Sun Life FinancialSLF
13F holders, Q1 2025 (March 31)421holders −20
30new positions
45sold out
7famous investors
$57.42avg. 13F price*
At the end of Q1 2025, 421 institutions reported holding Sun Life Financial Inc. (SLF) in their 13F filings, down 20 from Q4 2024. 30 opened new positions and 45 sold out. The largest holders were Royal Bank of Canada ($2.6B), Vanguard Group Inc. ($1.4B) and TD Asset Management Inc ($921.3M). 7 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Jeremy Grantham (0.1% of GMO'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $80.9M |
| Exits | 45 | $44.5M |
All 13F filers, Q4 2024 → Q1 2025: 13,277,858 shares bought and 12,887,259 shares sold, net +390,599 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 421 holders
| Royal Bank of Canada | 0.57% | Add +2.0% | 44,756,266 | $2.6B |
| Vanguard Group Inc. | 0.03% | Add +1.5% | 24,595,092 | $1.4B |
| TD Asset Management Inc | 0.85% | Add +2.4% | 16,100,340 | $921.3M |
| Mackenzie Financial Corp. | 0.98% | Reduce -6.5% | 12,102,412 | $692.6M |
| Bank of Montreal | 0.35% | Add +3.8% | 11,289,897 | $646.3M |
| 1832 Asset Management L.P. | 1.13% | Add +8.9% | 10,338,250 | $592.0M |
| Manufacturers Life Insurance Company, The | 0.47% | Reduce -9.2% | 8,580,800 | $493.8M |
| CIBC Asset Management Inc | 1.36% | Reduce -1.1% | 7,116,294 | $408.6M |
| Federation des caisses Desjardins du Quebec | 1.91% | Add +5.2% | 6,748,255 | $385.7M |
| Norges Bank | 0.05% | Reduce -1.0% | 6,377,880 | $365.1M |
| Cibc World Market Inc. | 0.79% | Reduce -16.9% | 6,057,894 | $346.8M |
| Bank of Nova Scotia | 0.75% | Add +4.8% | 5,780,001 | $330.8M |
| Toronto Dominion Bank | 0.84% | Reduce -1.5% | 5,698,076 | $326.2M |
| National Bank of Canada | 0.34% | Reduce -8.4% | 5,129,117 | $293.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.24% | Add +7.1% | 4,957,785 | $283.8M |
| Beutel, Goodman & Co Ltd. | 1.61% | Reduce -7.6% | 4,885,061 | $279.5M |
| FMR LLC | 0.02% | Reduce -5.9% | 4,862,296 | $278.3M |
| Canada Pension Plan Investment Board | 0.23% | Add +47.2% | 4,221,447 | $241.6M |
| Geode Capital Management, LLC | 0.02% | Add +11.8% | 3,874,907 | $226.1M |
| Legal & General Group Plc | 0.06% | Add +5.2% | 3,852,488 | $220.5M |
| Scotia Capital Inc. | 0.94% | Add +3.6% | 3,080,459 | $176.0M |
| Goldman Sachs Group Inc. | 0.03% | Add +282.5% | 2,776,920 | $159.0M |
| Letko, Brosseau & Associates Inc. | 3.37% | Add +4.4% | 2,769,959 | $158.5M |
| JPMorgan Chase & Co. | 0.01% | Add +2.4% | 2,548,672 | $145.9M |
| Agf Management Ltd. | 0.65% | Add +0.1% | 1,844,848 | $122.9M |
| Morgan Stanley | 0.01% | Add +8.3% | 2,072,115 | $118.6M |
| TD Waterhouse Canada Inc. | 0.82% | Reduce -10.5% | 1,757,933 | $100.4M |
| Amundi | 0.04% | Reduce -0.3% | 1,677,345 | $97.7M |
| HSBC Holdings PLC | 0.06% | Reduce -20.3% | 1,666,645 | $95.4M |
| Swiss National Bank | 0.07% | Reduce -2.3% | 1,638,800 | $93.9M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -6.0% | 1,616,435 | $92.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.7% | 1,607,702 | $92.0M |
| QV Investors Inc. | 7.68% | Reduce -1.8% | 1,328,840 | $76.0M |
| Intact Investment Management Inc. | 2.57% | Reduce -31.5% | 1,308,817 | $74.9M |
| Invesco Ltd. | 0.01% | Add +0.1% | 1,277,817 | $73.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.45% | Reduce -33.2% | 1,268,367 | $72.6M |
| Alberta Investment Management Corp | 0.52% | No change | 1,257,900 | $72.0M |
| Cardinal Capital Management, Inc. | 2.20% | Add +0.5% | 1,129,139 | $64.7M |
| Value Partners Investments Inc. | 5.55% | Add +1002.9% | 1,120,888 | $64.2M |
| Bank of America Corp. | 0.01% | Reduce -30.2% | 1,070,669 | $61.3M |
| DekaBank Deutsche Girozentrale | 0.12% | Add +1.0% | 1,059,995 | $59.5M |
| Deutsche Bank AG | 0.02% | Add +7.3% | 1,018,191 | $58.3M |
| Aviva PLC | 0.14% | Add +16.8% | 993,450 | $56.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -20.5% | 982,092 | $56.2M |
| Caisse de depot et placement du Quebec | 0.11% | Add +1.5% | 946,673 | $54.2M |
| BlackRock, Inc. | 0.00% | Reduce -4.9% | 903,693 | $51.7M |
| Jupiter Asset Management Ltd. | 0.49% | New | 890,680 | $51.0M |
| Mufg Securities (canada), LTD. | 1.75% | Reduce -0.4% | 875,596 | $50.1M |
| Fiera Capital Corp | 0.18% | Add +5.0% | 855,352 | $49.0M |
| Wellington Management Group LLP | 0.01% | Reduce -40.2% | 808,309 | $46.3M |
| First Trust Advisors LP | 0.04% | Add +0.7% | 801,508 | $45.9M |
| Allianz Asset Management GmbH | 0.06% | Add +94.4% | 740,391 | $42.4M |
| Northwest & Ethical Investments L.P. | 1.14% | Add +6.8% | 735,766 | $42.1M |
| CANADA LIFE ASSURANCE Co | 0.07% | Add +5.3% | 719,957 | $41.2M |
| Todd Asset Management LLC | 0.85% | Reduce -1.2% | 628,002 | $36.0M |
| Bank of New York Mellon Corp | 0.01% | Add +5.7% | 591,310 | $33.9M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -0.1% | 588,603 | $33.6M |
| UBS Group AG | 0.01% | Reduce -46.6% | 580,153 | $33.2M |
| Northern Trust Corp. | 0.00% | Add +5.9% | 522,752 | $29.9M |
| Korea Investment CORP | 0.07% | Add +13.6% | 484,568 | $27.7M |
| FIL Ltd | 0.03% | Reduce -36.5% | 471,198 | $27.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Add +10.6% | 444,409 | $25.4M |
| GMO | 0.08% | Add +56.9% | 441,173 | $25.3M |
| Man Group plc | 0.07% | Reduce -30.6% | 423,557 | $24.2M |
| Nuveen, LLC | 0.01% | — | 404,285 | $23.1M |
| Bridgewater Associates | 0.11% | Add +153.2% | 402,095 | $23.0M |
| AXA S.A. | 0.07% | Add +21.1% | 389,052 | $22.3M |
| Neuberger Berman Group LLC | 0.02% | Reduce -4.1% | 376,564 | $21.6M |
| Teachers Retirement System of the State of Kentucky | 0.19% | No change | 372,750 | $21.3M |
| Montrusco Bolton Investments Inc. | 0.26% | Add +3230.7% | 352,150 | $20.2M |
| Unigestion Holding SA | 1.17% | Add +44.2% | 349,270 | $20.0M |
| Lombard Odier Asset Management (Switzerland) SA | 1.10% | Add +401.5% | 161,601 | $19.1M |
| State of Tennessee, Department of Treasury | 0.07% | Reduce -1.1% | 328,452 | $18.8M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -2.0% | 319,064 | $18.3M |
| Bank of Nova Scotia Trust Co. | 1.86% | Reduce -4.0% | 303,723 | $17.4M |
| Guardian Capital LP | 0.68% | Reduce -5.4% | 302,813 | $17.3M |
| APG Asset Management N.V. | 0.05% | Add +0.1% | 314,500 | $16.7M |
| Franklin Resources Inc. | 0.00% | Add +2.3% | 289,980 | $16.6M |
| Forsta Ap-Fonden | 0.12% | Add +0.4% | 281,200 | $16.1M |
| Systematic Alpha Investments, LLC | 0.55% | No change | 250,808 | $14.4M |
| Crossmark Global Holdings, Inc. | 0.21% | Add +6.2% | 211,272 | $12.1M |
| Mn Services Vermogensbeheer B.V. | 0.09% | Reduce -7.2% | 211,345 | $12.1M |
| SIG North Trading, ULC | 2.31% | Add +40.4% | 197,434 | $11.3M |
| Addenda Capital Inc. | 0.38% | Reduce -0.5% | 125,649 | $10.3M |
| American Century Companies Inc. | 0.01% | Add +7.4% | 180,809 | $10.3M |
| Van Eck Associates Corp. | 0.01% | Add +43.0% | 180,485 | $10.3M |
| Nicola Wealth Management LTD. | 0.97% | New | 174,200 | $10.0M |
| Varma Mutual Pension Insurance Co | 0.08% | Reduce -10.1% | 167,864 | $9.6M |
| Sienna Gestion | 0.76% | Reduce -6.1% | 167,885 | $9.3M |
| Royal London Asset Management Ltd. | 0.02% | Add +24.0% | 158,027 | $9.0M |
| Guardian Partners Inc. | 0.93% | Reduce -0.8% | 161,604 | $9.0M |
| AustralianSuper Pty Ltd | 0.05% | Add +12.9% | 155,229 | $8.9M |
| Citigroup Inc. | 0.01% | Reduce -7.9% | 154,099 | $8.8M |
| Waratah Capital Advisors Ltd. | 0.60% | Reduce -64.1% | 153,246 | $8.8M |
| Susquehanna Fundamental Investments, LLC | 0.13% | Reduce -61.7% | 137,600 | $7.9M |
| Two Sigma Advisers, LP | 0.02% | Reduce -69.2% | 135,532 | $7.8M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.05% | Add +0.6% | 129,211 | $7.4M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -11.0% | 120,734 | $6.9M |
| Lorne Steinberg Wealth Management Inc. | 1.94% | Add +0.9% | 115,925 | $6.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -90.4% | 115,681 | $6.6M |
| Oddo BHF Asset Management Sas | 0.27% | New | 80,416 | $6.6M |
| Aviso Financial Inc. | 0.32% | Add +9.7% | 114,218 | $6.5M |
| Macquarie Group Ltd. | 0.01% | Add +3131.6% | 77,428 | $6.3M |
| JCIC Asset Management Inc. | 2.56% | Reduce -1.4% | 106,846 | $6.1M |
| O'shaughnessy Asset Management, LLC | 0.05% | Reduce -8.7% | 103,052 | $5.9M |
| Acadian Asset Management LLC | 0.02% | Add +45.3% | 101,000 | $5.8M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -25.2% | 100,025 | $5.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -88.7% | 90,364 | $5.2M |
| Burney Co./ | 0.18% | Reduce -0.1% | 87,054 | $5.0M |
| Quantinno Capital Management LP | 0.03% | Reduce -1.6% | 81,155 | $4.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +1.7% | 80,025 | $4.6M |
| Motco | 0.47% | Reduce -11.3% | 77,208 | $4.4M |
| Meritage Portfolio Management | 0.29% | Reduce -1.9% | 75,349 | $4.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -2.5% | 74,698 | $4.3M |
| USS Investment Management Ltd | 0.03% | Reduce -46.5% | 74,027 | $4.2M |
| Swiss Life Asset Management Ltd | 0.03% | Reduce -6.6% | 73,996 | $4.2M |
| Generali Asset Management SPA SGR | 0.10% | Reduce -50.0% | 50,728 | $4.2M |
| Natixis | 0.02% | Add +65.3% | 72,380 | $4.1M |
| Bessemer Group Inc. | 0.01% | Add +236.9% | 70,278 | $4.0M |
| Triasima Portfolio Management inc. | 0.79% | Add +46.2% | 70,030 | $4.0M |
| Hillsdale Investment Management Inc. | 0.20% | Reduce -44.6% | 67,299 | $3.9M |
| Stifel Financial Corp. | 0.00% | Add +5.3% | 66,558 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.9% | 65,274 | $3.7M |
| Utah Retirement Systems | 0.04% | No change | 64,683 | $3.7M |
| Ninepoint Partners LP | 0.63% | Add +4.2% | 62,925 | $3.6M |
| Cetera Investment Advisers | 0.01% | Add +21.6% | 62,856 | $3.6M |
| Creative Planning | 0.00% | Add +6.1% | 60,156 | $3.4M |
| JARISLOWSKY, FRASER Ltd | 0.02% | Reduce -68.7% | 58,555 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.4% | 57,996 | $3.3M |
| Millennium Management | 0.00% | Reduce -75.3% | 57,939 | $3.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -4.4% | 57,946 | $3.3M |
| Public Sector Pension Investment Board | 0.01% | Add +0.4% | 55,447 | $3.2M |
| Maryland State Retirement & Pension System | 0.07% | Add +58.1% | 53,916 | $3.1M |
| Harvest Portfolios Group Inc. | 0.09% | Add +5.7% | 53,200 | $3.0M |
| Onex Canada Asset Management Inc. | 0.37% | Reduce -25.6% | 50,581 | $2.9M |
| LPL Financial LLC | 0.00% | Reduce -47.5% | 49,273 | $2.8M |
| Gulf International Bank (UK) Ltd | 0.10% | Add +2729.4% | 33,557 | $2.8M |
| Natixis Advisors, LLC | 0.01% | Add +0.6% | 48,211 | $2.8M |
| Avanza Fonder AB | 0.09% | Reduce -22.6% | 32,616 | $2.7M |
| State Street Corp. | 0.00% | Add +1.8% | 46,528 | $2.7M |
| Vontobel Holding Ltd. | 0.01% | Add +0.3% | 45,927 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Add +6.4% | 43,432 | $2.5M |
| Ontario Teachers Pension Plan Board | 0.04% | Add +12.2% | 43,314 | $2.5M |
| Kraematon Investment Advisors, Inc. | 2.51% | Reduce -3.0% | 43,094 | $2.5M |
| Clearbridge Investments, LLC | 0.00% | Reduce -2.7% | 42,050 | $2.4M |
| Gold Investment Management Ltd. | 0.98% | Add +4.0% | 40,706 | $2.3M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 40,100 | $2.3M |
| Mariner, LLC | 0.00% | Reduce -2.4% | 39,186 | $2.2M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.06% | No change | 38,144 | $2.2M |
| Investment Management Corp of Ontario | 0.04% | New | 36,697 | $2.1M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +446.8% | 36,281 | $2.1M |
| Metis Global Partners, LLC | 0.06% | Reduce -0.8% | 35,827 | $2.1M |
| V-Square Quantitative Management LLC | 0.30% | No change | 24,866 | $2.0M |
| Vident Advisory, LLC | 0.03% | Reduce -3.0% | 35,487 | $2.0M |
| Cardinal Point Capital Management ULC | 0.19% | New | 35,177 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Add +30.3% | 34,071 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Add +43.7% | 24,658 | $1.9M |
| Quadrant Capital Group LLC | 0.07% | Add +1442.7% | 33,831 | $1.9M |
| HAP Trading, LLC | 0.67% | New | 23,000 | $1.9M |
| Renaissance Technologies | 0.00% | New | 32,900 | $1.9M |
| Aigen Investment Management, LP | 0.29% | Add +141.5% | 22,222 | $1.8M |
| Cumberland Partners Ltd | 0.14% | Add +167.8% | 30,916 | $1.8M |
| M&T Bank Corp | 0.01% | Reduce -0.1% | 29,760 | $1.7M |
| M&G PLC | 0.01% | No change | 28,740 | $1.6M |
| Erste Asset Management GmbH | 0.02% | No change | 28,400 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +37.0% | 27,806 | $1.6M |
| Prudential PLC | 0.01% | Add +10.1% | 27,651 | $1.6M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -57.6% | 27,582 | $1.6M |
| Pathway Financial Advisers, LLC | 0.53% | Add +1.6% | 26,982 | $1.5M |
| Signaturefd, LLC | 0.03% | Add +0.5% | 26,872 | $1.5M |
| Lighthouse Investment Partners, LLC | 0.07% | Reduce -78.2% | 26,842 | $1.5M |
| Cidel Asset Management Inc. | 0.10% | Add +1.2% | 26,700 | $1.5M |
| Principal Financial Group Inc. | 0.00% | Add +12.3% | 26,533 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.5% | 25,869 | $1.5M |
| Quantbot Technologies LP | 0.05% | New | 25,738 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +4.3% | 25,210 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +4.3% | 24,889 | $1.4M |
| Capital World Investors | 0.00% | Add +7.3% | 24,728 | $1.4M |
| Wells Fargo & Company | 0.00% | Reduce -15.1% | 23,075 | $1.3M |
| ASR Vermogensbeheer N.V. | 0.02% | — | 22,416 | $1.3M |
| Mason & Associates Inc | 0.31% | No change | 22,000 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 21,859 | $1.3M |
| Advisory Resource Group | 0.23% | Add +4.0% | 19,846 | $1.1M |
| United Services Automobile Association | 0.03% | No change | 19,798 | $1.1M |
| Sei Investments Co. | 0.00% | Add +4.7% | 19,583 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.4% | 19,324 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +140.8% | 18,872 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 18,736 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 18,298 | $1.0M |
| Barclays PLC | 0.00% | Add +120.4% | 18,264 | $1.0M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -0.0% | 18,210 | $1.0M |
| Credit Agricole S A | 0.00% | Add +2.4% | 17,740 | $1.0M |
| Tyler-Stone Wealth Management | 0.18% | No change | 17,454 | $999K |
| Intech Investment Management LLC | 0.01% | Reduce -17.0% | 17,426 | $997K |
| Shell Asset Management Co. | 0.05% | Reduce -0.6% | 17,072 | $977K |
| UniSuper Management Pty Ltd | 0.01% | No change | 11,100 | $914K |
| US Bancorp \de | 0.00% | Reduce -1.4% | 15,900 | $910K |
| Corient Private Wealth LP | 0.00% | Reduce -23.5% | 15,407 | $882K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.2% | 15,319 | $878K |
| Jane Street Group, LLC | 0.00% | Reduce -82.3% | 14,967 | $857K |
| Candriam S.C.A. | 0.01% | Add +24.8% | 14,504 | $830K |
| Independent Advisor Alliance | 0.03% | Reduce -0.4% | 14,362 | $822K |
| Blair William & Co. | 0.00% | Add +0.0% | 14,309 | $819K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +120.9% | 13,358 | $764K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.3% | 12,885 | $738K |
| Rathbones Group PLC | 0.00% | Reduce -5.6% | 12,641 | $723K |
| Bleakley Financial Group, LLC | 0.02% | Add +41.5% | 12,540 | $718K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.6% | 12,907 | $691K |
| One Capital Management, LLC | 0.02% | New | 12,044 | $689K |
| Verdence Capital Advisors LLC | 0.05% | Reduce -0.6% | 11,886 | $681K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.9% | 11,709 | $670K |
| Citadel Advisors | 0.00% | Add +31.4% | 11,546 | $661K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.4% | 11,482 | $657K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -2.4% | 11,482 | $657K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.4% | 11,253 | $644K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.5% | 10,953 | $627K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +1.7% | 10,801 | $618K |
| Fifth Third Bancorp | 0.00% | Add +2.4% | 10,649 | $610K |
| Janney Montgomery Scott LLC | 0.00% | Add +39.4% | 10,628 | $609K |
| Cigna Investments Inc. | 0.11% | No change | 10,603 | $607K |
| Brown Advisory Inc. | 0.00% | Add +1.3% | 10,504 | $601K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +19.2% | 10,220 | $585K |
| Squarepoint Ops LLC | 0.00% | New | 9,862 | $565K |
| Woodstock Corp. | 0.05% | No change | 9,647 | $552K |
| Quilter Plc | 0.01% | Reduce -1.1% | 9,191 | $526K |
| Claret Asset Management Corp | 0.10% | Add +0.5% | 8,677 | $497K |
| LGT Group Foundation | 0.01% | Reduce -23.0% | 8,493 | $486K |
| Syon Capital LLC | 0.04% | Add +20.4% | 8,452 | $484K |
| Franklin Street Advisors Inc. | 0.03% | No change | 8,400 | $481K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -1.1% | 8,190 | $469K |
| XTX Topco Ltd | 0.02% | New | 8,185 | $469K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +25.9% | 8,135 | $466K |
| Am Investment Strategies LLC | 0.11% | Add +0.2% | 8,092 | $463K |
| Jones Financial Companies LLLP | 0.00% | Add +10.7% | 8,096 | $459K |
| AQR Capital Management | 0.00% | Add +113.8% | 8,022 | $454K |
| Yousif Capital Management, LLC | 0.01% | No change | 7,789 | $446K |
| Lester Murray Antman dba SimplyRich | 0.13% | No change | 7,714 | $441K |
| Evergreen Capital Management LLC | 0.01% | Add +5.1% | 7,418 | $425K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -20.4% | 7,280 | $417K |
| TFB Advisors LLC | 0.12% | No change | 7,000 | $401K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -21.5% | 6,982 | $400K |
| MQS Management LLC | 0.23% | New | 6,891 | $395K |
| Moneco Advisors, LLC | 0.04% | Add +0.0% | 6,875 | $394K |
| Savant Capital, LLC | 0.00% | Reduce -2.5% | 6,806 | $390K |
| Parsons Capital Management Inc. | 0.02% | No change | 6,667 | $382K |
| West Family Investments, Inc. | 0.14% | Add +14.5% | 6,455 | $370K |
| Davidson Trust Co. | 0.17% | No change | 6,383 | $365K |
| Baird Financial Group, Inc. | 0.00% | Add +7.2% | 6,335 | $363K |
| Financial Counselors Inc. | 0.01% | Reduce -22.7% | 6,296 | $361K |
| PDS Planning, Inc | 0.03% | Add +13.8% | 6,279 | $360K |
| PFG Investments, LLC | 0.02% | Add +0.6% | 6,121 | $351K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 6,088 | $349K |
| Alexander Labrunerie & Co., Inc. | 0.15% | No change | 6,031 | $345K |
| Glenmede Trust Co. NA | 0.00% | Add +14.3% | 6,026 | $345K |
| Running Point Capital Advisors, LLC | 0.11% | Add +6.5% | 5,937 | $340K |
| Smithfield Trust Co | 0.02% | No change | 5,894 | $338K |
| FreeGulliver LLC | 0.17% | Reduce -0.9% | 5,872 | $336K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -0.7% | 5,668 | $336K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.11% | New | 4,061 | $334K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 5,776 | $331K |
| Pinnacle Associates Ltd. | 0.00% | No change | 5,658 | $324K |
| Verition Fund Management LLC | 0.00% | New | 5,544 | $317K |
| Long Run Wealth Advisors, LLC | 0.07% | Add +0.4% | 5,509 | $315K |
| Argent Trust Co | 0.01% | No change | 5,457 | $312K |
| Regions Financial Corp. | 0.00% | Reduce -22.3% | 5,242 | $300K |
| First Affirmative Financial Network | 0.18% | Reduce -9.9% | 5,184 | $297K |
| Rempart Asset Management Inc. | 0.06% | Reduce -3.8% | 5,135 | $294K |
| Private Advisor Group, LLC | 0.00% | Reduce -41.3% | 5,074 | $291K |
| Versant Capital Management, Inc | 0.05% | Add +5413.0% | 5,072 | $290K |
| Benjamin Edwards Inc. | 0.00% | Add +3.4% | 5,052 | $289K |
| King Luther Capital Management Corp. | 0.00% | Reduce -15.9% | 5,039 | $289K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 4,985 | $288K |
| Cwm, LLC | 0.00% | Add +0.2% | 5,024 | $288K |
| Pacer Advisors, Inc. | 0.00% | Add +3.0% | 5,029 | $288K |
| CVA Family Office, LLC | 0.04% | No change | 5,000 | $286K |
| Stonebridge Capital Management Inc. | 0.12% | No change | 5,000 | $286K |
| Gotham Asset Management | 0.00% | Reduce -39.0% | 4,838 | $277K |
| Tidal Investments LLC | 0.00% | Reduce -6.2% | 4,829 | $277K |
| Ieq Capital, LLC | 0.00% | Add +0.8% | 4,807 | $275K |
| Ritholtz Wealth Management | 0.01% | No change | 4,800 | $275K |
| Brighton Jones LLC | 0.01% | Add +13.6% | 4,666 | $267K |
| NewEdge Wealth, LLC | 0.00% | Add +0.5% | 4,639 | $266K |
| Ballentine Partners, LLC | 0.00% | New | 4,599 | $263K |
| Capital City Trust Co. | 0.07% | Reduce -0.0% | 4,595 | $263K |
| K.J. Harrison & Partners Inc | 0.05% | Add +5.8% | 4,590 | $263K |
| HighPoint Advisor Group LLC | 0.01% | Add +4.4% | 4,330 | $256K |
| Cozad Asset Management Inc. | 0.03% | No change | 4,383 | $251K |
| WASHINGTON TRUST Co | 0.01% | Reduce -61.9% | 4,365 | $250K |
| Pathway Financial Advisors LLC | 0.04% | No change | 4,339 | $248K |
| Villere St Denis J & Co. LLC | 0.02% | No change | 4,177 | $239K |
| Checchi Capital Advisers, LLC | 0.02% | Add +11.5% | 4,147 | $237K |
| Ballast, Inc. | 0.07% | No change | 4,083 | $234K |
| Parallel Advisors, LLC | 0.01% | Reduce -4.0% | 4,034 | $231K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +17.1% | 4,030 | $231K |
| Heathbridge Capital Management Ltd. | 0.09% | No change | 4,000 | $229K |
| Lindbrook Capital, LLC | 0.02% | Add +2.6% | 3,909 | $224K |
| Northwest Bancshares, Inc. | 0.04% | No change | 3,898 | $223K |
| Focus Partners Wealth | 0.00% | Reduce -23.7% | 3,887 | $223K |
| Well Done, LLC | 0.04% | Add +0.4% | 3,741 | $222K |
| Canopy Partners, LLC | 0.09% | Reduce -2.2% | 3,854 | $221K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 3,848 | $220K |
| &partners | 0.00% | Reduce -1.0% | 3,725 | $211K |
| MML Investors Services, LLC | 0.00% | Reduce -22.3% | 3,635 | $208K |
| Flaharty Asset Management, LLC | 0.03% | No change | 3,611 | $207K |
| Keybank National Association | 0.00% | No change | 3,585 | $205K |
| Plan A Wealth LLC | 0.16% | New | 3,563 | $204K |
| Nilsine Partners, LLC | 0.02% | No change | 3,563 | $204K |
| Merit Financial Group, LLC | 0.00% | New | 3,496 | $200K |
| Blue Trust, Inc. | 0.00% | Add +7.6% | 3,437 | $197K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.2% | 3,403 | $195K |
| Harbour Investments, Inc. | 0.01% | Add +12.1% | 3,310 | $190K |
| Grayhawk Investment Strategies Inc. | 0.42% | No change | 3,221 | $184K |
| Bruce G. Allen Investments, LLC | 0.14% | Reduce -2.4% | 2,994 | $171K |
| Independence Bank of Kentucky | 0.03% | No change | 2,844 | $163K |
| Danske Bank A/S | 0.00% | Reduce -42.7% | 2,803 | $161K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,771 | $159K |
| Huntington National Bank | 0.00% | Add +0.5% | 2,760 | $158K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.5% | 2,215 | $127K |
| IFP Advisors, Inc | 0.00% | No change | 2,087 | $120K |
| Rhumbline Advisers | 0.00% | No change | 2,082 | $119K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,903 | $109K |
| CX Institutional | 0.00% | New | 1,899 | $109K |
| Perkins Coie Trust Co | 0.02% | No change | 1,871 | $107K |
| Princeton Global Asset Management LLC | 0.02% | No change | 1,667 | $95K |
| Lowe Wealth Advisors, LLC | 0.04% | Add +0.1% | 1,542 | $88K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 1,669 | $88K |
| Pacifica Partners Inc. | 0.03% | No change | 1,288 | $75K |
| Birchbrook, Inc. | 0.04% | No change | 1,295 | $74K |
| Ameriflex Group, Inc. | 0.03% | New | 1,282 | $73K |
| Cromwell Holdings LLC | 0.05% | Reduce -5.1% | 1,244 | $71K |
| CENTRAL TRUST Co | 0.00% | No change | 1,200 | $69K |
| Plato Investment Management Ltd | 0.01% | Reduce -34.2% | 1,148 | $66K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,100 | $64K |
| NBT Bank, N.A. | 0.00% | No change | 1,074 | $61K |
| Louisbourg Investments Inc. | 0.02% | Reduce -14.8% | 1,067 | $61K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +32.2% | 1,042 | $60K |
| City Holding Co. | 0.01% | Reduce -50.0% | 1,000 | $57K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -4.5% | 986 | $56K |
| State of Wyoming | 0.01% | Reduce -89.3% | 986 | $56K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 963 | $55K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 953 | $55K |
| Evelyn Partners Investment Management LLP | 0.00% | Reduce -6.3% | 929 | $53K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 879 | $50K |
| Abound Wealth Management | 0.02% | No change | 874 | $50K |
| 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% | Add +0.4% | 791 | $45K |
| Asset Dedication, LLC | 0.00% | No change | 787 | $45K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 750 | $43K |
| Oakworth Capital, Inc. | 0.00% | No change | 748 | $43K |
| BankPlus Trust Department | 0.01% | No change | 681 | $39K |
| Asset Planning,Inc | 0.03% | No change | 678 | $39K |
| Clean Yield Group | 0.01% | No change | 676 | $39K |
| Hexagon Capital Partners LLC | 0.01% | Add +53.2% | 665 | $38K |
| St Germain D J Co. Inc. | 0.00% | No change | 650 | $37K |
| Investment Management Corp. /Va/ | 0.03% | Add +164.5% | 619 | $35K |
| GAMMA Investing LLC | 0.00% | Add +0.9% | 576 | $33K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +151.4% | 523 | $30K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 530 | $30K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 500 | $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 |
| Addison Advisors LLC | 0.01% | Reduce -23.1% | 473 | $27K |
| WealthCollab, LLC | 0.02% | No change | 460 | $26K |
| Allworth Financial LP | 0.00% | Add +7.8% | 443 | $26K |
| Nordwand Advisors, LLC | 0.01% | No change | 438 | $25K |
| Assetmark, Inc. | 0.00% | Reduce -15.7% | 419 | $24K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 414 | $24K |
| MAI Capital Management | 0.00% | No change | 404 | $23K |
| TFC Financial Management, Inc. | 0.00% | No change | 392 | $22K |
| Geneos Wealth Management Inc. | 0.00% | No change | 391 | $22K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 370 | $22K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -1.3% | 379 | $22K |
| Lazard Asset Management LLC | 0.00% | No change | 380 | $21K |
| Westside Investment Management, Inc. | 0.00% | No change | 355 | $20K |
| UMB Bank, n.a. | 0.00% | Reduce -7.1% | 353 | $20K |
| TruNorth Capital Management, LLC | 0.00% | No change | 330 | $19K |
| Smartleaf Asset Management LLC | 0.00% | No change | 331 | $19K |
| Dogwood Wealth Management LLC | 0.01% | No change | 327 | $19K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 289 | $17K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -30.5% | 282 | $16K |
| Your Advocates Ltd., LLP | 0.01% | No change | 275 | $16K |
| Zions Bancorporation, National Association | 0.00% | — | 256 | $15K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 246 | $14K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -0.4% | 242 | $14K |
| Bfsg, LLC | 0.00% | No change | 225 | $13K |
| Grove Bank & Trust | 0.00% | No change | 221 | $13K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -8.3% | 220 | $13K |
| Hughes Financial Services, LLC | 0.00% | New | 205 | $12K |
| Bangor Savings Bank | 0.00% | No change | 200 | $11K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 187 | $11K |
| Private Trust Co. NA | 0.00% | No change | 186 | $11K |
| Coldstream Capital Management Inc. | 0.00% | New | 178 | $10K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 170 | $10K |
| HM Payson & Co. | 0.00% | No change | 170 | $10K |
| Ravenstone Capital Management Inc. | 0.01% | New | 170 | $10K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 165 | $9K |
| Mather Group, Llc. | 0.00% | No change | 151 | $9K |
| Ancora Advisors LLC | 0.00% | No change | 148 | $8K |
| Principal Securities, Inc. | 0.00% | No change | 135 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 122 | $7K |
| Larson Financial Group LLC | 0.00% | Add +290.0% | 117 | $7K |
| NewEdge Advisors, LLC | 0.00% | Reduce -24.8% | 106 | $6K |
| Key Financial Inc | 0.00% | No change | 99 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 94 | $5K |
| Brooklyn Investment Group | 0.00% | Add +392.3% | 64 | $4K |
| PFG Private Wealth Management, LLC | 0.00% | No change | 57 | $3K |
| Bare Financial Services, Inc | 0.00% | New | 37 | $2K |
| Penserra Capital Management LLC | 0.00% | No change | 48 | $2K |
| Sierra Ocean, LLC | 0.00% | No change | 33 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 25 | $1K |
| TD Private Client Wealth LLC | 0.00% | New | 25 | $1K |
| Global Wealth Strategies & Associates | 0.00% | New | 24 | $1K |
| Mascoma Wealth Management LLC | 0.00% | No change | 20 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | — | 18 | $1K |
| Financial Management Professionals, Inc. | 0.00% | New | 15 | $859 |
| NewSquare Capital LLC | 0.00% | New | 13 | $744 |
| Highline Wealth Partners LLC | 0.00% | New | 5 | $286 |
| Simplex Trading, LLC | 0.00% | New | 5 | $0 |
"% of holder's portfolio" is SLF's weight in each manager's 13F, not the share of Sun Life Financial Inc. the manager owns.