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Institutional Ownership · SEC Form 13F

Who owns AEG (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

287
Institutional holders
129,468,927
Shares held (tracked funds)

How the tape is positioned

25 tracked funds added or opened AEG while 39 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 287 tracked filers holding AEG, 144 increased or opened the position and 131 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 2025-Q4 and 2026-Q1 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 1

  • VANGUARD FIDUCIARY TRUST CO$2M

Full exits 9

  • Arrowpoint Investment Partners (Singapore) Pte. Ltd.$19M
  • ACADIAN ASSET MANAGEMENT LLC$11M
  • CITADEL ADVISORS LLC$6M
  • TWO SIGMA ADVISERS, LP$2M
  • VANGUARD GROUP INC$2M
  • Dorsey Wright & Associates$1M

Largest adds

  • JANE STREET GROUP, LLC$10M
  • BANK OF MONTREAL /CAN/$3M
  • JPMORGAN CHASE & CO$3M
  • Quantinno Capital Management LP$3M
  • DRW Securities, LLC$2M
  • Transmarket Holdings LP$2M

Largest trims

  • DODGE & COX$177M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$52M
  • MORGAN STANLEY$25M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$17M
  • VOLORIDGE INVESTMENT MANAGEMENT, LLC$10M
  • Qube Research & Technologies Ltd$6M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
DODGE & COX trimmed50,556,509$367M37.3%2026-Q1
DIMENSIONAL FUND ADVISORS LP added11,741,711$85M8.7%2026-Q1
MORGAN STANLEY trimmed10,520,790$76M7.8%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed5,631,844$41M4.2%2026-Q1
BlackRock, Inc. added5,293,258$38M3.9%2026-Q1
GOLDMAN SACHS GROUP INC added4,562,422$33M3.4%2026-Q1
JANE STREET GROUP, LLC added3,303,388$24M2.4%2026-Q1
UBS Group AG added2,741,866$20M2.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added2,451,515$18M1.8%2026-Q1
ABC ARBITRAGE SA added2,107,085$15M1.6%2026-Q1
Quantinno Capital Management LP added1,735,351$13M1.3%2026-Q1
NORTHERN TRUST CORP trimmed1,504,190$11M1.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed1,452,213$11M1.1%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed1,394,670$10M1.0%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed1,226,958$9M0.9%2026-Q1
GRACE & WHITE INC /NY trimmed1,107,297$8M0.8%2026-Q1
JPMORGAN CHASE & CO added1,050,189$7M0.7%2026-Q1
Private Wealth Asset Management, LLC trimmed900,000$7M0.7%2026-Q1
Tower Research Capital LLC (TRC) added885,320$6M0.7%2026-Q1
DRW Securities, LLC added782,733$6M0.6%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed772,731$6M0.6%2026-Q1
Transmarket Holdings LP added665,613$5M0.5%2026-Q1
TODD ASSET MANAGEMENT LLC added648,575$5M0.5%2026-Q1
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY added644,010$5M0.5%2026-Q1
OLD MISSION CAPITAL LLC added613,320$4M0.5%2026-Q1
OPPENHEIMER & CO INC added559,615$4M0.4%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added536,195$4M0.4%2026-Q1
TWO SIGMA INVESTMENTS, LP added532,588$4M0.4%2026-Q1
Creative Planning added525,948$4M0.4%2026-Q1
BANK OF MONTREAL /CAN/ added501,140$4M0.4%2026-Q1
US BANCORP \DE\ added438,746$3M0.3%2026-Q1
SEI INVESTMENTS CO added412,972$3M0.3%2026-Q1
FMR LLC added385,104$3M0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added362,408$3M0.3%2026-Q1
CIBC WORLD MARKET INC. added346,358$3M0.3%2026-Q1
Hennion & Walsh Asset Management, Inc. trimmed323,321$2M0.2%2026-Q1
Optiver Holding B.V. trimmed314,565$2M0.2%2026-Q1
Vident Advisory, LLC added304,558$2M0.2%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added301,267$2M0.2%2026-Q1
Schonfeld Strategic Advisors LLC added297,884$2M0.2%2026-Q1
Ethic Inc. trimmed259,380$2M0.2%2026-Q1
MAINSTAY CAPITAL MANAGEMENT LLC /ADV added237,545$2M0.2%2026-Q1
Qube Research & Technologies Ltd trimmed228,743$2M0.2%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added220,859$2M0.2%2026-Q1
VANGUARD FIDUCIARY TRUST CO new209,487$2M0.2%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC added184,669$1M0.2%2026-Q1
HighTower Advisors, LLC added201,633$1M0.1%2026-Q1
Mariner, LLC added200,379$1M0.1%2026-Q1
CAPITAL FUND MANAGEMENT S.A. added199,901$1M0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed191,061$1M0.1%2026-Q1
Laird Norton Wetherby Trust Company, LLC trimmed177,660$1M0.1%2026-Q1
Cerity Partners LLC added163,814$1M0.1%2026-Q1
Crossmark Global Holdings, Inc. added163,502$1M0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed163,400$1M0.1%2026-Q1
Focus Partners Wealth added153,269$1M0.1%2026-Q1
GREENLEAF TRUST trimmed152,857$1M0.1%2026-Q1
EverSource Wealth Advisors, LLC trimmed8,420$1M0.1%2026-Q1
Entropy Technologies, LP added142,001$1M0.1%2026-Q1
Wealthstar Advisors, LLC added133,514$969K0.1%2026-Q1
IEQ CAPITAL, LLC added133,383$968K0.1%2026-Q1
Vanguard Personalized Indexing Management, LLC trimmed125,586$912K0.1%2026-Q1
Sequoia Financial Advisors, LLC added121,708$884K0.1%2026-Q1
SIGNATUREFD, LLC trimmed119,084$865K0.1%2026-Q1
Bank of New York Mellon Corp added117,882$856K0.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed114,991$835K0.1%2026-Q1
Brooklyn Investment Group added112,460$816K0.1%2026-Q1
Abacus Wealth Partners, LLC added110,254$800K0.1%2026-Q1
Squarepoint Ops LLC added99,554$723K0.1%2026-Q1
Callan Family Office, LLC trimmed98,317$714K0.1%2026-Q1
LPL Financial LLC trimmed93,228$677K0.1%2026-Q1
Kestra Advisory Services, LLC added90,943$660K0.1%2026-Q1
Aaron Wealth Advisors LLC added88,748$644K0.1%2026-Q1
NATIXIS ADVISORS, LLC added87,888$638K0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed82,401$598K0.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added81,736$593K0.1%2026-Q1
RHUMBLINE ADVISERS added79,696$579K0.1%2026-Q1
EVERGREEN CAPITAL MANAGEMENT LLC added75,175$546K0.1%2026-Q1
ROYAL BANK OF CANADA added73,879$536K0.1%2026-Q1
Pathstone Holdings, LLC trimmed73,092$531K0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed71,787$521K0.1%2026-Q1
Arrowpoint Investment Partners (Singapore) Pte. Ltd. added2,527,483$19M2.0%2025-Q4 stale
ACADIAN ASSET MANAGEMENT LLC added1,362,895$11M1.1%2025-Q4 stale
Summit Global Investments1,040,668$8M0.8%2025-Q2 stale
CITADEL ADVISORS LLC added762,261$6M0.6%2025-Q4 stale
XY Capital Ltd new685,548$5M0.6%2025-Q3 stale
SUMMIT SECURITIES GROUP LLC new344,285$3M0.3%2025-Q3 stale
Employees Retirement System of Texas276,450$2M0.2%2025-Q3 stale
TWO SIGMA ADVISERS, LP added268,800$2M0.2%2025-Q4 stale
VANGUARD GROUP INC added237,728$2M0.2%2025-Q4 stale
Laird Norton Wetherby Wealth Management, LLC trimmed178,979$1M0.1%2025-Q3 stale
Point72 Asset Management, L.P. trimmed183,100$1M0.1%2025-Q2 stale
Dorsey Wright & Associates added166,041$1M0.1%2025-Q4 stale
NEW YORK STATE COMMON RETIREMENT FUND added153,064$1M0.1%2025-Q3 stale
Integrated Quantitative Investments LLC new153,064$1M0.1%2025-Q3 stale
HRT FINANCIAL LP added177,787$1M0.1%2025-Q1 stale
Campbell & CO Investment Adviser LLC trimmed140,686$1M0.1%2025-Q4 stale
Quantbot Technologies LP trimmed115,710$892K0.1%2025-Q4 stale
LAZARD ASSET MANAGEMENT LLC new122,081$883K0.1%2025-Q2 stale
AdvisorShares Investments LLC added111,128$857K0.1%2025-Q4 stale
FORA Capital, LLC added102,389$741K0.1%2025-Q2 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership