Sun Life FinancialSLF
13F holders, Q3 2024 (September 30)422holders +26
56new positions
31sold out
6famous investors
$58.09avg. 13F price*
At the end of Q3 2024, 422 institutions reported holding Sun Life Financial Inc. (SLF) in their 13F filings, up 26 from Q2 2024. 56 opened new positions and 31 sold out. The largest holders were Royal Bank of Canada ($2.5B), Vanguard Group Inc. ($1.4B) and TD Asset Management Inc ($912.2M). 6 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $160.5M |
| Exits | 31 | $66.3M |
All 13F filers, Q2 2024 → Q3 2024: 17,197,139 shares bought and 14,720,818 shares sold, net +2,476,321 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 422 holders
| Royal Bank of Canada | 0.55% | Add +5.9% | 42,827,248 | $2.5B |
| Vanguard Group Inc. | 0.03% | Add +1.7% | 24,035,609 | $1.4B |
| TD Asset Management Inc | 0.81% | Reduce -2.2% | 15,734,860 | $912.2M |
| Bank of Montreal | 0.38% | Add +12.8% | 13,912,566 | $804.0M |
| Mackenzie Financial Corp. | 1.07% | Reduce -9.7% | 13,281,505 | $770.4M |
| 1832 Asset Management L.P. | 0.97% | Reduce -2.8% | 9,934,910 | $576.4M |
| Federation des caisses Desjardins du Quebec | 2.83% | Add +56.0% | 9,929,481 | $572.3M |
| Manufacturers Life Insurance Company, The | 0.48% | Add +7.6% | 9,256,384 | $537.3M |
| Beutel, Goodman & Co Ltd. | 2.50% | Reduce -2.0% | 8,750,033 | $508.1M |
| Cibc World Market Inc. | 0.95% | Add +2.6% | 7,255,823 | $420.9M |
| Bank of Nova Scotia | 0.83% | Reduce -2.2% | 7,046,738 | $408.8M |
| Toronto Dominion Bank | 0.71% | Reduce -0.8% | 6,920,916 | $401.6M |
| CIBC Asset Management Inc | 1.22% | Add +1.3% | 6,488,668 | $377.3M |
| Norges Bank | 0.05% | Add +1.4% | 6,482,904 | $376.0M |
| National Bank of Canada | 0.45% | Add +28.2% | 5,837,298 | $338.6M |
| FMR LLC | 0.02% | Add +5.2% | 5,189,939 | $301.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.31% | Reduce -4.6% | 4,665,564 | $270.6M |
| Legal & General Group Plc | 0.06% | Add +1.4% | 3,944,487 | $229.0M |
| Scotia Capital Inc. | 0.89% | Add +1.4% | 2,880,073 | $165.8M |
| JPMorgan Chase & Co. | 0.01% | Add +1.2% | 2,841,712 | $164.9M |
| Geode Capital Management, LLC | 0.01% | Add +8.5% | 2,654,586 | $156.1M |
| Letko, Brosseau & Associates Inc. | 2.83% | Reduce -3.4% | 2,686,623 | $156.0M |
| Agf Management Ltd. | 0.70% | Reduce -15.1% | 2,134,056 | $138.1M |
| FIL Ltd | 0.12% | Reduce -37.8% | 2,262,702 | $131.2M |
| HSBC Holdings PLC | 0.08% | Add +31498.1% | 2,213,133 | $127.4M |
| TD Waterhouse Canada Inc. | 0.92% | Add +2.1% | 1,959,739 | $112.9M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.9% | 1,808,941 | $105.0M |
| Morgan Stanley | 0.01% | Reduce -33.5% | 1,754,665 | $101.8M |
| Swiss National Bank | 0.07% | Add +0.1% | 1,749,100 | $101.6M |
| Amundi | 0.04% | Reduce -6.3% | 1,765,509 | $101.2M |
| Canada Pension Plan Investment Board | 0.09% | Reduce -0.4% | 1,667,939 | $96.9M |
| Bank of America Corp. | 0.01% | Reduce -26.6% | 1,605,723 | $93.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.55% | Reduce -40.9% | 1,585,690 | $92.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.3% | 1,580,531 | $91.8M |
| Alberta Investment Management Corp | 0.83% | Reduce -16.1% | 1,575,775 | $91.5M |
| Arrowstreet Capital, Limited Partnership | 0.07% | New | 1,494,660 | $86.7M |
| Invesco Ltd. | 0.01% | Reduce -6.8% | 1,307,314 | $75.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -68.5% | 1,233,582 | $71.6M |
| QV Investors Inc. | 6.21% | Reduce -0.3% | 1,210,734 | $70.3M |
| Value Partners Investments Inc. | 5.37% | Reduce -21.5% | 1,142,090 | $66.4M |
| Two Sigma Investments, LP | 0.15% | Add +13.0% | 1,125,581 | $65.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -7.6% | 1,125,104 | $65.3M |
| DekaBank Deutsche Girozentrale | 0.11% | Reduce -0.7% | 1,049,330 | $60.3M |
| BlackRock, Inc. | 0.00% | — | 959,247 | $55.7M |
| Man Group plc | 0.16% | Add +2.8% | 926,697 | $53.8M |
| Aviva PLC | 0.14% | Add +19.5% | 899,759 | $52.2M |
| First Trust Advisors LP | 0.05% | Reduce -9.7% | 897,803 | $52.1M |
| Deutsche Bank AG | 0.02% | Add +4.7% | 889,058 | $51.6M |
| Cardinal Capital Management, Inc. | 2.08% | Reduce -1.7% | 869,866 | $50.5M |
| Caisse de depot et placement du Quebec | 0.10% | Reduce -16.2% | 868,127 | $50.4M |
| Fiera Capital Corp | 0.15% | Reduce -1.7% | 836,152 | $48.6M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -1.0% | 662,607 | $38.5M |
| UBS Group AG | 0.01% | Reduce -5.6% | 617,730 | $35.8M |
| Russell Investments Group, Ltd. | 0.05% | Add +1.7% | 614,262 | $35.7M |
| Todd Asset Management LLC | 0.81% | Add +23.8% | 598,508 | $34.7M |
| Northwest & Ethical Investments L.P. | 0.90% | Reduce -2.0% | 589,272 | $34.2M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -7.6% | 581,420 | $33.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -12.1% | 525,331 | $30.5M |
| Mufg Securities (canada), LTD. | 1.33% | Add +66.7% | 512,803 | $29.8M |
| Intact Investment Management Inc. | 0.93% | Reduce -52.5% | 483,212 | $28.0M |
| Two Sigma Advisers, LP | 0.06% | Reduce -10.9% | 461,132 | $26.8M |
| GMO | 0.07% | Reduce -8.1% | 388,099 | $22.5M |
| Korea Investment CORP | 0.05% | Add +0.6% | 385,135 | $22.4M |
| Neuberger Berman Group LLC | 0.02% | Add +16.1% | 359,658 | $20.9M |
| Allianz Asset Management GmbH | 0.03% | Reduce -26.2% | 358,124 | $20.8M |
| State of Tennessee, Department of Treasury | 0.07% | Reduce -0.2% | 331,252 | $19.2M |
| Teachers Retirement System of the State of Kentucky | 0.17% | Add +26.0% | 329,860 | $19.1M |
| Guardian Capital LP | 0.68% | Reduce -14.7% | 317,656 | $18.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Reduce -7.5% | 311,546 | $18.1M |
| Bank of Nova Scotia Trust Co. | 1.82% | Add +3.0% | 309,085 | $17.9M |
| Pictet Asset Management Holding SA | 0.02% | Add +0.5% | 297,928 | $17.3M |
| Voloridge Investment Management, LLC | 0.06% | Add +74.1% | 297,355 | $17.3M |
| Northern Trust Corp. | 0.00% | Add +1.7% | 292,963 | $17.0M |
| Forsta Ap-Fonden | 0.13% | Reduce -0.9% | 287,300 | $16.7M |
| Lombard Odier Asset Management (Europe) Ltd | 1.04% | Add +33.8% | 145,556 | $15.8M |
| D. E. Shaw & Co. | 0.02% | Reduce -22.1% | 254,623 | $14.8M |
| Varma Mutual Pension Insurance Co | 0.12% | New | 265,164 | $14.7M |
| Systematic Alpha Investments, LLC | 0.53% | No change | 250,808 | $14.6M |
| Franklin Resources Inc. | 0.00% | Reduce -7.4% | 242,420 | $14.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.7% | 173,238 | $13.5M |
| Mn Services Vermogensbeheer B.V. | 0.09% | Reduce -2.4% | 224,045 | $13.0M |
| JARISLOWSKY, FRASER Ltd | 0.07% | Add +2.4% | 222,432 | $12.9M |
| Crossmark Global Holdings, Inc. | 0.21% | Reduce -15.6% | 201,592 | $11.7M |
| Unigestion Holding SA | 0.56% | New | 199,042 | $11.5M |
| AXA S.A. | 0.03% | Add +10.6% | 191,603 | $11.1M |
| Sienna Gestion | 0.69% | Add +18.4% | 178,785 | $10.4M |
| Addenda Capital Inc. | 0.35% | Reduce -16.9% | 126,576 | $9.9M |
| Guardian Capital Advisors LP | 0.96% | Add +0.2% | 167,755 | $9.7M |
| Public Employees Retirement System of Ohio | 0.04% | New | 164,352 | $9.5M |
| AustralianSuper Pty Ltd | 0.05% | Reduce -4.5% | 164,228 | $9.5M |
| USS Investment Management Ltd | 0.07% | No change | 156,209 | $9.0M |
| American Century Companies Inc. | 0.01% | Add +8.9% | 150,220 | $8.7M |
| Citadel Advisors | 0.01% | Reduce -39.4% | 140,148 | $8.1M |
| T. Rowe Price Associates Inc. | 0.00% | New | 135,168 | $7.8M |
| Royal London Asset Management Ltd. | 0.02% | No change | 127,438 | $7.4M |
| Van Eck Associates Corp. | 0.01% | Add +27.5% | 128,431 | $7.3M |
| Lorne Steinberg Wealth Management Inc. | 1.93% | Add +1.9% | 114,921 | $6.7M |
| ExodusPoint Capital Management, LP | 0.07% | New | 113,801 | $6.6M |
| Quadrature Capital Ltd | 0.15% | New | 111,200 | $6.5M |
| JCIC Asset Management Inc. | 2.53% | Add +4.3% | 106,346 | $6.2M |
| Aviso Financial Inc. | 0.29% | Add +8.8% | 100,743 | $5.8M |
| O'shaughnessy Asset Management, LLC | 0.05% | Reduce -3.2% | 95,079 | $5.5M |
| Citigroup Inc. | 0.01% | Reduce -4.7% | 93,568 | $5.4M |
| Ossiam | 0.10% | Add +28.9% | 92,260 | $5.4M |
| SIG North Trading, ULC | 1.64% | Reduce -65.8% | 91,195 | $5.3M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -62.4% | 89,021 | $5.2M |
| Motco | 0.51% | Reduce -9.0% | 88,310 | $5.1M |
| Burney Co./ | 0.18% | Reduce -1.4% | 86,642 | $5.0M |
| Meritage Portfolio Management | 0.29% | Reduce -4.3% | 82,289 | $4.8M |
| Janus Henderson Group PLC | 0.00% | No change | 78,998 | $4.6M |
| Quantinno Capital Management LP | 0.06% | Add +4.6% | 78,102 | $4.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +0.9% | 77,746 | $4.5M |
| Public Sector Pension Investment Board | 0.02% | Reduce -0.7% | 75,771 | $4.4M |
| Acadian Asset Management LLC | 0.01% | Reduce -46.8% | 75,700 | $4.4M |
| Onex Canada Asset Management Inc. | 0.51% | Reduce -14.9% | 74,551 | $4.3M |
| Symphony Financial, Ltd. Co. | 0.65% | Reduce -0.3% | 67,864 | $3.9M |
| Utah Retirement Systems | 0.04% | No change | 65,383 | $3.8M |
| Millennium Management | 0.00% | Reduce -72.5% | 64,044 | $3.7M |
| Assenagon Asset Management S.A. | 0.01% | Add +0.3% | 62,589 | $3.6M |
| Wellington Management Group LLP | 0.00% | Reduce -54.4% | 62,206 | $3.6M |
| Lombard Odier Asset Management (Switzerland) SA | 0.29% | Add +11.4% | 32,206 | $3.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.0% | 60,120 | $3.5M |
| Cetera Investment Advisers | 0.01% | Add +2.3% | 55,922 | $3.2M |
| Ninepoint Partners LP | 0.42% | Reduce -5.1% | 55,747 | $3.2M |
| Jane Street Group, LLC | 0.00% | Reduce -41.8% | 51,540 | $3.0M |
| Harvest Portfolios Group Inc. | 0.10% | Reduce -6.8% | 50,298 | $2.9M |
| Raymond James & Associates | 0.00% | Reduce -2.9% | 49,535 | $2.9M |
| Creative Planning | 0.00% | Add +1.2% | 48,558 | $2.8M |
| Triasima Portfolio Management inc. | 0.62% | Add +12.5% | 47,650 | $2.8M |
| Vontobel Holding Ltd. | 0.01% | Reduce -3.0% | 45,743 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +1.6% | 44,977 | $2.6M |
| Kraematon Investment Advisors, Inc. | 2.52% | Reduce -5.3% | 44,262 | $2.6M |
| Natixis Advisors, LLC | 0.00% | Add +13.3% | 43,246 | $2.5M |
| LPL Financial LLC | 0.00% | Add +7.7% | 42,506 | $2.5M |
| Clearbridge Investments, LLC | 0.00% | Reduce -84.6% | 41,936 | $2.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.3% | 41,344 | $2.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 40,100 | $2.4M |
| State Street Corp. | 0.00% | Add +0.8% | 39,478 | $2.3M |
| Vident Advisory, LLC | 0.06% | Reduce -10.1% | 39,123 | $2.3M |
| Gold Investment Management Ltd. | 0.94% | Reduce -7.0% | 38,755 | $2.2M |
| Intech Investment Management LLC | 0.03% | Reduce -35.1% | 38,579 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -2.2% | 38,450 | $2.2M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.07% | Add +10.4% | 38,144 | $2.2M |
| Swiss Life Asset Management Ltd | 0.02% | New | 37,742 | $2.2M |
| DORCHESTER WEALTH MANAGEMENT Co | 0.37% | Reduce -3.1% | 35,323 | $2.0M |
| Maryland State Retirement & Pension System | 0.04% | Add +1.4% | 34,471 | $2.0M |
| Metis Global Partners, LLC | 0.06% | Reduce -2.6% | 33,756 | $2.0M |
| PCJ Investment Counsel Ltd. | 0.60% | Reduce -4.3% | 32,720 | $1.9M |
| Cerity Partners LLC | 0.00% | Add +88.9% | 29,815 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -3.7% | 29,773 | $1.7M |
| Seven Eight Capital, LP | 0.15% | New | 28,777 | $1.7M |
| M&G PLC | 0.01% | Reduce -7.4% | 28,740 | $1.7M |
| Erste Asset Management GmbH | 0.02% | Reduce -7.5% | 28,200 | $1.6M |
| Wells Fargo & Company | 0.00% | Reduce -69.4% | 27,988 | $1.6M |
| Cidel Asset Management Inc. | 0.11% | Add +40.6% | 26,800 | $1.6M |
| V-Square Quantitative Management LLC | 0.22% | No change | 19,408 | $1.5M |
| Pathway Financial Advisers, LLC | 0.68% | Add +2.4% | 25,952 | $1.5M |
| Investment Management Corp of Ontario | 0.03% | Reduce -8.2% | 25,697 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -24.1% | 25,440 | $1.5M |
| Signaturefd, LLC | 0.03% | Add +5.6% | 25,319 | $1.5M |
| Prudential PLC | 0.01% | New | 25,110 | $1.5M |
| UniSuper Management Pty Ltd | 0.01% | Add +22.0% | 17,446 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +5.8% | 22,625 | $1.3M |
| Capital World Investors | 0.00% | No change | 22,226 | $1.3M |
| Mason & Associates Inc | 0.32% | No change | 22,000 | $1.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | Reduce -1.5% | 21,969 | $1.3M |
| Verition Fund Management LLC | 0.01% | New | 21,624 | $1.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.2% | 21,157 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.8% | 21,133 | $1.2M |
| Bessemer Group Inc. | 0.00% | No change | 20,478 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -2.5% | 20,284 | $1.2M |
| Hilltop National Bank | 0.36% | No change | 20,239 | $1.2M |
| United Services Automobile Association | 0.03% | Reduce -17.8% | 19,798 | $1.1M |
| Advisory Resource Group | 0.24% | Add +0.4% | 19,364 | $1.1M |
| Bridgewater Associates | 0.01% | Add +45.8% | 19,347 | $1.1M |
| FJ Capital Management LLC | 0.11% | New | 18,607 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 18,320 | $1.1M |
| HBK Sorce Advisory LLC | 0.03% | Add +0.1% | 18,210 | $1.1M |
| Fox Run Management, L.L.C. | 0.23% | New | 18,112 | $1.1M |
| Natixis | 0.01% | Add +199.7% | 17,957 | $1.0M |
| Shell Asset Management Co. | 0.05% | — | 17,772 | $1.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -3.8% | 17,633 | $1.0M |
| Tyler-Stone Wealth Management | 0.19% | Add +100.0% | 17,454 | $1.0M |
| Credit Agricole S A | 0.01% | Reduce -4.7% | 17,419 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 16,934 | $983K |
| Kestra Advisory Services, LLC | 0.01% | Reduce -8.3% | 16,393 | $951K |
| Sei Investments Co. | 0.00% | Add +0.1% | 16,270 | $944K |
| US Bancorp \de | 0.00% | Reduce -15.2% | 15,500 | $899K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.6% | 15,345 | $890K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.2% | 15,268 | $886K |
| Sanctuary Advisors, LLC | 0.01% | New | 14,350 | $878K |
| Texas Capital Bank Wealth Management Services Inc | 0.08% | No change | 14,621 | $848K |
| Blair William & Co. | 0.00% | Add +0.0% | 14,474 | $840K |
| Independent Advisor Alliance | 0.03% | Add +14.6% | 14,382 | $834K |
| Fifth Third Bancorp | 0.00% | Add +33.7% | 14,337 | $832K |
| Entropy Technologies, LP | 0.08% | New | 13,579 | $788K |
| Rathbones Group PLC | 0.00% | Reduce -11.0% | 13,443 | $781K |
| Candriam S.C.A. | 0.00% | Add +4.4% | 12,628 | $733K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -8.4% | 12,045 | $699K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -1.6% | 11,961 | $694K |
| Montrusco Bolton Investments Inc. | 0.01% | Add +5.1% | 11,655 | $677K |
| WASHINGTON TRUST Co | 0.02% | No change | 11,469 | $665K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +1.4% | 11,340 | $658K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +1.4% | 11,340 | $658K |
| Ontario Teachers Pension Plan Board | 0.01% | No change | 11,286 | $655K |
| Pathstone Holdings, LLC | 0.00% | Add +1.3% | 11,019 | $639K |
| LGT Group Foundation | 0.01% | Reduce -30.7% | 11,033 | $637K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -4.9% | 10,775 | $625K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +65.7% | 10,725 | $623K |
| NorthCrest Asset Manangement, LLC | 0.02% | No change | 10,621 | $616K |
| Cigna Investments Inc. | 0.11% | Reduce -1.9% | 10,603 | $615K |
| Brown Advisory Inc. | 0.00% | Add +16.6% | 10,357 | $601K |
| Corient Private Wealth LP | 0.00% | Reduce -0.2% | 10,343 | $600K |
| Quilter Plc | 0.01% | Reduce -3.3% | 10,291 | $597K |
| BNP Paribas Financial Markets | 0.00% | New | 10,233 | $594K |
| First Trust Direct Indexing L.P. | 0.03% | Add +29.3% | 10,060 | $584K |
| Woodstock Corp. | 0.05% | No change | 9,647 | $560K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.9% | 9,084 | $527K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +27.3% | 8,891 | $516K |
| Claret Asset Management Corp | 0.08% | Add +13.3% | 8,797 | $510K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.8% | 8,462 | $491K |
| Franklin Street Advisors Inc. | 0.03% | No change | 8,400 | $487K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -5.8% | 8,324 | $483K |
| DRW Securities, LLC | 0.03% | New | 6,100 | $479K |
| Am Investment Strategies LLC | 0.11% | Add +0.3% | 8,057 | $467K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -47.9% | 8,075 | $466K |
| Cresset Asset Management, LLC | 0.00% | Reduce -3.4% | 7,941 | $461K |
| Savant Capital, LLC | 0.00% | Add +1.4% | 7,890 | $458K |
| Financial Counselors Inc. | 0.01% | Add +29.3% | 7,823 | $454K |
| Lester Murray Antman dba SimplyRich | 0.12% | Add +71.2% | 7,659 | $444K |
| Boston Financial Mangement LLC | 0.01% | No change | 7,491 | $435K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.4% | 7,461 | $433K |
| Truist Financial Corp. | 0.00% | Add +9.5% | 7,209 | $418K |
| West Family Investments, Inc. | 0.14% | Add +16.9% | 7,179 | $417K |
| Rempart Asset Management Inc. | 0.08% | Reduce -4.5% | 7,242 | $414K |
| TFB Advisors LLC | 0.12% | No change | 7,000 | $406K |
| Syon Capital LLC | 0.04% | Reduce -8.7% | 6,961 | $404K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 6,936 | $402K |
| Evergreen Capital Management LLC | 0.01% | Add +28.9% | 6,924 | $402K |
| King Luther Capital Management Corp. | 0.00% | Reduce -25.7% | 6,884 | $399K |
| Moneco Advisors, LLC | 0.05% | Add +0.0% | 6,871 | $399K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.6% | 6,729 | $390K |
| Parsons Capital Management Inc. | 0.02% | No change | 6,667 | $387K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.6% | 6,476 | $376K |
| Blue Trust, Inc. | 0.00% | Add +123.7% | 7,661 | $375K |
| Davidson Trust Co. | 0.19% | No change | 6,383 | $370K |
| K.J. Harrison & Partners Inc | 0.05% | Reduce -77.5% | 6,339 | $361K |
| PFG Investments, LLC | 0.02% | Add +11.3% | 6,044 | $351K |
| Alexander Labrunerie & Co., Inc. | 0.16% | No change | 6,031 | $350K |
| Cumberland Partners Ltd | 0.02% | No change | 5,946 | $345K |
| Barclays PLC | 0.00% | Add +61.3% | 5,907 | $343K |
| First Affirmative Financial Network | 0.19% | Reduce -4.1% | 5,906 | $343K |
| Smithfield Trust Co | 0.02% | No change | 5,894 | $342K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +4244.4% | 5,865 | $340K |
| Argent Trust Co | 0.01% | No change | 5,787 | $336K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -16.7% | 5,776 | $335K |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.4% | 5,662 | $329K |
| Running Point Capital Advisors, LLC | 0.13% | No change | 5,573 | $323K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -0.3% | 5,685 | $322K |
| Gotham Asset Management | 0.00% | Add +24.1% | 5,533 | $321K |
| Pinnacle Associates Ltd. | 0.01% | No change | 6,153 | $319K |
| PDS Planning, Inc | 0.03% | Add +11.3% | 5,448 | $316K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 5,143 | $298K |
| Regions Financial Corp. | 0.00% | No change | 5,134 | $298K |
| Jones Financial Companies LLLP | 0.00% | Add +23.0% | 5,103 | $295K |
| Caprock Group, LLC | 0.01% | Reduce -5.2% | 5,061 | $294K |
| CVA Family Office, LLC | 0.05% | No change | 5,000 | $290K |
| Stonebridge Capital Management Inc. | 0.12% | No change | 5,000 | $290K |
| Cwm, LLC | 0.00% | Reduce -20.8% | 5,001 | $290K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 4,985 | $289K |
| Pacer Advisors, Inc. | 0.00% | Reduce -2.8% | 4,951 | $287K |
| Tidal Investments LLC | 0.00% | New | 4,925 | $286K |
| Hillsdale Investment Management Inc. | 0.02% | Reduce -55.5% | 4,929 | $286K |
| Ritholtz Wealth Management | 0.01% | Reduce -2.8% | 4,854 | $282K |
| Cozad Asset Management Inc. | 0.03% | Reduce -11.0% | 4,815 | $279K |
| Glenmede Trust Co. NA | 0.00% | Reduce -49.4% | 4,813 | $279K |
| Ieq Capital, LLC | 0.00% | Add +0.8% | 4,736 | $275K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -1.0% | 4,655 | $270K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -1.4% | 4,620 | $268K |
| NewEdge Wealth, LLC | 0.00% | No change | 4,618 | $268K |
| CIBC Private Wealth Group LLC | 0.00% | Add +28.7% | 4,599 | $267K |
| Capital City Trust Co. | 0.07% | No change | 4,596 | $267K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,576 | $266K |
| Northwest Bancshares, Inc. | 0.04% | No change | 4,517 | $262K |
| Pathway Financial Advisors LLC | 0.06% | No change | 4,339 | $252K |
| Vise Technologies, Inc. | 0.03% | New | 4,262 | $247K |
| Heathbridge Capital Management Ltd. | 0.09% | New | 4,200 | $244K |
| Villere St Denis J & Co. LLC | 0.02% | No change | 4,177 | $242K |
| Intrust Bank NA | 0.02% | Reduce -10.6% | 4,130 | $240K |
| MML Investors Services, LLC | 0.00% | New | 4,089 | $237K |
| Ballast, Inc. | 0.07% | No change | 4,083 | $237K |
| Andra AP-fonden | 0.00% | No change | 3,000 | $235K |
| Park National Corp. | 0.01% | New | 3,970 | $230K |
| Canopy Partners, LLC | 0.10% | New | 3,941 | $229K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 3,939 | $229K |
| HighPoint Advisor Group LLC | 0.01% | Add +0.5% | 4,096 | $228K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | New | 3,848 | $223K |
| Benjamin Edwards Inc. | 0.00% | New | 3,769 | $219K |
| Lee Financial Co | 0.03% | New | 3,766 | $218K |
| Well Done, LLC | 0.04% | New | 3,726 | $216K |
| Olympiad Research LP | 0.14% | New | 3,721 | $216K |
| Prelude Capital Management, LLC | 0.02% | New | 3,721 | $216K |
| Wambolt & Associates, LLC | 0.06% | Reduce -44.7% | 3,667 | $213K |
| Sivia Capital Partners, LLC | 0.13% | New | 3,656 | $212K |
| Flaharty Asset Management, LLC | 0.03% | New | 3,611 | $210K |
| Keybank National Association | 0.00% | Reduce -16.7% | 3,585 | $208K |
| Five Oceans Advisors | 0.10% | New | 3,583 | $208K |
| Nilsine Partners, LLC | 0.03% | New | 3,563 | $207K |
| Arkadios Wealth Advisors | 0.01% | New | 3,533 | $205K |
| Checchi Capital Advisers, LLC | 0.02% | New | 3,527 | $205K |
| Parallel Advisors, LLC | 0.00% | Reduce -12.1% | 3,518 | $204K |
| Lindbrook Capital, LLC | 0.02% | Reduce -7.0% | 3,340 | $194K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.1% | 3,203 | $186K |
| Bruce G. Allen Investments, LLC | 0.14% | Add +4.0% | 3,049 | $177K |
| Harbour Investments, Inc. | 0.01% | Add +71.1% | 2,953 | $171K |
| Independence Bank of Kentucky | 0.04% | No change | 2,844 | $165K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,771 | $161K |
| Huntington National Bank | 0.00% | Add +2.7% | 2,742 | $159K |
| Macquarie Group Ltd. | 0.00% | No change | 2,396 | $139K |
| Quadrant Capital Group LLC | 0.01% | Reduce -31.1% | 2,196 | $127K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -12.8% | 2,184 | $127K |
| Rhumbline Advisers | 0.00% | Add +1.9% | 2,089 | $121K |
| Concord Wealth Partners | 0.02% | New | 2,000 | $116K |
| City Holding Co. | 0.02% | No change | 2,000 | $116K |
| IFP Advisors, Inc | 0.00% | Add +650.4% | 1,951 | $113K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,903 | $110K |
| Perkins Coie Trust Co | 0.02% | No change | 1,871 | $109K |
| Plato Investment Management Ltd | 0.01% | New | 1,745 | $101K |
| Gulf International Bank (UK) Ltd | 0.00% | Reduce -56.4% | 1,703 | $98K |
| Alta Advisers Ltd | 0.04% | New | 1,570 | $91K |
| Lowe Wealth Advisors, LLC | 0.04% | Add +0.2% | 1,538 | $89K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 1,529 | $89K |
| Cromwell Holdings LLC | 0.05% | Add +5.4% | 1,311 | $76K |
| Birchbrook, Inc. | 0.04% | No change | 1,295 | $75K |
| Pacifica Partners Inc. | 0.03% | No change | 1,288 | $75K |
| CENTRAL TRUST Co | 0.00% | Add +0.8% | 1,210 | $70K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,100 | $62K |
| NBT Bank, N.A. | 0.00% | New | 1,074 | $62K |
| Centennial Bank | 0.03% | No change | 994 | $58K |
| Financial Gravity Companies, Inc. | 0.01% | — | 963 | $56K |
| Glen Eagle Advisors, LLC | 0.01% | Add +2.7% | 953 | $55K |
| Abound Wealth Management | 0.02% | No change | 924 | $54K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 879 | $51K |
| Fairfield Financial Advisors, LTD | 0.02% | No change | 878 | $51K |
| Louisbourg Investments Inc. | 0.01% | Reduce -39.5% | 835 | $48K |
| Ridgewood Investments LLC | 0.02% | No change | 800 | $46K |
| MCF Advisors LLC | 0.00% | No change | 800 | $46K |
| Private Wealth Management Group, LLC | 0.02% | No change | 797 | $46K |
| CoreCap Advisors, LLC | 0.00% | New | 788 | $46K |
| Asset Dedication, LLC | 0.00% | No change | 787 | $46K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 787 | $46K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -81.7% | 785 | $46K |
| Oakworth Capital, Inc. | 0.00% | No change | 748 | $43K |
| HM Payson & Co. | 0.00% | No change | 742 | $43K |
| Group One Trading LLC | 0.00% | New | 700 | $41K |
| Clean Yield Group | 0.01% | New | 676 | $39K |
| Addison Advisors LLC | 0.01% | Add +124.9% | 650 | $38K |
| St Germain D J Co. Inc. | 0.00% | No change | 650 | $38K |
| GAMMA Investing LLC | 0.00% | No change | 571 | $33K |
| Northwest Financial Advisors | 0.03% | New | 566 | $33K |
| Assetmark, Inc. | 0.00% | Add +2747.4% | 541 | $31K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 530 | $31K |
| Voisard Asset Management Group, Inc. | 0.01% | No change | 501 | $29K |
| SRH Advisors, LLC | 0.01% | No change | 500 | $29K |
| AdvisorNet Financial, Inc | 0.00% | No change | 500 | $29K |
| Atticus Wealth Management, LLC | 0.01% | No change | 491 | $28K |
| Planning Capital Management Corp | 0.02% | No change | 465 | $27K |
| WealthCollab, LLC | 0.02% | No change | 460 | $27K |
| Coppell Advisory Solutions LLC | 0.00% | New | 458 | $26K |
| Nordwand Advisors, LLC | 0.01% | No change | 438 | $25K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 414 | $24K |
| TFC Financial Management, Inc. | 0.00% | No change | 392 | $23K |
| Geneos Wealth Management Inc. | 0.00% | No change | 391 | $23K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.5% | 390 | $23K |
| UMB Bank, n.a. | 0.00% | Add +7.7% | 380 | $22K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 370 | $22K |
| Lazard Asset Management LLC | 0.00% | No change | 380 | $22K |
| Cornerstone Planning Group LLC | 0.01% | Add +3.6% | 377 | $21K |
| Allworth Financial LP | 0.00% | No change | 369 | $21K |
| Westside Investment Management, Inc. | 0.00% | No change | 355 | $21K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -59.6% | 355 | $21K |
| Fourpath Capital Management, LLC | 0.00% | New | 353 | $20K |
| Farther Finance Advisors, LLC | 0.00% | Add +15.7% | 331 | $19K |
| TruNorth Capital Management, LLC | 0.01% | No change | 330 | $19K |
| Dogwood Wealth Management LLC | 0.01% | No change | 327 | $19K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 294 | $17K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 289 | $17K |
| International Assets Investment Management, LLC | 0.00% | New | 286 | $17K |
| Your Advocates Ltd., LLP | 0.01% | No change | 275 | $16K |
| Bell Investment Advisors, Inc | 0.00% | No change | 256 | $15K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -34.7% | 256 | $15K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 246 | $14K |
| Bfsg, LLC | 0.00% | No change | 225 | $13K |
| Avior Wealth Management, LLC | 0.00% | Add +0.5% | 222 | $13K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 200 | $12K |
| Creative Financial Designs Inc. | 0.00% | Reduce -63.8% | 200 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Add +26.8% | 194 | $11K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 187 | $11K |
| Waldron Private Wealth LLC | 0.00% | New | 186 | $11K |
| Private Trust Co. NA | 0.00% | Add +0.5% | 185 | $11K |
| Smartleaf Asset Management LLC | 0.00% | New | 184 | $11K |
| Whittier Trust Co. | 0.00% | Reduce -82.5% | 183 | $11K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 170 | $10K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 165 | $10K |
| Mather Group, Llc. | 0.00% | Add +403.3% | 151 | $9K |
| Ancora Advisors LLC | 0.00% | No change | 148 | $9K |
| NewEdge Advisors, LLC | 0.00% | Add +0.7% | 140 | $8K |
| Evermay Wealth Management LLC | 0.00% | No change | 139 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 122 | $7K |
| Grove Bank & Trust | 0.00% | New | 118 | $7K |
| Creekmur Asset Management LLC | 0.00% | No change | 102 | $6K |
| Key Financial Inc | 0.00% | No change | 99 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 94 | $5K |
| Bogart Wealth, LLC | 0.00% | New | 89 | $5K |
| Principal Securities, Inc. | 0.00% | Reduce -13.4% | 71 | $4K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 57 | $3K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 54 | $3K |
| Penserra Capital Management LLC | 0.00% | No change | 48 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 30 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 25 | $1K |
| GeoWealth Management, LLC | 0.00% | New | 21 | $1K |
| Mascoma Wealth Management LLC | 0.00% | No change | 20 | $1K |
"% of holder's portfolio" is SLF's weight in each manager's 13F, not the share of Sun Life Financial Inc. the manager owns.