Sun Life FinancialSLF
13F holders, Q1 2026 (March 31)451holders +11
40new positions
29sold out
7famous investors
$62.72avg. 13F price*
At the end of Q1 2026, 451 institutions reported holding Sun Life Financial Inc. (SLF) in their 13F filings, up 11 from Q4 2025. 40 opened new positions and 29 sold out. The largest holders were Royal Bank of Canada ($2.6B), Vanguard Capital Management LLC ($1.0B) and TD Asset Management Inc ($875.7M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $192.2M |
| Exits | 29 | $27.4M |
All 13F filers, Q4 2025 → Q1 2026: 21,298,513 shares bought and 16,834,836 shares sold, net +4,463,677 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 451 holders
| Royal Bank of Canada | 0.49% | Reduce -8.1% | 41,647,668 | $2.6B |
| Vanguard Capital Management LLC | 0.02% | — | 15,974,651 | $1.0B |
| TD Asset Management Inc | 0.71% | Reduce -8.6% | 14,022,998 | $875.7M |
| Bank of Montreal | 0.27% | Add +0.5% | 10,383,850 | $650.7M |
| Cibc World Market Inc. | 1.03% | Add +39.1% | 9,316,439 | $583.5M |
| 1832 Asset Management L.P. | 0.75% | Reduce -11.2% | 9,063,878 | $567.0M |
| Toronto Dominion Bank | 0.86% | Add +13.0% | 7,050,377 | $441.8M |
| Manufacturers Life Insurance Company, The | 0.38% | Reduce -9.2% | 6,945,264 | $434.7M |
| Bank of Nova Scotia | 0.76% | Add +14.7% | 6,869,280 | $430.2M |
| National Bank of Canada | 0.43% | Add +5.7% | 6,679,041 | $417.1M |
| Mackenzie Financial Corp. | 0.46% | Reduce -1.7% | 6,102,537 | $382.3M |
| Geode Capital Management, LLC | 0.02% | Add +4.6% | 5,786,056 | $375.0M |
| FMR LLC | 0.02% | Add +8.8% | 5,846,899 | $366.3M |
| TD Waterhouse Canada Inc. | 1.03% | Add +152.7% | 5,528,134 | $345.9M |
| Federation des caisses Desjardins du Quebec | 1.23% | Reduce -1.6% | 5,482,153 | $341.0M |
| Vanguard Fiduciary Trust Co. | 0.08% | — | 4,910,508 | $307.6M |
| Canada Pension Plan Investment Board | 0.16% | Reduce -19.9% | 3,991,930 | $250.1M |
| Vanguard Global Advisers, LLC | 0.13% | — | 3,953,128 | $247.7M |
| Legal & General Group Plc | 0.06% | Reduce -1.7% | 3,829,736 | $239.2M |
| Letko, Brosseau & Associates Inc. | 3.29% | Add +1.8% | 3,264,408 | $203.9M |
| Scotia Capital Inc. | 0.84% | Reduce -0.3% | 3,262,998 | $203.6M |
| Morgan Stanley | 0.01% | Reduce -24.4% | 2,986,394 | $186.8M |
| Beutel, Goodman & Co Ltd. | 1.23% | Reduce -8.4% | 2,907,092 | $181.5M |
| JPMorgan Chase & Co. | 0.01% | Add +6.8% | 2,765,802 | $171.3M |
| Fiera Capital Corp | 0.49% | Add +239.9% | 2,301,995 | $144.0M |
| Cardinal Capital Management, Inc. | 3.76% | Add +107.7% | 2,231,424 | $139.4M |
| Wellington Management Group LLP | 0.03% | Reduce -3.3% | 2,170,349 | $135.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +34.6% | 2,118,954 | $132.6M |
| Swiss National Bank | 0.07% | Add +25.5% | 1,864,200 | $116.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.1% | 1,746,871 | $109.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +3.9% | 1,701,928 | $106.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.17% | Add +2187.4% | 1,601,200 | $100.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.21% | Reduce -45.9% | 1,485,780 | $93.0M |
| Picton Mahoney Asset Management | 0.90% | New | 1,374,917 | $86.2M |
| CIBC Asset Management Inc | 0.21% | Add +1.0% | 1,358,872 | $84.9M |
| Invesco Ltd. | 0.01% | Reduce -14.1% | 1,188,494 | $74.4M |
| Amundi | 0.02% | Reduce -4.5% | 1,176,481 | $73.6M |
| Bank of America Corp. | 0.01% | Reduce -29.5% | 1,130,209 | $70.7M |
| Value Partners Investments Inc. | 5.37% | Add +0.2% | 1,126,224 | $70.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.06% | — | 1,115,506 | $69.9M |
| DekaBank Deutsche Girozentrale | 0.11% | No change | 1,049,330 | $66.7M |
| Deutsche Bank AG | 0.02% | Reduce -11.3% | 1,005,742 | $62.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.07% | Add +224.9% | 1,001,312 | $62.7M |
| Agf Management Ltd. | 0.28% | Add +0.5% | 712,939 | $62.1M |
| Alberta Investment Management Corp | 0.42% | Add +5.8% | 981,353 | $61.5M |
| Caisse de depot et placement du Quebec | 0.10% | Add +160.8% | 957,032 | $59.8M |
| BlackRock, Inc. | 0.00% | Add +7.0% | 914,083 | $57.2M |
| BCV Asset Management Inc. | 1.89% | Add +1.4% | 879,984 | $54.9M |
| Jupiter Asset Management Ltd. | 0.28% | New | 852,474 | $53.2M |
| Mufg Securities (canada), LTD. | 1.48% | Reduce -3.2% | 821,562 | $51.4M |
| Van Eck Associates Corp. | 0.04% | Add +37.1% | 740,277 | $46.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.26% | Add +55.4% | 712,130 | $44.6M |
| UBS Group AG | 0.01% | Add +18.1% | 705,808 | $44.2M |
| Todd Asset Management LLC | 0.81% | Add +0.9% | 662,058 | $41.4M |
| GMO | 0.10% | Add +20.4% | 637,630 | $39.8M |
| Bank of New York Mellon Corp | 0.01% | Add +5.9% | 624,703 | $39.1M |
| Aviva PLC | 0.06% | Add +2.8% | 585,303 | $36.6M |
| First Trust Advisors LP | 0.03% | Reduce -13.4% | 580,306 | $36.3M |
| Two Sigma Investments, LP | 0.03% | Reduce -47.6% | 555,013 | $34.7M |
| CANADA LIFE ASSURANCE Co | 0.06% | Add +1.0% | 553,663 | $34.6M |
| Northern Trust Corp. | 0.00% | Add +1.4% | 541,414 | $33.9M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -9.8% | 540,795 | $33.6M |
| Public Sector Pension Investment Board | 0.10% | Add +25.4% | 520,747 | $32.6M |
| AQR Capital Management | 0.01% | Reduce -34.4% | 523,733 | $32.4M |
| QV Investors Inc. | 2.61% | Reduce -35.3% | 516,510 | $32.3M |
| Guardian Capital LP | 0.78% | Add +0.5% | 470,211 | $29.4M |
| Korea Investment CORP | 0.06% | Reduce -13.5% | 428,328 | $26.7M |
| Pictet Asset Management Holding SA | 0.03% | Add +27.6% | 420,144 | $26.2M |
| Intact Investment Management Inc. | 0.73% | Reduce -79.7% | 407,711 | $25.5M |
| Teachers Retirement System of the State of Kentucky | 0.20% | No change | 403,750 | $25.3M |
| Nicola Wealth Management LTD. | 2.97% | Add +7.5% | 394,400 | $24.7M |
| American Century Companies Inc. | 0.01% | Add +30.6% | 388,494 | $24.3M |
| Nuveen, LLC | 0.01% | Reduce -0.8% | 389,014 | $24.3M |
| Purpose Unlimited Inc. | 1.00% | Add +81.7% | 383,668 | $24.0M |
| Northwest & Ethical Investments L.P. | 0.54% | Reduce -15.5% | 374,296 | $23.5M |
| Bank of Nova Scotia Trust Co. | 1.90% | Add +14.0% | 353,727 | $22.1M |
| D. E. Shaw & Co. | 0.02% | Reduce -24.4% | 334,736 | $21.0M |
| State of Tennessee, Department of Treasury | 0.07% | Reduce -1.0% | 319,778 | $20.0M |
| OMERS ADMINISTRATION Corp | 0.13% | New | 317,537 | $19.8M |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0.27% | Add +54.8% | 286,362 | $17.9M |
| Franklin Resources Inc. | 0.00% | Add +21.9% | 280,090 | $17.6M |
| Vanguard Investments Australia, Ltd. | 0.05% | — | 274,246 | $17.2M |
| Neuberger Berman Group LLC | 0.01% | Reduce -34.6% | 265,057 | $16.5M |
| Munich Reinsurance Co Stock Corp in Munich | 0.40% | Add +637.2% | 259,903 | $16.2M |
| APG Asset Management N.V. | 0.05% | No change | 299,208 | $16.2M |
| Man Group plc | 0.03% | Reduce -19.9% | 253,454 | $15.8M |
| Systematic Alpha Investments, LLC | 0.55% | No change | 250,808 | $15.7M |
| Bridgewater Associates | 0.07% | Reduce -18.2% | 250,635 | $15.7M |
| Kepler Cheuvreux (Suisse) SA | 0.99% | No change | 170,360 | $14.8M |
| Mn Services Vermogensbeheer B.V. | 0.09% | No change | 219,593 | $13.7M |
| Montrusco Bolton Investments Inc. | 0.19% | Reduce -1.3% | 200,841 | $12.5M |
| SIG North Trading, ULC | 2.44% | Reduce -25.1% | 194,641 | $12.2M |
| Crossmark Global Holdings, Inc. | 0.18% | Reduce -3.2% | 190,289 | $11.9M |
| Quantinno Capital Management LP | 0.02% | Add +30.5% | 189,760 | $11.9M |
| Quadrature Capital Ltd | 0.14% | Add +63.4% | 188,200 | $11.8M |
| Sienna Gestion | 0.76% | No change | 186,385 | $11.6M |
| State of Wisconsin Investment Board | 0.03% | Reduce -11.3% | 174,700 | $10.9M |
| Zurich Insurance Group Ltd | 0.08% | New | 166,326 | $10.4M |
| Allianz Asset Management GmbH | 0.01% | Reduce -49.9% | 162,480 | $10.1M |
| Addenda Capital Inc. | 0.28% | Reduce -0.7% | 112,410 | $9.8M |
| Royal London Asset Management Ltd. | 0.02% | No change | 155,259 | $9.7M |
| Lorne Steinberg Wealth Management Inc. | 2.28% | Add +20.9% | 153,750 | $9.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +3.4% | 150,631 | $9.4M |
| Guardian Partners Inc. | 0.76% | Reduce -1.6% | 145,822 | $9.2M |
| Balyasny Asset Management L.P. | 0.02% | Add +2473.9% | 146,173 | $9.1M |
| Citigroup Inc. | 0.01% | Reduce -43.6% | 145,886 | $9.1M |
| Lighthouse Investment Partners, LLC | 0.33% | New | 141,691 | $8.9M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.04% | Add +0.8% | 135,725 | $8.5M |
| Citadel Advisors | 0.01% | Add +13.7% | 133,635 | $8.4M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.08% | Reduce -5.6% | 131,299 | $8.2M |
| Oddo BHF Asset Management Sas | 0.30% | Add +4.3% | 87,316 | $7.6M |
| Aviso Financial Inc. | 0.26% | Reduce -4.7% | 115,804 | $7.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +16.8% | 113,654 | $7.1M |
| Barclays PLC | 0.00% | Reduce -66.1% | 112,413 | $7.0M |
| AustralianSuper Pty Ltd | 0.04% | Add +3.3% | 110,028 | $6.9M |
| Swiss Life Asset Management Ltd | 0.03% | Reduce -37.7% | 107,198 | $6.7M |
| Creative Planning | 0.00% | Add +26.3% | 105,613 | $6.6M |
| Generali Asset Management SPA SGR | 0.12% | Add +54.3% | 68,473 | $6.0M |
| SEB Asset Management AB | 0.02% | — | 90,356 | $5.6M |
| Janus Henderson Group PLC | 0.00% | Add +33.4% | 83,904 | $5.2M |
| Harvest Portfolios Group Inc. | 0.09% | Add +20.7% | 83,544 | $5.2M |
| Cetera Investment Advisers | 0.01% | Reduce -1.9% | 79,584 | $5.0M |
| Investment Management Corp of Ontario | 0.06% | Add +15.5% | 78,890 | $4.9M |
| Captrust Financial Advisors | 0.01% | Add +281.6% | 75,616 | $4.7M |
| USS Investment Management Ltd | 0.02% | Add +0.6% | 74,441 | $4.7M |
| Motco | 0.42% | Add +0.1% | 72,843 | $4.6M |
| LPL Financial LLC | 0.00% | Add +0.6% | 71,509 | $4.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -13.3% | 70,707 | $4.4M |
| Burney Co./ | 0.12% | Reduce -25.4% | 63,651 | $4.0M |
| Maryland State Retirement & Pension System | 0.08% | Add +5.3% | 62,611 | $3.9M |
| Utah Retirement Systems | 0.04% | Reduce -3.4% | 61,092 | $3.8M |
| Avanza Fonder AB | 0.10% | No change | 42,869 | $3.7M |
| Symphony Financial, Ltd. Co. | 0.48% | Add +0.6% | 58,380 | $3.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +159.6% | 56,013 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | New | 54,762 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.4% | 54,184 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +0.7% | 53,864 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 53,225 | $3.3M |
| Natixis Advisors, LLC | 0.00% | Add +16.8% | 53,211 | $3.3M |
| Intech Investment Management LLC | 0.03% | Add +14.6% | 50,660 | $3.2M |
| Hillsdale Investment Management Inc. | 0.09% | Add +1342.4% | 50,152 | $3.1M |
| Bessemer Group Inc. | 0.00% | Add +0.9% | 49,755 | $3.1M |
| Jane Street Group, LLC | 0.00% | Reduce -84.8% | 48,962 | $3.1M |
| Mariner, LLC | 0.00% | Add +5.7% | 47,121 | $2.9M |
| Vident Advisory, LLC | 0.02% | Add +305.8% | 46,499 | $2.9M |
| Gold Investment Management Ltd. | 0.88% | Add +2.2% | 45,579 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +1.8% | 43,188 | $2.7M |
| Kraematon Investment Advisors, Inc. | 2.19% | Add +0.4% | 42,976 | $2.7M |
| Gulf International Bank (UK) Ltd | 0.06% | Add +50.2% | 42,675 | $2.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -1.9% | 42,518 | $2.7M |
| V-Square Quantitative Management LLC | 0.23% | No change | 25,422 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +32.6% | 34,858 | $2.2M |
| Cardinal Point Capital Management ULC | 0.13% | Add +1.5% | 33,731 | $2.1M |
| Osmosis Investment Management UK Ltd | 0.06% | Reduce -32.9% | 33,552 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Add +61.2% | 23,690 | $2.0M |
| MidFirst Bank | 0.16% | Add +0.4% | 30,622 | $1.9M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -5.0% | 30,229 | $1.9M |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | Reduce -1.4% | 29,673 | $1.9M |
| M&T Bank Corp | 0.01% | Reduce -3.2% | 28,782 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -71.7% | 28,250 | $1.8M |
| Metis Global Partners, LLC | 0.04% | Reduce -8.7% | 28,234 | $1.8M |
| Signaturefd, LLC | 0.03% | Add +0.8% | 28,040 | $1.8M |
| Lazard Asset Management LLC | 0.00% | Add +224.9% | 27,805 | $1.7M |
| Erste Asset Management GmbH | 0.02% | Reduce -2.2% | 27,200 | $1.7M |
| Pathway Financial Advisers, LLC | 0.45% | Add +4.4% | 25,602 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.8% | 24,935 | $1.6M |
| Cidel Asset Management Inc. | 0.08% | Reduce -6.8% | 24,773 | $1.5M |
| Assenagon Asset Management S.A. | 0.00% | Add +1.6% | 24,766 | $1.5M |
| Quadrant Capital Group LLC | 0.05% | Reduce -12.8% | 24,280 | $1.5M |
| Old Port Advisors | 0.35% | Add +16.3% | 24,190 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.6% | 23,717 | $1.5M |
| Advisory Resource Group | 0.25% | Reduce -1.2% | 22,834 | $1.4M |
| Bleakley Financial Group, LLC | 0.02% | Add +15.5% | 22,141 | $1.4M |
| ASR Vermogensbeheer N.V. | 0.02% | Reduce -3.1% | 22,084 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.3% | 21,941 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +8.3% | 21,871 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -18.4% | 21,800 | $1.4M |
| Empowered Funds, LLC | 0.01% | New | 21,397 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.0% | 21,096 | $1.3M |
| Ieq Capital, LLC | 0.01% | Add +6.6% | 21,011 | $1.3M |
| HBK Sorce Advisory LLC | 0.03% | Add +0.3% | 18,308 | $1.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +48.9% | 20,248 | $1.3M |
| Mason & Associates Inc | 0.24% | No change | 20,068 | $1.2M |
| Numerai GP LLC | 0.12% | Reduce -54.2% | 18,805 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.1% | 18,428 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.3% | 18,281 | $1.1M |
| Westerkirk Capital Inc. | 0.12% | Add +4.8% | 17,460 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +71.3% | 17,401 | $1.1M |
| Vise Technologies, Inc. | 0.02% | No change | 16,963 | $1.1M |
| WCG Wealth Advisors LLC | 0.03% | Reduce -11.3% | 16,661 | $1.0M |
| Hilltop National Bank | 0.25% | Reduce -18.1% | 16,577 | $1.0M |
| Verdence Capital Advisors LLC | 0.06% | Reduce -0.1% | 16,333 | $1.0M |
| Corient Private Wealth LP | 0.00% | Reduce -8.4% | 16,358 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +25.2% | 16,515 | $1.0M |
| Evolve Private Wealth, LLC | 0.05% | Add +6.0% | 16,099 | $1.0M |
| Compagnie Lombard Odier SCmA | 0.01% | Add +34.6% | 15,811 | $987K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -38.2% | 15,711 | $983K |
| UniSuper Management Pty Ltd | 0.01% | No change | 11,200 | $976K |
| Pathstone Holdings, LLC | 0.00% | Add +32.6% | 15,194 | $950K |
| Savant Capital, LLC | 0.00% | Add +116.9% | 14,996 | $938K |
| US Bancorp \de | 0.00% | Add +4.0% | 14,192 | $888K |
| Credit Agricole S A | 0.00% | Add +1.0% | 14,080 | $881K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.0% | 13,939 | $872K |
| Truist Financial Corp. | 0.00% | Add +2.6% | 13,691 | $857K |
| Independent Advisor Alliance | 0.01% | Reduce -0.4% | 13,224 | $827K |
| Syon Capital LLC | 0.04% | Reduce -1.1% | 13,067 | $817K |
| Rathbones Group PLC | 0.00% | Add +1.9% | 12,950 | $809K |
| JCP Investment Management, LLC | 0.53% | New | 12,762 | $798K |
| Brown Advisory Inc. | 0.00% | Add +19.4% | 12,619 | $789K |
| Quilter Plc | 0.01% | Reduce -1.3% | 8,841 | $770K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +5.1% | 11,987 | $750K |
| Focus Partners Wealth | 0.00% | Add +48.1% | 11,662 | $746K |
| Capital World Investors | 0.00% | No change | 11,600 | $727K |
| State Street Corp. | 0.00% | Reduce -0.5% | 11,592 | $725K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +70.1% | 21,973 | $711K |
| BNP Paribas Financial Markets | 0.00% | Add +1.3% | 11,179 | $699K |
| NorthCrest Asset Manangement, LLC | 0.02% | No change | 10,801 | $687K |
| Plato Investment Management Ltd | 0.04% | New | 10,716 | $669K |
| Lombard Odier Asset Management (Switzerland) SA | 0.03% | Reduce -64.9% | 10,659 | $668K |
| Gotham Asset Management | 0.00% | Add +78.1% | 10,586 | $662K |
| Lester Murray Antman dba SimplyRich | 0.17% | No change | 10,505 | $657K |
| Brevan Howard Capital Management LP | 0.01% | New | 10,476 | $655K |
| Claret Asset Management Corp | 0.08% | Add +15.5% | 10,175 | $637K |
| One Capital Management, LLC | 0.02% | Add +0.3% | 10,192 | $637K |
| Diversify Wealth Management, LLC | 0.01% | New | 8,996 | $634K |
| Cigna Investments Inc. | 0.10% | No change | 10,015 | $625K |
| Candriam S.C.A. | 0.00% | Add +1.8% | 9,794 | $612K |
| Ritholtz Wealth Management | 0.01% | Add +102.0% | 9,664 | $605K |
| PDT Partners, LLC | 0.04% | No change | 9,648 | $604K |
| Woodstock Corp. | 0.05% | No change | 9,647 | $604K |
| Plan A Wealth LLC | 0.29% | Add +6.0% | 9,626 | $602K |
| Investment Research Partners LLC | 0.24% | Add +7.7% | 9,487 | $594K |
| Fifth Third Bancorp | 0.00% | Reduce -0.6% | 9,095 | $569K |
| Financial & Tax Architects, LLC | 0.13% | Reduce -26.9% | 8,982 | $562K |
| Acadian Asset Management LLC | 0.00% | Reduce -58.5% | 8,900 | $554K |
| Tidal Investments LLC | 0.00% | Add +45.7% | 8,557 | $535K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +120.6% | 8,525 | $533K |
| LGT Group Foundation | 0.01% | No change | 8,493 | $532K |
| 111 Capital | 0.13% | New | 8,408 | $527K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.6% | 8,270 | $517K |
| Am Investment Strategies LLC | 0.11% | Add +0.2% | 8,163 | $511K |
| Blair William & Co. | 0.00% | Reduce -20.7% | 8,142 | $509K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +33.3% | 7,942 | $497K |
| Advisory Services Network, LLC | 0.01% | Add +1.9% | 7,864 | $492K |
| Private Advisor Group, LLC | 0.00% | Add +28.2% | 7,861 | $492K |
| Compound Planning, Inc. | 0.02% | Add +34.0% | 7,800 | $488K |
| Fideuram Asset Management (Ireland) dac | 0.06% | New | 5,282 | $462K |
| Capstone Investment Advisors, LLC | 0.01% | New | 7,298 | $457K |
| PFG Investments, LLC | 0.02% | Reduce -3.5% | 7,284 | $456K |
| Tacita Capital Inc | 0.27% | Add +1.3% | 7,263 | $454K |
| Waverly Advisors, LLC | 0.00% | New | 7,131 | $446K |
| Natixis | 0.00% | Reduce -15.5% | 7,097 | $444K |
| Yousif Capital Management, LLC | 0.01% | No change | 6,899 | $432K |
| Ethic Inc. | 0.01% | Add +43.1% | 6,898 | $432K |
| Caprock Group, LLC | 0.01% | Add +68.2% | 6,821 | $427K |
| denkapparat Operations GmbH | 0.17% | No change | 6,700 | $420K |
| Cumberland Partners Ltd | 0.03% | Add +3.2% | 6,678 | $418K |
| Parsons Capital Management Inc. | 0.02% | No change | 6,667 | $417K |
| &partners | 0.00% | Add +85.7% | 7,146 | $414K |
| Regions Financial Corp. | 0.00% | No change | 6,604 | $413K |
| West Family Investments, Inc. | 0.14% | Reduce -1.3% | 6,455 | $404K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 6,441 | $403K |
| Davidson Trust Co. | 0.17% | No change | 6,383 | $399K |
| PDS Planning, Inc | 0.03% | Reduce -1.4% | 6,340 | $397K |
| Cwm, LLC | 0.00% | Reduce -14.1% | 6,126 | $383K |
| Millennium Management | 0.00% | Reduce -98.3% | 6,097 | $381K |
| Baird Financial Group, Inc. | 0.00% | Add +0.0% | 6,084 | $381K |
| Summerhill Capital Management lnc. | 0.33% | New | 6,081 | $380K |
| Alexander Labrunerie & Co., Inc. | 0.14% | Reduce -0.4% | 6,009 | $376K |
| Argent Trust Co | 0.01% | No change | 5,940 | $372K |
| FreeGulliver LLC | 0.16% | No change | 5,924 | $371K |
| Sei Investments Co. | 0.00% | Add +3.5% | 5,788 | $362K |
| St Germain D J Co. Inc. | 0.01% | No change | 5,747 | $360K |
| K.J. Harrison & Partners Inc | 0.06% | Add +1.1% | 5,745 | $359K |
| Evergreen Capital Management LLC | 0.01% | Add +6.4% | 5,728 | $358K |
| Vontobel Holding Ltd. | 0.00% | Add +1.6% | 5,718 | $358K |
| Corient IA LP | 0.34% | No change | 5,710 | $357K |
| Rockefeller Capital Management L.P. | 0.00% | Add +59.8% | 5,700 | $357K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.3% | 5,670 | $355K |
| Harbour Investments, Inc. | 0.01% | Add +62.9% | 5,509 | $345K |
| Pinnacle Associates Ltd. | 0.00% | Add +0.4% | 5,506 | $344K |
| Venturi Wealth Management, LLC | 0.02% | New | 5,442 | $340K |
| Smithfield Trust Co | 0.01% | No change | 5,394 | $337K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | No change | 5,301 | $331K |
| Benjamin Edwards Inc. | 0.00% | Add +3.9% | 5,226 | $327K |
| Louisbourg Investments Inc. | 0.06% | Add +3.0% | 5,105 | $319K |
| Stonebridge Capital Management Inc. | 0.14% | — | 5,000 | $313K |
| CVA Family Office, LLC | 0.03% | No change | 5,000 | $313K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 4,985 | $312K |
| Canoe Financial LP | 0.00% | New | 4,946 | $310K |
| Keybank National Association | 0.00% | New | 4,763 | $298K |
| EP Wealth Advisors, LLC | 0.00% | Add +9.7% | 4,710 | $295K |
| Scientech Research LLC | 0.24% | New | 4,685 | $293K |
| First Affirmative Financial Network | 0.11% | — | 4,657 | $291K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.13% | Add +13.1% | 4,661 | $291K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +10.2% | 4,557 | $285K |
| Rempart Asset Management Inc. | 0.06% | No change | 4,535 | $283K |
| VestGen Advisors, LLC | 0.01% | New | 3,993 | $282K |
| Pathway Financial Advisors LLC | 0.03% | No change | 4,339 | $276K |
| Glenmede Trust Co. NA | 0.00% | Add +2.6% | 4,410 | $276K |
| Summit Trail Advisors, LLC | 0.00% | New | 4,346 | $272K |
| Parallel Advisors, LLC | 0.00% | Add +15.1% | 4,273 | $267K |
| NewEdge Wealth, LLC | 0.00% | Add +1.1% | 4,238 | $265K |
| WASHINGTON TRUST Co | 0.01% | No change | 4,230 | $265K |
| Villere St Denis J & Co. LLC | 0.03% | No change | 4,177 | $261K |
| HB Wealth Management, LLC | 0.00% | Add +4.7% | 4,158 | $260K |
| Brighton Jones LLC | 0.01% | New | 4,158 | $260K |
| Versant Capital Management, Inc | 0.03% | Add +23.0% | 4,151 | $260K |
| Aaron Wealth Advisors LLC | 0.01% | New | 4,122 | $258K |
| Jain Global LLC | 0.00% | New | 4,110 | $257K |
| Greenwood Gearhart LLC | 0.01% | New | 4,098 | $256K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 4,086 | $256K |
| Ballast, Inc. | 0.06% | No change | 4,083 | $255K |
| Cozad Asset Management Inc. | 0.02% | Reduce -8.9% | 4,072 | $255K |
| Goepper Burkhardt LLC | 0.08% | New | 4,046 | $253K |
| Nilsine Partners, LLC | 0.02% | No change | 3,563 | $252K |
| Wellington-Altus USA Inc. | 0.15% | Add +5.8% | 2,871 | $247K |
| Canopy Partners, LLC | 0.08% | Add +2.4% | 3,929 | $246K |
| Pinebridge Investments LLC | 0.00% | New | 2,789 | $243K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | No change | 3,848 | $241K |
| Well Done, LLC | 0.03% | No change | 3,771 | $236K |
| Prudential PLC | 0.00% | Reduce -30.7% | 3,756 | $235K |
| DGS Capital Management, LLC | 0.04% | Add +10.3% | 3,693 | $231K |
| Brooklyn Investment Group | 0.01% | New | 3,632 | $227K |
| Checchi Capital Advisers, LLC | 0.02% | Add +6.3% | 3,599 | $225K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.2% | 3,596 | $225K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +44.6% | 3,567 | $223K |
| Arkadios Wealth Advisors | 0.00% | Add +1.2% | 3,437 | $215K |
| Merit Financial Group, LLC | 0.00% | Reduce -17.0% | 3,419 | $214K |
| Franklin Street Advisors Inc. | 0.01% | Reduce -59.5% | 3,400 | $213K |
| St. Louis Trust Co | 0.02% | No change | 3,385 | $212K |
| FIL Ltd | 0.00% | No change | 3,321 | $208K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.2% | 3,223 | $202K |
| McDonough Capital Management, Inc | 0.11% | New | 3,201 | $200K |
| Bruce G. Allen Investments, LLC | 0.12% | No change | 2,994 | $187K |
| Blue Trust, Inc. | 0.00% | Add +39.5% | 2,979 | $186K |
| Huntington National Bank | 0.00% | Reduce -0.5% | 2,800 | $175K |
| First Horizon Corp. | 0.01% | No change | 2,771 | $173K |
| Rexford Capital Inc. | 0.12% | No change | 2,655 | $166K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +751.3% | 2,273 | $142K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 2,490 | $135K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +11.5% | 2,061 | $129K |
| UMB Bank, n.a. | 0.00% | Reduce -13.4% | 2,043 | $128K |
| Rhumbline Advisers | 0.00% | Add +0.5% | 2,022 | $126K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -9.1% | 2,001 | $125K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,903 | $119K |
| Perkins Coie Trust Co | 0.02% | No change | 1,871 | $117K |
| MAI Capital Management | 0.00% | Add +6.5% | 1,841 | $115K |
| Assetmark, Inc. | 0.00% | Add +0.9% | 1,841 | $115K |
| IFP Advisors, Inc | 0.00% | Reduce -0.8% | 1,817 | $114K |
| Princeton Global Asset Management LLC | 0.02% | No change | 1,741 | $109K |
| Cromwell Holdings LLC | 0.06% | No change | 1,719 | $108K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -15.2% | 1,708 | $107K |
| Chung Wu Investment Group, LLC | 0.08% | No change | 1,553 | $97K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,200 | $87K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -4.5% | 1,359 | $84K |
| PlanVest Financial, Inc | 0.06% | — | 1,333 | $83K |
| Pacifica Partners Inc. | 0.03% | No change | 1,328 | $83K |
| CoreCap Advisors, LLC | 0.00% | Add +19.7% | 1,306 | $82K |
| Oslo Pensjonsforsikring AS | 0.01% | — | 1,300 | $81K |
| Birchbrook, Inc. | 0.04% | No change | 1,295 | $81K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.1% | 1,208 | $76K |
| LOM Asset Management Ltd | 0.02% | No change | 850 | $74K |
| CX Institutional | 0.00% | Reduce -37.6% | 1,184 | $74K |
| Tobam | 0.02% | Add +43.6% | 830 | $72K |
| Allworth Financial LP | 0.00% | Reduce -0.4% | 1,117 | $70K |
| NBT Bank, N.A. | 0.00% | No change | 1,074 | $67K |
| Triumph Capital Management | 0.01% | No change | 1,073 | $67K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 1,050 | $66K |
| Evelyn Partners Investment Management LLP | 0.00% | Reduce -6.0% | 1,026 | $64K |
| Danske Bank A/S | 0.00% | Reduce -62.6% | 1,006 | $63K |
| City Holding Co. | 0.01% | No change | 1,000 | $63K |
| Basecamp Wealth Advisors LLC | 0.01% | Reduce -0.8% | 994 | $62K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 939 | $59K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -7.1% | 916 | $57K |
| Mather Group, Llc. | 0.00% | New | 876 | $55K |
| Westside Investment Management, Inc. | 0.01% | No change | 801 | $51K |
| MCF Advisors LLC | 0.00% | No change | 800 | $50K |
| Addison Advisors LLC | 0.01% | Add +14.8% | 789 | $49K |
| Asset Dedication, LLC | 0.00% | No change | 787 | $49K |
| Manchester Capital Management LLC | 0.01% | No change | 782 | $49K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | No change | 776 | $49K |
| Oakworth Capital, Inc. | 0.00% | No change | 748 | $47K |
| BankPlus Trust Department | 0.01% | No change | 681 | $43K |
| Asset Planning,Inc | 0.03% | No change | 678 | $42K |
| Abound Wealth Management | 0.01% | Reduce -11.0% | 638 | $40K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 530 | $39K |
| CENTRAL TRUST Co | 0.00% | No change | 600 | $38K |
| Larson Financial Group LLC | 0.00% | Add +34.2% | 592 | $37K |
| GAMMA Investing LLC | 0.00% | No change | 576 | $36K |
| Scarborough Advisors, LLC | 0.00% | New | 523 | $33K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 523 | $33K |
| Cornerstone Planning Group LLC | 0.00% | Add +7.3% | 441 | $32K |
| Sittner & Nelson, LLC | 0.01% | No change | 513 | $32K |
| SRH Advisors, LLC | 0.01% | No change | 500 | $31K |
| AdvisorNet Financial, Inc | 0.00% | No change | 500 | $31K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 500 | $31K |
| Private Trust Co. NA | 0.00% | No change | 497 | $31K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 481 | $30K |
| Arax Advisory Partners | 0.00% | Reduce -71.7% | 467 | $29K |
| WealthCollab, LLC | 0.01% | No change | 460 | $29K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 414 | $26K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 400 | $25K |
| Clean Yield Group | 0.01% | Reduce -44.0% | 380 | $24K |
| Dogwood Wealth Management LLC | 0.01% | No change | 327 | $20K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 317 | $20K |
| Ancora Advisors LLC | 0.00% | Reduce -9.0% | 283 | $18K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 246 | $15K |
| Geneos Wealth Management Inc. | 0.00% | No change | 241 | $15K |
| Bfsg, LLC | 0.00% | No change | 225 | $14K |
| Hughes Financial Services, LLC | 0.00% | No change | 205 | $13K |
| Zions Bancorporation, National Association | 0.00% | Reduce -8.6% | 202 | $13K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 190 | $12K |
| 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% | No change | 170 | $11K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 165 | $10K |
| Bare Financial Services, Inc | 0.00% | Add +24.2% | 154 | $10K |
| Financial Management Professionals, Inc. | 0.00% | No change | 144 | $9K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 150 | $9K |
| True Wealth Design, LLC | 0.00% | No change | 137 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 122 | $8K |
| NewEdge Advisors, LLC | 0.00% | Add +0.9% | 108 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.7% | 100 | $6K |
| Key Financial Inc | 0.00% | No change | 99 | $6K |
| JCIC Asset Management Inc. | 0.00% | No change | 95 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 94 | $6K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 87 | $5K |
| Financial Consulate, Inc. | 0.00% | Reduce -93.7% | 76 | $5K |
| Highline Wealth Partners LLC | 0.00% | Add +590.0% | 69 | $4K |
| North Star Investment Management Corp. | 0.00% | Add +17.5% | 47 | $3K |
| TD Private Client Wealth LLC | 0.00% | Reduce -4.7% | 41 | $3K |
| Kilter Group LLC | 0.00% | Add +20.0% | 36 | $2K |
| Root Financial Partners, LLC | 0.00% | Add +52.2% | 35 | $2K |
| Optiver Holding B.V. | 0.00% | Add +540.0% | 32 | $2K |
| Penserra Capital Management LLC | 0.00% | No change | 33 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 25 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 20 | $1K |
| Nemes Rush Group LLC | 0.00% | No change | 19 | $1K |
| Stone House Investment Management, LLC | 0.00% | Add +33.3% | 16 | $1K |
| Grove Bank & Trust | 0.00% | New | 16 | $1K |
| Cornerstone Financial Management LLC | 0.00% | No change | 15 | $938 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 13 | $813 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 12 | $751 |
| MV Capital Management, Inc. | 0.00% | Add +120.0% | 11 | $689 |
| Simplex Trading, LLC | 0.00% | Reduce -22.2% | 7 | $437 |
| Victory Capital Management Inc. | 0.00% | No change | 6 | $375 |
| Investors Portfolio Services LLC | 0.00% | New | 4 | $281 |
| Bogart Wealth, LLC | 0.00% | New | 4 | $250 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1 | $62 |
| Mascoma Wealth Management LLC | 0.00% | No change | 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.