 2026-Q2 |
| Miller Investment Management, LP | 57,015 | $481K | 0.0% | 2026-Q2 |
| Venturi Wealth Management, LLC added | 56,301 | $475K | 0.0% | 2026-Q2 |
| FOX RUN MANAGEMENT, L.L.C. added | 54,821 | $463K | 0.0% | 2026-Q2 |
| Versant Capital Management, Inc trimmed | 54,621 | $461K | 0.0% | 2026-Q2 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 54,227 | $458K | 0.0% | 2026-Q2 |
| Ballentine Partners, LLC added | 54,067 | $456K | 0.0% | 2026-Q2 |
| Jain Global LLC added | 53,242 | $449K | 0.0% | 2026-Q2 |
| CHOREO, LLC added | 53,062 | $461K | 0.0% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 51,507 | $435K | 0.0% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 50,542 | $427K | 0.0% | 2026-Q2 |
| Brevan Howard Capital Management LP new | 46,665 | $394K | 0.0% | 2026-Q2 |
| HUB Investment Partners, LLC added | 45,886 | $387K | 0.0% | 2026-Q2 |
| CAMBIAR INVESTORS LLC trimmed | 45,615 | $385K | 0.0% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 45,223 | $382K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.