Sun Life FinancialSLF
13F holders, Q1 2024 (March 31)419holders
5famous investors
$54.89avg. 13F price*
At the end of Q1 2024, 419 institutions reported holding Sun Life Financial Inc. (SLF) in their 13F filings. The largest holders were Royal Bank of Canada ($2.2B), Vanguard Group Inc. ($1.3B) and TD Asset Management Inc ($879.8M). 5 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sun Life Financial Inc.
- CUSIP
- 866796105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $140.2M |
| Exits | 28 | $30.9M |
Ownership 419 holders
| Royal Bank of Canada | 0.55% | Reduce -0.5% | 41,159,496 | $2.2B |
| Vanguard Group Inc. | 0.03% | Add +1.6% | 23,241,910 | $1.3B |
| TD Asset Management Inc | 0.82% | Add +2.8% | 16,107,748 | $879.8M |
| Mackenzie Financial Corp. | 1.13% | Add +1.5% | 14,295,620 | $780.3M |
| FIL Ltd | 0.67% | Add +0.7% | 12,356,428 | $674.2M |
| Bank of Montreal | 0.21% | Add +3.0% | 12,006,367 | $656.1M |
| 1832 Asset Management L.P. | 0.97% | Reduce -0.1% | 9,717,197 | $530.4M |
| Beutel, Goodman & Co Ltd. | 2.72% | Reduce -2.3% | 9,674,613 | $528.4M |
| Bank of Nova Scotia | 0.85% | Reduce -4.8% | 7,656,225 | $417.8M |
| Manufacturers Life Insurance Company, The | 0.38% | Add +5.3% | 7,552,736 | $412.3M |
| Cibc World Market Inc. | 0.99% | Reduce -26.0% | 7,064,786 | $385.7M |
| Toronto Dominion Bank | 0.57% | Add +42.8% | 6,642,564 | $362.6M |
| Norges Bank | 0.06% | Reduce -0.9% | 6,415,377 | $350.2M |
| CIBC Asset Management Inc | 1.04% | Reduce -9.5% | 5,501,728 | $300.3M |
| National Bank of Canada | 0.45% | Reduce -13.8% | 5,232,448 | $262.0M |
| FMR LLC | 0.02% | Add +1.7% | 4,723,716 | $257.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.09% | Add +26.9% | 4,657,944 | $254.3M |
| Federation des caisses Desjardins du Quebec | 1.69% | Add +3.5% | 3,185,999 | $234.1M |
| Legal & General Group Plc | 0.06% | Reduce -2.4% | 3,971,769 | $216.8M |
| Scotia Capital Inc. | 0.99% | Add +3.0% | 3,040,498 | $165.8M |
| Morgan Stanley | 0.01% | Reduce -2.5% | 2,824,867 | $154.2M |
| JPMorgan Chase & Co. | 0.01% | Add +0.4% | 2,798,203 | $152.7M |
| Letko, Brosseau & Associates Inc. | 2.65% | Reduce -0.3% | 2,795,492 | $152.7M |
| TD Waterhouse Canada Inc. | 1.05% | Add +12.6% | 1,938,326 | $140.3M |
| Goldman Sachs Group Inc. | 0.03% | Add +57.0% | 2,543,991 | $138.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.92% | Add +27.2% | 2,428,444 | $132.6M |
| Amundi | 0.06% | Reduce -1.2% | 2,546,190 | $129.0M |
| Geode Capital Management, LLC | 0.01% | Add +4.8% | 2,337,045 | $128.8M |
| Alberta Investment Management Corp | 1.34% | No change | 2,316,743 | $126.5M |
| Swiss National Bank | 0.07% | Reduce -7.5% | 1,764,800 | $96.3M |
| Canada Pension Plan Investment Board | 0.10% | Reduce -8.4% | 1,674,130 | $91.4M |
| Agf Management Ltd. | 0.49% | Add +11.7% | 1,715,448 | $88.1M |
| Invesco Ltd. | 0.02% | Add +0.2% | 1,525,279 | $83.2M |
| Credit Suisse AG/ | 0.08% | Reduce -0.6% | 1,118,519 | $82.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Add +0.7% | 1,501,888 | $82.0M |
| Value Partners Investments Inc. | 6.19% | Reduce -1.7% | 1,386,932 | $75.7M |
| HSBC Holdings PLC | 0.05% | Add +0.1% | 1,384,598 | $75.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +17.6% | 1,343,624 | $73.3M |
| First Trust Advisors LP | 0.06% | Reduce -16.8% | 1,124,923 | $61.4M |
| Bank of America Corp. | 0.01% | Reduce -47.9% | 1,092,716 | $59.6M |
| QV Investors Inc. | 5.13% | Add +1.1% | 1,083,071 | $59.2M |
| DekaBank Deutsche Girozentrale | 0.11% | Add +1.3% | 1,059,995 | $57.3M |
| BlackRock Inc. | 0.00% | Add +5.9% | 1,009,917 | $55.1M |
| Caisse de depot et placement du Quebec | 0.11% | Reduce -30.5% | 846,125 | $46.2M |
| Fiera Capital Corp | 0.13% | Reduce -2.0% | 825,727 | $45.1M |
| Two Sigma Investments, LP | 0.11% | New | 780,981 | $42.6M |
| Cardinal Capital Management, Inc. | 1.87% | Reduce -1.8% | 771,631 | $42.1M |
| Nuveen Asset Management, LLC | 0.01% | Add +18.6% | 749,324 | $40.9M |
| Deutsche Bank AG | 0.02% | Reduce -3.3% | 720,362 | $39.3M |
| Man Group plc | 0.10% | Add +11.9% | 676,164 | $36.9M |
| Clark Capital Management Group, Inc. | 0.27% | New | 673,490 | $36.8M |
| UBS Group AG | 0.01% | Reduce -5.0% | 661,088 | $36.1M |
| Russell Investments Group, Ltd. | 0.06% | Add +3.4% | 660,009 | $36.0M |
| CANADA LIFE ASSURANCE Co | 0.07% | Add +3.8% | 630,708 | $34.5M |
| Montrusco Bolton Investments Inc. | 0.36% | Reduce -0.8% | 627,294 | $34.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -17.8% | 619,877 | $33.8M |
| Triasima Portfolio Management inc. | 2.79% | Reduce -10.2% | 608,760 | $33.2M |
| Northwest & Ethical Investments L.P. | 0.91% | Add +3.2% | 577,835 | $31.5M |
| Aviva PLC | 0.10% | Add +9.6% | 547,049 | $29.9M |
| Canoe Financial LP | 0.48% | Reduce -1.7% | 535,487 | $29.2M |
| Allianz Asset Management GmbH | 0.05% | Reduce -55.5% | 520,963 | $28.5M |
| GMO | 0.10% | Reduce -33.1% | 494,612 | $27.0M |
| Two Sigma Advisers, LP | 0.06% | Add +256.1% | 494,332 | $27.0M |
| Korea Investment CORP | 0.07% | Add +2.8% | 487,966 | $26.7M |
| Todd Asset Management LLC | 0.53% | Add +8.9% | 478,923 | $26.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Reduce -0.5% | 421,006 | $23.0M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -21.8% | 415,476 | $22.7M |
| Guardian Capital LP | 0.74% | Reduce -0.9% | 388,614 | $21.2M |
| Neuberger Berman Group LLC | 0.02% | Add +3.7% | 372,342 | $20.3M |
| Prudential PLC | 0.16% | Add +3.0% | 359,475 | $19.6M |
| State of Tennessee, Department of Treasury | 0.07% | No change | 334,257 | $18.3M |
| Pictet Asset Management Holding SA | 0.02% | Add +7.6% | 310,567 | $17.0M |
| Franklin Resources Inc. | 0.01% | Reduce -0.5% | 309,734 | $16.9M |
| Forsta Ap-Fonden | 0.14% | Add +6.5% | 301,700 | $16.5M |
| Northern Trust Corp. | 0.00% | Add +2.4% | 293,692 | $16.0M |
| Clearbridge Investments, LLC | 0.01% | Reduce -1.1% | 289,583 | $15.8M |
| Bank of Nova Scotia Trust Co. | 1.66% | Add +7.6% | 282,316 | $15.4M |
| LGT Group Foundation | 0.36% | Reduce -15.3% | 276,886 | $15.1M |
| Twin Tree Management, LP | 0.34% | Add +249.8% | 274,119 | $15.0M |
| Acadian Asset Management LLC | 0.05% | Add +283.3% | 268,300 | $14.6M |
| Teachers Retirement System of the State of Kentucky | 0.13% | Add +20.9% | 261,860 | $14.3M |
| Varma Mutual Pension Insurance Co | 0.12% | New | 258,800 | $14.1M |
| Systematic Alpha Investments, LLC | 0.55% | No change | 250,808 | $13.7M |
| Waratah Capital Advisors Ltd. | 0.70% | Add +107.6% | 248,691 | $13.6M |
| Crossmark Global Holdings, Inc. | 0.26% | Reduce -4.0% | 245,803 | $13.4M |
| Ameriprise Financial Inc. | 0.00% | Add +6.0% | 183,466 | $13.3M |
| Mn Services Vermogensbeheer B.V. | 0.09% | Reduce -14.8% | 236,245 | $12.9M |
| JARISLOWSKY, FRASER Ltd | 0.07% | Add +0.0% | 231,046 | $12.6M |
| AXA S.A. | 0.03% | Add +35.0% | 206,759 | $11.3M |
| Addenda Capital Inc. | 0.42% | Add +1.6% | 151,077 | $11.2M |
| Hillsdale Investment Management Inc. | 0.87% | Reduce -50.8% | 201,664 | $11.0M |
| Intact Investment Management Inc. | 0.42% | Reduce -85.3% | 194,294 | $10.6M |
| Guardian Capital Advisors LP | 0.97% | Reduce -1.7% | 176,105 | $9.0M |
| Renaissance Technologies | 0.01% | Reduce -41.3% | 160,440 | $8.8M |
| SIG North Trading, ULC | 3.16% | — | 158,216 | $8.6M |
| USS Investment Management Ltd | 0.07% | No change | 152,743 | $8.3M |
| Jane Street Group, LLC | 0.01% | Add +271.6% | 151,264 | $8.3M |
| Sienna Gestion | 0.70% | — | 149,414 | $8.2M |
| Achmea Investment Management B.V. | 0.15% | Add +6.3% | 145,778 | $8.0M |
| Susquehanna Fundamental Investments, LLC | 0.37% | New | 144,100 | $7.9M |
| AustralianSuper Pty Ltd | 0.04% | New | 142,243 | $7.7M |
| Citadel Advisors | 0.01% | Reduce -52.5% | 140,739 | $7.7M |
| Wellington Management Group LLP | 0.00% | Add +11.1% | 130,704 | $7.1M |
| Royal London Asset Management Ltd. | 0.02% | Add +1539.1% | 127,438 | $7.0M |
| American Century Companies Inc. | 0.00% | Add +15.5% | 123,570 | $6.7M |
| Unigestion Holding SA | 0.32% | New | 119,413 | $6.5M |
| Lorne Steinberg Wealth Management Inc. | 1.96% | Add +7.5% | 114,852 | $6.3M |
| Citigroup Inc. | 0.01% | Reduce -19.5% | 113,541 | $6.2M |
| O'shaughnessy Asset Management, LLC | 0.07% | Reduce -9.8% | 111,804 | $6.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.4% | 105,050 | $5.7M |
| Onex Canada Asset Management Inc. | 0.57% | Reduce -18.1% | 104,584 | $5.7M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Reduce -17.0% | 102,436 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +289.2% | 101,273 | $5.5M |
| Wells Fargo & Company | 0.00% | Add +2.6% | 99,125 | $5.4M |
| Motco | 0.32% | Reduce -2.6% | 97,897 | $5.3M |
| Lombard Odier Asset Management (Europe) Ltd | 0.51% | Add +96.1% | 95,632 | $5.2M |
| Credential Qtrade Securities Inc. | 0.27% | Reduce -0.1% | 93,683 | $5.1M |
| Burney Co./ | 0.19% | Add +0.3% | 89,252 | $4.9M |
| Quadrature Capital Ltd | 0.08% | New | 88,200 | $4.8M |
| Maryland State Retirement & Pension System | 0.09% | Add +15.6% | 89,681 | $4.5M |
| Van Eck Associates Corp. | 0.01% | Add +17.3% | 80,897 | $4.4M |
| Public Sector Pension Investment Board | 0.03% | Reduce -89.2% | 78,887 | $4.3M |
| Prudential Financial Inc. | 0.01% | Add +18.9% | 77,339 | $4.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.4% | 75,298 | $4.1M |
| Symphony Financial, Ltd. Co. | 0.90% | Reduce -1.0% | 70,449 | $3.8M |
| Utah Retirement Systems | 0.04% | No change | 68,983 | $3.8M |
| Ossiam | 0.06% | Add +19.5% | 67,893 | $3.7M |
| Cetera Investment Advisers | 0.01% | Add +108.3% | 64,240 | $3.5M |
| Meritage Portfolio Management | 0.22% | New | 61,926 | $3.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.8% | 60,668 | $3.3M |
| Assenagon Asset Management S.A. | 0.01% | Add +3.2% | 60,128 | $3.3M |
| PCJ Investment Counsel Ltd. | 1.07% | Add +2.1% | 59,240 | $3.2M |
| Ninepoint Partners LP | 0.41% | New | 58,717 | $3.2M |
| Campbell & CO Investment Adviser LLC | 0.26% | Reduce -48.7% | 54,418 | $3.0M |
| Harvest Portfolios Group Inc. | 0.11% | Reduce -7.4% | 52,339 | $2.9M |
| Quantinno Capital Management LP | 0.06% | Add +12.0% | 48,882 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Add +78.3% | 47,213 | $2.6M |
| Vontobel Holding Ltd. | 0.02% | Reduce -0.2% | 47,088 | $2.6M |
| Kraematon Investment Advisors, Inc. | 2.56% | Reduce -2.0% | 46,638 | $2.5M |
| Alliancebernstein L.P. | 0.00% | Add +8.9% | 46,583 | $2.5M |
| Mariner, LLC | 0.01% | Add +10.3% | 44,343 | $2.4M |
| K.J. Harrison & Partners Inc | 0.36% | New | 43,104 | $2.4M |
| Gold Investment Management Ltd. | 0.94% | Add +0.1% | 42,551 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +7.4% | 41,254 | $2.3M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 40,100 | $2.2M |
| DORCHESTER WEALTH MANAGEMENT Co | 0.39% | Add +0.9% | 40,190 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Add +6.6% | 36,237 | $2.0M |
| Intech Investment Management LLC | 0.03% | New | 35,902 | $2.0M |
| Creative Planning | 0.00% | Add +8.6% | 35,919 | $2.0M |
| Raymond James & Associates | 0.00% | Add +3.9% | 34,573 | $1.9M |
| Barclays PLC | 0.00% | Add +40.4% | 34,515 | $1.9M |
| LPL Financial LLC | 0.00% | Add +14.6% | 33,624 | $1.8M |
| Metis Global Partners, LLC | 0.07% | Reduce -4.8% | 33,161 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.2% | 33,081 | $1.8M |
| M&T Bank Corp | 0.01% | Reduce -2.5% | 30,986 | $1.7M |
| Erste Asset Management GmbH | 0.02% | No change | 30,500 | $1.7M |
| Lombard Odier Asset Management (Switzerland) SA | 0.12% | Add +92.7% | 30,307 | $1.6M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.06% | Reduce -32.7% | 29,680 | $1.6M |
| Millennium Management | 0.00% | Reduce -86.7% | 29,431 | $1.6M |
| APG Asset Management N.V. | 0.00% | Add +85.2% | 30,654 | $1.6M |
| Investment Management Corp of Ontario | 0.05% | Reduce -44.2% | 28,398 | $1.5M |
| Swiss Life Asset Management Ltd | 0.02% | Add +42.3% | 28,053 | $1.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.07% | Reduce -3.3% | 25,051 | $1.4M |
| Dynamic Technology Lab Private Ltd | 0.15% | Add +108.6% | 24,907 | $1.4M |
| Ontario Teachers Pension Plan Board | 0.01% | Reduce -25.8% | 24,813 | $1.4M |
| V-Square Quantitative Management LLC | 0.19% | No change | 18,308 | $1.4M |
| United Services Automobile Association | 0.03% | No change | 24,095 | $1.3M |
| Cidel Asset Management Inc. | 0.10% | Reduce -91.9% | 23,746 | $1.3M |
| Pathway Financial Advisers, LLC | 0.46% | Add +2.6% | 23,506 | $1.3M |
| Signaturefd, LLC | 0.03% | Add +2.6% | 22,939 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +73.3% | 22,820 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.4% | 22,360 | $1.2M |
| Mason & Associates Inc | 0.32% | No change | 22,000 | $1.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +74.5% | 22,012 | $1.2M |
| Engineers Gate Manager LP | 0.03% | Add +419.0% | 20,987 | $1.1M |
| Pinebridge Investments, L.P. | 0.01% | New | 15,309 | $1.1M |
| US Bancorp \de | 0.00% | Reduce -0.3% | 20,608 | $1.1M |
| Bessemer Group Inc. | 0.00% | Add +845.9% | 20,478 | $1.1M |
| Hilltop National Bank | 0.38% | — | 20,239 | $1.1M |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -83.6% | 20,189 | $1.1M |
| Capital World Investors | 0.00% | No change | 19,432 | $1.1M |
| Principal Financial Group Inc. | 0.00% | Add +25.3% | 19,333 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.5% | 19,325 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +16.7% | 18,523 | $1.0M |
| HBK Sorce Advisory LLC | 0.04% | No change | 18,200 | $993K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.7% | 17,566 | $959K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.8% | 17,462 | $953K |
| Advisory Resource Group | 0.22% | Add +24.6% | 17,179 | $938K |
| Kestra Advisory Services, LLC | 0.01% | Add +21.9% | 16,707 | $912K |
| Sei Investments Co. | 0.00% | No change | 16,247 | $887K |
| Shell Asset Management Co. | 0.04% | Reduce -46.3% | 17,772 | $871K |
| Voloridge Investment Management, LLC | 0.00% | New | 15,055 | $822K |
| Texas Capital Bank Wealth Management Services Inc | 0.09% | No change | 14,849 | $810K |
| Cumberland Partners Ltd | 0.06% | Reduce -0.1% | 14,046 | $767K |
| Squarepoint Ops LLC | 0.00% | New | 13,609 | $743K |
| JCIC Asset Management Inc. | 0.30% | Reduce -4.4% | 13,491 | $736K |
| Cresset Asset Management, LLC | 0.00% | Add +26.9% | 12,800 | $699K |
| Blair William & Co. | 0.00% | Add +3.0% | 12,568 | $686K |
| Independent Advisor Alliance | 0.02% | No change | 12,456 | $680K |
| State Street Corp. | 0.00% | Add +2.1% | 11,952 | $652K |
| Verdence Capital Advisors LLC | 0.06% | No change | 11,941 | $652K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -9.7% | 11,825 | $645K |
| Quilter Plc | 0.01% | Reduce -7.9% | 11,641 | $635K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.7% | 11,631 | $635K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -1.7% | 11,631 | $635K |
| King Luther Capital Management Corp. | 0.00% | Reduce -3.2% | 11,627 | $635K |
| WASHINGTON TRUST Co | 0.02% | No change | 11,471 | $626K |
| UniSuper Management Pty Ltd | 0.01% | Add +95.2% | 8,200 | $606K |
| Fifth Third Bancorp | 0.00% | Reduce -10.3% | 11,074 | $604K |
| Sciencast Management LP | 0.36% | New | 10,907 | $595K |
| Cigna Investments Inc. | 0.11% | No change | 10,816 | $591K |
| Candriam S.C.A. | 0.00% | Reduce -6.5% | 10,750 | $587K |
| Park Avenue Securities LLC | 0.01% | New | 10,627 | $580K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -6.9% | 10,621 | $580K |
| Pathstone Holdings, LLC | 0.00% | Reduce -3.0% | 10,539 | $575K |
| LGT Fund Management Co Ltd. | 0.24% | New | 10,444 | $570K |
| Captrust Financial Advisors | 0.00% | Reduce -40.4% | 10,355 | $565K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.2% | 10,302 | $562K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 10,115 | $552K |
| State of Wyoming | 0.09% | Add +99.6% | 9,979 | $545K |
| Private Advisor Group, LLC | 0.00% | Add +0.7% | 9,827 | $536K |
| Barometer Capital Management Inc. | 0.14% | Reduce -22.5% | 7,604 | $534K |
| Yousif Capital Management, LLC | 0.01% | Add +1.6% | 9,682 | $528K |
| Corient Private Wealth LP | 0.00% | Add +1.4% | 9,651 | $527K |
| Woodstock Corp. | 0.05% | No change | 9,647 | $527K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.6% | 9,555 | $522K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -88.9% | 9,371 | $511K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -5.3% | 9,337 | $510K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +143.0% | 9,048 | $495K |
| Brown Advisory Inc. | 0.00% | Add +22.4% | 8,945 | $488K |
| Tyler-Stone Wealth Management | 0.21% | No change | 8,727 | $476K |
| First Trust Direct Indexing L.P. | 0.04% | Add +11.4% | 8,613 | $470K |
| Rempart Asset Management Inc. | 0.09% | Reduce -20.3% | 8,531 | $466K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 8,385 | $458K |
| Claret Asset Management Corp | 0.08% | Add +3.4% | 8,334 | $455K |
| Am Investment Strategies LLC | 0.11% | Add +0.2% | 8,019 | $438K |
| Wambolt & Associates, LLC | 0.13% | Reduce -56.3% | 7,725 | $417K |
| Boston Financial Mangement LLC | 0.01% | No change | 7,491 | $409K |
| Truist Financial Corp. | 0.00% | Add +6.7% | 7,377 | $403K |
| Syon Capital LLC | 0.04% | Add +1.1% | 7,299 | $398K |
| Gotham Asset Management | 0.01% | Reduce -3.7% | 7,200 | $393K |
| Axq Capital, LP | 0.09% | Add +1.4% | 7,120 | $389K |
| St Germain D J Co. Inc. | 0.02% | Add +23.7% | 7,109 | $388K |
| TFB Advisors LLC | 0.14% | New | 7,506 | $386K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -33.9% | 7,044 | $384K |
| Sound View Wealth Advisors Group, LLC | 0.04% | No change | 6,982 | $381K |
| Moneco Advisors, LLC | 0.06% | Add +0.4% | 6,891 | $376K |
| Financial Counselors Inc. | 0.01% | Add +1.4% | 6,699 | $366K |
| Davidson Trust Co. | 0.21% | No change | 6,693 | $365K |
| Parsons Capital Management Inc. | 0.02% | No change | 6,667 | $364K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.9% | 6,556 | $358K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.6% | 6,534 | $357K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.9% | 6,526 | $356K |
| Balentine LLC | 0.01% | Reduce -15.9% | 6,392 | $349K |
| Savant Capital, LLC | 0.00% | No change | 6,238 | $340K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.2% | 6,166 | $337K |
| West Family Investments, Inc. | 0.10% | No change | 6,140 | $335K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | No change | 6,100 | $333K |
| Alexander Labrunerie & Co., Inc. | 0.19% | — | 6,031 | $329K |
| First Affirmative Financial Network | 0.24% | Add +13.8% | 5,996 | $327K |
| FreeGulliver LLC | 0.28% | No change | 5,872 | $320K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 5,776 | $315K |
| Principal Securities, Inc. | 0.01% | Add +9933.3% | 5,719 | $312K |
| Cozad Asset Management Inc. | 0.03% | Reduce -3.8% | 5,697 | $311K |
| Diversify Advisory Services, LLC | 0.02% | — | 5,744 | $310K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.0% | 5,661 | $309K |
| Running Point Capital Advisors, LLC | 0.14% | Add +2.1% | 5,573 | $304K |
| Virtu Financial LLC | 0.02% | New | 5,476 | $299K |
| PFG Investments, LLC | 0.02% | New | 5,403 | $295K |
| Smithfield Trust Co | 0.02% | No change | 5,394 | $294K |
| Graham Capital Management, L.P. | 0.02% | New | 5,366 | $293K |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.5% | 5,340 | $291K |
| PDS Planning, Inc | 0.03% | Add +6.2% | 5,245 | $286K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 5,143 | $281K |
| Regions Financial Corp. | 0.00% | Reduce -0.1% | 5,134 | $280K |
| Ritholtz Wealth Management | 0.01% | Add +0.2% | 5,087 | $278K |
| Stonebridge Capital Management Inc. | 0.12% | Reduce -14.5% | 5,000 | $273K |
| CVA Family Office, LLC | 0.05% | No change | 5,000 | $273K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 4,985 | $272K |
| Evergreen Capital Management LLC | 0.01% | Reduce -3.6% | 4,907 | $268K |
| Keybank National Association | 0.00% | Reduce -7.7% | 4,822 | $263K |
| Ieq Capital, LLC | 0.00% | Add +0.8% | 4,657 | $254K |
| Cwm, LLC | 0.00% | Add +1.7% | 4,632 | $253K |
| Northwest Bancshares, Inc. | 0.04% | No change | 4,617 | $252K |
| Intrust Bank NA | 0.03% | Add +3.4% | 4,599 | $251K |
| Capital City Trust Co. | 0.07% | No change | 4,596 | $251K |
| Schechter Investment Advisors, LLC | 0.02% | Add +8.8% | 4,521 | $247K |
| Lester Murray Antman dba SimplyRich | 0.08% | No change | 4,474 | $245K |
| Rathbones Group PLC | 0.00% | Reduce -71.0% | 4,480 | $245K |
| Grey Street Capital, LLC | 0.03% | New | 4,459 | $243K |
| NewEdge Wealth, LLC | 0.01% | Add +0.4% | 4,638 | $241K |
| Grayhawk Investment Strategies Inc. | 0.21% | No change | 3,221 | $238K |
| Pathway Financial Advisors LLC | 0.06% | No change | 4,339 | $237K |
| Susquehanna International Group, LLP | 0.00% | New | 4,312 | $235K |
| MML Investors Services, LLC | 0.00% | Reduce -27.8% | 4,313 | $235K |
| Csenge Advisory Group | 0.01% | New | 4,247 | $232K |
| Argent Trust Co | 0.01% | No change | 4,177 | $228K |
| Villere St Denis J & Co. LLC | 0.02% | No change | 4,177 | $228K |
| Ballast, Inc. | 0.07% | No change | 4,083 | $223K |
| Duality Advisers, LP | 0.02% | Reduce -92.7% | 4,083 | $223K |
| Clarius Group, LLC | 0.02% | Reduce -10.0% | 4,062 | $222K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +3.2% | 4,258 | $217K |
| Parallel Advisors, LLC | 0.01% | Add +13.7% | 3,954 | $216K |
| Canopy Partners, LLC | 0.11% | Add +0.7% | 3,941 | $215K |
| Global Retirement Partners, LLC | 0.01% | Add +908.0% | 3,921 | $214K |
| Gulf International Bank (UK) Ltd | 0.01% | No change | 3,909 | $213K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | New | 3,848 | $210K |
| Heathbridge Capital Management Ltd. | 0.08% | New | 3,800 | $207K |
| Ameritas Advisory Services, LLC | 0.01% | New | 3,898 | $205K |
| HighPoint Advisor Group LLC | 0.01% | New | 4,021 | $204K |
| Well Done, LLC | 0.04% | New | 3,708 | $202K |
| Lindbrook Capital, LLC | 0.02% | Add +0.7% | 3,584 | $196K |
| CIBC Private Wealth Group LLC | 0.00% | New | 3,584 | $193K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -20.2% | 3,267 | $178K |
| City Holding Co. | 0.03% | Reduce -13.5% | 3,200 | $175K |
| Rhumbline Advisers | 0.00% | Add +0.9% | 2,931 | $160K |
| Bruce G. Allen Investments, LLC | 0.13% | No change | 2,899 | $158K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,883 | $157K |
| Independence Bank of Kentucky | 0.05% | No change | 2,844 | $155K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,771 | $151K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +37.1% | 2,619 | $143K |
| Huntington National Bank | 0.00% | Reduce -0.7% | 2,558 | $140K |
| Credit Agricole S A | 0.00% | Add +18.3% | 2,639 | $134K |
| Macquarie Group Ltd. | 0.00% | New | 2,396 | $131K |
| Quadrant Capital Group LLC | 0.01% | Reduce -18.6% | 2,226 | $121K |
| Blue Trust, Inc. | 0.00% | Add +2.2% | 2,165 | $118K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -4.5% | 2,139 | $116K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2.2% | 2,013 | $110K |
| Concord Wealth Partners | 0.02% | New | 2,000 | $109K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,903 | $104K |
| Perkins Coie Trust Co | 0.02% | No change | 1,871 | $102K |
| Harbour Investments, Inc. | 0.00% | No change | 1,726 | $94K |
| Lowe Wealth Advisors, LLC | 0.04% | Add +0.1% | 1,533 | $84K |
| Jones Financial Companies LLLP | 0.00% | New | 1,408 | $77K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | New | 1,400 | $76K |
| Creative Financial Designs Inc. | 0.01% | Reduce -33.6% | 1,389 | $76K |
| Louisbourg Investments Inc. | 0.02% | Add +268.0% | 1,380 | $75K |
| Tobam | 0.01% | Reduce -34.8% | 1,311 | $72K |
| Birchbrook, Inc. | 0.04% | No change | 1,295 | $71K |
| Pacifica Partners Inc. | 0.03% | No change | 1,288 | $70K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,263 | $69K |
| CENTRAL TRUST Co | 0.00% | No change | 1,200 | $65K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -15.4% | 1,100 | $57K |
| Zions Bancorporation, N.A. | 0.00% | No change | 1,013 | $55K |
| Centennial Bank | 0.03% | No change | 994 | $54K |
| Abound Wealth Management | 0.02% | No change | 982 | $54K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -4.4% | 940 | $51K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 928 | $51K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -86.2% | 963 | $50K |
| MCF Advisors LLC | 0.00% | No change | 890 | $49K |
| Whittier Trust Co. | 0.00% | No change | 862 | $47K |
| Private Wealth Management Group, LLC | 0.02% | No change | 797 | $44K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 787 | $43K |
| Asset Dedication, LLC | 0.00% | Reduce -29.2% | 787 | $43K |
| Oakworth Capital, Inc. | 0.00% | No change | 748 | $41K |
| HM Payson & Co. | 0.00% | No change | 742 | $40K |
| Spire Wealth Management | 0.00% | No change | 568 | $31K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 530 | $29K |
| Voisard Asset Management Group, Inc. | 0.02% | No change | 501 | $27K |
| SRH Advisors, LLC | 0.01% | No change | 500 | $27K |
| AdvisorNet Financial, Inc | 0.00% | No change | 500 | $27K |
| Atticus Wealth Management, LLC | 0.01% | No change | 491 | $27K |
| Planning Capital Management Corp | 0.02% | No change | 465 | $25K |
| WealthCollab, LLC | 0.02% | No change | 460 | $25K |
| CoreCap Advisors, LLC | 0.00% | New | 452 | $25K |
| Nordwand Advisors, LLC | 0.01% | No change | 438 | $24K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 414 | $23K |
| Headlands Technologies LLC | 0.01% | Reduce -50.3% | 411 | $22K |
| UMB Bank, n.a. | 0.00% | Add +14.3% | 409 | $22K |
| Richardson Financial Services Inc. | 0.02% | New | 397 | $22K |
| TFC Financial Management, Inc. | 0.00% | No change | 392 | $21K |
| Geneos Wealth Management Inc. | 0.00% | No change | 391 | $21K |
| Allworth Financial LP | 0.00% | Reduce -76.3% | 369 | $20K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -26.0% | 370 | $20K |
| Lazard Asset Management LLC | 0.00% | New | 380 | $20K |
| NewEdge Advisors, LLC | 0.00% | Add +21.9% | 356 | $19K |
| Westside Investment Management, Inc. | 0.00% | No change | 355 | $19K |
| Avior Wealth Management, LLC | 0.00% | Add +180.7% | 348 | $19K |
| TruNorth Capital Management, LLC | 0.01% | — | 330 | $18K |
| Mufg Securities (canada), LTD. | 0.00% | New | 304 | $17K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 289 | $16K |
| Tacita Capital Inc | 0.01% | No change | 275 | $15K |
| Your Advocates Ltd., LLP | 0.01% | No change | 275 | $15K |
| Exchange Traded Concepts, LLC | 0.00% | Add +697.0% | 263 | $14K |
| IFP Advisors, Inc | 0.00% | Reduce -66.5% | 239 | $13K |
| Farther Finance Advisors, LLC | 0.00% | Add +61.3% | 229 | $12K |
| Bfsg, LLC | 0.00% | No change | 225 | $12K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 200 | $11K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +1.1% | 189 | $10K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 187 | $10K |
| Private Trust Co. NA | 0.00% | Add +0.6% | 182 | $10K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 170 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 177 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 165 | $9K |
| Ancora Advisors LLC | 0.00% | No change | 148 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -6.4% | 147 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.7% | 140 | $8K |
| Evermay Wealth Management LLC | 0.00% | New | 139 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 122 | $7K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 119 | $6K |
| Optiver Holding B.V. | 0.00% | Add +63.4% | 116 | $6K |
| Key Financial Inc | 0.00% | No change | 99 | $5K |
| Barrett & Company, Inc. | 0.00% | No change | 94 | $5K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 57 | $3K |
| VitalStone Financial, LLC | 0.00% | Add +4.1% | 51 | $3K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 54 | $3K |
| First Personal Financial Services | 0.00% | No change | 50 | $3K |
| First Financial Corp. | 0.00% | New | 47 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | New | 45 | $2K |
| Penserra Capital Management LLC | 0.00% | No change | 48 | $2K |
| Mather Group, Llc. | 0.00% | New | 30 | $2K |
| Addison Advisors LLC | 0.00% | New | 26 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 25 | $1K |
| Johnson Financial Group, Inc. | 0.00% | No change | 21 | $1K |
| Mascoma Wealth Management LLC | 0.00% | No change | 20 | $1K |
| Assetmark, Inc. | 0.00% | New | 15 | $819 |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 9 | $492 |
| GAMMA Investing LLC | 0.00% | New | 9 | $491 |
| Clearstead Advisors, LLC | 0.00% | No change | 2 | $102 |
"% of holder's portfolio" is SLF's weight in each manager's 13F, not the share of Sun Life Financial Inc. the manager owns.