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AEFC

AEFC

Aegon Funding Company LLC 5.10%

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
113
Partial Q3 2026
Total 13F value
$77.2M
Filed positions so far
New positions
20
This quarter
Sold positions
10
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Abc Arbitrage Sa

$18.4M2.13M1.80%+36.0%

Gw Henssler & Associates Ltd

$9M1.04M0.39%New Position

Grace & White Inc /Ny

$7.3M850.2K1.11%Unchanged

Creative Planning

$7M805.9K0.00%+17.5%

Oppenheimer & Co Inc

$5.4M620.0K0.06%+2.4%

Mackenzie Financial Corp

$4.8M554.5K0.01%New Position

Commonwealth Equity Services, Llc

$2.6M273.1K0.00%+64.3%

Hennion & Walsh Asset Management, Inc.

$2.4M282.6K0.07%-11.8%

Quadrant Capital Group Llc

$1.7M206.1K0.05%+0.9%

Transmarket Holdings Lp

$1.5M170.9K0.82%-36.7%

Crossmark Global Holdings, Inc.

$1.4M160.0K0.02%-2.0%

Kestra Advisory Services, Llc

$1.3M146.1K0.00%+3.1%

Greenleaf Trust

$1.2M144.8K0.01%-5.3%

Signaturefd, Llc

$1.2M136.4K0.02%+13.6%

Aaron Wealth Advisors Llc

$803K93.1K0.04%+0.1%

Wealthstar Advisors, Llc

$698K80.9K0.20%+1.8%

Evergreen Capital Management Llc

$690K80.0K0.01%-6.2%

Olio Financial Planning

$613K71.0K0.15%Unchanged

Prime Capital Investment Advisors, Llc

$525K37.2K0.00%-13.8%

Factory Mutual Insurance Co

$513K59.4K0.00%Unchanged

Versant Capital Management, Inc

$477K55.2K0.04%+1.1%

Highland Capital Management, Llc

$458K53.0K0.02%-2.2%

Wealth Enhancement Advisory Services, Llc

$457K55.2K0.00%+48.3%

Choreo, Llc

$456K52.9K0.00%-0.3%

Busey Bank

$432K3.0K0.01%Unchanged

Kestra Private Wealth Services, Llc

$396K45.9K0.00%+1.6%

Farther Finance Advisors, Llc

$389K12.4K0.00%+30.7%

Jackson Square Capital, Llc

$346K40.1K0.05%-0.9%

Silverlake Wealth Management Llc

$342K2.4K0.06%-19.9%

Openarc Corporate Advisory, Llc

$252K29.2K0.00%New Position

Hb Wealth Management, Llc

$240K27.8K0.00%+21.9%

Kathmere Capital Management, Llc

$232K26.8K0.01%+54.8%

Baron Wealth Management Llc

$212K24.5K0.05%+8.1%

55 North Private Wealth, Llc

$194K22.5K0.04%+7.0%

Truist Financial Corp

$185K21.5K0.00%+0.7%

Sage Rhino Capital Llc

$177K20.5K0.03%-1.9%

Td Waterhouse Canada Inc.

$138K16.3K0.00%Unchanged

Accel Wealth Management

$135K15.7K0.03%Unchanged

Boit C F David

$127K14.7K0.05%Unchanged

Franklin Street Advisors Inc /Nc

$126K14.6K0.01%Unchanged

First Affirmative Financial Network

$124K14.3K0.03%New Position

Henry James International Management Inc.

$123K14.3K0.04%-0.7%

Gamma Investing Llc

$120K13.9K0.00%+17.1%

Wealthcare Advisory Partners Llc

$120K13.9K0.00%Unchanged

Vise Technologies, Inc.

$111K12.9K0.00%+6.9%

Argos Wealth Advisors, Llc

$107K12.4K0.03%Unchanged

Mather Group, Llc.

$106K12.3K0.00%New Position

Ferguson Wellman Capital Management, Inc

$106K12.3K0.00%Unchanged

Glenview Trust Co

$105K12.2K0.00%New Position

Cornerstone Wealth Group, Llc

$99K11.5K0.01%+11.7%

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