% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for AEG in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Dodge & Coxtracked | 50,556,50950.6M | $367M | — | TRIM -28% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 11,741,71111.7M | $85M | — | ADD 8% |
| 3 | MORGAN STANLEY | 10,520,79010.5M | $76M | — | TRIM -20% |
| 4 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5,631,8445.6M | $41M | — | TRIM -53% |
| 5 | BlackRock, Inc. | 5,293,2585.3M | $38M | — | — |
| 6 | GOLDMAN SACHS GROUP INC | 4,562,4224.6M | $33M | — | ADD 8% |
| 7 | JANE STREET GROUP, LLC | 3,303,3883.3M | $24M | — | ADD 87% |
| 8 | UBS Group AG | 2,741,8662.7M | $20M | — | ADD 8% |
| 9 | RAYMOND JAMES FINANCIAL INC | 2,451,5152.5M | $18M | — | — |
| 10 | ABC ARBITRAGE SA | 2,107,0852.1M | $15M | — | — |
| 11 | Quantinno Capital Management LP | 1,735,3511.7M | $13M | — | ADD 43% |
| 12 | NORTHERN TRUST CORP | 1,504,1901.5M | $11M | — | TRIM -3% |
| 13 | BNP PARIBAS FINANCIAL MARKETS | 1,452,2131.5M | $11M | — | TRIM -31% |
| 14 | AMERICAN CENTURY COMPANIES INC | 1,394,6701.4M | $10M | — | — |
| 15 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1,226,9581.2M | $9M | — | TRIM -50% |
| 16 | GRACE & WHITE INC /NY | 1,107,2971.1M | $8M | — | — |
| 17 | JPMORGAN CHASE & CO | 1,050,1891.1M | $7M | — | ADD 102% |
| 18 | Private Wealth Asset Management, LLC | 900,000900,000 | $7M | — | — |
| 19 | Tower Research Capital LLC (TRC) | 885,320885,320 | $6M | — | ADD 28% |
| 20 | AQR CAPITAL MANAGEMENT LLC | 788,709788,709 | $6M | — | TRIM -7% |
| 21 | DRW Securities, LLC | 782,733782,733 | $6M | — | ADD 86% |
| 22 | Transmarket Holdings LP | 665,613665,613 | $5M | — | ADD 106% |
| 23 | TODD ASSET MANAGEMENT LLC | 648,575648,575 | $5M | — | ADD 7% |
| 24 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 644,010644,010 | $5M | — | ADD 7% |
| 25 | OLD MISSION CAPITAL LLC | 613,320613,320 | $4M | — | ADD 55% |
| 26 | OPPENHEIMER & CO INC | 559,615559,615 | $4M | — | ADD 9% |
| 27 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 536,195536,195 | $4M | — | ADD 22% |
| 28 | TWO SIGMA INVESTMENTS, LP | 532,588532,588 | $4M | — | ADD 84% |
| 29 | Creative Planning | 525,948525,948 | $4M | — | ADD 4% |
| 30 | BANK OF MONTREAL /CAN/ | 501,140501,140 | $4M | — | ADD 969% |
| 31 | US BANCORP \DE\ | 438,746438,746 | $3M | — | — |
| 32 | SEI INVESTMENTS CO | 412,972412,972 | $3M | — | ADD 15% |
| 33 | FMR LLC | 385,104385,104 | $3M | — | ADD 151% |
| 34 | BANK OF AMERICA CORP /DE/ | 362,408362,408 | $3M | — | ADD 40% |
| 35 | CIBC WORLD MARKET INC. | 346,358346,358 | $3M | — | — |
| 36 | Hennion & Walsh Asset Management, Inc. | 323,321323,321 | $2M | — | TRIM -21% |
| 37 | Optiver Holding B.V. | 314,565314,565 | $2M | — | TRIM -64% |
| 38 | Vident Advisory, LLC | 304,558304,558 | $2M | — | ADD 8% |
| 39 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 301,267301,267 | $2M | — | ADD 17% |
| 40 | Schonfeld Strategic Advisors LLC | 297,884297,884 | $2M | — | ADD 158% |
| 41 | Ethic Inc. | 259,380259,380 | $2M | — | — |
| 42 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 237,545237,545 | $2M | — | — |
| 43 | Qube Research & Technologies Ltd | 228,743228,743 | $2M | — | TRIM -77% |
| 44 | PNC FINANCIAL SERVICES GROUP, INC. | 220,859220,859 | $2M | — | ADD 5% |
| 45 | VANGUARD FIDUCIARY TRUST CO | 209,487209,487 | $2M | — | NEW |
| 46 | QUADRANT CAPITAL GROUP LLC | 204,207204,207 | $1M | — | — |
| 47 | DIVERSIFY WEALTH MANAGEMENT, LLC | 184,669184,669 | $1M | — | ADD 21% |
| 48 | HighTower Advisors, LLC | 201,633201,633 | $1M | — | — |
| 49 | Mariner, LLC | 200,379200,379 | $1M | — | — |
| 50 | CAPITAL FUND MANAGEMENT S.A. | 199,901199,901 | $1M | — | — |
| 51 | MILLENNIUM MANAGEMENT LLC | 191,061191,061 | $1M | — | TRIM -36% |
| 52 | Laird Norton Wetherby Trust Company, LLC | 177,660177,660 | $1M | — | TRIM -7% |
| 53 | Cerity Partners LLC | 163,814163,814 | $1M | — | — |
| 54 | Crossmark Global Holdings, Inc. | 163,502163,502 | $1M | — | ADD 4% |
| 55 | WELLS FARGO & COMPANY/MN | 163,400163,400 | $1M | — | TRIM -3% |
| 56 | Focus Partners Wealth | 153,269153,269 | $1M | — | ADD 8% |
| 57 | GREENLEAF TRUST | 152,857152,857 | $1M | — | — |
| 58 | Entropy Technologies, LP | 142,001142,001 | $1M | — | ADD 120% |
| 59 | Wealthstar Advisors, LLC | 133,514133,514 | $969,310 | — | ADD 57% |
| 60 | IEQ CAPITAL, LLC | 133,383133,383 | $968,356 | — | ADD 101% |
| 61 | Vanguard Personalized Indexing Management, LLC | 125,586125,586 | $911,754 | — | TRIM -16% |
| 62 | Sequoia Financial Advisors, LLC | 121,708121,708 | $883,600 | — | ADD 302% |
| 63 | SIGNATUREFD, LLC | 119,084119,084 | $864,550 | — | — |
| 64 | Bank of New York Mellon Corp | 117,882117,882 | $855,821 | — | — |
| 65 | AMERIPRISE FINANCIAL INC | 114,991114,991 | $834,835 | — | TRIM -55% |
| 66 | Brooklyn Investment Group | 112,460112,460 | $816,460 | — | ADD 40% |
| 67 | Abacus Wealth Partners, LLC | 110,254110,254 | $800,446 | — | — |
| 68 | Squarepoint Ops LLC | 99,55499,554 | $722,762 | — | ADD 815% |
| 69 | Callan Family Office, LLC | 98,31798,317 | $713,783 | — | TRIM -19% |
| 70 | LPL Financial LLC | 93,22893,228 | $676,836 | — | TRIM -55% |
| 71 | Kestra Advisory Services, LLC | 90,94390,943 | $660,244 | — | ADD 49% |
| 72 | Aaron Wealth Advisors LLC | 88,74888,748 | $644,310 | — | ADD 162% |
| 73 | NATIXIS ADVISORS, LLC | 87,88887,888 | $638,000 | — | ADD 6% |
| 74 | ENVESTNET ASSET MANAGEMENT INC | 82,40182,401 | $598,234 | — | TRIM -67% |
| 75 | Balyasny Asset Management L.P. | 81,73681,736 | $593,403 | — | ADD 12% |
| 76 | RHUMBLINE ADVISERS | 79,69679,696 | $578,581 | — | — |
| 77 | EVERGREEN CAPITAL MANAGEMENT LLC | 75,17575,175 | $545,771 | — | ADD 11% |
| 78 | ROYAL BANK OF CANADA | 73,87973,879 | $536,000 | — | ADD 3% |
| 79 | Pathstone Holdings, LLC | 73,09273,092 | $530,647 | — | TRIM -16% |
| 80 | MERCER GLOBAL ADVISORS INC /ADV | 71,78771,787 | $521,177 | — | TRIM -25% |
| 81 | OLIO Financial Planning | 71,00971,009 | $515,526 | — | — |
| 82 | COMMONWEALTH EQUITY SERVICES, LLC | 69,81569,815 | $506,860 | — | ADD 3% |
| 83 | HANTZ FINANCIAL SERVICES, INC. | 69,66769,667 | $506,000 | — | ADD 9% |
| 84 | SG Americas Securities, LLC | 69,59669,596 | $505,000 | — | TRIM -3% |
| 85 | XTX Topco Ltd | 68,11668,116 | $494,522 | — | TRIM -84% |
| 86 | Russell Investments Group, Ltd. | 66,33366,333 | $481,576 | — | ADD 32% |
| 87 | Caprock Group, LLC | 65,65065,650 | $476,619 | — | — |
| 88 | CAMBIAR INVESTORS LLC | 63,60063,600 | $461,736 | — | — |
| 89 | Bridgewater Associates, LP | 62,98762,987 | $457,286 | — | NEW |
| 90 | SYON CAPITAL LLC | 61,27361,273 | $444,842 | — | TRIM -22% |
| 91 | Corient Private Wealth LLC | 63,65463,654 | $441,112 | — | TRIM -31% |
| 92 | FACTORY MUTUAL INSURANCE CO | 59,39859,398 | $431,229 | — | TRIM -65% |
| 93 | Sivia Capital Partners, LLC | 58,57258,572 | $425,233 | — | ADD 21% |
| 94 | Miller Investment Management, LP | 57,01557,015 | $413,929 | — | — |
| 95 | Versant Capital Management, Inc | 56,63456,634 | $411,163 | — | ADD 24% |
| 96 | RITHOLTZ WEALTH MANAGEMENT | 56,56156,561 | $410,631 | — | TRIM -9% |
| 97 | Lester Murray Antman dba SimplyRich | 56,36156,361 | $409,000 | — | TRIM -49% |
| 98 | HIGHLAND CAPITAL MANAGEMENT, LLC | 54,22754,227 | $393,688 | — | — |
| 99 | Ballentine Partners, LLC | 53,81853,818 | $390,719 | — | TRIM -5% |
| 100 | CHOREO, LLC | 52,10652,106 | $378,290 | — | TRIM -8% |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| JANE STREET GROUP, LLC | +1,533,434 | $11M | ADD |
| DIMENSIONAL FUND ADVISORS LP | +901,979 | $7M | ADD |
| JPMORGAN CHASE & CO | +530,160 | $4M | ADD |
| Quantinno Capital Management LP | +520,221 | $4M | ADD |
| BANK OF MONTREAL /CAN/ | +454,274 | $3M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Dodge & Cox | −19,966,322 | $145M | TRIM |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | −6,360,166 | $46M | TRIM |
| MORGAN STANLEY | −2,611,132 | $19M | TRIM |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | −2,527,483 | $18M | CLOSE |
| ACADIAN ASSET MANAGEMENT LLC | −1,362,895 | $10M | CLOSE |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Dodge & Coxtracked | 117.8M | 117.5M | 88.7M | 85.8M | 70.5M | 50.6M | $367M |
| DIMENSIONAL FUND ADVISORS LP | 5.4M | 5.4M | 7.7M | 9.9M | 10.8M | 11.7M | $85M |
| MORGAN STANLEY | 6.1M | 7.8M | 12.6M | 13.9M | 13.1M | 10.5M | $76M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6.3M | 10.3M | 21.0M | 16.9M | 12.0M | 5.6M | $41M |
| BlackRock, Inc. | 5.4M | 5.4M | 5.3M | 5.4M | 5.3M | 5.3M | $38M |
| GOLDMAN SACHS GROUP INC | 5.3M | 5.0M | 3.7M | 5.2M | 4.2M | 4.6M | $33M |
| JANE STREET GROUP, LLC | 316K | 73K | 571K | 1.3M | 1.8M | 3.3M | $24M |
| UBS Group AG | 803K | 944K | 3.0M | 2.1M | 2.5M | 2.7M | $20M |
| RAYMOND JAMES FINANCIAL INC | 2.6M | 2.6M | 2.4M | 2.4M | 2.4M | 2.5M | $18M |
| ABC ARBITRAGE SA | 576K | — | — | 2.1M | 2.1M | 2.1M | $15M |
| Quantinno Capital Management LP | 82K | 306K | 513K | 902K | 1.2M | 1.7M | $13M |
| NORTHERN TRUST CORP | 1.4M | 1.5M | 1.5M | 1.5M | 1.6M | 1.5M | $11M |
| BNP PARIBAS FINANCIAL MARKETS | 1.2M | 1.5M | 6.2M | 4.9M | 2.1M | 1.5M | $11M |
| AMERICAN CENTURY COMPANIES INC | 913K | 949K | 1.0M | 1.2M | 1.4M | 1.4M | $10M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.9M | 5.0M | 6.8M | 4.4M | 2.4M | 1.2M | $9M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
“Item 4 to the Schedule 13D is hereby amended and supplemented as follows: Framework Agreement On May 27, 2026, the Reporting Person and the Issuer entered into a framework agreement (the "Framework Agreement"). The Framework Agreement provides for, among other things, (i) the transfer by the Reporting Person of EUR 500 million and certain charity agreements and interests to a newly incorporated Dutch charitable foundation (the "VA Split"), (ii) the governance arrangements with respect to the Rep”
SEC Schedule 13D/G XML · group aggregate.
