Sun Life FinancialSLF
13F holders, Q2 2025 (June 30)447holders +26
52new positions
30sold out
6famous investors
$66.55avg. 13F price*
At the end of Q2 2025, 447 institutions reported holding Sun Life Financial Inc. (SLF) in their 13F filings, up 26 from Q1 2025. 52 opened new positions and 30 sold out. The largest holders were Royal Bank of Canada ($3.4B), Vanguard Group Inc. ($1.7B) and TD Asset Management Inc ($1.0B). 6 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Sun Life Financial Inc.
- CUSIP
- 866796105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $153.8M |
| Exits | 30 | $15.6M |
All 13F filers, Q1 2025 → Q2 2025: 17,062,568 shares bought and 14,109,721 shares sold, net +2,952,847 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 447 holders
| Royal Bank of Canada | 0.67% | Add +15.2% | 51,572,987 | $3.4B |
| Vanguard Group Inc. | 0.03% | Add +3.4% | 25,422,211 | $1.7B |
| TD Asset Management Inc | 0.90% | Reduce -1.9% | 15,796,516 | $1.0B |
| Mackenzie Financial Corp. | 0.95% | Reduce -9.5% | 10,957,260 | $729.5M |
| Bank of Montreal | 0.36% | Reduce -4.4% | 10,797,819 | $718.9M |
| 1832 Asset Management L.P. | 1.17% | Reduce -2.0% | 10,135,767 | $673.5M |
| Manufacturers Life Insurance Company, The | 0.50% | Reduce -2.6% | 8,355,498 | $553.1M |
| National Bank of Canada | 0.48% | Add +31.1% | 6,722,256 | $445.9M |
| Federation des caisses Desjardins du Quebec | 1.83% | Reduce -6.6% | 6,305,308 | $417.1M |
| Bank of Nova Scotia | 0.84% | Add +6.5% | 6,157,205 | $409.6M |
| Toronto Dominion Bank | 0.83% | Add +0.7% | 5,739,034 | $382.1M |
| CIBC Asset Management Inc | 1.16% | Reduce -22.3% | 5,529,799 | $368.7M |
| Norges Bank | 0.05% | Reduce -14.6% | 5,450,205 | $362.9M |
| Cibc World Market Inc. | 0.76% | Reduce -15.0% | 5,147,796 | $342.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.12% | Reduce -3.9% | 4,766,443 | $317.4M |
| FMR LLC | 0.02% | Reduce -3.0% | 4,714,235 | $313.7M |
| Geode Capital Management, LLC | 0.02% | Add +19.4% | 4,625,675 | $312.1M |
| Beutel, Goodman & Co Ltd. | 1.74% | Reduce -5.8% | 4,601,560 | $305.6M |
| Legal & General Group Plc | 0.06% | Reduce -9.4% | 3,488,475 | $231.7M |
| Goldman Sachs Group Inc. | 0.03% | Add +13.6% | 3,153,689 | $209.6M |
| Scotia Capital Inc. | 0.97% | Add +0.9% | 3,107,058 | $205.5M |
| Canada Pension Plan Investment Board | 0.16% | Reduce -33.1% | 2,824,364 | $188.1M |
| Letko, Brosseau & Associates Inc. | 3.49% | Reduce -0.8% | 2,748,794 | $182.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.3% | 2,490,651 | $165.5M |
| Morgan Stanley | 0.01% | Add +6.4% | 2,203,935 | $146.5M |
| TD Waterhouse Canada Inc. | 0.89% | Add +7.2% | 1,884,994 | $124.4M |
| HSBC Holdings PLC | 0.08% | Add +8.0% | 1,800,087 | $119.9M |
| Swiss National Bank | 0.07% | Add +6.2% | 1,740,900 | $115.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.1% | 1,658,168 | $110.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.0% | 1,616,699 | $107.4M |
| Amundi | 0.04% | Reduce -4.4% | 1,603,978 | $103.6M |
| Agf Management Ltd. | 0.45% | Reduce -33.7% | 1,222,648 | $98.0M |
| Bank of America Corp. | 0.01% | Add +37.3% | 1,469,638 | $97.7M |
| Picton Mahoney Asset Management | 1.24% | New | 1,322,756 | $87.7M |
| Alberta Investment Management Corp | 0.73% | Add +3.2% | 1,297,900 | $86.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.49% | Reduce -0.7% | 1,259,892 | $83.9M |
| Invesco Ltd. | 0.01% | Reduce -2.7% | 1,243,434 | $82.6M |
| QV Investors Inc. | 7.78% | Reduce -10.1% | 1,194,699 | $79.3M |
| Deutsche Bank AG | 0.03% | Add +15.2% | 1,172,655 | $77.9M |
| Cardinal Capital Management, Inc. | 2.37% | Add +0.8% | 1,138,144 | $75.7M |
| Value Partners Investments Inc. | 5.80% | Reduce -0.3% | 1,117,570 | $74.2M |
| Wellington Management Group LLP | 0.01% | Add +31.5% | 1,063,159 | $70.6M |
| DekaBank Deutsche Girozentrale | 0.12% | Reduce -1.0% | 1,049,330 | $69.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -2.2% | 960,897 | $63.9M |
| Mufg Securities (canada), LTD. | 1.94% | Add +9.5% | 958,510 | $63.7M |
| BlackRock, Inc. | 0.00% | Add +3.2% | 932,307 | $62.0M |
| Public Sector Pension Investment Board | 0.24% | Add +1441.6% | 854,747 | $56.8M |
| Fiera Capital Corp | 0.17% | Reduce -9.3% | 775,396 | $51.6M |
| Jupiter Asset Management Ltd. | 0.42% | Reduce -15.8% | 749,905 | $49.8M |
| UBS Group AG | 0.01% | Add +19.4% | 692,667 | $46.0M |
| Northwest & Ethical Investments L.P. | 1.11% | Reduce -8.9% | 670,116 | $44.6M |
| First Trust Advisors LP | 0.04% | Reduce -17.5% | 660,887 | $43.9M |
| Todd Asset Management LLC | 0.91% | Add +1.2% | 635,316 | $42.2M |
| Bank of New York Mellon Corp | 0.01% | Add +2.6% | 606,981 | $40.3M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -17.1% | 596,478 | $39.5M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -1.4% | 580,134 | $38.5M |
| Allianz Asset Management GmbH | 0.05% | Reduce -27.2% | 539,307 | $35.8M |
| Northern Trust Corp. | 0.00% | Reduce -4.1% | 501,335 | $33.3M |
| GMO | 0.10% | Add +8.5% | 478,483 | $31.8M |
| Aviva PLC | 0.07% | Reduce -51.9% | 477,503 | $31.8M |
| Korea Investment CORP | 0.07% | Reduce -4.0% | 465,344 | $30.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Add +1.6% | 451,279 | $30.0M |
| Hillsdale Investment Management Inc. | 1.04% | Add +525.8% | 421,138 | $28.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.05% | New | 400,000 | $26.6M |
| Nuveen, LLC | 0.01% | Reduce -0.8% | 400,997 | $26.6M |
| Intact Investment Management Inc. | 0.88% | Reduce -70.3% | 388,877 | $25.9M |
| Neuberger Berman Group LLC | 0.02% | Add +0.3% | 377,757 | $25.1M |
| Teachers Retirement System of the State of Kentucky | 0.20% | No change | 372,750 | $24.8M |
| Montrusco Bolton Investments Inc. | 0.27% | Add +4.6% | 368,367 | $24.5M |
| Two Sigma Investments, LP | 0.04% | Add +190.9% | 336,491 | $22.4M |
| Forsta Ap-Fonden | 0.14% | Add +17.8% | 331,200 | $22.0M |
| State of Tennessee, Department of Treasury | 0.08% | No change | 328,452 | $21.8M |
| Bridgewater Associates | 0.09% | Reduce -18.5% | 327,702 | $21.8M |
| Guardian Capital LP | 0.74% | Add +3.6% | 313,579 | $20.8M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -2.5% | 311,072 | $20.7M |
| Bank of Nova Scotia Trust Co. | 2.03% | Add +2.1% | 310,147 | $20.6M |
| FIL Ltd | 0.02% | Reduce -34.5% | 308,492 | $20.5M |
| Franklin Resources Inc. | 0.01% | Add +3.7% | 300,735 | $20.0M |
| Nicola Wealth Management LTD. | 1.73% | Add +59.2% | 277,300 | $18.4M |
| AXA S.A. | 0.05% | Reduce -28.9% | 276,528 | $18.4M |
| APG Asset Management N.V. | 0.05% | Add +0.9% | 317,500 | $18.0M |
| Quadrature Capital Ltd | 0.30% | New | 267,500 | $17.7M |
| Caisse de depot et placement du Quebec | 0.04% | Reduce -72.1% | 264,048 | $17.5M |
| Van Eck Associates Corp. | 0.02% | Add +41.1% | 254,731 | $17.0M |
| Systematic Alpha Investments, LLC | 0.59% | No change | 250,808 | $16.7M |
| Crossmark Global Holdings, Inc. | 0.23% | Add +1.2% | 213,774 | $14.2M |
| Mn Services Vermogensbeheer B.V. | 0.10% | Add +1.0% | 213,545 | $14.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +134.0% | 211,475 | $14.1M |
| American Century Companies Inc. | 0.01% | Add +15.5% | 208,894 | $13.9M |
| Man Group plc | 0.03% | Reduce -57.9% | 178,134 | $11.8M |
| Waratah Capital Advisors Ltd. | 0.79% | Add +14.0% | 174,679 | $11.6M |
| Citigroup Inc. | 0.01% | Add +11.1% | 171,238 | $11.4M |
| Addenda Capital Inc. | 0.41% | Reduce -0.7% | 124,805 | $11.3M |
| Sienna Gestion | 0.78% | Add +11.0% | 186,385 | $11.3M |
| Varma Mutual Pension Insurance Co | 0.08% | Add +0.6% | 168,864 | $11.2M |
| Lombard Odier Asset Management (Switzerland) SA | 0.55% | Add +0.7% | 162,716 | $10.8M |
| Royal London Asset Management Ltd. | 0.02% | No change | 158,027 | $10.5M |
| AustralianSuper Pty Ltd | 0.05% | Reduce -0.8% | 154,005 | $10.3M |
| Guardian Partners Inc. | 0.84% | Reduce -6.6% | 150,925 | $9.3M |
| Aviso Financial Inc. | 0.39% | Add +14.2% | 130,400 | $8.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.05% | Reduce -4.2% | 123,848 | $8.2M |
| Lorne Steinberg Wealth Management Inc. | 2.02% | Add +0.3% | 116,274 | $7.7M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -5.6% | 113,934 | $7.6M |
| Lighthouse Investment Partners, LLC | 0.33% | Add +323.3% | 113,621 | $7.6M |
| Macquarie Group Ltd. | 0.01% | No change | 77,428 | $7.0M |
| Oddo BHF Asset Management Sas | 0.26% | Reduce -6.5% | 75,216 | $6.8M |
| O'shaughnessy Asset Management, LLC | 0.04% | Reduce -4.8% | 98,103 | $6.5M |
| Quantinno Capital Management LP | 0.03% | Add +15.5% | 93,754 | $6.2M |
| Susquehanna Fundamental Investments, LLC | 0.17% | Reduce -32.3% | 93,100 | $6.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +11.2% | 88,970 | $5.9M |
| Burney Co./ | 0.20% | Reduce -0.0% | 87,044 | $5.8M |
| Bessemer Group Inc. | 0.01% | Add +18.7% | 83,450 | $5.5M |
| SIG North Trading, ULC | 1.21% | Reduce -58.1% | 82,713 | $5.5M |
| USS Investment Management Ltd | 0.03% | No change | 74,027 | $4.9M |
| Meritage Portfolio Management | 0.31% | Reduce -2.3% | 73,603 | $4.9M |
| Renaissance Technologies | 0.01% | Add +123.7% | 73,600 | $4.9M |
| Swiss Life Asset Management Ltd | 0.03% | Reduce -2.3% | 72,268 | $4.8M |
| Two Sigma Advisers, LP | 0.01% | Reduce -46.8% | 72,132 | $4.8M |
| Motco | 0.44% | Reduce -3.1% | 74,841 | $4.6M |
| Raymond James Financial Inc. | 0.00% | Add +3.9% | 67,812 | $4.5M |
| Creative Planning | 0.00% | Add +12.2% | 67,462 | $4.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -9.5% | 67,611 | $4.5M |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 66,675 | $4.4M |
| Utah Retirement Systems | 0.04% | No change | 64,683 | $4.3M |
| Cetera Investment Advisers | 0.01% | Add +2.4% | 64,370 | $4.3M |
| Erste Asset Management GmbH | 0.04% | Add +20.1% | 34,093 | $4.2M |
| Ontario Teachers Pension Plan Board | 0.09% | Add +41.1% | 61,113 | $4.1M |
| Symphony Financial, Ltd. Co. | 0.53% | New | 62,477 | $4.0M |
| JARISLOWSKY, FRASER Ltd | 0.02% | Add +0.3% | 58,750 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.2% | 56,743 | $3.8M |
| Generali Asset Management SPA SGR | 0.08% | Reduce -19.1% | 41,013 | $3.7M |
| LPL Financial LLC | 0.00% | Add +10.9% | 54,648 | $3.6M |
| Triasima Portfolio Management inc. | 0.66% | Reduce -22.0% | 54,630 | $3.6M |
| Maryland State Retirement & Pension System | 0.08% | No change | 53,916 | $3.6M |
| Harvest Portfolios Group Inc. | 0.08% | Add +1.0% | 53,754 | $3.6M |
| Natixis Advisors, LLC | 0.01% | Add +7.9% | 52,038 | $3.5M |
| Mariner, LLC | 0.00% | Add +27.9% | 50,132 | $3.3M |
| Ninepoint Partners LP | 0.63% | Reduce -22.7% | 48,653 | $3.2M |
| Alliancebernstein L.P. | 0.00% | Add +6.0% | 46,023 | $3.1M |
| Avanza Fonder AB | 0.09% | No change | 32,616 | $3.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -23.2% | 44,494 | $3.0M |
| Kraematon Investment Advisors, Inc. | 2.68% | Reduce -0.7% | 42,777 | $2.8M |
| Clearbridge Investments, LLC | 0.00% | Reduce -0.7% | 41,757 | $2.8M |
| Gold Investment Management Ltd. | 1.03% | Add +0.6% | 40,951 | $2.7M |
| State Street Corp. | 0.00% | Reduce -15.1% | 39,509 | $2.6M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.0% | 38,500 | $2.6M |
| Metis Global Partners, LLC | 0.07% | Add +6.6% | 38,183 | $2.5M |
| Vident Advisory, LLC | 0.03% | Add +6.9% | 37,941 | $2.5M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.07% | Reduce -1.8% | 37,446 | $2.5M |
| Shell Asset Management Co. | 0.08% | Add +114.8% | 36,672 | $2.4M |
| Westerkirk Capital Inc. | 0.29% | — | 35,060 | $2.3M |
| Quadrant Capital Group LLC | 0.08% | Add +3.2% | 34,918 | $2.3M |
| Cumberland Partners Ltd | 0.16% | Add +12.2% | 34,686 | $2.3M |
| Cardinal Point Capital Management ULC | 0.18% | Reduce -2.0% | 34,469 | $2.3M |
| PCJ Investment Counsel Ltd. | 0.78% | New | 34,290 | $2.3M |
| Investment Management Corp of Ontario | 0.03% | Reduce -6.5% | 34,297 | $2.3M |
| V-Square Quantitative Management LLC | 0.30% | No change | 24,866 | $2.2M |
| D. E. Shaw & Co. | 0.00% | New | 32,714 | $2.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +20.8% | 30,441 | $2.0M |
| M&T Bank Corp | 0.01% | Reduce -0.0% | 29,752 | $2.0M |
| Gulf International Bank (UK) Ltd | 0.07% | Reduce -13.0% | 29,186 | $1.9M |
| M&G PLC | 0.01% | No change | 28,740 | $1.9M |
| Signaturefd, LLC | 0.03% | Add +3.1% | 27,701 | $1.8M |
| Cidel Asset Management Inc. | 0.11% | Add +1.4% | 27,066 | $1.8M |
| Barclays PLC | 0.00% | Add +45.8% | 26,633 | $1.8M |
| Pathway Financial Advisers, LLC | 0.57% | Reduce -1.5% | 26,582 | $1.8M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -4.0% | 26,488 | $1.8M |
| Acadian Asset Management LLC | 0.00% | Reduce -74.0% | 26,300 | $1.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -3.8% | 25,533 | $1.7M |
| Aigen Investment Management, LP | 0.23% | Reduce -16.6% | 18,537 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +1.4% | 25,231 | $1.7M |
| Capital World Investors | 0.00% | No change | 24,728 | $1.6M |
| Prudential PLC | 0.01% | Reduce -11.0% | 24,619 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.9% | 24,472 | $1.6M |
| Intech Investment Management LLC | 0.01% | Add +36.4% | 23,762 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.8% | 22,823 | $1.5M |
| Onex Canada Asset Management Inc. | 0.18% | Reduce -55.6% | 22,458 | $1.5M |
| ASR Vermogensbeheer N.V. | 0.02% | No change | 22,416 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +44.3% | 22,102 | $1.5M |
| Mason & Associates Inc | 0.34% | No change | 22,000 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +46.4% | 21,915 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -5.2% | 21,878 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +16.8% | 21,378 | $1.4M |
| ExodusPoint Capital Management, LP | 0.02% | New | 20,726 | $1.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | — | 20,700 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -35.4% | 15,930 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -26.3% | 20,493 | $1.4M |
| HAP Trading, LLC | 0.59% | Reduce -34.8% | 15,000 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.8% | 20,257 | $1.3M |
| Hilltop National Bank | 0.35% | — | 20,239 | $1.3M |
| Sei Investments Co. | 0.00% | Add +1.9% | 19,962 | $1.3M |
| Advisory Resource Group | 0.25% | Reduce -2.2% | 19,403 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +71.7% | 19,318 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +1.7% | 19,196 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.3% | 18,690 | $1.2M |
| HBK Sorce Advisory LLC | 0.03% | Add +0.1% | 18,227 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +52.2% | 17,476 | $1.2M |
| Tyler-Stone Wealth Management | 0.19% | No change | 17,454 | $1.2M |
| AQR Capital Management | 0.00% | Add +117.5% | 17,449 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +2.2% | 15,745 | $1.0M |
| Walleye Capital LLC | 0.01% | New | 15,732 | $1.0M |
| Victory Capital Management Inc. | 0.00% | New | 15,323 | $1.0M |
| Bleakley Financial Group, LLC | 0.03% | Add +21.6% | 15,247 | $1.0M |
| US Bancorp \de | 0.00% | Reduce -6.7% | 14,835 | $986K |
| Blair William & Co. | 0.00% | Add +0.0% | 14,311 | $951K |
| Vise Technologies, Inc. | 0.04% | — | 13,929 | $926K |
| UniSuper Management Pty Ltd | 0.01% | Reduce -11.7% | 9,800 | $888K |
| Independent Advisor Alliance | 0.02% | Reduce -9.8% | 12,955 | $861K |
| Avantax Advisory Services, Inc. | 0.00% | Add +9.3% | 12,802 | $851K |
| Old Port Advisors | 0.22% | New | 12,367 | $822K |
| Rathbones Group PLC | 0.00% | Reduce -2.4% | 12,336 | $819K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.8% | 11,876 | $789K |
| Verdence Capital Advisors LLC | 0.05% | Reduce -0.5% | 11,822 | $786K |
| Pathstone Holdings, LLC | 0.00% | Add +2.4% | 11,218 | $745K |
| Private Advisor Group, LLC | 0.00% | Add +114.2% | 10,870 | $722K |
| Fifth Third Bancorp | 0.00% | Add +1.4% | 10,798 | $718K |
| NorthCrest Asset Manangement, LLC | 0.02% | No change | 10,801 | $706K |
| Janney Montgomery Scott LLC | 0.00% | No change | 10,628 | $706K |
| Uhlmann Price Securities, LLC | 0.50% | New | 10,461 | $695K |
| Brown Advisory Inc. | 0.00% | Reduce -1.4% | 10,357 | $688K |
| Cigna Investments Inc. | 0.12% | Reduce -2.5% | 10,335 | $686K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.2% | 10,444 | $683K |
| Savant Capital, LLC | 0.00% | Add +45.9% | 9,933 | $660K |
| Candriam S.C.A. | 0.00% | Reduce -31.5% | 9,937 | $660K |
| Woodstock Corp. | 0.06% | No change | 9,647 | $641K |
| Shelton Capital Management | 0.01% | New | 9,369 | $623K |
| Jones Financial Companies LLLP | 0.00% | Add +13.9% | 9,220 | $608K |
| Mercer Global Advisors Inc. | 0.00% | Add +21.4% | 8,841 | $587K |
| Syon Capital LLC | 0.04% | Add +4.2% | 8,807 | $585K |
| Claret Asset Management Corp | 0.07% | Reduce -1.9% | 8,510 | $566K |
| LGT Group Foundation | 0.01% | No change | 8,493 | $565K |
| Franklin Street Advisors Inc. | 0.03% | No change | 8,400 | $558K |
| Yousif Capital Management, LLC | 0.01% | Add +7.7% | 8,389 | $557K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 8,191 | $544K |
| Am Investment Strategies LLC | 0.13% | Add +0.2% | 8,109 | $538K |
| Millennium Management | 0.00% | Reduce -86.1% | 8,060 | $536K |
| Lester Murray Antman dba SimplyRich | 0.15% | Add +3.3% | 7,966 | $529K |
| Plan A Wealth LLC | 0.29% | Add +115.2% | 7,666 | $509K |
| Diversify Advisory Services, LLC | 0.02% | Add +51.2% | 8,568 | $494K |
| Evergreen Capital Management LLC | 0.01% | Reduce -4.2% | 7,105 | $472K |
| TFB Advisors LLC | 0.12% | No change | 7,000 | $465K |
| MQS Management LLC | 0.25% | Add +0.9% | 6,952 | $462K |
| Quilter Plc | 0.01% | Reduce -25.1% | 6,886 | $458K |
| Moneco Advisors, LLC | 0.04% | Add +0.0% | 6,877 | $457K |
| Regions Financial Corp. | 0.00% | Add +28.2% | 6,721 | $447K |
| denkapparat Operations GmbH | 0.36% | New | 6,700 | $446K |
| Parsons Capital Management Inc. | 0.03% | No change | 6,667 | $443K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -4.5% | 6,665 | $443K |
| PDS Planning, Inc | 0.03% | Add +3.7% | 6,513 | $433K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -20.6% | 6,463 | $429K |
| West Family Investments, Inc. | 0.11% | No change | 6,455 | $429K |
| Cwm, LLC | 0.00% | Add +27.8% | 6,420 | $427K |
| BNP Paribas Financial Markets | 0.00% | Reduce -81.2% | 6,408 | $426K |
| Davidson Trust Co. | 0.20% | No change | 6,383 | $424K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.0% | 6,334 | $421K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -51.1% | 6,313 | $419K |
| Argent Trust Co | 0.02% | Add +14.7% | 6,260 | $416K |
| PFG Investments, LLC | 0.02% | Add +2.0% | 6,245 | $415K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -53.4% | 6,229 | $414K |
| Calydon Capital | 0.04% | New | 6,056 | $402K |
| Alexander Labrunerie & Co., Inc. | 0.17% | No change | 6,031 | $401K |
| FreeGulliver LLC | 0.18% | Add +0.9% | 5,924 | $394K |
| Balyasny Asset Management L.P. | 0.00% | New | 5,897 | $392K |
| Running Point Capital Advisors, LLC | 0.11% | Reduce -0.6% | 5,901 | $392K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +0.6% | 5,811 | $386K |
| Baader Bank Aktiengesellschaft | 0.03% | New | 5,790 | $386K |
| Vontobel Holding Ltd. | 0.00% | Reduce -87.5% | 5,749 | $383K |
| St Germain D J Co. Inc. | 0.02% | Add +784.1% | 5,747 | $382K |
| K.J. Harrison & Partners Inc | 0.06% | Add +24.2% | 5,699 | $378K |
| Pinnacle Associates Ltd. | 0.01% | No change | 5,658 | $376K |
| HRT Financial LP | 0.00% | New | 5,598 | $371K |
| Long Run Wealth Advisors, LLC | 0.08% | Add +0.8% | 5,556 | $369K |
| Midwest Trust Co | 0.01% | — | 5,556 | $369K |
| Focus Partners Wealth | 0.00% | Add +40.2% | 5,451 | $362K |
| Smithfield Trust Co | 0.02% | Reduce -8.5% | 5,394 | $358K |
| Compound Planning, Inc. | 0.01% | New | 5,151 | $342K |
| Rempart Asset Management Inc. | 0.07% | No change | 5,135 | $342K |
| Ieq Capital, LLC | 0.00% | Add +4.4% | 5,017 | $333K |
| CVA Family Office, LLC | 0.05% | No change | 5,000 | $332K |
| Stonebridge Capital Management Inc. | 0.13% | No change | 5,000 | $332K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 4,985 | $331K |
| Versant Capital Management, Inc | 0.05% | Reduce -2.2% | 4,961 | $330K |
| First Affirmative Financial Network | 0.17% | Reduce -4.4% | 4,957 | $329K |
| Fox Run Management, L.L.C. | 0.05% | New | 4,794 | $319K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.5% | 4,777 | $317K |
| Benjamin Edwards Inc. | 0.00% | Reduce -10.1% | 4,542 | $302K |
| Cozad Asset Management Inc. | 0.03% | No change | 4,383 | $291K |
| Capital City Trust Co. | 0.08% | Reduce -4.7% | 4,379 | $291K |
| Blue Trust, Inc. | 0.00% | Add +26.3% | 4,341 | $288K |
| Pathway Financial Advisors LLC | 0.04% | No change | 4,339 | $288K |
| WASHINGTON TRUST Co | 0.01% | Reduce -1.1% | 4,318 | $287K |
| Glenmede Investment Management, LP | 0.00% | — | 4,312 | $287K |
| NewEdge Wealth, LLC | 0.00% | Reduce -0.5% | 4,618 | $284K |
| Villere St Denis J & Co. LLC | 0.03% | No change | 4,177 | $278K |
| Brighton Jones LLC | 0.01% | Reduce -11.5% | 4,131 | $274K |
| Parallel Advisors, LLC | 0.01% | Add +2.3% | 4,125 | $274K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,122 | $274K |
| Ballast, Inc. | 0.07% | No change | 4,083 | $271K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +1.1% | 4,076 | $271K |
| Natixis | 0.00% | Reduce -94.4% | 4,065 | $270K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.12% | No change | 4,061 | $270K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 4,058 | $270K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -9.9% | 3,902 | $259K |
| Northwest Bancshares, Inc. | 0.05% | No change | 3,898 | $259K |
| Canopy Partners, LLC | 0.09% | No change | 3,854 | $256K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 3,848 | $256K |
| &partners | 0.00% | Add +2.1% | 3,802 | $253K |
| Well Done, LLC | 0.05% | Add +0.4% | 3,757 | $250K |
| King Luther Capital Management Corp. | 0.00% | Reduce -25.8% | 3,740 | $249K |
| Merit Financial Group, LLC | 0.00% | Add +5.3% | 3,683 | $245K |
| MML Investors Services, LLC | 0.00% | Add +0.5% | 3,654 | $243K |
| Bayesian Capital Management, LP | 0.04% | New | 3,630 | $241K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 3,608 | $240K |
| HB Wealth Management, LLC | 0.00% | New | 3,569 | $237K |
| Nilsine Partners, LLC | 0.02% | No change | 3,563 | $237K |
| Prudential Financial Inc. | 0.00% | New | 3,500 | $232K |
| Asahi Life Asset Management Co., LTD. | 0.13% | New | 3,450 | $229K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 3,410 | $227K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -17.9% | 3,403 | $226K |
| Arkadios Wealth Advisors | 0.01% | New | 3,361 | $223K |
| Intrust Bank NA | 0.02% | New | 3,308 | $220K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.9% | 3,305 | $220K |
| 1ST Source Bank | 0.01% | New | 3,253 | $216K |
| Sanctuary Advisors, LLC | 0.00% | New | 3,239 | $215K |
| Sagard Holdings Management Inc. | 0.60% | — | 3,221 | $214K |
| Axxcess Wealth Management, LLC | 0.01% | New | 3,216 | $214K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 3,190 | $212K |
| Flaharty Asset Management, LLC | 0.03% | Reduce -11.7% | 3,188 | $212K |
| McDonough Capital Management, Inc | 0.12% | New | 3,182 | $211K |
| J. L. Bainbridge & Co., Inc. | 0.02% | New | 3,148 | $209K |
| Wealthspire Advisors, LLC | 0.00% | New | 3,124 | $208K |
| Mgo One Seven LLC | 0.01% | New | 3,119 | $207K |
| OneDigital Investment Advisors LLC | 0.00% | New | 3,111 | $207K |
| Harbour Investments, Inc. | 0.01% | Reduce -6.3% | 3,103 | $206K |
| Sivia Capital Partners, LLC | 0.07% | New | 3,063 | $204K |
| Bruce G. Allen Investments, LLC | 0.15% | No change | 2,994 | $199K |
| Independence Bank of Kentucky | 0.03% | No change | 2,844 | $189K |
| Danske Bank A/S | 0.00% | No change | 2,803 | $186K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,771 | $184K |
| Huntington National Bank | 0.00% | Reduce -0.5% | 2,746 | $182K |
| Rexford Capital Inc. | 0.15% | — | 2,655 | $176K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.8% | 2,233 | $148K |
| Rhumbline Advisers | 0.00% | Reduce -1.2% | 2,057 | $137K |
| IFP Advisors, Inc | 0.00% | Reduce -3.2% | 2,021 | $134K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 1,903 | $126K |
| CX Institutional | 0.00% | No change | 1,899 | $126K |
| Assetmark, Inc. | 0.00% | Add +347.0% | 1,873 | $124K |
| Perkins Coie Trust Co | 0.02% | No change | 1,871 | $124K |
| Princeton Global Asset Management LLC | 0.02% | Add +4.4% | 1,741 | $116K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +66.4% | 1,734 | $115K |
| Cromwell Holdings LLC | 0.07% | Add +38.2% | 1,719 | $114K |
| Chung Wu Investment Group, LLC | 0.11% | New | 1,553 | $103K |
| Ameritas Advisory Services, LLC | 0.01% | New | 1,460 | $97K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 1,669 | $94K |
| CoreCap Advisors, LLC | 0.00% | Add +75.8% | 1,391 | $92K |
| Ryan Investment Management, Inc. | 0.06% | — | 1,358 | $90K |
| Birchbrook, Inc. | 0.05% | No change | 1,295 | $86K |
| Lowe Wealth Advisors, LLC | 0.03% | Reduce -17.1% | 1,279 | $85K |
| Pacifica Partners Inc. | 0.03% | No change | 1,288 | $85K |
| Ameriflex Group, Inc. | 0.04% | No change | 1,282 | $84K |
| CENTRAL TRUST Co | 0.00% | No change | 1,200 | $80K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 1,200 | $80K |
| Farther Finance Advisors, LLC | 0.00% | Add +295.7% | 1,116 | $74K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,100 | $73K |
| Evelyn Partners Investment Management LLP | 0.00% | Add +17.4% | 1,091 | $73K |
| NBT Bank, N.A. | 0.00% | No change | 1,074 | $71K |
| Allworth Financial LP | 0.00% | Add +135.0% | 1,041 | $69K |
| City Holding Co. | 0.01% | No change | 1,000 | $66K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.5% | 991 | $66K |
| Financial Gravity Companies, Inc. | 0.01% | — | 963 | $64K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 953 | $63K |
| Clean Yield Group | 0.02% | Add +36.8% | 925 | $61K |
| AlphaCore Capital LLC | 0.00% | New | 919 | $61K |
| MAI Capital Management | 0.00% | Add +121.8% | 896 | $60K |
| State of Wyoming | 0.01% | Reduce -9.6% | 891 | $59K |
| Tobam | 0.02% | New | 656 | $59K |
| Abound Wealth Management | 0.02% | No change | 874 | $58K |
| Tacita Capital Inc | 0.04% | New | 860 | $57K |
| Ridgewood Investments LLC | 0.02% | No change | 800 | $53K |
| MCF Advisors LLC | 0.00% | No change | 800 | $53K |
| Private Wealth Management Group, LLC | 0.02% | No change | 797 | $53K |
| Asset Dedication, LLC | 0.00% | No change | 787 | $52K |
| Oakworth Capital, Inc. | 0.00% | No change | 748 | $50K |
| Investment Management Corp. /Va/ | 0.04% | Add +16.5% | 721 | $48K |
| Addison Advisors LLC | 0.01% | Add +48.8% | 704 | $47K |
| BankPlus Trust Department | 0.01% | No change | 681 | $45K |
| Asset Planning,Inc | 0.03% | No change | 678 | $45K |
| Louisbourg Investments Inc. | 0.01% | Reduce -39.1% | 650 | $43K |
| Westside Investment Management, Inc. | 0.01% | Add +62.8% | 578 | $38K |
| GAMMA Investing LLC | 0.00% | No change | 576 | $38K |
| Global Retirement Partners, LLC | 0.00% | — | 551 | $37K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 530 | $35K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 523 | $35K |
| SRH Advisors, LLC | 0.01% | No change | 500 | $33K |
| AdvisorNet Financial, Inc | 0.00% | No change | 500 | $33K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 500 | $33K |
| Atticus Wealth Management, LLC | 0.01% | No change | 491 | $33K |
| WealthCollab, LLC | 0.02% | No change | 460 | $31K |
| Private Trust Co. NA | 0.00% | Add +130.7% | 429 | $29K |
| Larson Financial Group LLC | 0.00% | Add +265.8% | 428 | $28K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 414 | $28K |
| TFC Financial Management, Inc. | 0.00% | No change | 392 | $26K |
| Geneos Wealth Management Inc. | 0.00% | No change | 391 | $26K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 370 | $25K |
| Lazard Asset Management LLC | 0.00% | No change | 380 | $25K |
| Arax Advisory Partners | 0.00% | New | 34 | $24K |
| UMB Bank, n.a. | 0.00% | No change | 353 | $23K |
| Cornerstone Planning Group LLC | 0.00% | No change | 379 | $23K |
| TruNorth Capital Management, LLC | 0.00% | No change | 330 | $22K |
| Dogwood Wealth Management LLC | 0.01% | No change | 327 | $20K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | Reduce -60.7% | 295 | $20K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -66.8% | 292 | $19K |
| Ancora Advisors LLC | 0.00% | Add +91.2% | 283 | $19K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 268 | $18K |
| Zions Bancorporation, National Association | 0.00% | Reduce -0.4% | 255 | $17K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 246 | $16K |
| SBI Securities Co., Ltd. | 0.00% | No change | 242 | $16K |
| Maseco LLP | 0.00% | — | 239 | $16K |
| Bfsg, LLC | 0.00% | No change | 225 | $15K |
| Bell Investment Advisors, Inc | 0.00% | No change | 220 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -37.5% | 207 | $14K |
| Optiver Holding B.V. | 0.00% | New | 200 | $13K |
| Hughes Financial Services, LLC | 0.00% | No change | 205 | $13K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 187 | $12K |
| HM Payson & Co. | 0.00% | No change | 170 | $11K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 165 | $11K |
| Principal Securities, Inc. | 0.00% | Add +21.5% | 164 | $11K |
| NewSquare Capital LLC | 0.00% | Add +953.9% | 137 | $9K |
| Financial Management Professionals, Inc. | 0.00% | Add +806.7% | 136 | $9K |
| Spire Wealth Management | 0.00% | New | 125 | $8K |
| Bangor Savings Bank | 0.00% | Reduce -39.0% | 122 | $8K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 137 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 122 | $7K |
| NewEdge Advisors, LLC | 0.00% | No change | 106 | $7K |
| Key Financial Inc | 0.00% | No change | 99 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 94 | $6K |
| Bare Financial Services, Inc | 0.00% | Add +151.3% | 93 | $6K |
| Brooklyn Investment Group | 0.00% | No change | 64 | $4K |
| Penserra Capital Management LLC | 0.00% | No change | 48 | $3K |
| Sierra Ocean, LLC | 0.00% | No change | 33 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 25 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 25 | $2K |
| Mascoma Wealth Management LLC | 0.00% | No change | 20 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 18 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 8 | $532 |
| Highline Wealth Partners LLC | 0.00% | No change | 5 | $332 |
| High Note Wealth, LLC | 0.00% | New | 2 | $133 |
"% of holder's portfolio" is SLF's weight in each manager's 13F, not the share of Sun Life Financial Inc. the manager owns.