Sun Life FinancialSLF
13F holders, Q4 2024 (December 31)441holders +19
39new positions
30sold out
6famous investors
$59.49avg. 13F price*
At the end of Q4 2024, 441 institutions reported holding Sun Life Financial Inc. (SLF) in their 13F filings, up 19 from Q3 2024. 39 opened new positions and 30 sold out. The largest holders were Royal Bank of Canada ($2.6B), Vanguard Group Inc. ($1.4B) and TD Asset Management Inc ($933.2M). 6 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Sun Life Financial Inc.
- CUSIP
- 866796105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $64.9M |
| Exits | 30 | $38.0M |
All 13F filers, Q3 2024 → Q4 2024: 12,102,390 shares bought and 21,580,280 shares sold, net −9,477,890 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 441 holders
| Royal Bank of Canada | 0.56% | Add +2.5% | 43,880,060 | $2.6B |
| Vanguard Group Inc. | 0.03% | Add +0.8% | 24,233,496 | $1.4B |
| TD Asset Management Inc | 0.83% | Reduce -0.1% | 15,725,658 | $933.2M |
| Mackenzie Financial Corp. | 1.05% | Reduce -2.5% | 12,947,937 | $768.0M |
| Bank of Montreal | 0.32% | Reduce -21.8% | 10,878,423 | $645.1M |
| 1832 Asset Management L.P. | 1.01% | Reduce -4.5% | 9,491,515 | $563.2M |
| Manufacturers Life Insurance Company, The | 0.49% | Add +2.1% | 9,454,589 | $562.1M |
| Cibc World Market Inc. | 1.00% | Add +0.5% | 7,291,453 | $432.7M |
| CIBC Asset Management Inc | 1.40% | Add +10.8% | 7,192,059 | $427.7M |
| Norges Bank | 0.05% | Reduce -0.6% | 6,444,829 | $382.2M |
| Federation des caisses Desjardins du Quebec | 1.93% | Reduce -35.4% | 6,413,201 | $379.3M |
| Toronto Dominion Bank | 0.65% | Reduce -16.4% | 5,787,455 | $343.2M |
| National Bank of Canada | 0.43% | Reduce -4.0% | 5,601,475 | $332.8M |
| Bank of Nova Scotia | 0.58% | Reduce -21.8% | 5,513,269 | $327.3M |
| Beutel, Goodman & Co Ltd. | 1.71% | Reduce -39.6% | 5,285,394 | $313.7M |
| FMR LLC | 0.02% | Reduce -0.4% | 5,168,977 | $306.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.24% | Reduce -0.8% | 4,630,397 | $274.6M |
| Legal & General Group Plc | 0.06% | Reduce -7.2% | 3,661,464 | $217.3M |
| Geode Capital Management, LLC | 0.02% | Add +30.6% | 3,467,275 | $210.1M |
| Scotia Capital Inc. | 0.93% | Add +3.3% | 2,974,065 | $176.3M |
| Canada Pension Plan Investment Board | 0.16% | Add +72.0% | 2,867,939 | $170.1M |
| Letko, Brosseau & Associates Inc. | 3.04% | Reduce -1.2% | 2,653,564 | $157.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -12.4% | 2,488,560 | $147.7M |
| Agf Management Ltd. | 0.64% | Reduce -13.6% | 1,843,979 | $127.5M |
| HSBC Holdings PLC | 0.08% | Reduce -5.5% | 2,091,227 | $124.1M |
| TD Waterhouse Canada Inc. | 0.94% | Add +0.2% | 1,964,504 | $116.3M |
| Morgan Stanley | 0.01% | Add +9.1% | 1,913,451 | $113.5M |
| Intact Investment Management Inc. | 3.96% | Add +295.5% | 1,911,027 | $113.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.67% | Add +19.8% | 1,898,866 | $112.6M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -4.9% | 1,719,655 | $102.0M |
| Swiss National Bank | 0.07% | Reduce -4.1% | 1,676,800 | $99.5M |
| Amundi | 0.03% | Reduce -4.7% | 1,682,864 | $98.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.0% | 1,596,439 | $94.7M |
| Bank of America Corp. | 0.01% | Reduce -4.5% | 1,533,328 | $91.0M |
| QV Investors Inc. | 8.28% | Add +11.7% | 1,352,446 | $80.3M |
| Wellington Management Group LLP | 0.01% | Add +2071.4% | 1,350,751 | $80.2M |
| Invesco Ltd. | 0.01% | Reduce -2.3% | 1,276,702 | $75.8M |
| Alberta Investment Management Corp | 0.52% | Reduce -20.2% | 1,257,900 | $74.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +9.8% | 1,235,884 | $73.3M |
| Two Sigma Investments, LP | 0.17% | Add +6.9% | 1,202,981 | $71.4M |
| Cardinal Capital Management, Inc. | 2.26% | Add +29.1% | 1,123,354 | $66.5M |
| UBS Group AG | 0.01% | Add +75.7% | 1,085,572 | $64.4M |
| DekaBank Deutsche Girozentrale | 0.11% | No change | 1,049,330 | $61.5M |
| BlackRock, Inc. | 0.00% | Reduce -1.0% | 949,880 | $56.4M |
| Deutsche Bank AG | 0.02% | Add +6.8% | 949,120 | $56.3M |
| Caisse de depot et placement du Quebec | 0.12% | Add +7.4% | 932,676 | $55.3M |
| Mufg Securities (canada), LTD. | 1.88% | Add +71.5% | 879,349 | $52.2M |
| Aviva PLC | 0.13% | Reduce -5.4% | 850,917 | $50.4M |
| Fiera Capital Corp | 0.15% | Reduce -2.6% | 814,772 | $48.3M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Reduce -46.4% | 801,370 | $47.5M |
| First Trust Advisors LP | 0.04% | Reduce -11.3% | 796,172 | $47.2M |
| FIL Ltd | 0.04% | Reduce -67.2% | 741,455 | $44.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -41.1% | 726,029 | $43.1M |
| Northwest & Ethical Investments L.P. | 1.11% | Add +16.9% | 688,974 | $40.8M |
| CANADA LIFE ASSURANCE Co | 0.07% | Add +17.6% | 683,482 | $40.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +0.2% | 663,763 | $39.4M |
| Todd Asset Management LLC | 0.90% | Add +6.2% | 635,702 | $37.7M |
| Man Group plc | 0.11% | Reduce -34.1% | 610,711 | $36.2M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -4.1% | 588,875 | $34.9M |
| Bank of New York Mellon Corp | 0.01% | Add +6.5% | 559,262 | $33.2M |
| Northern Trust Corp. | 0.00% | Add +68.5% | 493,530 | $29.3M |
| Two Sigma Advisers, LP | 0.06% | Reduce -4.5% | 440,232 | $26.1M |
| Waratah Capital Advisors Ltd. | 1.42% | New | 427,161 | $25.3M |
| Korea Investment CORP | 0.06% | Add +10.8% | 426,705 | $25.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Add +29.0% | 401,851 | $23.8M |
| Neuberger Berman Group LLC | 0.02% | Add +9.2% | 392,811 | $23.3M |
| Allianz Asset Management GmbH | 0.03% | Add +6.3% | 380,852 | $22.6M |
| Teachers Retirement System of the State of Kentucky | 0.19% | Add +13.0% | 372,750 | $22.1M |
| Susquehanna Fundamental Investments, LLC | 0.36% | — | 359,600 | $21.3M |
| State of Tennessee, Department of Treasury | 0.07% | Add +0.3% | 332,181 | $19.7M |
| Pictet Asset Management Holding SA | 0.02% | Add +9.3% | 325,688 | $19.3M |
| AXA S.A. | 0.06% | Add +67.6% | 321,184 | $19.1M |
| Guardian Capital LP | 0.71% | Add +0.8% | 320,223 | $19.0M |
| Bank of Nova Scotia Trust Co. | 1.98% | Add +2.3% | 316,240 | $18.8M |
| Lombard Odier Asset Management (Europe) Ltd | 1.23% | Add +1.0% | 147,056 | $18.1M |
| APG Asset Management N.V. | 0.05% | New | 314,200 | $18.0M |
| Franklin Resources Inc. | 0.00% | Add +16.9% | 283,417 | $16.8M |
| GMO | 0.05% | Reduce -27.5% | 281,269 | $16.7M |
| Forsta Ap-Fonden | 0.12% | Reduce -2.5% | 280,100 | $16.6M |
| Systematic Alpha Investments, LLC | 0.55% | No change | 250,808 | $14.9M |
| Unigestion Holding SA | 0.83% | Add +21.7% | 242,161 | $14.4M |
| Millennium Management | 0.01% | Add +265.7% | 234,200 | $13.9M |
| Mn Services Vermogensbeheer B.V. | 0.09% | Add +1.6% | 227,745 | $13.5M |
| Crossmark Global Holdings, Inc. | 0.22% | Reduce -1.3% | 198,891 | $11.8M |
| JARISLOWSKY, FRASER Ltd | 0.07% | Reduce -15.9% | 187,148 | $11.1M |
| Varma Mutual Pension Insurance Co | 0.08% | Reduce -29.6% | 186,764 | $11.1M |
| Addenda Capital Inc. | 0.38% | Reduce -0.3% | 126,238 | $10.8M |
| Sienna Gestion | 0.72% | No change | 178,785 | $10.6M |
| American Century Companies Inc. | 0.01% | Add +12.0% | 168,299 | $10.0M |
| Citigroup Inc. | 0.01% | Add +78.8% | 167,315 | $9.9M |
| Guardian Partners Inc. | 0.97% | — | 162,908 | $9.5M |
| Bridgewater Associates | 0.04% | Add +720.8% | 158,802 | $9.4M |
| Generali Asset Management SPA SGR | 0.22% | — | 101,546 | $8.7M |
| SIG North Trading, ULC | 1.91% | Add +54.2% | 140,588 | $8.3M |
| USS Investment Management Ltd | 0.06% | Reduce -11.5% | 138,227 | $8.2M |
| AustralianSuper Pty Ltd | 0.04% | Reduce -16.3% | 137,427 | $8.1M |
| Qube Research & Technologies Ltd | 0.01% | Add +52.4% | 135,623 | $8.0M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -55.0% | 133,658 | $7.9M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | — | 128,430 | $7.6M |
| Royal London Asset Management Ltd. | 0.02% | No change | 127,438 | $7.6M |
| Van Eck Associates Corp. | 0.01% | Reduce -1.7% | 126,253 | $7.5M |
| Lighthouse Investment Partners, LLC | 0.28% | New | 122,919 | $7.3M |
| Hillsdale Investment Management Inc. | 0.36% | Add +2365.9% | 121,544 | $7.2M |
| Lorne Steinberg Wealth Management Inc. | 1.98% | Add +0.0% | 114,940 | $6.8M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +18.7% | 112,838 | $6.7M |
| JCIC Asset Management Inc. | 2.61% | Add +1.9% | 108,325 | $6.4M |
| Aviso Financial Inc. | 0.31% | Add +3.4% | 104,121 | $6.2M |
| Value Partners Investments Inc. | 3.40% | Reduce -91.1% | 101,634 | $6.0M |
| LPL Financial LLC | 0.00% | Add +120.8% | 93,857 | $5.6M |
| Burney Co./ | 0.18% | Add +0.6% | 87,150 | $5.2M |
| Motco | 0.53% | Reduce -1.4% | 87,055 | $5.2M |
| Jane Street Group, LLC | 0.01% | Add +63.7% | 84,379 | $5.0M |
| Quantinno Capital Management LP | 0.05% | Add +5.6% | 82,443 | $4.9M |
| Swiss Life Asset Management Ltd | 0.03% | Add +109.8% | 79,192 | $4.7M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +1.3% | 78,717 | $4.7M |
| Janus Henderson Group PLC | 0.00% | Reduce -3.0% | 76,598 | $4.6M |
| Meritage Portfolio Management | 0.28% | Reduce -6.7% | 76,801 | $4.6M |
| Acadian Asset Management LLC | 0.01% | Reduce -8.2% | 69,500 | $4.1M |
| Quadrature Capital Ltd | 0.08% | Reduce -37.9% | 69,100 | $4.1M |
| Raymond James Financial Inc. | 0.00% | — | 68,657 | $4.1M |
| Onex Canada Asset Management Inc. | 0.48% | Reduce -8.8% | 67,952 | $4.0M |
| Lombard Odier Asset Management (Switzerland) SA | 0.29% | Add +0.1% | 32,226 | $4.0M |
| Assenagon Asset Management S.A. | 0.01% | Add +4.0% | 65,096 | $3.9M |
| Utah Retirement Systems | 0.04% | Reduce -1.1% | 64,683 | $3.8M |
| Symphony Financial, Ltd. Co. | 0.60% | Reduce -4.3% | 64,978 | $3.8M |
| Stifel Financial Corp. | 0.00% | Add +40.6% | 63,240 | $3.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -63.1% | 60,588 | $3.6M |
| Avanza Fonder AB | 0.11% | — | 42,116 | $3.6M |
| Ninepoint Partners LP | 0.57% | Add +8.3% | 60,385 | $3.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.2% | 59,418 | $3.5M |
| Creative Planning | 0.00% | Add +16.8% | 56,704 | $3.4M |
| Prudential Financial Inc. | 0.00% | New | 56,650 | $3.4M |
| Public Sector Pension Investment Board | 0.01% | Reduce -27.1% | 55,247 | $3.3M |
| Cetera Investment Advisers | 0.01% | Reduce -7.6% | 51,695 | $3.1M |
| Harvest Portfolios Group Inc. | 0.10% | Add +0.1% | 50,324 | $3.0M |
| Natixis Advisors, LLC | 0.01% | Add +10.8% | 47,935 | $2.8M |
| Triasima Portfolio Management inc. | 0.55% | Add +0.5% | 47,900 | $2.8M |
| Vontobel Holding Ltd. | 0.01% | Add +0.1% | 45,779 | $2.7M |
| State Street Corp. | 0.00% | Add +15.8% | 45,711 | $2.7M |
| PCJ Investment Counsel Ltd. | 0.91% | Add +38.8% | 45,400 | $2.7M |
| Kraematon Investment Advisors, Inc. | 2.61% | Add +0.4% | 44,423 | $2.6M |
| Natixis | 0.02% | Add +143.9% | 43,795 | $2.6M |
| Clearbridge Investments, LLC | 0.00% | Add +3.0% | 43,205 | $2.6M |
| United Services Automobile Association | 0.08% | No change | 19,798 | $2.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.3% | 40,827 | $2.4M |
| Mariner, LLC | 0.00% | Add +4.4% | 40,132 | $2.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 40,100 | $2.4M |
| Gold Investment Management Ltd. | 0.98% | Add +1.0% | 39,159 | $2.3M |
| Ontario Teachers Pension Plan Board | 0.03% | Add +242.1% | 38,611 | $2.3M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.07% | No change | 38,144 | $2.3M |
| Vident Advisory, LLC | 0.04% | Reduce -6.5% | 36,569 | $2.2M |
| Metis Global Partners, LLC | 0.06% | Add +7.0% | 36,129 | $2.1M |
| V-Square Quantitative Management LLC | 0.30% | Add +28.1% | 24,866 | $2.1M |
| DORCHESTER WEALTH MANAGEMENT Co | 0.42% | Reduce -0.4% | 35,192 | $2.1M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -1.1% | 34,097 | $2.0M |
| M&T Bank Corp | 0.01% | Add +0.1% | 29,802 | $1.8M |
| M&G PLC | 0.01% | No change | 28,740 | $1.7M |
| Erste Asset Management GmbH | 0.02% | Add +0.7% | 28,400 | $1.7M |
| Polar Asset Management Partners Inc. | 0.03% | New | 27,772 | $1.6M |
| Wells Fargo & Company | 0.00% | Reduce -2.9% | 27,168 | $1.6M |
| Signaturefd, LLC | 0.03% | Add +5.6% | 26,727 | $1.6M |
| Pathway Financial Advisers, LLC | 0.53% | Add +2.4% | 26,561 | $1.6M |
| Cidel Asset Management Inc. | 0.11% | Reduce -1.6% | 26,384 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Add +155.6% | 26,154 | $1.6M |
| Prudential PLC | 0.01% | No change | 25,110 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.7% | 24,743 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +6.9% | 24,183 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -19.9% | 23,867 | $1.4M |
| Principal Financial Group Inc. | 0.00% | Add +34.0% | 23,633 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -90.1% | 17,156 | $1.4M |
| Capital World Investors | 0.00% | Add +3.7% | 23,043 | $1.4M |
| Mason & Associates Inc | 0.31% | No change | 22,000 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.2% | 21,807 | $1.3M |
| Intech Investment Management LLC | 0.01% | Reduce -45.6% | 20,992 | $1.2M |
| Bessemer Group Inc. | 0.00% | Add +1.9% | 20,860 | $1.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | Reduce -5.9% | 20,667 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 20,293 | $1.2M |
| Hilltop National Bank | 0.36% | No change | 20,239 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +94.8% | 20,143 | $1.2M |
| AXS Investments LLC | 0.33% | New | 19,666 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +19.6% | 19,604 | $1.2M |
| Advisory Resource Group | 0.24% | Reduce -1.4% | 19,086 | $1.1M |
| Sei Investments Co. | 0.00% | Add +14.9% | 18,699 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +2.0% | 18,685 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.4% | 18,349 | $1.1M |
| HBK Sorce Advisory LLC | 0.03% | Add +0.0% | 18,218 | $1.1M |
| Tyler-Stone Wealth Management | 0.18% | No change | 17,454 | $1.0M |
| Credit Agricole S A | 0.00% | Reduce -0.6% | 17,319 | $1.0M |
| Shell Asset Management Co. | 0.04% | Reduce -3.4% | 17,172 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +9.3% | 16,686 | $991K |
| US Bancorp \de | 0.00% | Add +4.1% | 16,129 | $957K |
| UniSuper Management Pty Ltd | 0.01% | Reduce -36.4% | 11,100 | $947K |
| Versor Investments LP | 0.15% | New | 14,800 | $878K |
| Sanctuary Advisors, LLC | 0.01% | Add +5.2% | 15,090 | $870K |
| Texas Capital Bank Wealth Management Services Inc | 0.09% | No change | 14,621 | $868K |
| Independent Advisor Alliance | 0.01% | Add +0.3% | 14,418 | $856K |
| Blair William & Co. | 0.00% | Reduce -1.2% | 14,306 | $849K |
| Rathbones Group PLC | 0.00% | Reduce -0.4% | 13,390 | $795K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -14.1% | 13,182 | $782K |
| CIBC Private Wealth Group LLC | 0.00% | Add +182.2% | 12,979 | $759K |
| Ossiam | 0.01% | Reduce -86.4% | 12,539 | $744K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.1% | 12,062 | $716K |
| Verdence Capital Advisors LLC | 0.06% | No change | 11,961 | $710K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +3.7% | 11,763 | $698K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +3.7% | 11,763 | $698K |
| Candriam S.C.A. | 0.00% | Reduce -8.0% | 11,619 | $690K |
| Cumberland Partners Ltd | 0.05% | Add +94.2% | 11,546 | $684K |
| WASHINGTON TRUST Co | 0.02% | No change | 11,469 | $681K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +4.0% | 11,209 | $665K |
| LGT Group Foundation | 0.01% | No change | 11,033 | $654K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.1% | 11,005 | $653K |
| NorthCrest Asset Manangement, LLC | 0.02% | No change | 10,621 | $630K |
| Cigna Investments Inc. | 0.11% | No change | 10,603 | $630K |
| Montrusco Bolton Investments Inc. | 0.01% | Reduce -9.3% | 10,573 | $627K |
| Capstone Investment Advisors, LLC | 0.01% | New | 10,500 | $623K |
| Fifth Third Bancorp | 0.00% | Reduce -27.5% | 10,397 | $617K |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 10,368 | $615K |
| Campbell & CO Investment Adviser LLC | 0.04% | Add +149.1% | 9,813 | $582K |
| Woodstock Corp. | 0.06% | No change | 9,647 | $572K |
| Balyasny Asset Management L.P. | 0.00% | New | 9,601 | $570K |
| Quilter Plc | 0.01% | Reduce -9.7% | 9,291 | $551K |
| State of Wyoming | 0.07% | New | 9,247 | $549K |
| Aigen Investment Management, LP | 0.10% | New | 9,200 | $546K |
| Mercer Global Advisors Inc. | 0.00% | Add +22.7% | 9,152 | $543K |
| Sound View Wealth Advisors Group, LLC | 0.04% | No change | 8,891 | $528K |
| Bleakley Financial Group, LLC | 0.02% | New | 8,860 | $526K |
| Citadel Advisors | 0.00% | Reduce -93.7% | 8,789 | $522K |
| Vise Technologies, Inc. | 0.04% | Add +106.0% | 8,778 | $521K |
| Private Advisor Group, LLC | 0.00% | Add +2.1% | 8,643 | $513K |
| Claret Asset Management Corp | 0.08% | Reduce -1.9% | 8,631 | $512K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +32.4% | 8,575 | $509K |
| Franklin Street Advisors Inc. | 0.03% | No change | 8,400 | $498K |
| Barclays PLC | 0.00% | Add +40.3% | 8,286 | $492K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.5% | 8,279 | $491K |
| Financial Counselors Inc. | 0.01% | Add +4.2% | 8,148 | $484K |
| Am Investment Strategies LLC | 0.12% | Add +0.2% | 8,075 | $479K |
| Gotham Asset Management | 0.00% | Add +43.3% | 7,928 | $470K |
| Truist Financial Corp. | 0.00% | Add +8.7% | 7,838 | $465K |
| Engineers Gate Manager LP | 0.01% | New | 7,812 | $464K |
| Yousif Capital Management, LLC | 0.01% | Reduce -14.3% | 7,789 | $462K |
| Lester Murray Antman dba SimplyRich | 0.13% | Add +0.7% | 7,714 | $457K |
| Janney Montgomery Scott LLC | 0.00% | Add +13.3% | 7,622 | $452K |
| Boston Financial Mangement LLC | 0.01% | No change | 7,491 | $445K |
| Jones Financial Companies LLLP | 0.00% | Add +43.3% | 7,313 | $434K |
| Evergreen Capital Management LLC | 0.01% | Add +2.0% | 7,061 | $419K |
| Syon Capital LLC | 0.04% | Add +0.8% | 7,018 | $416K |
| TFB Advisors LLC | 0.12% | No change | 7,000 | $415K |
| Savant Capital, LLC | 0.00% | Reduce -11.5% | 6,984 | $414K |
| Moneta Group Investment Advisors LLC | 0.01% | No change | 6,936 | $412K |
| Moneco Advisors, LLC | 0.04% | Add +0.0% | 6,873 | $408K |
| Regions Financial Corp. | 0.00% | Add +31.3% | 6,742 | $400K |
| Parsons Capital Management Inc. | 0.02% | No change | 6,667 | $396K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +13.1% | 6,635 | $394K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +38.8% | 6,459 | $383K |
| Davidson Trust Co. | 0.19% | No change | 6,383 | $379K |
| PFG Investments, LLC | 0.02% | Add +0.7% | 6,083 | $361K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -43.6% | 6,048 | $359K |
| Alexander Labrunerie & Co., Inc. | 0.16% | No change | 6,031 | $358K |
| King Luther Capital Management Corp. | 0.00% | Reduce -13.0% | 5,990 | $355K |
| FreeGulliver LLC | 0.18% | New | 5,924 | $352K |
| Baird Financial Group, Inc. | 0.00% | Add +4.4% | 5,912 | $351K |
| Smithfield Trust Co | 0.02% | No change | 5,894 | $350K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 5,776 | $343K |
| First Affirmative Financial Network | 0.20% | Reduce -2.5% | 5,757 | $342K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -29.7% | 5,680 | $338K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -8.0% | 5,658 | $336K |
| West Family Investments, Inc. | 0.12% | Reduce -21.4% | 5,639 | $335K |
| Running Point Capital Advisors, LLC | 0.11% | No change | 5,573 | $331K |
| PDS Planning, Inc | 0.03% | Add +1.3% | 5,518 | $327K |
| Diversify Advisory Services, LLC | 0.02% | Add +0.4% | 5,708 | $327K |
| Long Run Wealth Advisors, LLC | 0.08% | New | 5,486 | $326K |
| Argent Trust Co | 0.01% | Reduce -5.7% | 5,457 | $324K |
| Rempart Asset Management Inc. | 0.06% | Reduce -26.3% | 5,335 | $316K |
| Glenmede Trust Co. NA | 0.00% | Add +9.6% | 5,274 | $313K |
| Tidal Investments LLC | 0.00% | Add +4.5% | 5,147 | $305K |
| Focus Partners Wealth | 0.00% | New | 5,092 | $302K |
| Intrust Bank NA | 0.03% | Add +22.9% | 5,074 | $301K |
| Caprock Group, LLC | 0.01% | Reduce -0.1% | 5,055 | $300K |
| Cwm, LLC | 0.00% | Add +0.3% | 5,016 | $298K |
| Stonebridge Capital Management Inc. | 0.12% | No change | 5,000 | $297K |
| CVA Family Office, LLC | 0.05% | No change | 5,000 | $297K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 4,985 | $294K |
| Danske Bank A/S | 0.00% | New | 4,892 | $290K |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.3% | 4,885 | $290K |
| Benjamin Edwards Inc. | 0.00% | Add +29.6% | 4,885 | $290K |
| Ritholtz Wealth Management | 0.01% | Reduce -1.1% | 4,800 | $285K |
| Ieq Capital, LLC | 0.00% | Add +0.7% | 4,771 | $283K |
| MML Investors Services, LLC | 0.00% | Add +14.4% | 4,679 | $278K |
| NewEdge Wealth, LLC | 0.00% | No change | 4,618 | $274K |
| Capital City Trust Co. | 0.07% | No change | 4,596 | $273K |
| Cozad Asset Management Inc. | 0.02% | Reduce -9.0% | 4,383 | $260K |
| Pathway Financial Advisors LLC | 0.06% | No change | 4,339 | $257K |
| K.J. Harrison & Partners Inc | 0.04% | Reduce -31.6% | 4,339 | $256K |
| Parallel Advisors, LLC | 0.01% | Add +19.4% | 4,202 | $249K |
| Villere St Denis J & Co. LLC | 0.02% | No change | 4,177 | $248K |
| World Investment Advisors | 0.01% | New | 4,153 | $246K |
| Brighton Jones LLC | 0.01% | New | 4,107 | $244K |
| Ballast, Inc. | 0.07% | No change | 4,083 | $242K |
| HighPoint Advisor Group LLC | 0.01% | Add +1.3% | 4,149 | $242K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -12.3% | 4,054 | $241K |
| Compound Planning, Inc. | 0.01% | New | 4,043 | $240K |
| Heathbridge Capital Management Ltd. | 0.09% | Reduce -4.8% | 4,000 | $237K |
| Canopy Partners, LLC | 0.09% | No change | 3,941 | $234K |
| Northwest Bancshares, Inc. | 0.04% | Reduce -13.7% | 3,898 | $231K |
| Susquehanna International Group, LLP | 0.00% | New | 3,883 | $230K |
| Five Oceans Advisors | 0.11% | Add +8.2% | 3,875 | $230K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 3,848 | $228K |
| Lindbrook Capital, LLC | 0.02% | Add +14.0% | 3,809 | $226K |
| &partners | 0.00% | New | 3,764 | $223K |
| AQR Capital Management | 0.00% | New | 3,752 | $223K |
| Checchi Capital Advisers, LLC | 0.02% | Add +5.4% | 3,719 | $221K |
| Well Done, LLC | 0.04% | No change | 3,726 | $216K |
| Sivia Capital Partners, LLC | 0.11% | Reduce -1.1% | 3,617 | $215K |
| Flaharty Asset Management, LLC | 0.03% | No change | 3,611 | $214K |
| Lee Financial Co | 0.03% | Reduce -4.4% | 3,599 | $214K |
| Keybank National Association | 0.00% | No change | 3,585 | $213K |
| Nilsine Partners, LLC | 0.02% | No change | 3,563 | $211K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 3,440 | $204K |
| Baader Bank Aktiengesellschaft | 0.02% | New | 3,412 | $202K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 3,410 | $202K |
| Arkadios Wealth Advisors | 0.01% | Reduce -3.6% | 3,404 | $202K |
| Grayhawk Investment Strategies Inc. | 0.36% | New | 3,221 | $191K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,203 | $190K |
| Blue Trust, Inc. | 0.00% | Reduce -58.3% | 3,194 | $190K |
| Bruce G. Allen Investments, LLC | 0.15% | Add +0.6% | 3,067 | $182K |
| Harbour Investments, Inc. | 0.01% | No change | 2,953 | $175K |
| Independence Bank of Kentucky | 0.03% | No change | 2,844 | $169K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,771 | $164K |
| Huntington National Bank | 0.00% | Add +0.2% | 2,747 | $163K |
| Macquarie Group Ltd. | 0.00% | No change | 2,396 | $142K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +4.0% | 2,271 | $135K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.1% | 2,193 | $130K |
| SG Americas Securities, LLC | 0.00% | New | 2,144 | $127K |
| IFP Advisors, Inc | 0.00% | Add +7.0% | 2,087 | $124K |
| Rhumbline Advisers | 0.00% | Reduce -0.3% | 2,082 | $124K |
| City Holding Co. | 0.02% | No change | 2,000 | $119K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,903 | $113K |
| Perkins Coie Trust Co | 0.02% | No change | 1,871 | $111K |
| Plato Investment Management Ltd | 0.01% | No change | 1,745 | $104K |
| Princeton Global Asset Management LLC | 0.02% | New | 1,667 | $99K |
| Union Bancaire Privee, UBP SA | 0.00% | — | 1,669 | $95K |
| Lowe Wealth Advisors, LLC | 0.04% | Add +0.1% | 1,540 | $91K |
| Cromwell Holdings LLC | 0.04% | No change | 1,311 | $78K |
| Bayforest Capital Ltd | 0.10% | — | 1,310 | $78K |
| Birchbrook, Inc. | 0.04% | No change | 1,295 | $77K |
| Pacifica Partners Inc. | 0.03% | No change | 1,288 | $76K |
| Louisbourg Investments Inc. | 0.02% | Add +49.9% | 1,252 | $74K |
| CENTRAL TRUST Co | 0.00% | Reduce -0.8% | 1,200 | $71K |
| Gulf International Bank (UK) Ltd | 0.00% | Reduce -30.4% | 1,186 | $70K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,100 | $65K |
| NBT Bank, N.A. | 0.00% | No change | 1,074 | $64K |
| JFS Wealth Advisors, LLC | 0.00% | Add +432.0% | 1,032 | $61K |
| GeoWealth Management, LLC | 0.00% | Add +4657.1% | 999 | $59K |
| Evelyn Partners Investment Management LLP | 0.00% | — | 992 | $59K |
| Financial Gravity Companies, Inc. | 0.01% | No change | 963 | $57K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 953 | $57K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 879 | $52K |
| Fairfield Financial Advisors, LTD | 0.02% | No change | 878 | $52K |
| Abound Wealth Management | 0.02% | Reduce -5.4% | 874 | $52K |
| Ridgewood Investments LLC | 0.02% | No change | 800 | $47K |
| MCF Advisors LLC | 0.00% | No change | 800 | $47K |
| Private Wealth Management Group, LLC | 0.02% | No change | 797 | $47K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.4% | 788 | $47K |
| CoreCap Advisors, LLC | 0.00% | No change | 788 | $47K |
| Asset Dedication, LLC | 0.00% | No change | 787 | $47K |
| Security National Bank | 0.01% | New | 779 | $46K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 787 | $46K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | New | 750 | $45K |
| Oakworth Capital, Inc. | 0.00% | No change | 748 | $44K |
| BankPlus Trust Department | 0.01% | — | 681 | $40K |
| Asset Planning,Inc | 0.03% | — | 678 | $40K |
| Clean Yield Group | 0.01% | No change | 676 | $40K |
| St Germain D J Co. Inc. | 0.00% | No change | 650 | $39K |
| Addison Advisors LLC | 0.01% | Reduce -5.4% | 615 | $36K |
| GAMMA Investing LLC | 0.00% | No change | 571 | $34K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 530 | $31K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | Add +150.0% | 500 | $30K |
| SRH Advisors, LLC | 0.01% | No change | 500 | $30K |
| AdvisorNet Financial, Inc | 0.00% | No change | 500 | $30K |
| Assetmark, Inc. | 0.00% | Reduce -8.1% | 497 | $29K |
| Atticus Wealth Management, LLC | 0.01% | No change | 491 | $29K |
| WealthCollab, LLC | 0.02% | No change | 460 | $27K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 458 | $27K |
| Human Investing LLC | 0.00% | New | 440 | $26K |
| Nordwand Advisors, LLC | 0.01% | No change | 438 | $26K |
| Hexagon Capital Partners LLC | 0.00% | Add +22.3% | 434 | $26K |
| Barometer Capital Management Inc. | 0.01% | New | 298 | $25K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 414 | $25K |
| Farther Finance Advisors, LLC | 0.00% | Add +22.7% | 406 | $24K |
| Allworth Financial LP | 0.00% | Add +11.4% | 411 | $24K |
| MAI Capital Management | 0.00% | New | 404 | $24K |
| TFC Financial Management, Inc. | 0.00% | No change | 392 | $23K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 391 | $23K |
| Geneos Wealth Management Inc. | 0.00% | No change | 391 | $23K |
| Cornerstone Planning Group LLC | 0.01% | Add +1.9% | 384 | $23K |
| UMB Bank, n.a. | 0.00% | No change | 380 | $23K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 370 | $22K |
| Lazard Asset Management LLC | 0.00% | No change | 380 | $22K |
| Westside Investment Management, Inc. | 0.00% | No change | 355 | $21K |
| Smartleaf Asset Management LLC | 0.00% | Add +79.9% | 331 | $20K |
| TruNorth Capital Management, LLC | 0.01% | No change | 330 | $20K |
| Dogwood Wealth Management LLC | 0.01% | No change | 327 | $19K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 289 | $17K |
| Conquis Financial LLC | 0.02% | — | 275 | $16K |
| Your Advocates Ltd., LLP | 0.01% | No change | 275 | $16K |
| Zions Bancorporation, N.A. | 0.00% | No change | 256 | $15K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 246 | $15K |
| SBI Securities Co., Ltd. | 0.00% | — | 243 | $14K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -6.3% | 240 | $14K |
| Investment Management Corp. /Va/ | 0.01% | — | 234 | $14K |
| Bfsg, LLC | 0.00% | No change | 225 | $13K |
| Avior Wealth Management, LLC | 0.00% | Add +0.9% | 224 | $13K |
| Grove Bank & Trust | 0.00% | Add +87.3% | 221 | $13K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 208 | $12K |
| Bangor Savings Bank | 0.00% | New | 200 | $12K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 187 | $11K |
| Private Trust Co. NA | 0.00% | Add +0.5% | 186 | $11K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 170 | $10K |
| HM Payson & Co. | 0.00% | Reduce -77.1% | 170 | $10K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 165 | $10K |
| Mather Group, Llc. | 0.00% | No change | 151 | $9K |
| Ancora Advisors LLC | 0.00% | No change | 148 | $9K |
| NewEdge Advisors, LLC | 0.00% | Add +0.7% | 141 | $8K |
| Evermay Wealth Management LLC | 0.00% | No change | 139 | $8K |
| Principal Securities, Inc. | 0.00% | Add +90.1% | 135 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 122 | $7K |
| Creekmur Asset Management LLC | 0.00% | No change | 102 | $6K |
| Key Financial Inc | 0.00% | No change | 99 | $6K |
| Optiver Holding B.V. | 0.00% | New | 99 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 94 | $6K |
| Versant Capital Management, Inc | 0.00% | New | 92 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 89 | $5K |
| 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 |
| Sierra Ocean, LLC | 0.00% | — | 33 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 30 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 25 | $1K |
| Mascoma Wealth Management LLC | 0.00% | No change | 20 | $1K |
| Brooklyn Investment Group | 0.00% | New | 13 | $772 |
| REAP Financial Group, LLC | 0.00% | New | 1 | $30 |
"% of holder's portfolio" is SLF's weight in each manager's 13F, not the share of Sun Life Financial Inc. the manager owns.