Sun Life FinancialSLF
13F holders, Q2 2024 (June 30)396holders −23
27new positions
47sold out
7famous investors
$49.10avg. 13F price*
At the end of Q2 2024, 396 institutions reported holding Sun Life Financial Inc. (SLF) in their 13F filings, down 23 from Q1 2024. 27 opened new positions and 47 sold out. The largest holders were Royal Bank of Canada ($2.0B), Vanguard Group Inc. ($1.2B) and TD Asset Management Inc ($788.5M). 7 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $164.1M |
| Exits | 47 | $197.7M |
All 13F filers, Q1 2024 → Q2 2024: 18,563,453 shares bought and 21,818,962 shares sold, net −3,255,509 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| Royal Bank of Canada | 0.48% | Reduce -1.8% | 40,431,917 | $2.0B |
| Vanguard Group Inc. | 0.02% | Add +1.6% | 23,625,552 | $1.2B |
| TD Asset Management Inc | 0.74% | Reduce -0.1% | 16,085,449 | $788.5M |
| Mackenzie Financial Corp. | 1.07% | Add +2.9% | 14,703,533 | $721.0M |
| Bank of Montreal | 0.18% | Add +2.7% | 12,332,391 | $603.9M |
| 1832 Asset Management L.P. | 0.91% | Add +5.1% | 10,216,206 | $500.5M |
| Beutel, Goodman & Co Ltd. | 2.33% | Reduce -7.7% | 8,931,015 | $437.8M |
| Manufacturers Life Insurance Company, The | 0.40% | Add +13.9% | 8,601,980 | $421.2M |
| Bank of Nova Scotia | 0.70% | Reduce -5.9% | 7,206,865 | $353.4M |
| Cibc World Market Inc. | 0.86% | Add +0.1% | 7,070,983 | $346.8M |
| Toronto Dominion Bank | 0.55% | Add +5.0% | 6,975,205 | $341.7M |
| Federation des caisses Desjardins du Quebec | 1.69% | Add +99.8% | 6,367,087 | $314.6M |
| CIBC Asset Management Inc | 1.12% | Add +16.5% | 6,407,407 | $314.0M |
| Norges Bank | 0.05% | Reduce -0.3% | 6,396,719 | $313.7M |
| FMR LLC | 0.02% | Add +4.4% | 4,932,761 | $241.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.01% | Add +5.0% | 4,891,647 | $239.9M |
| National Bank of Canada | 0.34% | Reduce -13.0% | 4,552,742 | $221.6M |
| Goldman Sachs Group Inc. | 0.04% | Add +53.8% | 3,913,114 | $191.7M |
| Legal & General Group Plc | 0.05% | Reduce -2.1% | 3,889,317 | $190.7M |
| FIL Ltd | 0.18% | Reduce -70.6% | 3,636,921 | $178.3M |
| Scotia Capital Inc. | 0.81% | Reduce -6.5% | 2,841,720 | $138.8M |
| JPMorgan Chase & Co. | 0.01% | Add +0.3% | 2,807,640 | $137.5M |
| Letko, Brosseau & Associates Inc. | 2.59% | Reduce -0.5% | 2,781,017 | $136.3M |
| Agf Management Ltd. | 0.76% | Add +46.5% | 2,513,349 | $135.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.79% | Add +10.4% | 2,681,115 | $131.5M |
| Morgan Stanley | 0.01% | Reduce -6.6% | 2,639,252 | $129.3M |
| Geode Capital Management, LLC | 0.01% | Add +4.7% | 2,446,754 | $121.5M |
| Bank of America Corp. | 0.01% | Add +100.2% | 2,187,746 | $107.2M |
| TD Waterhouse Canada Inc. | 0.84% | Reduce -0.9% | 1,920,168 | $93.7M |
| Amundi | 0.04% | Reduce -26.0% | 1,883,630 | $93.2M |
| Alberta Investment Management Corp | 1.02% | Reduce -18.9% | 1,878,893 | $92.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +32.1% | 1,775,042 | $87.0M |
| Swiss National Bank | 0.06% | Reduce -1.0% | 1,747,200 | $85.6M |
| Canada Pension Plan Investment Board | 0.08% | No change | 1,674,130 | $82.1M |
| Charles Schwab Investment Management Inc. | 0.01% | New | 1,501,376 | $73.6M |
| Value Partners Investments Inc. | 6.18% | Add +4.9% | 1,455,336 | $71.3M |
| Invesco Ltd. | 0.01% | Reduce -8.0% | 1,403,059 | $68.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | New | 1,217,492 | $59.6M |
| QV Investors Inc. | 5.59% | Add +12.1% | 1,214,333 | $59.5M |
| DekaBank Deutsche Girozentrale | 0.09% | Reduce -0.3% | 1,057,168 | $51.7M |
| Caisse de depot et placement du Quebec | 0.12% | Add +22.5% | 1,036,140 | $50.8M |
| Intact Investment Management Inc. | 1.87% | Add +423.9% | 1,017,964 | $49.9M |
| Two Sigma Investments, LP | 0.12% | Add +27.5% | 996,081 | $48.8M |
| First Trust Advisors LP | 0.05% | Reduce -11.6% | 994,222 | $48.7M |
| BlackRock Inc. | 0.00% | Reduce -2.0% | 990,080 | $48.5M |
| Man Group plc | 0.12% | Add +33.3% | 901,540 | $44.2M |
| Cardinal Capital Management, Inc. | 1.67% | Add +14.7% | 885,246 | $43.4M |
| Fiera Capital Corp | 0.13% | Add +3.0% | 850,638 | $41.7M |
| Deutsche Bank AG | 0.02% | Add +17.9% | 849,488 | $41.6M |
| Aviva PLC | 0.10% | Add +37.6% | 752,701 | $36.9M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -10.7% | 669,383 | $32.8M |
| UBS Group AG | 0.01% | Reduce -1.0% | 654,182 | $32.0M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -0.2% | 629,285 | $30.8M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -8.5% | 603,740 | $29.6M |
| Northwest & Ethical Investments L.P. | 0.85% | Add +4.0% | 601,160 | $29.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.6% | 597,467 | $29.3M |
| Canoe Financial LP | 0.54% | No change | 535,487 | $29.2M |
| Two Sigma Advisers, LP | 0.06% | Add +4.7% | 517,432 | $25.3M |
| Allianz Asset Management GmbH | 0.04% | Reduce -6.8% | 485,416 | $23.8M |
| Todd Asset Management LLC | 0.49% | Add +1.0% | 483,547 | $23.7M |
| GMO | 0.07% | Reduce -14.6% | 422,259 | $20.7M |
| Korea Investment CORP | 0.05% | Reduce -21.6% | 382,747 | $18.8M |
| Guardian Capital LP | 0.69% | Reduce -4.2% | 372,280 | $18.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Reduce -20.0% | 336,686 | $16.5M |
| State of Tennessee, Department of Treasury | 0.06% | Reduce -0.7% | 331,857 | $16.3M |
| D. E. Shaw & Co. | 0.02% | New | 327,059 | $16.0M |
| Neuberger Berman Group LLC | 0.01% | Reduce -16.8% | 309,884 | $15.2M |
| Mufg Securities (canada), LTD. | 0.99% | Add +101078.3% | 307,582 | $15.1M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -4.6% | 296,322 | $14.7M |
| Bank of Nova Scotia Trust Co. | 1.64% | Add +6.3% | 300,103 | $14.7M |
| Forsta Ap-Fonden | 0.13% | Reduce -3.9% | 289,900 | $14.2M |
| Northern Trust Corp. | 0.00% | Reduce -1.9% | 288,182 | $14.1M |
| Clearbridge Investments, LLC | 0.01% | Reduce -5.7% | 273,017 | $13.4M |
| SIG North Trading, ULC | 3.39% | Add +68.4% | 266,378 | $13.0M |
| Franklin Resources Inc. | 0.00% | Reduce -15.5% | 261,809 | $12.8M |
| Teachers Retirement System of the State of Kentucky | 0.12% | No change | 261,860 | $12.8M |
| Systematic Alpha Investments, LLC | 0.47% | No change | 250,808 | $12.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.0% | 179,875 | $11.8M |
| Crossmark Global Holdings, Inc. | 0.23% | Reduce -2.8% | 238,833 | $11.7M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -43.0% | 236,628 | $11.6M |
| Millennium Management | 0.01% | Add +691.6% | 232,977 | $11.4M |
| Citadel Advisors | 0.01% | Add +64.4% | 231,336 | $11.3M |
| Mn Services Vermogensbeheer B.V. | 0.08% | Reduce -2.8% | 229,645 | $11.3M |
| JARISLOWSKY, FRASER Ltd | 0.06% | Reduce -6.0% | 217,209 | $10.6M |
| Addenda Capital Inc. | 0.40% | Add +0.8% | 152,339 | $10.2M |
| Waratah Capital Advisors Ltd. | 0.53% | Reduce -29.1% | 176,362 | $8.6M |
| AXA S.A. | 0.03% | Reduce -16.2% | 173,254 | $8.5M |
| AustralianSuper Pty Ltd | 0.05% | Add +20.9% | 171,983 | $8.4M |
| Voloridge Investment Management, LLC | 0.03% | Add +1034.5% | 170,800 | $8.4M |
| Guardian Capital Advisors LP | 0.88% | Reduce -4.9% | 167,406 | $8.3M |
| USS Investment Management Ltd | 0.06% | Add +2.3% | 156,209 | $7.7M |
| Sienna Gestion | 0.66% | Add +1.1% | 150,985 | $7.4M |
| Achmea Investment Management B.V. | 0.13% | No change | 145,778 | $7.1M |
| Acadian Asset Management LLC | 0.02% | Reduce -47.0% | 142,300 | $7.0M |
| American Century Companies Inc. | 0.00% | Add +11.6% | 137,884 | $6.8M |
| Wellington Management Group LLP | 0.00% | Add +4.4% | 136,422 | $6.7M |
| Royal London Asset Management Ltd. | 0.02% | No change | 127,438 | $6.2M |
| Cubist Systematic Strategies, LLC | 0.10% | Add +507.1% | 122,557 | $6.0M |
| Lorne Steinberg Wealth Management Inc. | 1.78% | Reduce -1.8% | 112,836 | $5.5M |
| Lombard Odier Asset Management (Europe) Ltd | 0.36% | Add +13.8% | 108,810 | $5.3M |
| JCIC Asset Management Inc. | 2.06% | Add +655.7% | 101,956 | $5.0M |
| Van Eck Associates Corp. | 0.01% | Add +24.5% | 100,704 | $4.9M |
| O'shaughnessy Asset Management, LLC | 0.05% | Reduce -12.2% | 98,204 | $4.8M |
| Citigroup Inc. | 0.00% | Reduce -13.5% | 98,168 | $4.8M |
| Motco | 0.28% | Reduce -0.9% | 97,007 | $4.8M |
| Onex Canada Asset Management Inc. | 0.52% | Reduce -16.2% | 87,638 | $4.5M |
| Aviso Financial Inc. | 0.25% | — | 92,555 | $4.5M |
| Wells Fargo & Company | 0.00% | Reduce -7.6% | 91,590 | $4.5M |
| Jane Street Group, LLC | 0.00% | Reduce -41.5% | 88,497 | $4.3M |
| Burney Co./ | 0.16% | Reduce -1.6% | 87,861 | $4.3M |
| Meritage Portfolio Management | 0.27% | Add +38.9% | 85,997 | $4.2M |
| Susquehanna Fundamental Investments, LLC | 0.09% | Reduce -44.5% | 80,000 | $3.9M |
| Janus Henderson Group PLC | 0.00% | Add +4.9% | 78,998 | $3.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -24.8% | 77,071 | $3.8M |
| Public Sector Pension Investment Board | 0.02% | Reduce -3.3% | 76,268 | $3.7M |
| Quantinno Capital Management LP | 0.07% | Add +52.7% | 74,651 | $3.7M |
| Ossiam | 0.07% | Add +5.4% | 71,566 | $3.5M |
| Numerai GP LLC | 1.22% | New | 68,524 | $3.4M |
| Symphony Financial, Ltd. Co. | 0.61% | Reduce -3.4% | 68,089 | $3.3M |
| Utah Retirement Systems | 0.04% | Reduce -5.2% | 65,383 | $3.2M |
| APG Asset Management N.V. | 0.01% | Add +124.9% | 68,954 | $3.2M |
| Assenagon Asset Management S.A. | 0.01% | Add +3.8% | 62,389 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.9% | 59,538 | $2.9M |
| Intech Investment Management LLC | 0.04% | Add +65.5% | 59,429 | $2.9M |
| Ninepoint Partners LP | 0.31% | No change | 58,717 | $2.9M |
| Cetera Investment Advisers | 0.01% | Reduce -14.9% | 54,667 | $2.7M |
| Harvest Portfolios Group Inc. | 0.10% | Add +3.1% | 53,970 | $2.6M |
| Raymond James & Associates | 0.00% | Add +47.5% | 51,006 | $2.5M |
| Creative Planning | 0.00% | Add +33.5% | 47,968 | $2.3M |
| Vontobel Holding Ltd. | 0.01% | Add +0.2% | 47,181 | $2.3M |
| Kraematon Investment Advisors, Inc. | 2.33% | Add +0.3% | 46,759 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +7.3% | 44,255 | $2.2M |
| Vident Advisory, LLC | 0.06% | New | 43,511 | $2.1M |
| Triasima Portfolio Management inc. | 0.19% | Reduce -93.0% | 42,340 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -10.1% | 41,903 | $2.1M |
| Gold Investment Management Ltd. | 0.86% | Reduce -2.1% | 41,670 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 40,100 | $2.0M |
| LPL Financial LLC | 0.00% | Add +17.4% | 39,476 | $1.9M |
| Mariner, LLC | 0.00% | Reduce -11.4% | 39,300 | $1.9M |
| State Street Corp. | 0.00% | Add +227.5% | 39,148 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Add +5.3% | 38,160 | $1.9M |
| DORCHESTER WEALTH MANAGEMENT Co | 0.35% | Reduce -9.3% | 36,445 | $1.8M |
| Metis Global Partners, LLC | 0.06% | Add +4.5% | 34,669 | $1.7M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.06% | Add +16.4% | 34,563 | $1.7M |
| PCJ Investment Counsel Ltd. | 0.70% | Reduce -42.3% | 34,180 | $1.7M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -62.1% | 33,996 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.3% | 33,507 | $1.6M |
| M&G PLC | 0.01% | New | 31,041 | $1.5M |
| M&T Bank Corp | 0.01% | Reduce -0.2% | 30,923 | $1.5M |
| Erste Asset Management GmbH | 0.02% | No change | 30,500 | $1.5M |
| Lombard Odier Asset Management (Switzerland) SA | 0.14% | Reduce -4.6% | 28,902 | $1.4M |
| K.J. Harrison & Partners Inc | 0.23% | Reduce -34.6% | 28,175 | $1.4M |
| Investment Management Corp of Ontario | 0.04% | Reduce -1.4% | 27,997 | $1.4M |
| V-Square Quantitative Management LLC | 0.21% | Add +6.0% | 19,408 | $1.3M |
| Pathway Financial Advisers, LLC | 0.45% | Add +7.8% | 25,337 | $1.2M |
| United Services Automobile Association | 0.03% | No change | 24,095 | $1.2M |
| Signaturefd, LLC | 0.02% | Add +4.5% | 23,971 | $1.2M |
| Twin Tree Management, LP | 0.03% | Reduce -91.3% | 23,941 | $1.2M |
| Frank, Rimerman Advisors LLC | 0.08% | New | 23,504 | $1.2M |
| Aigen Investment Management, LP | 0.22% | New | 22,815 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -77.6% | 22,688 | $1.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Reduce -10.9% | 22,313 | $1.1M |
| Capital World Investors | 0.00% | Add +14.4% | 22,226 | $1.1M |
| Mason & Associates Inc | 0.29% | No change | 22,000 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.3% | 21,409 | $1.0M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +15.4% | 21,376 | $1.0M |
| Point72 Asset Management | 0.00% | New | 21,000 | $1.0M |
| Captrust Financial Advisors | 0.00% | Add +100.9% | 20,800 | $1.0M |
| Bessemer Group Inc. | 0.00% | No change | 20,478 | $1.0M |
| Hilltop National Bank | 0.32% | No change | 20,239 | $992K |
| UniSuper Management Pty Ltd | 0.01% | Add +74.4% | 14,300 | $959K |
| Advisory Resource Group | 0.21% | Add +12.3% | 19,287 | $945K |
| Cidel Asset Management Inc. | 0.07% | Reduce -19.7% | 19,064 | $935K |
| Principal Financial Group Inc. | 0.00% | Reduce -5.2% | 18,333 | $899K |
| Credit Agricole S A | 0.01% | Add +592.7% | 18,281 | $896K |
| US Bancorp \de | 0.00% | Reduce -11.3% | 18,277 | $895K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.3% | 18,308 | $895K |
| HBK Sorce Advisory LLC | 0.03% | No change | 18,200 | $892K |
| FORA Capital, LLC | 0.10% | New | 17,513 | $858K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.2% | 17,358 | $850K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.4% | 17,050 | $835K |
| Osaic Holdings, Inc. | 0.00% | Reduce -65.2% | 16,447 | $806K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.1% | 17,886 | $804K |
| Sei Investments Co. | 0.00% | No change | 16,247 | $796K |
| LGT Group Foundation | 0.01% | Reduce -94.3% | 15,922 | $781K |
| Cerity Partners LLC | 0.00% | Reduce -30.9% | 15,781 | $773K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -29.6% | 15,501 | $764K |
| Rathbones Group PLC | 0.00% | Add +237.2% | 15,105 | $740K |
| Texas Capital Bank Wealth Management Services Inc | 0.07% | Reduce -1.5% | 14,621 | $716K |
| Blair William & Co. | 0.00% | Add +15.1% | 14,471 | $709K |
| Bridgewater Associates | 0.00% | New | 13,266 | $650K |
| Avantax Advisory Services, Inc. | 0.00% | Add +11.2% | 13,150 | $644K |
| Independent Advisor Alliance | 0.02% | Add +0.8% | 12,554 | $615K |
| Verdence Capital Advisors LLC | 0.05% | Add +1.8% | 12,160 | $596K |
| Candriam S.C.A. | 0.00% | Add +12.5% | 12,092 | $593K |
| WASHINGTON TRUST Co | 0.02% | Reduce -0.0% | 11,469 | $562K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +10.0% | 11,332 | $555K |
| Ontario Teachers Pension Plan Board | 0.01% | Reduce -54.5% | 11,286 | $553K |
| Quantbot Technologies LP | 0.03% | New | 11,200 | $549K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.8% | 11,186 | $548K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -3.8% | 11,186 | $548K |
| Montrusco Bolton Investments Inc. | 0.01% | Reduce -98.2% | 11,093 | $544K |
| MQS Management LLC | 0.33% | New | 11,100 | $544K |
| Hillsdale Investment Management Inc. | 0.04% | Reduce -94.5% | 11,084 | $544K |
| Pathstone Holdings, LLC | 0.00% | Add +3.2% | 10,875 | $533K |
| Cigna Investments Inc. | 0.10% | Reduce -0.1% | 10,805 | $530K |
| Fifth Third Bancorp | 0.00% | Reduce -3.2% | 10,723 | $525K |
| Quilter Plc | 0.01% | Reduce -8.6% | 10,641 | $522K |
| NorthCrest Asset Manangement, LLC | 0.02% | No change | 10,621 | $520K |
| Corient Private Wealth LP | 0.00% | Add +7.4% | 10,364 | $508K |
| Woodstock Corp. | 0.05% | No change | 9,647 | $473K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.5% | 9,505 | $466K |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.4% | 9,352 | $458K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.5% | 9,282 | $455K |
| King Luther Capital Management Corp. | 0.00% | Reduce -20.3% | 9,270 | $454K |
| State of Wyoming | 0.07% | Reduce -8.7% | 9,110 | $447K |
| Brown Advisory Inc. | 0.00% | Reduce -0.7% | 8,885 | $435K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -5.3% | 8,840 | $433K |
| Tyler-Stone Wealth Management | 0.18% | No change | 8,727 | $428K |
| Franklin Street Advisors Inc. | 0.03% | New | 8,400 | $412K |
| Cresset Asset Management, LLC | 0.00% | Reduce -35.8% | 8,224 | $403K |
| Am Investment Strategies LLC | 0.10% | Add +0.2% | 8,037 | $394K |
| Savant Capital, LLC | 0.00% | Add +24.8% | 7,783 | $381K |
| First Trust Direct Indexing L.P. | 0.02% | Reduce -9.7% | 7,780 | $381K |
| Claret Asset Management Corp | 0.07% | Reduce -6.9% | 7,762 | $381K |
| Mercer Global Advisors Inc. | 0.00% | Add +9.7% | 7,726 | $379K |
| Syon Capital LLC | 0.03% | Add +4.4% | 7,623 | $373K |
| Rempart Asset Management Inc. | 0.07% | Reduce -11.1% | 7,581 | $371K |
| Boston Financial Mangement LLC | 0.01% | No change | 7,491 | $367K |
| HSBC Holdings PLC | 0.00% | Reduce -99.5% | 7,004 | $344K |
| TFB Advisors LLC | 0.11% | Reduce -6.7% | 7,000 | $343K |
| Sound View Wealth Advisors Group, LLC | 0.04% | No change | 6,982 | $342K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +20.0% | 6,932 | $340K |
| Moneco Advisors, LLC | 0.05% | Reduce -0.3% | 6,869 | $336K |
| Parsons Capital Management Inc. | 0.02% | No change | 6,667 | $327K |
| Wambolt & Associates, LLC | 0.09% | Reduce -14.2% | 6,630 | $323K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.9% | 6,584 | $323K |
| Truist Financial Corp. | 0.00% | Reduce -10.8% | 6,582 | $322K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.0% | 6,558 | $321K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -36.0% | 6,472 | $317K |
| Davidson Trust Co. | 0.22% | Reduce -4.6% | 6,383 | $313K |
| Cwm, LLC | 0.00% | Add +36.3% | 6,313 | $309K |
| First Affirmative Financial Network | 0.21% | Add +2.7% | 6,156 | $302K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -0.2% | 6,153 | $301K |
| West Family Investments, Inc. | 0.09% | No change | 6,140 | $301K |
| Financial Counselors Inc. | 0.00% | Reduce -9.7% | 6,049 | $296K |
| Alexander Labrunerie & Co., Inc. | 0.16% | No change | 6,031 | $295K |
| Natixis | 0.00% | New | 5,992 | $294K |
| Cumberland Partners Ltd | 0.02% | Reduce -57.7% | 5,946 | $291K |
| Baird Financial Group, Inc. | 0.00% | Add +4.6% | 5,920 | $290K |
| Smithfield Trust Co | 0.02% | Add +9.3% | 5,894 | $288K |
| FreeGulliver LLC | 0.20% | No change | 5,872 | $288K |
| Argent Trust Co | 0.01% | Add +38.5% | 5,787 | $284K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -0.8% | 5,699 | $280K |
| Qtron Investments LLC | 0.04% | New | 5,650 | $277K |
| Triumph Capital Management | 0.11% | New | 5,600 | $274K |
| Running Point Capital Advisors, LLC | 0.11% | No change | 5,573 | $273K |
| PFG Investments, LLC | 0.02% | Add +0.5% | 5,430 | $266K |
| Cozad Asset Management Inc. | 0.03% | Reduce -5.0% | 5,412 | $265K |
| Evergreen Capital Management LLC | 0.01% | Add +9.5% | 5,373 | $263K |
| Caprock Group, LLC | 0.01% | New | 5,339 | $262K |
| Sciencast Management LP | 0.09% | Reduce -52.8% | 5,151 | $252K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 5,143 | $252K |
| Regions Financial Corp. | 0.00% | No change | 5,134 | $252K |
| Pacer Advisors, Inc. | 0.00% | Reduce -4.6% | 5,095 | $250K |
| Stonebridge Capital Management Inc. | 0.10% | No change | 5,000 | $245K |
| CVA Family Office, LLC | 0.04% | No change | 5,000 | $245K |
| Ritholtz Wealth Management | 0.01% | Reduce -1.9% | 4,992 | $245K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 4,985 | $244K |
| PDS Planning, Inc | 0.02% | Reduce -6.7% | 4,893 | $240K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -28.1% | 4,701 | $230K |
| Ieq Capital, LLC | 0.00% | Add +0.9% | 4,699 | $230K |
| Schechter Investment Advisors, LLC | 0.02% | Add +3.7% | 4,687 | $230K |
| Intrust Bank NA | 0.02% | Add +0.5% | 4,620 | $226K |
| NewEdge Wealth, LLC | 0.00% | Reduce -0.4% | 4,618 | $226K |
| Capital City Trust Co. | 0.06% | No change | 4,596 | $225K |
| Northwest Bancshares, Inc. | 0.04% | Reduce -2.2% | 4,517 | $221K |
| Lester Murray Antman dba SimplyRich | 0.07% | No change | 4,474 | $219K |
| Gotham Asset Management | 0.00% | Reduce -38.1% | 4,459 | $218K |
| Grayhawk Investment Strategies Inc. | 0.98% | No change | 3,221 | $216K |
| Pathway Financial Advisors LLC | 0.06% | No change | 4,339 | $213K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.6% | 4,283 | $212K |
| Keybank National Association | 0.00% | Reduce -10.7% | 4,305 | $211K |
| Villere St Denis J & Co. LLC | 0.02% | No change | 4,177 | $205K |
| Jones Financial Companies LLLP | 0.00% | Add +194.7% | 4,149 | $203K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -55.7% | 4,148 | $203K |
| HighPoint Advisor Group LLC | 0.01% | Add +1.4% | 4,076 | $203K |
| Andra AP-fonden | 0.00% | New | 3,000 | $201K |
| Ballast, Inc. | 0.06% | No change | 4,083 | $200K |
| Parallel Advisors, LLC | 0.01% | Add +1.2% | 4,001 | $196K |
| Gulf International Bank (UK) Ltd | 0.00% | No change | 3,909 | $191K |
| Blue Trust, Inc. | 0.00% | Add +58.1% | 3,424 | $187K |
| Barclays PLC | 0.00% | Reduce -89.4% | 3,663 | $179K |
| Lindbrook Capital, LLC | 0.02% | Add +0.2% | 3,592 | $176K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.3% | 3,574 | $176K |
| Quadrant Capital Group LLC | 0.01% | Add +43.2% | 3,188 | $156K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +19.6% | 3,131 | $153K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.8% | 3,107 | $152K |
| Bruce G. Allen Investments, LLC | 0.12% | Add +1.1% | 2,931 | $144K |
| Independence Bank of Kentucky | 0.04% | No change | 2,844 | $139K |
| Tobam | 0.02% | Add +57.6% | 2,066 | $139K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,771 | $136K |
| Huntington National Bank | 0.00% | Add +4.3% | 2,669 | $131K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +24.4% | 2,505 | $123K |
| Macquarie Group Ltd. | 0.00% | No change | 2,396 | $118K |
| Rhumbline Advisers | 0.00% | Reduce -30.1% | 2,049 | $100K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -4.7% | 2,039 | $100K |
| City Holding Co. | 0.01% | Reduce -37.5% | 2,000 | $98K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,903 | $93K |
| Perkins Coie Trust Co | 0.02% | No change | 1,871 | $92K |
| Harbour Investments, Inc. | 0.00% | No change | 1,726 | $85K |
| Lowe Wealth Advisors, LLC | 0.03% | Add +0.1% | 1,535 | $75K |
| Louisbourg Investments Inc. | 0.02% | No change | 1,380 | $68K |
| Pacifica Partners Inc. | 0.03% | No change | 1,288 | $64K |
| Birchbrook, Inc. | 0.04% | No change | 1,295 | $63K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,263 | $62K |
| Redwood Wealth Management Group, LLC | 0.05% | New | 1,250 | $61K |
| Cromwell Holdings LLC | 0.04% | — | 1,244 | $61K |
| CENTRAL TRUST Co | 0.00% | No change | 1,200 | $59K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,100 | $56K |
| Whittier Trust Co. | 0.00% | Add +21.2% | 1,045 | $51K |
| Centennial Bank | 0.02% | No change | 994 | $49K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 963 | $47K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 928 | $45K |
| Abound Wealth Management | 0.02% | Reduce -5.9% | 924 | $45K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -6.5% | 879 | $43K |
| Fairfield Financial Advisors, LTD | 0.01% | — | 878 | $43K |
| Ridgewood Investments LLC | 0.02% | New | 800 | $39K |
| MCF Advisors LLC | 0.00% | Reduce -10.1% | 800 | $39K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 787 | $39K |
| Private Wealth Management Group, LLC | 0.02% | No change | 797 | $39K |
| Asset Dedication, LLC | 0.00% | No change | 787 | $39K |
| Oakworth Capital, Inc. | 0.00% | No change | 748 | $37K |
| HM Payson & Co. | 0.00% | No change | 742 | $36K |
| St Germain D J Co. Inc. | 0.00% | Reduce -90.9% | 650 | $32K |
| GAMMA Investing LLC | 0.00% | Add +6244.4% | 571 | $28K |
| Creative Financial Designs Inc. | 0.00% | Reduce -60.3% | 552 | $27K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 530 | $26K |
| Voisard Asset Management Group, Inc. | 0.01% | No change | 501 | $25K |
| SRH Advisors, LLC | 0.01% | No change | 500 | $24K |
| AdvisorNet Financial, Inc | 0.00% | No change | 500 | $24K |
| Atticus Wealth Management, LLC | 0.01% | No change | 491 | $24K |
| Planning Capital Management Corp | 0.02% | No change | 465 | $23K |
| WealthCollab, LLC | 0.02% | No change | 460 | $23K |
| Nordwand Advisors, LLC | 0.01% | No change | 438 | $21K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 414 | $20K |
| TFC Financial Management, Inc. | 0.00% | No change | 392 | $19K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -61.3% | 392 | $19K |
| Global Retirement Partners, LLC | 0.00% | Reduce -90.0% | 392 | $19K |
| Geneos Wealth Management Inc. | 0.00% | No change | 391 | $19K |
| Allworth Financial LP | 0.00% | No change | 369 | $18K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 370 | $18K |
| Lazard Asset Management LLC | 0.00% | No change | 380 | $18K |
| Westside Investment Management, Inc. | 0.00% | No change | 355 | $17K |
| UMB Bank, n.a. | 0.00% | Reduce -13.7% | 353 | $17K |
| Cornerstone Planning Group LLC | 0.00% | New | 364 | $17K |
| TruNorth Capital Management, LLC | 0.01% | No change | 330 | $16K |
| Dogwood Wealth Management LLC | 0.01% | New | 327 | $16K |
| TD Capital Management LLC | 0.00% | New | 291 | $14K |
| Addison Advisors LLC | 0.00% | Add +1011.5% | 289 | $14K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 289 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Add +24.9% | 286 | $14K |
| Tacita Capital Inc | 0.01% | No change | 275 | $13K |
| Your Advocates Ltd., LLP | 0.01% | No change | 275 | $13K |
| IFP Advisors, Inc | 0.00% | Add +8.8% | 260 | $13K |
| Bell Investment Advisors, Inc | 0.00% | Add +74.2% | 256 | $13K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 246 | $12K |
| Bfsg, LLC | 0.00% | No change | 225 | $11K |
| Avior Wealth Management, LLC | 0.00% | Reduce -36.5% | 221 | $11K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 200 | $10K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 187 | $9K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +0.5% | 190 | $9K |
| Private Trust Co. NA | 0.00% | Add +1.1% | 184 | $9K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 170 | $8K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 165 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Add +9.3% | 153 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 148 | $7K |
| NewEdge Advisors, LLC | 0.00% | Reduce -61.0% | 139 | $7K |
| Evermay Wealth Management LLC | 0.00% | No change | 139 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.5% | 135 | $7K |
| Sunbelt Securities, Inc. | 0.00% | No change | 122 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 119 | $6K |
| Creekmur Asset Management LLC | 0.00% | New | 102 | $5K |
| Key Financial Inc | 0.00% | No change | 99 | $5K |
| Barrett & Company, Inc. | 0.00% | No change | 94 | $5K |
| Principal Securities, Inc. | 0.00% | Reduce -98.6% | 82 | $4K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 57 | $3K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 54 | $3K |
| First Personal Financial Services | 0.00% | No change | 50 | $2K |
| First Financial Corp. | 0.00% | No change | 47 | $2K |
| Penserra Capital Management LLC | 0.00% | No change | 48 | $2K |
| Mather Group, Llc. | 0.00% | No change | 30 | $2K |
| Larson Financial Group LLC | 0.00% | New | 30 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 25 | $1K |
| Mascoma Wealth Management LLC | 0.00% | No change | 20 | $978 |
| Assetmark, Inc. | 0.00% | Add +26.7% | 19 | $931 |
"% of holder's portfolio" is SLF's weight in each manager's 13F, not the share of Sun Life Financial Inc. the manager owns.