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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| DODGE & COX trimmed | 50,556,509 | $367M | 37.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 11,741,711 | $85M | 8.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 10,520,790 | $76M | 7.8% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 5,631,844 | $41M | 4.2% | 2026-Q1 |
| BlackRock, Inc. added | 5,293,258 | $38M | 3.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 4,562,422 | $33M | 3.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 3,303,388 | $24M | 2.4% | 2026-Q1 |
| UBS Group AG added | 2,741,866 | $20M | 2.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,451,515 | $18M | 1.8% | 2026-Q1 |
| ABC ARBITRAGE SA added | 2,107,085 | $15M | 1.6% | 2026-Q1 |
| Quantinno Capital Management LP added | 1,735,351 | $13M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,504,190 | $11M | 1.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,452,213 | $11M | 1.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,394,670 | $10M | 1.0% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 1,226,958 | $9M | 0.9% | 2026-Q1 |
| GRACE & WHITE INC /NY trimmed | 1,107,297 | $8M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,050,189 | $7M | 0.7% | 2026-Q1 |
| Private Wealth Asset Management, LLC trimmed | 900,000 | $7M | 0.7% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 885,320 | $6M | 0.7% | 2026-Q1 |
| DRW Securities, LLC added | 782,733 | $6M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 772,731 | $6M | 0.6% | 2026-Q1 |
| Transmarket Holdings LP added | 665,613 | $5M | 0.5% | 2026-Q1 |
| TODD ASSET MANAGEMENT LLC added | 648,575 | $5M | 0.5% | 2026-Q1 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY added | 644,010 | $5M | 0.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 613,320 | $4M | 0.5% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 559,615 | $4M | 0.4% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 536,195 | $4M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 532,588 | $4M | 0.4% | 2026-Q1 |
| Creative Planning added | 525,948 | $4M | 0.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 501,140 | $4M | 0.4% | 2026-Q1 |
| US BANCORP \DE\ added | 438,746 | $3M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 412,972 | $3M | 0.3% | 2026-Q1 |
| FMR LLC added | 385,104 | $3M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 362,408 | $3M | 0.3% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 346,358 | $3M | 0.3% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. trimmed | 323,321 | $2M | 0.2% | 2026-Q1 |
| Optiver Holding B.V. trimmed | 314,565 | $2M | 0.2% | 2026-Q1 |
| Vident Advisory, LLC added | 304,558 | $2M | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 301,267 | $2M | 0.2% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 297,884 | $2M | 0.2% | 2026-Q1 |
| Ethic Inc. trimmed | 259,380 | $2M | 0.2% | 2026-Q1 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV added | 237,545 | $2M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 228,743 | $2M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 220,859 | $2M | 0.2% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 209,487 | $2M | 0.2% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 184,669 | $1M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 201,633 | $1M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 200,379 | $1M | 0.1% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 199,901 | $1M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 191,061 | $1M | 0.1% | 2026-Q1 |
| Laird Norton Wetherby Trust Company, LLC trimmed | 177,660 | $1M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 163,814 | $1M | 0.1% | 2026-Q1 |
| Crossmark Global Holdings, Inc. added | 163,502 | $1M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 163,400 | $1M | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 153,269 | $1M | 0.1% | 2026-Q1 |
| GREENLEAF TRUST trimmed | 152,857 | $1M | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 8,420 | $1M | 0.1% | 2026-Q1 |
| Entropy Technologies, LP added | 142,001 | $1M | 0.1% | 2026-Q1 |
| Wealthstar Advisors, LLC added | 133,514 | $969K | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 133,383 | $968K | 0.1% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC trimmed | 125,586 | $912K | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 121,708 | $884K | 0.1% | 2026-Q1 |
| SIGNATUREFD, LLC trimmed | 119,084 | $865K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 117,882 | $856K | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 114,991 | $835K | 0.1% | 2026-Q1 |
| Brooklyn Investment Group added | 112,460 | $816K | 0.1% | 2026-Q1 |
| Abacus Wealth Partners, LLC added | 110,254 | $800K | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 99,554 | $723K | 0.1% | 2026-Q1 |
| Callan Family Office, LLC trimmed | 98,317 | $714K | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 93,228 | $677K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 90,943 | $660K | 0.1% | 2026-Q1 |
| Aaron Wealth Advisors LLC added | 88,748 | $644K | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 87,888 | $638K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 82,401 | $598K | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 81,736 | $593K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 79,696 | $579K | 0.1% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 75,175 | $546K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 73,879 | $536K | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 73,092 | $531K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 71,787 | $521K | 0.1% | 2026-Q1 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. added | 2,527,483 | $19M | 2.0% | 2025-Q4 stale |
| ACADIAN ASSET MANAGEMENT LLC added | 1,362,895 | $11M | 1.1% | 2025-Q4 stale |
| Summit Global Investments | 1,040,668 | $8M | 0.8% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 762,261 | $6M | 0.6% | 2025-Q4 stale |
| XY Capital Ltd new | 685,548 | $5M | 0.6% | 2025-Q3 stale |
| SUMMIT SECURITIES GROUP LLC new | 344,285 | $3M | 0.3% | 2025-Q3 stale |
| Employees Retirement System of Texas | 276,450 | $2M | 0.2% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 268,800 | $2M | 0.2% | 2025-Q4 stale |
| VANGUARD GROUP INC added | 237,728 | $2M | 0.2% | 2025-Q4 stale |
| Laird Norton Wetherby Wealth Management, LLC trimmed | 178,979 | $1M | 0.1% | 2025-Q3 stale |
| Point72 Asset Management, L.P. trimmed | 183,100 | $1M | 0.1% | 2025-Q2 stale |
| Dorsey Wright & Associates added | 166,041 | $1M | 0.1% | 2025-Q4 stale |
| NEW YORK STATE COMMON RETIREMENT FUND added | 153,064 | $1M | 0.1% | 2025-Q3 stale |
| Integrated Quantitative Investments LLC new | 153,064 | $1M | 0.1% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 177,787 | $1M | 0.1% | 2025-Q1 stale |
| Campbell & CO Investment Adviser LLC trimmed | 140,686 | $1M | 0.1% | 2025-Q4 stale |
| Quantbot Technologies LP trimmed | 115,710 | $892K | 0.1% | 2025-Q4 stale |
| LAZARD ASSET MANAGEMENT LLC new | 122,081 | $883K | 0.1% | 2025-Q2 stale |
| AdvisorShares Investments LLC added | 111,128 | $857K | 0.1% | 2025-Q4 stale |
| FORA Capital, LLC added | 102,389 | $741K | 0.1% | 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.
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.