Sun Life FinancialSLF
13F holders, Q3 2025 (September 30)432holders −15
33new positions
49sold out
7famous investors
$60.20avg. 13F price*
At the end of Q3 2025, 432 institutions reported holding Sun Life Financial Inc. (SLF) in their 13F filings, down 15 from Q2 2025. 33 opened new positions and 49 sold out. The largest holders were Royal Bank of Canada ($3.0B), Vanguard Group Inc. ($1.5B) and TD Asset Management Inc ($944.3M). 7 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Sun Life Financial Inc.
- CUSIP
- 866796105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $57.7M |
| Exits | 49 | $202.2M |
All 13F filers, Q2 2025 → Q3 2025: 9,438,148 shares bought and 19,296,466 shares sold, net −9,858,318 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 432 holders
| Royal Bank of Canada | 0.54% | Reduce -2.3% | 50,380,557 | $3.0B |
| Vanguard Group Inc. | 0.02% | Reduce -0.3% | 25,349,312 | $1.5B |
| TD Asset Management Inc | 0.77% | Reduce -0.5% | 15,721,499 | $944.3M |
| 1832 Asset Management L.P. | 1.03% | Add +0.4% | 10,177,979 | $611.0M |
| Bank of Montreal | 0.25% | Reduce -9.1% | 9,816,271 | $589.3M |
| Mackenzie Financial Corp. | 0.66% | Reduce -17.2% | 9,075,223 | $544.8M |
| Manufacturers Life Insurance Company, The | 0.40% | Reduce -4.6% | 7,968,948 | $478.6M |
| National Bank of Canada | 0.49% | Add +7.1% | 7,197,501 | $431.4M |
| Toronto Dominion Bank | 0.68% | Add +0.8% | 5,782,091 | $347.0M |
| Federation des caisses Desjardins du Quebec | 1.33% | Reduce -10.4% | 5,648,981 | $338.2M |
| FMR LLC | 0.02% | Add +13.9% | 5,367,671 | $322.3M |
| Geode Capital Management, LLC | 0.02% | Add +12.0% | 5,182,568 | $317.3M |
| Cibc World Market Inc. | 0.62% | Reduce -2.5% | 5,017,368 | $301.2M |
| Bank of Nova Scotia | 0.50% | Reduce -23.4% | 4,713,666 | $283.1M |
| Beutel, Goodman & Co Ltd. | 1.54% | Reduce -7.3% | 4,265,170 | $256.2M |
| Legal & General Group Plc | 0.05% | Add +10.6% | 3,859,614 | $231.8M |
| Canada Pension Plan Investment Board | 0.16% | Add +33.8% | 3,777,868 | $226.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.69% | Reduce -23.0% | 3,668,157 | $220.2M |
| CIBC Asset Management Inc | 0.60% | Reduce -38.0% | 3,431,117 | $206.7M |
| Scotia Capital Inc. | 0.84% | Add +6.3% | 3,303,733 | $197.7M |
| Letko, Brosseau & Associates Inc. | 3.30% | Add +16.2% | 3,195,004 | $191.9M |
| JPMorgan Chase & Co. | 0.01% | Add +9.8% | 2,733,974 | $164.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -25.5% | 2,348,292 | $141.0M |
| Morgan Stanley | 0.01% | Reduce -3.9% | 2,117,874 | $127.1M |
| TD Waterhouse Canada Inc. | 0.80% | Add +4.6% | 1,971,812 | $122.4M |
| HSBC Holdings PLC | 0.07% | Add +8.5% | 1,953,362 | $117.3M |
| Amundi | 0.03% | Add +3.5% | 1,659,650 | $101.5M |
| Bank of America Corp. | 0.01% | Add +12.7% | 1,655,746 | $99.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.4% | 1,639,801 | $98.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -2.1% | 1,623,103 | $97.5M |
| Swiss National Bank | 0.06% | Reduce -6.8% | 1,621,600 | $97.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.16% | Add +251.3% | 1,405,000 | $84.4M |
| Invesco Ltd. | 0.01% | Add +9.2% | 1,358,131 | $81.5M |
| Intact Investment Management Inc. | 2.31% | Add +226.8% | 1,270,947 | $76.3M |
| Deutsche Bank AG | 0.02% | Add +0.5% | 1,178,262 | $70.7M |
| Agf Management Ltd. | 0.31% | Reduce -26.0% | 904,484 | $70.7M |
| Cardinal Capital Management, Inc. | 1.99% | Add +0.6% | 1,145,224 | $68.8M |
| Value Partners Investments Inc. | 5.48% | Add +0.1% | 1,119,133 | $67.2M |
| Alberta Investment Management Corp | 0.53% | Reduce -15.1% | 1,102,300 | $66.2M |
| DekaBank Deutsche Girozentrale | 0.10% | No change | 1,049,330 | $61.6M |
| Wellington Management Group LLP | 0.01% | Reduce -5.5% | 1,004,968 | $60.4M |
| QV Investors Inc. | 5.21% | Reduce -16.1% | 1,002,763 | $60.2M |
| Mufg Securities (canada), LTD. | 1.56% | Reduce -2.8% | 931,879 | $56.0M |
| BlackRock, Inc. | 0.00% | Reduce -3.8% | 896,522 | $53.8M |
| UBS Group AG | 0.01% | Add +12.8% | 781,506 | $46.9M |
| Fiera Capital Corp | 0.15% | Reduce -2.8% | 753,868 | $45.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.26% | Reduce -40.9% | 744,357 | $44.7M |
| First Trust Advisors LP | 0.03% | Add +7.3% | 708,992 | $42.6M |
| Todd Asset Management LLC | 0.82% | Add +5.7% | 671,520 | $40.3M |
| Bank of New York Mellon Corp | 0.01% | Add +5.4% | 639,908 | $38.4M |
| Kepler Cheuvreux (Suisse) SA | 2.07% | — | 459,276 | $38.4M |
| CANADA LIFE ASSURANCE Co | 0.05% | Reduce -0.5% | 593,318 | $35.2M |
| Allianz Asset Management GmbH | 0.04% | Add +6.4% | 573,653 | $34.5M |
| Korea Investment CORP | 0.07% | Add +18.3% | 550,700 | $33.1M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -6.3% | 543,267 | $32.6M |
| Aviva PLC | 0.06% | Add +13.5% | 541,889 | $32.5M |
| Northwest & Ethical Investments L.P. | 0.76% | Reduce -19.6% | 538,663 | $32.3M |
| Public Sector Pension Investment Board | 0.12% | Reduce -38.3% | 527,007 | $31.7M |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 500,775 | $30.1M |
| Nearwater Capital Markets, Ltd | 0.39% | New | 490,000 | $29.4M |
| SIG North Trading, ULC | 4.40% | Add +475.9% | 476,312 | $28.6M |
| Guardian Capital LP | 0.88% | Add +44.2% | 452,127 | $27.2M |
| GMO | 0.08% | Reduce -6.9% | 445,452 | $26.7M |
| Jupiter Asset Management Ltd. | 0.23% | Reduce -41.8% | 436,831 | $26.2M |
| Neuberger Berman Group LLC | 0.02% | Add +13.3% | 427,849 | $25.7M |
| Teachers Retirement System of the State of Kentucky | 0.18% | Add +8.3% | 403,750 | $24.2M |
| Forsta Ap-Fonden | 0.14% | Add +19.5% | 395,800 | $23.8M |
| Nuveen, LLC | 0.01% | Reduce -1.9% | 393,339 | $23.6M |
| Citigroup Inc. | 0.02% | Add +117.7% | 372,723 | $22.4M |
| Nicola Wealth Management LTD. | 1.91% | Add +28.7% | 356,800 | $21.4M |
| State of Tennessee, Department of Treasury | 0.07% | Add +0.0% | 328,552 | $19.7M |
| Van Eck Associates Corp. | 0.02% | Add +24.7% | 317,594 | $19.1M |
| Bridgewater Associates | 0.07% | Reduce -3.4% | 316,445 | $19.0M |
| Bank of Nova Scotia Trust Co. | 1.74% | Add +0.6% | 312,076 | $18.7M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -2.4% | 303,734 | $18.2M |
| Montrusco Bolton Investments Inc. | 0.21% | Reduce -17.9% | 302,549 | $18.2M |
| APG Asset Management N.V. | 0.05% | Add +1.1% | 320,900 | $16.4M |
| American Century Companies Inc. | 0.01% | Add +21.1% | 252,939 | $15.2M |
| AXA Investment Managers S.A. | 0.04% | — | 250,961 | $15.1M |
| Systematic Alpha Investments, LLC | 0.50% | No change | 250,808 | $15.1M |
| Franklin Resources Inc. | 0.00% | Reduce -24.8% | 226,272 | $13.6M |
| Mn Services Vermogensbeheer B.V. | 0.08% | Add +1.4% | 216,645 | $13.0M |
| Crossmark Global Holdings, Inc. | 0.19% | Reduce -1.4% | 210,730 | $12.7M |
| MUFG Securities EMEA plc | 0.30% | New | 200,000 | $12.0M |
| D. E. Shaw & Co. | 0.01% | Add +468.1% | 185,840 | $11.2M |
| Varma Mutual Pension Insurance Co | 0.07% | Add +8.7% | 183,564 | $11.0M |
| Addenda Capital Inc. | 0.31% | Add +0.1% | 124,885 | $10.4M |
| Sienna Gestion | 0.71% | No change | 186,385 | $10.2M |
| Man Group plc | 0.02% | Reduce -10.6% | 159,177 | $9.6M |
| Royal London Asset Management Ltd. | 0.02% | No change | 158,027 | $9.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -67.1% | 148,534 | $8.9M |
| Guardian Partners Inc. | 0.75% | Reduce -2.9% | 146,586 | $8.8M |
| Lombard Odier Asset Management (Switzerland) SA | 0.37% | Reduce -16.0% | 136,639 | $8.2M |
| Aviso Financial Inc. | 0.31% | Reduce -2.2% | 127,474 | $7.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.04% | No change | 123,848 | $7.4M |
| Lorne Steinberg Wealth Management Inc. | 1.70% | Add +1.3% | 117,826 | $7.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -65.9% | 114,881 | $6.9M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +13.6% | 111,478 | $6.7M |
| AustralianSuper Pty Ltd | 0.03% | Reduce -30.8% | 106,561 | $6.4M |
| Caisse de depot et placement du Quebec | 0.01% | Reduce -60.2% | 104,984 | $6.3M |
| Quantinno Capital Management LP | 0.02% | Add +3.9% | 97,362 | $5.8M |
| Waratah Capital Advisors Ltd. | 0.39% | Reduce -44.6% | 96,701 | $5.8M |
| Oddo BHF Asset Management Sas | 0.21% | Reduce -13.4% | 65,116 | $5.4M |
| Alliancebernstein L.P. | 0.00% | Add +93.2% | 88,892 | $5.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -0.2% | 88,827 | $5.3M |
| Swiss Life Asset Management Ltd | 0.03% | Add +20.7% | 87,248 | $5.2M |
| Burney Co./ | 0.17% | Reduce -0.5% | 86,607 | $5.2M |
| Quadrature Capital Ltd | 0.06% | Reduce -69.4% | 81,900 | $4.9M |
| Creative Planning | 0.00% | Add +19.0% | 80,273 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +24.6% | 80,219 | $4.8M |
| Motco | 0.41% | Reduce -0.3% | 74,647 | $4.5M |
| USS Investment Management Ltd | 0.02% | No change | 74,027 | $4.4M |
| Raymond James Financial Inc. | 0.00% | Add +6.6% | 72,260 | $4.3M |
| Meritage Portfolio Management | 0.29% | Reduce -1.9% | 72,242 | $4.3M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -38.9% | 69,605 | $4.2M |
| Stifel Financial Corp. | 0.00% | Add +2.5% | 68,336 | $4.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -2.7% | 65,811 | $3.9M |
| Harvest Portfolios Group Inc. | 0.07% | Add +18.9% | 63,931 | $3.8M |
| Utah Retirement Systems | 0.04% | Reduce -2.2% | 63,243 | $3.8M |
| JARISLOWSKY, FRASER Ltd | 0.02% | Add +4.6% | 61,475 | $3.7M |
| Maryland State Retirement & Pension System | 0.07% | Add +10.3% | 59,476 | $3.6M |
| Generali Asset Management SPA SGR | 0.08% | Add +3.1% | 42,290 | $3.5M |
| LPL Financial LLC | 0.00% | Add +6.6% | 58,236 | $3.5M |
| Symphony Financial, Ltd. Co. | 0.43% | Reduce -6.0% | 58,762 | $3.5M |
| Bessemer Group Inc. | 0.01% | Reduce -34.3% | 54,809 | $3.3M |
| Two Sigma Advisers, LP | 0.01% | Reduce -24.3% | 54,632 | $3.3M |
| Renaissance Technologies | 0.00% | Reduce -27.2% | 53,600 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.0% | 53,336 | $3.2M |
| Natixis Advisors, LLC | 0.00% | Reduce -1.5% | 51,254 | $3.1M |
| Ninepoint Partners LP | 0.40% | Reduce -0.1% | 48,580 | $2.9M |
| Millennium Management | 0.00% | Add +470.2% | 45,961 | $2.8M |
| Avanza Fonder AB | 0.07% | No change | 32,616 | $2.7M |
| PDT Partners, LLC | 0.17% | New | 44,016 | $2.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -1.2% | 43,943 | $2.6M |
| Mariner, LLC | 0.00% | Reduce -13.6% | 43,309 | $2.6M |
| Gold Investment Management Ltd. | 0.86% | Add +4.7% | 42,868 | $2.6M |
| Kraematon Investment Advisors, Inc. | 2.20% | Add +0.2% | 42,873 | $2.6M |
| Gulf International Bank (UK) Ltd | 0.08% | Reduce -2.6% | 28,413 | $2.4M |
| State Street Corp. | 0.00% | Reduce -1.0% | 39,098 | $2.3M |
| Achmea Investment Management B.V. | 0.03% | New | 38,975 | $2.3M |
| XTX Topco Ltd | 0.12% | New | 38,400 | $2.3M |
| Metis Global Partners, LLC | 0.05% | Reduce -2.4% | 37,279 | $2.2M |
| Munich Reinsurance Co Stock Corp in Munich | 0.05% | — | 35,254 | $2.1M |
| HAP Trading, LLC | 0.58% | — | 25,000 | $2.1M |
| Capital World Investors | 0.00% | Add +39.6% | 34,533 | $2.1M |
| V-Square Quantitative Management LLC | 0.35% | Reduce -0.8% | 24,660 | $2.1M |
| Quadrant Capital Group LLC | 0.07% | Reduce -4.3% | 33,432 | $2.0M |
| Prudential PLC | 0.01% | Add +32.4% | 32,588 | $2.0M |
| Cardinal Point Capital Management ULC | 0.13% | Reduce -7.3% | 31,969 | $1.9M |
| Westerkirk Capital Inc. | 0.21% | Reduce -10.8% | 31,260 | $1.9M |
| M&T Bank Corp | 0.01% | Reduce -0.0% | 29,748 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.05% | New | 28,630 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +30.4% | 28,517 | $1.7M |
| Cidel Asset Management Inc. | 0.10% | Add +4.6% | 28,317 | $1.7M |
| Erste Asset Management GmbH | 0.02% | Reduce -16.7% | 28,400 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -8.3% | 27,908 | $1.7M |
| Signaturefd, LLC | 0.03% | Add +0.3% | 27,792 | $1.7M |
| Assenagon Asset Management S.A. | 0.00% | Add +4.1% | 27,579 | $1.7M |
| Barclays PLC | 0.00% | Add +0.5% | 26,756 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -30.6% | 26,700 | $1.6M |
| PCJ Investment Counsel Ltd. | 0.43% | Reduce -25.0% | 25,730 | $1.5M |
| Cerity Partners LLC | 0.00% | Reduce -0.4% | 25,141 | $1.5M |
| Pathway Financial Advisers, LLC | 0.43% | Reduce -6.8% | 24,787 | $1.5M |
| Balyasny Asset Management L.P. | 0.00% | Add +309.4% | 24,143 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +28.6% | 24,031 | $1.4M |
| Principal Financial Group Inc. | 0.00% | Reduce -7.0% | 23,733 | $1.4M |
| Shell Asset Management Co. | 0.14% | Reduce -36.0% | 23,485 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +6.1% | 23,444 | $1.4M |
| ASR Vermogensbeheer N.V. | 0.02% | Add +1.6% | 22,784 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.3% | 22,089 | $1.3M |
| Advisory Resource Group | 0.24% | Add +13.8% | 22,074 | $1.3M |
| Mason & Associates Inc | 0.27% | No change | 22,000 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.4% | 21,825 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.3% | 15,886 | $1.3M |
| Investment Management Corp of Ontario | 0.02% | Reduce -39.4% | 20,797 | $1.2M |
| Intech Investment Management LLC | 0.01% | Reduce -13.6% | 20,536 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -6.3% | 20,541 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 20,495 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.3% | 20,491 | $1.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Reduce -2.1% | 20,259 | $1.2M |
| Hilltop National Bank | 0.30% | No change | 20,239 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.7% | 20,125 | $1.2M |
| HBK Sorce Advisory LLC | 0.03% | Add +0.2% | 18,264 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +7.8% | 18,840 | $1.1M |
| Old Port Advisors | 0.28% | Add +51.0% | 18,672 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -6.3% | 18,093 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +14.7% | 18,059 | $1.1M |
| Bleakley Financial Group, LLC | 0.02% | Add +12.5% | 17,157 | $1.0M |
| Verdence Capital Advisors LLC | 0.06% | Add +38.2% | 16,338 | $1.0M |
| FJ Capital Management LLC | 0.10% | New | 16,324 | $980K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +37.3% | 16,308 | $979K |
| Vident Advisory, LLC | 0.01% | Reduce -57.2% | 16,234 | $975K |
| Ieq Capital, LLC | 0.00% | Add +190.2% | 14,558 | $874K |
| Vise Technologies, Inc. | 0.03% | Add +4.4% | 14,536 | $873K |
| Credit Agricole S A | 0.00% | — | 14,336 | $861K |
| Blair William & Co. | 0.00% | Reduce -0.5% | 14,240 | $855K |
| AQR Capital Management | 0.00% | Reduce -18.7% | 14,183 | $851K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -93.4% | 14,025 | $842K |
| UniSuper Management Pty Ltd | 0.01% | No change | 9,800 | $819K |
| BNP Paribas Financial Markets | 0.00% | Add +111.5% | 13,554 | $814K |
| US Bancorp \de | 0.00% | Reduce -9.4% | 13,446 | $807K |
| Independent Advisor Alliance | 0.02% | Add +0.0% | 12,958 | $778K |
| Campbell & CO Investment Adviser LLC | 0.06% | New | 12,880 | $773K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.5% | 12,694 | $772K |
| Acadian Asset Management LLC | 0.00% | Reduce -51.2% | 12,835 | $770K |
| Rathbones Group PLC | 0.00% | Add +3.1% | 12,715 | $764K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +99.5% | 12,429 | $747K |
| Financial & Tax Architects, LLC | 0.16% | New | 12,254 | $736K |
| Truist Financial Corp. | 0.00% | Reduce -36.2% | 12,253 | $736K |
| Syon Capital LLC | 0.04% | Add +36.9% | 12,056 | $724K |
| Jones Financial Companies LLLP | 0.00% | Add +21.7% | 11,221 | $661K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.6% | 11,008 | $661K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.0% | 10,991 | $660K |
| NorthCrest Asset Manangement, LLC | 0.02% | No change | 10,801 | $657K |
| Prudential Financial Inc. | 0.00% | Add +208.6% | 10,801 | $649K |
| Brown Advisory Inc. | 0.00% | No change | 10,357 | $622K |
| Cigna Investments Inc. | 0.09% | Reduce -3.0% | 10,026 | $602K |
| Fifth Third Bancorp | 0.00% | Reduce -7.5% | 9,986 | $599K |
| FIL Ltd | 0.00% | Reduce -96.8% | 9,883 | $593K |
| Mercer Global Advisors Inc. | 0.00% | Add +9.4% | 9,671 | $581K |
| Woodstock Corp. | 0.05% | No change | 9,647 | $579K |
| Candriam S.C.A. | 0.00% | Reduce -3.3% | 9,612 | $577K |
| Graham Capital Management, L.P. | 0.03% | New | 9,565 | $574K |
| Compagnie Lombard Odier SCmA | 0.01% | New | 9,174 | $551K |
| Investment Research Partners LLC | 0.24% | — | 8,745 | $540K |
| Claret Asset Management Corp | 0.06% | Add +5.5% | 8,981 | $539K |
| Lazard Asset Management LLC | 0.00% | Add +2217.9% | 8,808 | $529K |
| Diversify Advisory Services, LLC | 0.02% | No change | 8,568 | $523K |
| Natixis | 0.00% | Add +112.7% | 8,648 | $519K |
| Cwm, LLC | 0.00% | Add +33.7% | 8,586 | $515K |
| LGT Group Foundation | 0.01% | No change | 8,493 | $512K |
| Plan A Wealth LLC | 0.26% | Add +11.0% | 8,507 | $511K |
| Franklin Street Advisors Inc. | 0.03% | No change | 8,400 | $504K |
| Gotham Asset Management | 0.00% | New | 8,342 | $501K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.7% | 8,245 | $495K |
| Tidal Investments LLC | 0.00% | New | 8,161 | $490K |
| MQS Management LLC | 0.29% | Add +17.2% | 8,150 | $489K |
| Am Investment Strategies LLC | 0.11% | Add +0.2% | 8,126 | $488K |
| Lester Murray Antman dba SimplyRich | 0.13% | Add +0.8% | 8,032 | $482K |
| Advisory Services Network, LLC | 0.01% | New | 7,658 | $460K |
| Savant Capital, LLC | 0.00% | Reduce -24.0% | 7,551 | $453K |
| TFB Advisors LLC | 0.13% | No change | 7,000 | $437K |
| Yousif Capital Management, LLC | 0.00% | Reduce -17.8% | 6,899 | $414K |
| Quilter Plc | 0.01% | No change | 6,886 | $413K |
| Evergreen Capital Management LLC | 0.01% | Reduce -3.9% | 6,831 | $410K |
| PFG Investments, LLC | 0.02% | Add +8.2% | 6,756 | $406K |
| denkapparat Operations GmbH | 0.26% | No change | 6,700 | $402K |
| Cumberland Partners Ltd | 0.03% | Reduce -80.8% | 6,678 | $401K |
| Parsons Capital Management Inc. | 0.02% | No change | 6,667 | $400K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 6,665 | $400K |
| Regions Financial Corp. | 0.00% | Reduce -1.7% | 6,604 | $396K |
| West Family Investments, Inc. | 0.09% | Add +1.4% | 6,542 | $393K |
| Asahi Life Asset Management Co., LTD. | 0.22% | Add +89.0% | 6,520 | $392K |
| PDS Planning, Inc | 0.03% | Reduce -1.3% | 6,431 | $386K |
| Davidson Trust Co. | 0.16% | No change | 6,383 | $383K |
| Argent Trust Co | 0.01% | No change | 6,260 | $376K |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.0% | 6,084 | $365K |
| Alexander Labrunerie & Co., Inc. | 0.14% | No change | 6,031 | $362K |
| FreeGulliver LLC | 0.16% | No change | 5,924 | $356K |
| Running Point Capital Advisors, LLC | 0.09% | No change | 5,901 | $354K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 5,811 | $349K |
| St Germain D J Co. Inc. | 0.01% | No change | 5,747 | $345K |
| K.J. Harrison & Partners Inc | 0.05% | No change | 5,699 | $343K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +65.2% | 5,632 | $338K |
| Long Run Wealth Advisors, LLC | 0.07% | Add +0.8% | 5,602 | $336K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -3.1% | 5,483 | $329K |
| Smithfield Trust Co | 0.01% | No change | 5,394 | $324K |
| Vontobel Holding Ltd. | 0.00% | Reduce -7.8% | 5,300 | $318K |
| Focus Partners Wealth | 0.00% | Reduce -3.5% | 5,260 | $316K |
| Compound Planning, Inc. | 0.01% | Add +0.1% | 5,157 | $310K |
| Caprock Group, LLC | 0.01% | — | 5,183 | $306K |
| CVA Family Office, LLC | 0.04% | No change | 5,000 | $300K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 4,985 | $299K |
| Louisbourg Investments Inc. | 0.07% | Add +664.1% | 4,967 | $298K |
| First Affirmative Financial Network | 0.14% | Reduce -1.1% | 4,905 | $294K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +47.5% | 4,876 | $293K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.7% | 4,745 | $285K |
| Tacita Capital Inc | 0.17% | Add +450.5% | 4,734 | $284K |
| Sei Investments Co. | 0.00% | Reduce -76.3% | 4,728 | $284K |
| Jain Global LLC | 0.00% | New | 4,710 | $283K |
| Private Advisor Group, LLC | 0.00% | Reduce -56.7% | 4,705 | $282K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Reduce -95.0% | 4,700 | $282K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 4,617 | $277K |
| Benjamin Edwards Inc. | 0.00% | Add +0.6% | 4,568 | $274K |
| Brighton Jones LLC | 0.01% | Add +10.0% | 4,544 | $273K |
| Squarepoint Ops LLC | 0.00% | New | 4,544 | $273K |
| Cozad Asset Management Inc. | 0.02% | Add +1.9% | 4,468 | $268K |
| Capital City Trust Co. | 0.06% | No change | 4,379 | $263K |
| Pathway Financial Advisors LLC | 0.03% | No change | 4,339 | $260K |
| Rockefeller Capital Management L.P. | 0.00% | New | 4,317 | $259K |
| Glenmede Investment Management, LP | 0.00% | Add +0.1% | 4,314 | $259K |
| WASHINGTON TRUST Co | 0.01% | Reduce -2.0% | 4,233 | $254K |
| NewEdge Wealth, LLC | 0.00% | Reduce -11.6% | 4,081 | $252K |
| Villere St Denis J & Co. LLC | 0.02% | No change | 4,177 | $251K |
| Quantbot Technologies LP | 0.01% | New | 4,153 | $249K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.7% | 4,106 | $246K |
| Ballast, Inc. | 0.06% | No change | 4,083 | $245K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +0.2% | 4,066 | $244K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.10% | No change | 4,061 | $244K |
| State of Wyoming | 0.03% | Add +353.4% | 4,040 | $243K |
| Rempart Asset Management Inc. | 0.04% | Reduce -21.4% | 4,035 | $242K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.3% | 4,031 | $242K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | No change | 3,848 | $240K |
| HighPoint Advisor Group LLC | 0.01% | Add +1.7% | 3,970 | $238K |
| Virtu Financial LLC | 0.01% | New | 3,971 | $238K |
| HRT Financial LP | 0.00% | Reduce -28.9% | 3,981 | $238K |
| Northwest Bancshares, Inc. | 0.04% | No change | 3,898 | $234K |
| Canopy Partners, LLC | 0.08% | Add +1.1% | 3,895 | $234K |
| &partners | 0.00% | Add +1.4% | 3,857 | $232K |
| Merit Financial Group, LLC | 0.00% | Add +4.1% | 3,833 | $230K |
| HB Wealth Management, LLC | 0.00% | Add +5.8% | 3,777 | $227K |
| Well Done, LLC | 0.04% | Add +0.4% | 3,771 | $226K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,749 | $225K |
| AlphaCore Capital LLC | 0.01% | Add +307.3% | 3,743 | $225K |
| Mgo One Seven LLC | 0.01% | Add +17.9% | 3,677 | $221K |
| King Luther Capital Management Corp. | 0.00% | Reduce -3.1% | 3,623 | $217K |
| Nilsine Partners, LLC | 0.02% | No change | 3,563 | $214K |
| Arax Advisory Partners | 0.00% | Add +10364.7% | 3,558 | $214K |
| Checchi Capital Advisers, LLC | 0.01% | No change | 3,403 | $204K |
| Harbour Investments, Inc. | 0.00% | Add +9.0% | 3,381 | $203K |
| Arkadios Wealth Advisors | 0.01% | Add +0.2% | 3,367 | $202K |
| OneDigital Investment Advisors LLC | 0.00% | Add +7.9% | 3,357 | $202K |
| Ascent Group, LLC | 0.01% | New | 3,337 | $200K |
| Hillsdale Investment Management Inc. | 0.01% | Reduce -99.2% | 3,332 | $200K |
| Sagard Holdings Management Inc. | 0.97% | No change | 3,221 | $193K |
| Huntington National Bank | 0.00% | Add +9.6% | 3,010 | $181K |
| Bruce G. Allen Investments, LLC | 0.13% | No change | 2,994 | $180K |
| Danske Bank A/S | 0.00% | Add +7.0% | 3,000 | $178K |
| Versant Capital Management, Inc | 0.02% | Reduce -42.4% | 2,860 | $172K |
| Independence Bank of Kentucky | 0.02% | No change | 2,844 | $171K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -9.6% | 2,823 | $169K |
| First Horizon Corp. | 0.01% | — | 2,771 | $166K |
| Ameritas Advisory Services, LLC | 0.01% | Add +86.8% | 2,728 | $164K |
| Rexford Capital Inc. | 0.12% | No change | 2,655 | $159K |
| Macquarie Group Ltd. | 0.00% | Reduce -96.9% | 2,396 | $144K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1.6% | 2,268 | $136K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -65.1% | 2,203 | $132K |
| Blue Trust, Inc. | 0.00% | Reduce -50.8% | 2,136 | $128K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +21.4% | 2,106 | $126K |
| Union Bancaire Privee, UBP SA | 0.00% | Add +49.2% | 2,490 | $125K |
| Rhumbline Advisers | 0.00% | No change | 2,057 | $123K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | Add +571.5% | 1,981 | $119K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,903 | $114K |
| CX Institutional | 0.00% | No change | 1,899 | $114K |
| Perkins Coie Trust Co | 0.02% | No change | 1,871 | $112K |
| Assetmark, Inc. | 0.00% | Reduce -1.2% | 1,850 | $111K |
| IFP Advisors, Inc | 0.00% | Reduce -9.3% | 1,832 | $110K |
| Princeton Global Asset Management LLC | 0.02% | No change | 1,741 | $105K |
| Cromwell Holdings LLC | 0.06% | No change | 1,719 | $103K |
| Chung Wu Investment Group, LLC | 0.08% | No change | 1,553 | $93K |
| Farther Finance Advisors, LLC | 0.00% | Add +16.7% | 1,302 | $78K |
| Birchbrook, Inc. | 0.04% | No change | 1,295 | $78K |
| Pacifica Partners Inc. | 0.03% | No change | 1,288 | $77K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 1,279 | $77K |
| Financial Consulate, Inc. | 0.01% | New | 1,200 | $72K |
| CENTRAL TRUST Co | 0.00% | No change | 1,200 | $72K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,200 | $72K |
| Tobam | 0.02% | Add +24.4% | 816 | $68K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,100 | $67K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 1,091 | $66K |
| CoreCap Advisors, LLC | 0.00% | Reduce -21.6% | 1,091 | $65K |
| Allworth Financial LP | 0.00% | Add +3.5% | 1,078 | $65K |
| NBT Bank, N.A. | 0.00% | No change | 1,074 | $64K |
| Grey Fox Wealth Advisors, LLC | 0.01% | New | 1,026 | $62K |
| City Holding Co. | 0.01% | No change | 1,000 | $60K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 991 | $59K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 953 | $57K |
| Clean Yield Group | 0.02% | No change | 925 | $56K |
| Westside Investment Management, Inc. | 0.01% | Add +38.6% | 801 | $48K |
| MCF Advisors LLC | 0.00% | No change | 800 | $48K |
| Abound Wealth Management | 0.01% | Reduce -8.7% | 798 | $48K |
| Private Wealth Management Group, LLC | 0.01% | No change | 797 | $48K |
| Asset Dedication, LLC | 0.00% | No change | 787 | $47K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | New | 776 | $47K |
| Oakworth Capital, Inc. | 0.00% | No change | 748 | $45K |
| Addison Advisors LLC | 0.01% | No change | 704 | $42K |
| BankPlus Trust Department | 0.01% | No change | 681 | $41K |
| Asset Planning,Inc | 0.03% | No change | 678 | $41K |
| Smartleaf Asset Management LLC | 0.00% | Add +184.1% | 588 | $35K |
| GAMMA Investing LLC | 0.00% | No change | 576 | $35K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 530 | $32K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 523 | $31K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 500 | $30K |
| SRH Advisors, LLC | 0.01% | No change | 500 | $30K |
| AdvisorNet Financial, Inc | 0.00% | No change | 500 | $30K |
| Private Trust Co. NA | 0.00% | Add +15.8% | 497 | $30K |
| WealthCollab, LLC | 0.01% | No change | 460 | $28K |
| MAI Capital Management | 0.00% | Reduce -49.1% | 456 | $27K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 414 | $25K |
| Larson Financial Group LLC | 0.00% | Reduce -9.8% | 386 | $23K |
| UMB Bank, n.a. | 0.00% | No change | 353 | $21K |
| Global Retirement Partners, LLC | 0.00% | Reduce -39.4% | 334 | $20K |
| TruNorth Capital Management, LLC | 0.00% | No change | 330 | $20K |
| Dogwood Wealth Management LLC | 0.01% | No change | 327 | $20K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 317 | $19K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +7.8% | 289 | $17K |
| Ancora Advisors LLC | 0.00% | No change | 283 | $17K |
| Principal Securities, Inc. | 0.00% | Add +63.4% | 268 | $16K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 246 | $15K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -38.4% | 241 | $14K |
| Bfsg, LLC | 0.00% | No change | 225 | $14K |
| Bell Investment Advisors, Inc | 0.00% | No change | 220 | $13K |
| Zions Bancorporation, National Association | 0.00% | Reduce -15.7% | 215 | $13K |
| Hughes Financial Services, LLC | 0.00% | No change | 205 | $12K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 187 | $11K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -23.6% | 185 | $11K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 165 | $10K |
| True Wealth Design, LLC | 0.00% | New | 164 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -35.6% | 244 | $10K |
| Mather Group, Llc. | 0.00% | New | 151 | $9K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -59.5% | 150 | $9K |
| Bare Financial Services, Inc | 0.00% | Add +49.5% | 139 | $8K |
| Financial Management Professionals, Inc. | 0.00% | No change | 136 | $8K |
| JCIC Asset Management Inc. | 0.00% | — | 135 | $8K |
| Bangor Savings Bank | 0.00% | No change | 122 | $7K |
| Sunbelt Securities, Inc. | 0.00% | No change | 122 | $7K |
| NewEdge Advisors, LLC | 0.00% | Add +0.9% | 107 | $6K |
| Key Financial Inc | 0.00% | No change | 99 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 94 | $6K |
| HighMark Wealth Management LLC | 0.00% | New | 54 | $3K |
| Centerpoint Advisors, LLC | 0.00% | New | 44 | $3K |
| Penserra Capital Management LLC | 0.00% | No change | 48 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 25 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 25 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 20 | $1K |
| Mascoma Wealth Management LLC | 0.00% | No change | 20 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 18 | $1K |
| Stone House Investment Management, LLC | 0.00% | New | 12 | $720 |
| Kilter Group LLC | 0.00% | New | 8 | $481 |
| Bayforest Capital Ltd | 0.00% | New | 8 | $480 |
| Victory Capital Management Inc. | 0.00% | Reduce -100.0% | 6 | $360 |
| Highline Wealth Partners LLC | 0.00% | No change | 5 | $300 |
"% of holder's portfolio" is SLF's weight in each manager's 13F, not the share of Sun Life Financial Inc. the manager owns.