Sun Life FinancialSLF
13F holders, Q4 2025 (December 31)440holders +8
39new positions
38sold out
7famous investors
$62.76avg. 13F price*
At the end of Q4 2025, 440 institutions reported holding Sun Life Financial Inc. (SLF) in their 13F filings, up 8 from Q3 2025. 39 opened new positions and 38 sold out. The largest holders were Royal Bank of Canada ($2.8B), Vanguard Group Inc. ($1.6B) and TD Asset Management Inc ($959.1M). 7 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Sun Life Financial Inc.
- CUSIP
- 866796105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $64.7M |
| Exits | 38 | $218.2M |
All 13F filers, Q3 2025 → Q4 2025: 15,897,530 shares bought and 23,622,260 shares sold, net −7,724,730 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 440 holders
| Royal Bank of Canada | 0.50% | Reduce -10.1% | 45,298,133 | $2.8B |
| Vanguard Group Inc. | 0.02% | Add +2.1% | 25,884,084 | $1.6B |
| TD Asset Management Inc | 0.77% | Reduce -2.4% | 15,344,924 | $959.1M |
| Bank of Montreal | 0.27% | Add +5.3% | 10,333,278 | $645.1M |
| 1832 Asset Management L.P. | 0.81% | Add +0.3% | 10,208,238 | $637.0M |
| Manufacturers Life Insurance Company, The | 0.40% | Reduce -4.0% | 7,651,567 | $478.6M |
| Cibc World Market Inc. | 0.75% | Add +33.5% | 6,698,719 | $418.2M |
| Norges Bank | 0.04% | — | 6,376,216 | $398.0M |
| National Bank of Canada | 0.40% | Reduce -12.2% | 6,318,169 | $393.8M |
| Toronto Dominion Bank | 0.69% | Add +7.9% | 6,241,385 | $389.6M |
| Mackenzie Financial Corp. | 0.46% | Reduce -31.6% | 6,208,589 | $388.3M |
| Bank of Nova Scotia | 0.56% | Add +27.1% | 5,991,249 | $374.0M |
| Geode Capital Management, LLC | 0.02% | Add +6.7% | 5,529,609 | $353.2M |
| Federation des caisses Desjardins du Quebec | 1.33% | Reduce -1.3% | 5,574,031 | $347.8M |
| FMR LLC | 0.02% | Add +0.1% | 5,373,177 | $335.4M |
| Canada Pension Plan Investment Board | 0.21% | Add +31.8% | 4,980,720 | $310.9M |
| Morgan Stanley | 0.01% | Add +86.6% | 3,952,646 | $246.6M |
| Legal & General Group Plc | 0.05% | Add +0.9% | 3,896,312 | $243.5M |
| Scotia Capital Inc. | 0.82% | Reduce -0.9% | 3,274,447 | $204.2M |
| Letko, Brosseau & Associates Inc. | 3.28% | Add +0.4% | 3,208,223 | $200.5M |
| Beutel, Goodman & Co Ltd. | 1.22% | Reduce -25.6% | 3,173,364 | $198.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.45% | Reduce -25.1% | 2,748,278 | $171.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -5.3% | 2,589,180 | $161.6M |
| Wellington Management Group LLP | 0.02% | Add +123.4% | 2,245,209 | $140.3M |
| TD Waterhouse Canada Inc. | 0.85% | Add +10.9% | 2,187,623 | $136.4M |
| Intact Investment Management Inc. | 3.61% | Add +58.3% | 2,012,083 | $125.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.4% | 1,695,074 | $106.0M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.1% | 1,638,603 | $102.3M |
| Bank of America Corp. | 0.01% | Reduce -3.1% | 1,604,088 | $100.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -33.0% | 1,574,645 | $98.3M |
| Swiss National Bank | 0.06% | Reduce -8.4% | 1,485,600 | $92.9M |
| Cardinal Capital Management, Inc. | 2.07% | Reduce -6.2% | 1,074,314 | $92.0M |
| Invesco Ltd. | 0.01% | Add +1.9% | 1,383,327 | $86.3M |
| CIBC Asset Management Inc | 0.20% | Reduce -60.8% | 1,345,239 | $84.0M |
| Amundi | 0.02% | Reduce -25.8% | 1,232,137 | $76.9M |
| BCV Asset Management Inc. | 1.93% | — | 867,770 | $76.4M |
| Deutsche Bank AG | 0.02% | Reduce -3.8% | 1,133,867 | $70.8M |
| Value Partners Investments Inc. | 5.39% | Add +0.4% | 1,123,812 | $70.3M |
| Two Sigma Investments, LP | 0.10% | Add +822.3% | 1,059,581 | $66.1M |
| Agf Management Ltd. | 0.27% | Reduce -21.5% | 709,698 | $60.8M |
| DekaBank Deutsche Girozentrale | 0.10% | No change | 1,049,330 | $59.2M |
| Alberta Investment Management Corp | 0.39% | Reduce -15.9% | 927,400 | $57.9M |
| BlackRock, Inc. | 0.00% | Reduce -4.7% | 854,461 | $53.3M |
| Mufg Securities (canada), LTD. | 1.47% | Reduce -8.9% | 848,740 | $53.0M |
| QV Investors Inc. | 4.08% | Reduce -20.4% | 798,515 | $49.9M |
| AQR Capital Management | 0.03% | Add +5525.4% | 797,851 | $49.8M |
| Fiera Capital Corp | 0.13% | Reduce -10.2% | 677,197 | $42.3M |
| First Trust Advisors LP | 0.03% | Reduce -5.5% | 670,372 | $41.8M |
| Todd Asset Management LLC | 0.80% | Reduce -2.3% | 656,126 | $40.9M |
| Russell Investments Group, Ltd. | 0.04% | Add +10.3% | 599,290 | $37.5M |
| UBS Group AG | 0.01% | Reduce -23.6% | 597,437 | $37.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.8% | 590,007 | $36.8M |
| Aviva PLC | 0.06% | Add +5.1% | 569,408 | $35.6M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -7.6% | 548,020 | $34.2M |
| Van Eck Associates Corp. | 0.03% | Add +70.0% | 540,004 | $33.7M |
| Northern Trust Corp. | 0.00% | Add +6.7% | 534,107 | $33.3M |
| GMO | 0.08% | Add +18.9% | 529,521 | $33.1M |
| Korea Investment CORP | 0.06% | Reduce -10.1% | 495,169 | $31.0M |
| Guardian Capital LP | 0.87% | Add +3.5% | 467,976 | $29.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.15% | Reduce -38.4% | 458,240 | $28.6M |
| Northwest & Ethical Investments L.P. | 0.62% | Reduce -17.8% | 442,833 | $27.6M |
| D. E. Shaw & Co. | 0.02% | Add +138.1% | 442,458 | $27.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | New | 308,197 | $26.4M |
| Public Sector Pension Investment Board | 0.09% | Reduce -21.2% | 415,424 | $25.9M |
| Neuberger Berman Group LLC | 0.02% | Reduce -5.2% | 405,549 | $25.3M |
| Teachers Retirement System of the State of Kentucky | 0.19% | No change | 403,750 | $25.2M |
| Two Sigma Advisers, LP | 0.05% | Add +628.0% | 397,732 | $24.8M |
| Nuveen, LLC | 0.01% | Reduce -0.3% | 392,091 | $24.5M |
| Caisse de depot et placement du Quebec | 0.04% | Add +249.6% | 366,999 | $22.9M |
| Nicola Wealth Management LTD. | 2.08% | Add +2.8% | 366,900 | $22.9M |
| Millennium Management | 0.02% | Add +673.0% | 355,290 | $22.2M |
| Barclays PLC | 0.01% | Add +1138.3% | 331,330 | $20.7M |
| Pictet Asset Management Holding SA | 0.02% | Add +8.4% | 329,274 | $20.6M |
| State of Tennessee, Department of Treasury | 0.07% | Reduce -1.7% | 322,936 | $20.5M |
| Allianz Asset Management GmbH | 0.02% | Reduce -43.5% | 324,117 | $20.3M |
| Jane Street Group, LLC | 0.02% | Add +1467.8% | 322,032 | $20.1M |
| Man Group plc | 0.04% | Add +98.9% | 316,540 | $19.8M |
| Bank of Nova Scotia Trust Co. | 1.68% | Reduce -0.6% | 310,263 | $19.4M |
| Bridgewater Associates | 0.07% | Reduce -3.1% | 306,563 | $19.2M |
| American Century Companies Inc. | 0.01% | Add +17.6% | 297,365 | $18.6M |
| Forsta Ap-Fonden | 0.11% | Reduce -25.1% | 296,300 | $18.5M |
| SIG North Trading, ULC | 2.84% | Reduce -45.4% | 259,942 | $16.2M |
| Citigroup Inc. | 0.01% | Reduce -30.6% | 258,658 | $16.2M |
| APG Asset Management N.V. | 0.05% | Reduce -6.8% | 299,208 | $15.9M |
| Systematic Alpha Investments, LLC | 0.49% | No change | 250,808 | $15.7M |
| Kepler Cheuvreux (Suisse) SA | 0.82% | Reduce -62.9% | 170,360 | $14.6M |
| Franklin Resources Inc. | 0.00% | Add +1.6% | 229,867 | $14.3M |
| Mn Services Vermogensbeheer B.V. | 0.08% | Add +1.4% | 219,593 | $13.7M |
| Purpose Unlimited Inc. | 0.61% | — | 211,161 | $13.2M |
| Montrusco Bolton Investments Inc. | 0.16% | Reduce -32.8% | 203,469 | $12.7M |
| State of Wisconsin Investment Board | 0.03% | New | 197,000 | $12.3M |
| Crossmark Global Holdings, Inc. | 0.18% | Reduce -6.7% | 196,621 | $12.3M |
| Sienna Gestion | 0.70% | No change | 186,385 | $11.6M |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0.17% | — | 184,982 | $11.6M |
| Swiss Life Asset Management Ltd | 0.05% | Add +97.2% | 172,027 | $10.7M |
| Addenda Capital Inc. | 0.28% | Reduce -9.3% | 113,230 | $9.7M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -1.8% | 155,259 | $9.7M |
| Guardian Partners Inc. | 0.78% | Add +1.1% | 148,149 | $9.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -1.9% | 145,733 | $9.1M |
| Quantinno Capital Management LP | 0.02% | Add +49.3% | 145,405 | $9.1M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.08% | — | 139,114 | $8.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.04% | Add +8.7% | 134,600 | $8.4M |
| Jefferies Financial Group Inc. | 0.07% | New | 129,000 | $8.0M |
| Lorne Steinberg Wealth Management Inc. | 1.83% | Add +7.9% | 127,168 | $7.9M |
| Aviso Financial Inc. | 0.29% | Reduce -4.7% | 121,494 | $7.6M |
| Citadel Advisors | 0.01% | New | 117,580 | $7.3M |
| Quadrature Capital Ltd | 0.07% | Add +40.7% | 115,200 | $7.2M |
| Oddo BHF Asset Management Sas | 0.27% | Add +28.6% | 83,716 | $7.2M |
| AustralianSuper Pty Ltd | 0.03% | No change | 106,561 | $6.7M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -10.6% | 99,721 | $6.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +593.6% | 97,278 | $6.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -2.9% | 86,289 | $5.4M |
| Burney Co./ | 0.17% | Reduce -1.5% | 85,310 | $5.3M |
| Creative Planning | 0.00% | Add +4.2% | 83,626 | $5.2M |
| Raymond James Financial Inc. | 0.00% | Add +12.8% | 81,545 | $5.1M |
| Cetera Investment Advisers | 0.01% | Add +1.2% | 81,155 | $5.1M |
| USS Investment Management Ltd | 0.02% | No change | 74,027 | $4.6M |
| Motco | 0.41% | Reduce -2.5% | 72,766 | $4.5M |
| Meritage Portfolio Management | 0.30% | Reduce -1.1% | 71,438 | $4.5M |
| LPL Financial LLC | 0.00% | Add +22.1% | 71,114 | $4.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -95.0% | 70,000 | $4.4M |
| Harvest Portfolios Group Inc. | 0.08% | Add +8.3% | 69,212 | $4.3M |
| Investment Management Corp of Ontario | 0.06% | Add +228.4% | 68,290 | $4.3M |
| Utah Retirement Systems | 0.04% | No change | 63,243 | $4.0M |
| Janus Henderson Group PLC | 0.00% | Reduce -4.4% | 62,911 | $3.9M |
| Generali Asset Management SPA SGR | 0.08% | Add +4.9% | 44,377 | $3.8M |
| Maryland State Retirement & Pension System | 0.08% | No change | 59,476 | $3.7M |
| Avanza Fonder AB | 0.09% | Add +31.4% | 42,869 | $3.7M |
| Symphony Financial, Ltd. Co. | 0.49% | Reduce -1.3% | 58,008 | $3.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -38.2% | 54,950 | $3.4M |
| Stifel Financial Corp. | 0.00% | Reduce -21.8% | 53,469 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.7% | 52,942 | $3.3M |
| Osmosis Investment Management UK Ltd | 0.08% | — | 49,969 | $3.1M |
| Bessemer Group Inc. | 0.00% | Reduce -10.1% | 49,292 | $3.1M |
| Natixis Advisors, LLC | 0.00% | Reduce -11.2% | 45,541 | $2.8M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -35.9% | 44,634 | $2.8M |
| Gold Investment Management Ltd. | 0.89% | Add +4.0% | 44,599 | $2.8M |
| Mariner, LLC | 0.00% | Add +3.0% | 44,587 | $2.8M |
| Intech Investment Management LLC | 0.02% | Add +115.3% | 44,208 | $2.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -1.4% | 43,331 | $2.7M |
| Kraematon Investment Advisors, Inc. | 2.13% | Reduce -0.1% | 42,820 | $2.7M |
| Wells Fargo & Company | 0.00% | Add +48.8% | 42,442 | $2.7M |
| Numerai GP LLC | 0.31% | New | 41,091 | $2.6M |
| Munich Reinsurance Co Stock Corp in Munich | 0.05% | No change | 35,254 | $2.2M |
| V-Square Quantitative Management LLC | 0.23% | Add +3.1% | 25,422 | $2.2M |
| Cardinal Point Capital Management ULC | 0.14% | Add +4.0% | 33,241 | $2.1M |
| XTX Topco Ltd | 0.05% | Reduce -16.0% | 32,256 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +14.0% | 31,809 | $2.0M |
| Metis Global Partners, LLC | 0.05% | Reduce -17.0% | 30,928 | $1.9M |
| MidFirst Bank | 0.15% | — | 30,489 | $1.9M |
| Lombard Odier Asset Management (Switzerland) SA | 0.08% | Reduce -77.8% | 30,336 | $1.9M |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | New | 30,098 | $1.9M |
| M&T Bank Corp | 0.01% | Reduce -0.1% | 29,732 | $1.9M |
| Gulf International Bank (UK) Ltd | 0.06% | No change | 28,413 | $1.8M |
| Erste Asset Management GmbH | 0.01% | Reduce -2.1% | 27,800 | $1.7M |
| Quadrant Capital Group LLC | 0.05% | Reduce -16.7% | 27,841 | $1.7M |
| Signaturefd, LLC | 0.03% | Add +0.1% | 27,817 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 26,700 | $1.7M |
| Cidel Asset Management Inc. | 0.12% | Reduce -6.1% | 26,589 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +4.6% | 26,291 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +55.8% | 25,412 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.2% | 25,132 | $1.6M |
| Pathway Financial Advisers, LLC | 0.44% | Reduce -1.1% | 24,517 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +4.3% | 24,455 | $1.5M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -11.6% | 24,374 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.7% | 23,867 | $1.5M |
| Advisory Resource Group | 0.25% | Add +4.7% | 23,115 | $1.4M |
| ASR Vermogensbeheer N.V. | 0.02% | No change | 22,784 | $1.4M |
| Principal Financial Group Inc. | 0.00% | Reduce -7.2% | 22,033 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.3% | 21,576 | $1.3M |
| Acadian Asset Management LLC | 0.00% | Add +67.0% | 21,435 | $1.3M |
| Old Port Advisors | 0.32% | Add +11.4% | 20,794 | $1.3M |
| Hilltop National Bank | 0.31% | No change | 20,239 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +7.2% | 20,201 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.1% | 20,099 | $1.3M |
| Mason & Associates Inc | 0.24% | Reduce -8.8% | 20,068 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.7% | 19,930 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -3.3% | 19,814 | $1.2M |
| Ieq Capital, LLC | 0.00% | Add +35.4% | 19,714 | $1.2M |
| Bleakley Financial Group, LLC | 0.02% | Add +11.7% | 19,165 | $1.2M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -0.1% | 18,254 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.5% | 14,696 | $1.2M |
| WCG Wealth Advisors LLC | 0.03% | New | 18,781 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.06% | Add +45.7% | 18,771 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +1.9% | 18,438 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -1.1% | 17,868 | $1.1M |
| Vise Technologies, Inc. | 0.02% | Add +16.7% | 16,963 | $1.1M |
| Westerkirk Capital Inc. | 0.10% | Reduce -46.7% | 16,660 | $1.0M |
| Verdence Capital Advisors LLC | 0.06% | Add +0.1% | 16,356 | $1.0M |
| HighPoint Advisor Group LLC | 0.02% | Add +301.3% | 15,931 | $994K |
| UniSuper Management Pty Ltd | 0.01% | Add +14.3% | 11,200 | $960K |
| Evolve Private Wealth, LLC | 0.06% | — | 15,182 | $947K |
| Credit Agricole S A | 0.00% | Reduce -2.8% | 13,938 | $870K |
| US Bancorp \de | 0.00% | Add +1.5% | 13,643 | $851K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +9.4% | 13,602 | $849K |
| Janney Montgomery Scott LLC | 0.00% | Add +22.9% | 13,534 | $845K |
| Truist Financial Corp. | 0.00% | Add +8.9% | 13,345 | $833K |
| Independent Advisor Alliance | 0.02% | Add +2.5% | 13,280 | $829K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.8% | 12,916 | $824K |
| Syon Capital LLC | 0.04% | Add +9.5% | 13,205 | $824K |
| Jones Financial Companies LLLP | 0.00% | Add +17.6% | 13,194 | $823K |
| Rathbones Group PLC | 0.00% | No change | 12,715 | $795K |
| Financial & Tax Architects, LLC | 0.17% | Add +0.2% | 12,280 | $766K |
| Compagnie Lombard Odier SCmA | 0.01% | Add +28.1% | 11,750 | $734K |
| State Street Corp. | 0.00% | Reduce -70.2% | 11,655 | $727K |
| Capital World Investors | 0.00% | Reduce -66.4% | 11,600 | $724K |
| Vident Advisory, LLC | 0.01% | Reduce -29.4% | 11,460 | $715K |
| Pathstone Holdings, LLC | 0.00% | Add +4.2% | 11,454 | $715K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +96.2% | 11,401 | $711K |
| Walleye Capital LLC | 0.00% | New | 11,252 | $702K |
| Quantbot Technologies LP | 0.02% | Add +169.9% | 11,209 | $699K |
| BNP Paribas Financial Markets | 0.00% | Reduce -18.6% | 11,037 | $689K |
| NorthCrest Asset Manangement, LLC | 0.02% | No change | 10,801 | $686K |
| Brown Advisory Inc. | 0.00% | Add +2.0% | 10,568 | $659K |
| Lester Murray Antman dba SimplyRich | 0.17% | Add +30.8% | 10,505 | $655K |
| Blair William & Co. | 0.00% | Reduce -27.9% | 10,263 | $640K |
| One Capital Management, LLC | 0.02% | New | 10,167 | $635K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.0% | 10,157 | $634K |
| Cigna Investments Inc. | 0.09% | Reduce -0.1% | 10,015 | $626K |
| Aigen Investment Management, LP | 0.14% | New | 7,059 | $605K |
| PDT Partners, LLC | 0.04% | Reduce -78.1% | 9,648 | $602K |
| Woodstock Corp. | 0.05% | No change | 9,647 | $602K |
| Candriam S.C.A. | 0.00% | Add +0.1% | 9,617 | $601K |
| Fifth Third Bancorp | 0.00% | Reduce -8.4% | 9,146 | $571K |
| Plan A Wealth LLC | 0.28% | Add +6.7% | 9,079 | $567K |
| Quilter Plc | 0.01% | Add +30.1% | 8,956 | $559K |
| Claret Asset Management Corp | 0.06% | Reduce -1.9% | 8,807 | $550K |
| Investment Research Partners LLC | 0.24% | Add +0.7% | 8,807 | $550K |
| Diversify Advisory Services, LLC | 0.02% | Add +0.1% | 8,580 | $539K |
| Lazard Asset Management LLC | 0.00% | Reduce -2.9% | 8,557 | $534K |
| LGT Group Foundation | 0.01% | No change | 8,493 | $531K |
| Franklin Street Advisors Inc. | 0.03% | No change | 8,400 | $524K |
| Natixis | 0.00% | Reduce -2.9% | 8,395 | $524K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.9% | 8,319 | $519K |
| Am Investment Strategies LLC | 0.11% | Add +0.2% | 8,144 | $508K |
| Focus Partners Wealth | 0.00% | Add +49.7% | 7,876 | $492K |
| Global Retirement Partners, LLC | 0.01% | Add +2237.1% | 7,806 | $487K |
| Advisory Services Network, LLC | 0.01% | Add +0.8% | 7,721 | $482K |
| PFG Investments, LLC | 0.02% | Add +11.7% | 7,549 | $471K |
| State of Wyoming | 0.05% | Add +85.4% | 7,490 | $468K |
| Tacita Capital Inc | 0.26% | Add +51.5% | 7,172 | $448K |
| Cwm, LLC | 0.00% | Reduce -16.9% | 7,133 | $445K |
| TFB Advisors LLC | 0.12% | No change | 7,000 | $437K |
| Savant Capital, LLC | 0.00% | Reduce -8.4% | 6,915 | $432K |
| Yousif Capital Management, LLC | 0.00% | No change | 6,899 | $431K |
| denkapparat Operations GmbH | 0.23% | No change | 6,700 | $418K |
| Parsons Capital Management Inc. | 0.02% | No change | 6,667 | $416K |
| Regions Financial Corp. | 0.00% | No change | 6,604 | $412K |
| West Family Investments, Inc. | 0.10% | No change | 6,542 | $408K |
| Cumberland Partners Ltd | 0.02% | Reduce -3.1% | 6,469 | $404K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -3.4% | 6,441 | $402K |
| PDS Planning, Inc | 0.03% | Add +0.0% | 6,433 | $401K |
| Davidson Trust Co. | 0.17% | No change | 6,383 | $398K |
| Private Advisor Group, LLC | 0.00% | Add +30.3% | 6,130 | $382K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.0% | 6,083 | $380K |
| Xponance LLC | 0.00% | New | 6,055 | $378K |
| Alexander Labrunerie & Co., Inc. | 0.14% | No change | 6,031 | $376K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +22.2% | 5,958 | $372K |
| Gotham Asset Management | 0.00% | Reduce -28.7% | 5,945 | $371K |
| Argent Trust Co | 0.01% | Reduce -5.1% | 5,940 | $371K |
| FreeGulliver LLC | 0.17% | No change | 5,924 | $370K |
| Running Point Capital Advisors, LLC | 0.10% | No change | 5,901 | $368K |
| Tidal Investments LLC | 0.00% | Reduce -28.0% | 5,874 | $367K |
| Compound Planning, Inc. | 0.01% | Add +12.9% | 5,820 | $363K |
| St Germain D J Co. Inc. | 0.01% | No change | 5,747 | $359K |
| Corient IA LP | 0.34% | New | 5,710 | $356K |
| K.J. Harrison & Partners Inc | 0.05% | Reduce -0.3% | 5,682 | $355K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -76.5% | 5,679 | $355K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.3% | 5,651 | $353K |
| Long Run Wealth Advisors, LLC | 0.07% | Add +0.5% | 5,627 | $351K |
| Vontobel Holding Ltd. | 0.00% | Add +6.1% | 5,625 | $351K |
| Sei Investments Co. | 0.00% | Add +18.3% | 5,592 | $349K |
| Pinnacle Associates Ltd. | 0.00% | No change | 5,483 | $342K |
| Prudential PLC | 0.00% | Reduce -83.4% | 5,420 | $338K |
| Smithfield Trust Co | 0.01% | No change | 5,394 | $337K |
| Evergreen Capital Management LLC | 0.01% | Reduce -21.2% | 5,385 | $336K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | Add +167.6% | 5,301 | $331K |
| Benjamin Edwards Inc. | 0.00% | Add +10.1% | 5,028 | $314K |
| CVA Family Office, LLC | 0.04% | No change | 5,000 | $312K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 4,985 | $311K |
| Louisbourg Investments Inc. | 0.06% | Reduce -0.2% | 4,955 | $310K |
| Ethic Inc. | 0.00% | New | 4,821 | $301K |
| Ritholtz Wealth Management | 0.01% | Add +0.8% | 4,784 | $299K |
| Valmark Advisers, Inc. | 0.00% | New | 4,614 | $288K |
| Rempart Asset Management Inc. | 0.05% | Add +12.4% | 4,535 | $283K |
| Cozad Asset Management Inc. | 0.02% | No change | 4,468 | $279K |
| Pathway Financial Advisors LLC | 0.03% | No change | 4,339 | $276K |
| AlphaCore Capital LLC | 0.01% | Add +18.2% | 4,425 | $276K |
| Glenmede Trust Co. NA | 0.00% | — | 4,300 | $268K |
| EP Wealth Advisors, LLC | 0.00% | — | 4,293 | $268K |
| WASHINGTON TRUST Co | 0.01% | Reduce -0.1% | 4,230 | $264K |
| NewEdge Wealth, LLC | 0.00% | Add +2.7% | 4,190 | $261K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.11% | Add +1.5% | 4,121 | $261K |
| Villere St Denis J & Co. LLC | 0.03% | No change | 4,177 | $261K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.7% | 4,136 | $258K |
| Merit Financial Group, LLC | 0.00% | Add +7.5% | 4,119 | $257K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +0.5% | 4,086 | $255K |
| Ballast, Inc. | 0.06% | No change | 4,083 | $255K |
| Caprock Group, LLC | 0.01% | Reduce -21.7% | 4,056 | $253K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | No change | 3,848 | $251K |
| HB Wealth Management, LLC | 0.00% | Add +5.1% | 3,971 | $248K |
| Wealthspire Advisors, LLC | 0.00% | Add +40.5% | 3,966 | $247K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 3,864 | $241K |
| &partners | 0.00% | Reduce -0.2% | 3,849 | $240K |
| Canopy Partners, LLC | 0.08% | Reduce -1.5% | 3,836 | $239K |
| Well Done, LLC | 0.04% | No change | 3,771 | $235K |
| Asahi Life Asset Management Co., LTD. | 0.13% | Reduce -42.8% | 3,729 | $233K |
| Parallel Advisors, LLC | 0.00% | Reduce -7.9% | 3,714 | $232K |
| Mgo One Seven LLC | 0.00% | Add +0.5% | 3,696 | $231K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -17.4% | 3,568 | $223K |
| Nilsine Partners, LLC | 0.02% | No change | 3,563 | $222K |
| Sanctuary Advisors, LLC | 0.00% | New | 3,552 | $222K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 3,524 | $220K |
| Hillsdale Investment Management Inc. | 0.01% | Add +4.3% | 3,477 | $217K |
| Arkadios Wealth Advisors | 0.00% | Add +0.8% | 3,395 | $212K |
| St. Louis Trust Co | 0.02% | New | 3,385 | $211K |
| Checchi Capital Advisers, LLC | 0.01% | Reduce -0.5% | 3,385 | $211K |
| Harbour Investments, Inc. | 0.00% | No change | 3,381 | $211K |
| Versant Capital Management, Inc | 0.03% | Add +18.0% | 3,375 | $211K |
| DGS Capital Management, LLC | 0.04% | New | 3,348 | $209K |
| FIL Ltd | 0.00% | Reduce -66.4% | 3,321 | $207K |
| Axxcess Wealth Management, LLC | 0.00% | New | 3,216 | $201K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.5% | 3,021 | $189K |
| Bruce G. Allen Investments, LLC | 0.13% | No change | 2,994 | $187K |
| Wellington-Altus USA Inc. | 0.13% | — | 2,715 | $182K |
| Independence Bank of Kentucky | 0.02% | No change | 2,844 | $177K |
| Huntington National Bank | 0.00% | Reduce -6.5% | 2,813 | $176K |
| First Horizon Corp. | 0.01% | No change | 2,771 | $173K |
| Danske Bank A/S | 0.00% | Reduce -10.2% | 2,693 | $168K |
| Rexford Capital Inc. | 0.13% | No change | 2,655 | $166K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +17.1% | 2,466 | $154K |
| UMB Bank, n.a. | 0.00% | Add +568.6% | 2,360 | $147K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -3.0% | 2,201 | $137K |
| Blue Trust, Inc. | 0.00% | No change | 2,136 | $133K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 2,490 | $133K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 2,014 | $126K |
| Rhumbline Advisers | 0.00% | Reduce -2.2% | 2,012 | $126K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -9.2% | 2,000 | $125K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,903 | $119K |
| CX Institutional | 0.00% | No change | 1,899 | $118K |
| Perkins Coie Trust Co | 0.02% | No change | 1,871 | $117K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +539.5% | 1,848 | $115K |
| IFP Advisors, Inc | 0.00% | No change | 1,832 | $114K |
| Assetmark, Inc. | 0.00% | Reduce -1.4% | 1,825 | $114K |
| Princeton Global Asset Management LLC | 0.02% | No change | 1,741 | $109K |
| MAI Capital Management | 0.00% | Add +279.2% | 1,729 | $108K |
| Cromwell Holdings LLC | 0.06% | No change | 1,719 | $107K |
| Arax Advisory Partners | 0.00% | Reduce -53.6% | 1,651 | $103K |
| Chung Wu Investment Group, LLC | 0.08% | No change | 1,553 | $97K |
| Smartleaf Asset Management LLC | 0.00% | Add +142.0% | 1,423 | $89K |
| Pacifica Partners Inc. | 0.04% | Add +3.1% | 1,328 | $83K |
| Birchbrook, Inc. | 0.04% | No change | 1,295 | $81K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -7.3% | 1,207 | $75K |
| Financial Consulate, Inc. | 0.01% | No change | 1,200 | $75K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,200 | $75K |
| LOM Asset Management Ltd | 0.02% | New | 850 | $73K |
| Allworth Financial LP | 0.00% | Add +4.0% | 1,121 | $70K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 1,091 | $68K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,091 | $68K |
| NBT Bank, N.A. | 0.00% | No change | 1,074 | $67K |
| Triumph Capital Management | 0.01% | New | 1,073 | $67K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 1,002 | $63K |
| City Holding Co. | 0.01% | No change | 1,000 | $62K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -0.5% | 986 | $62K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -1.5% | 939 | $59K |
| Westside Investment Management, Inc. | 0.01% | No change | 801 | $50K |
| Tobam | 0.01% | Reduce -29.2% | 578 | $50K |
| MCF Advisors LLC | 0.00% | No change | 800 | $50K |
| Private Wealth Management Group, LLC | 0.01% | No change | 797 | $50K |
| Asset Dedication, LLC | 0.00% | No change | 787 | $49K |
| Manchester Capital Management LLC | 0.01% | New | 782 | $49K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | No change | 776 | $48K |
| Oakworth Capital, Inc. | 0.00% | No change | 748 | $47K |
| Abound Wealth Management | 0.01% | Reduce -10.2% | 717 | $45K |
| Addison Advisors LLC | 0.01% | Reduce -2.4% | 687 | $43K |
| BankPlus Trust Department | 0.01% | No change | 681 | $42K |
| Clean Yield Group | 0.01% | Reduce -26.6% | 679 | $42K |
| Asset Planning,Inc | 0.03% | No change | 678 | $42K |
| CENTRAL TRUST Co | 0.00% | Reduce -50.0% | 600 | $37K |
| GAMMA Investing LLC | 0.00% | No change | 576 | $36K |
| Sittner & Nelson, LLC | 0.01% | New | 513 | $33K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 530 | $33K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 523 | $33K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 500 | $31K |
| SRH Advisors, LLC | 0.01% | No change | 500 | $31K |
| AdvisorNet Financial, Inc | 0.00% | No change | 500 | $31K |
| Private Trust Co. NA | 0.00% | No change | 497 | $31K |
| Brown Brothers Harriman & Co. | 0.00% | New | 481 | $30K |
| WealthCollab, LLC | 0.01% | No change | 460 | $29K |
| Larson Financial Group LLC | 0.00% | Add +14.3% | 441 | $28K |
| Cornerstone Planning Group LLC | 0.00% | Add +68.4% | 411 | $26K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 414 | $26K |
| Dogwood Wealth Management LLC | 0.01% | No change | 327 | $20K |
| Estate Planners Group, LLC | 0.01% | — | 323 | $20K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 317 | $20K |
| Ancora Advisors LLC | 0.00% | Add +9.9% | 311 | $19K |
| Reflection Asset Management | 0.01% | — | 303 | $19K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 274 | $17K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 267 | $17K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 246 | $15K |
| Geneos Wealth Management Inc. | 0.00% | No change | 241 | $15K |
| Coston, McIsaac & Partners | 0.00% | New | 251 | $15K |
| Bfsg, LLC | 0.00% | No change | 225 | $14K |
| Zions Bancorporation, National Association | 0.00% | Add +2.8% | 221 | $14K |
| Hughes Financial Services, LLC | 0.00% | No change | 205 | $13K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 187 | $12K |
| SBI Securities Co., Ltd. | 0.00% | No change | 185 | $12K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -22.7% | 170 | $11K |
| Laurel Wealth Advisors LLC | 0.00% | New | 170 | $11K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 165 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 150 | $9K |
| Financial Management Professionals, Inc. | 0.00% | Add +5.9% | 144 | $9K |
| True Wealth Design, LLC | 0.00% | Reduce -16.5% | 137 | $9K |
| Motiv8 Investments LLC | 0.00% | New | 125 | $8K |
| Bare Financial Services, Inc | 0.00% | Reduce -10.8% | 124 | $8K |
| Bangor Savings Bank | 0.00% | No change | 122 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 122 | $8K |
| NewEdge Advisors, LLC | 0.00% | No change | 107 | $7K |
| Key Financial Inc | 0.00% | No change | 99 | $6K |
| JCIC Asset Management Inc. | 0.00% | Reduce -29.6% | 95 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 94 | $6K |
| TD Private Client Wealth LLC | 0.00% | Add +72.0% | 43 | $3K |
| North Star Investment Management Corp. | 0.00% | New | 40 | $2K |
| Penserra Capital Management LLC | 0.00% | Reduce -31.3% | 33 | $2K |
| Kilter Group LLC | 0.00% | Add +275.0% | 30 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 25 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 23 | $1K |
| Creative Financial Designs Inc. | 0.00% | No change | 20 | $1K |
| Nemes Rush Group LLC | 0.00% | New | 19 | $1K |
| SageView Advisory Group, LLC | 0.00% | New | 19 | $1K |
| Cornerstone Financial Management LLC | 0.00% | — | 15 | $936 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 13 | $811 |
| Stone House Investment Management, LLC | 0.00% | No change | 12 | $749 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 12 | $749 |
| Highline Wealth Partners LLC | 0.00% | Add +100.0% | 10 | $624 |
| Simplex Trading, LLC | 0.00% | New | 9 | $561 |
| Victory Capital Management Inc. | 0.00% | No change | 6 | $374 |
| MV Capital Management, Inc. | 0.00% | New | 5 | $312 |
| Optiver Holding B.V. | 0.00% | New | 5 | $312 |
| Mascoma Wealth Management LLC | 0.00% | Reduce -95.0% | 1 | $61 |
"% of holder's portfolio" is SLF's weight in each manager's 13F, not the share of Sun Life Financial Inc. the manager owns.