Sun Life FinancialSLF
13F holders, Q2 2026 (June 30)493holders +42
70new positions
26sold out
8famous investors
$79.38avg. 13F price*
At the end of Q2 2026, 493 institutions reported holding Sun Life Financial Inc. (SLF) in their 13F filings, up 42 from Q1 2026. 70 opened new positions and 26 sold out. The largest holders were Royal Bank of Canada ($3.3B), Vanguard Capital Management LLC ($1.3B) and Bank of Montreal ($959.5M). 8 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Sun Life Financial Inc.
- CUSIP
- 866796105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $165.2M |
| Exits | 26 | $139.8M |
All 13F filers, Q1 2026 → Q2 2026: 21,781,631 shares bought and 25,234,065 shares sold, net −3,452,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 493 holders
| Royal Bank of Canada | 0.55% | Reduce -0.2% | 41,552,120 | $3.3B |
| Vanguard Capital Management LLC | 0.03% | Add +0.5% | 16,048,272 | $1.3B |
| Bank of Montreal | 0.35% | Add +17.8% | 12,232,736 | $959.5M |
| TD Asset Management Inc | 0.69% | Reduce -28.0% | 10,101,426 | $792.8M |
| Mackenzie Financial Corp. | 0.70% | Add +2.3% | 6,244,664 | $695.3M |
| Cibc World Market Inc. | 1.07% | Reduce -13.3% | 8,076,018 | $633.5M |
| 1832 Asset Management L.P. | 0.77% | Reduce -12.1% | 7,965,126 | $624.6M |
| Bank of Nova Scotia | 0.84% | Add +0.9% | 6,930,024 | $544.1M |
| Geode Capital Management, LLC | 0.03% | Add +11.7% | 6,460,912 | $526.4M |
| Norges Bank | 0.05% | — | 6,370,400 | $499.7M |
| FMR LLC | 0.02% | Add +2.7% | 6,004,087 | $471.4M |
| FIL Ltd | 0.33% | Add +178064.1% | 5,916,829 | $464.5M |
| National Bank of Canada | 0.40% | Reduce -12.4% | 5,850,227 | $457.8M |
| TD Waterhouse Canada Inc. | 1.14% | Reduce -0.4% | 5,506,035 | $433.8M |
| Federation des caisses Desjardins du Quebec | 1.28% | Reduce -2.9% | 5,324,854 | $415.6M |
| Vanguard Fiduciary Trust Co. | 0.08% | Reduce -0.0% | 4,909,410 | $385.4M |
| Vanguard Global Advisers, LLC | 0.16% | Add +8.3% | 4,281,703 | $336.2M |
| CIBC Asset Management Inc | 0.66% | Add +182.6% | 3,839,581 | $300.9M |
| Manufacturers Life Insurance Company, The | 0.23% | Reduce -46.1% | 3,739,937 | $293.1M |
| Canada Pension Plan Investment Board | 0.16% | Reduce -6.4% | 3,735,388 | $293.0M |
| Toronto Dominion Bank | 0.48% | Reduce -48.4% | 3,639,967 | $285.5M |
| Legal & General Group Plc | 0.06% | Reduce -6.7% | 3,571,561 | $280.3M |
| Letko, Brosseau & Associates Inc. | 3.65% | Reduce -3.7% | 3,144,427 | $246.8M |
| Scotia Capital Inc. | 0.92% | Reduce -3.6% | 3,144,681 | $245.9M |
| Fiera Capital Corp | 0.89% | Add +35.8% | 3,126,682 | $245.0M |
| JPMorgan Chase & Co. | 0.01% | Add +7.8% | 2,980,877 | $232.8M |
| Wellington Management Group LLP | 0.04% | Add +29.5% | 2,810,328 | $220.6M |
| Morgan Stanley | 0.01% | Reduce -15.3% | 2,529,769 | $198.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +13.3% | 2,401,503 | $188.3M |
| Picton Mahoney Asset Management | 1.49% | Add +49.9% | 2,061,273 | $161.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +6.0% | 1,851,199 | $145.3M |
| Dimensional Fund Advisors LP | 0.03% | Add +7.4% | 1,828,134 | $143.4M |
| Swiss National Bank | 0.07% | Reduce -4.0% | 1,790,200 | $140.1M |
| Beutel, Goodman & Co Ltd. | 1.01% | Reduce -40.0% | 1,743,457 | $136.8M |
| Caisse de depot et placement du Quebec | 0.17% | Add +55.3% | 1,486,005 | $116.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.20% | Reduce -11.4% | 1,315,807 | $103.2M |
| Amundi | 0.02% | Add +10.0% | 1,293,691 | $101.5M |
| Alberta Investment Management Corp | 0.64% | Add +29.8% | 1,274,072 | $99.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.07% | Add +10.9% | 1,236,677 | $97.1M |
| Cardinal Capital Management, Inc. | 2.22% | Reduce -47.6% | 1,168,774 | $91.6M |
| UBS Group AG | 0.01% | Add +57.4% | 1,110,583 | $87.1M |
| Agf Management Ltd. | 0.33% | Add +14.4% | 815,674 | $84.8M |
| Deutsche Bank AG | 0.02% | Add +6.7% | 1,073,257 | $84.2M |
| BlackRock, Inc. | 0.00% | Add +13.8% | 1,040,385 | $81.6M |
| Polar Asset Management Partners Inc. | 1.89% | New | 1,001,122 | $78.5M |
| Value Partners Investments Inc. | 5.04% | Reduce -18.2% | 921,226 | $72.2M |
| Public Sector Pension Investment Board | 0.19% | Add +75.5% | 913,881 | $71.7M |
| Bank of America Corp. | 0.00% | Reduce -21.3% | 889,886 | $69.8M |
| BCV Asset Management Inc. | 2.05% | Reduce -1.5% | 866,769 | $67.8M |
| DekaBank Deutsche Girozentrale | 0.11% | No change | 1,049,330 | $65.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.07% | Reduce -17.0% | 830,737 | $65.1M |
| Mufg Securities (canada), LTD. | 1.66% | Reduce -4.6% | 783,684 | $61.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.35% | Add +0.0% | 712,381 | $55.9M |
| Intact Investment Management Inc. | 1.56% | Add +71.6% | 699,721 | $54.9M |
| GMO | 0.12% | Add +4.7% | 667,734 | $52.4M |
| Bank of New York Mellon Corp | 0.01% | Add +6.6% | 665,994 | $52.2M |
| Todd Asset Management LLC | 0.91% | Reduce -0.8% | 656,501 | $51.5M |
| Van Eck Associates Corp. | 0.03% | Reduce -11.6% | 654,212 | $51.3M |
| MUFG Securities EMEA plc | 0.49% | New | 600,000 | $47.0M |
| Russell Investments Group, Ltd. | 0.04% | Add +9.8% | 593,808 | $46.5M |
| Acadian Asset Management LLC | 0.05% | Add +6303.1% | 569,872 | $44.7M |
| Quadrature Capital Ltd | 0.38% | Add +202.0% | 568,300 | $44.6M |
| Northern Trust Corp. | 0.00% | Reduce -1.5% | 533,151 | $41.8M |
| Aviva PLC | 0.06% | Reduce -9.1% | 532,137 | $41.7M |
| Guardian Capital LP | 0.99% | Add +10.8% | 521,234 | $40.9M |
| QV Investors Inc. | 2.94% | Reduce -5.7% | 487,300 | $38.2M |
| American Century Companies Inc. | 0.02% | Add +18.5% | 460,354 | $36.1M |
| Korea Investment CORP | 0.07% | Add +5.7% | 452,708 | $35.5M |
| First Trust Advisors LP | 0.02% | Reduce -23.3% | 444,993 | $34.9M |
| Pictet Asset Management Holding SA | 0.03% | Add +1.5% | 426,545 | $33.5M |
| Purpose Unlimited Inc. | 1.27% | Add +9.2% | 418,903 | $32.9M |
| Teachers Retirement System of the State of Kentucky | 0.22% | No change | 403,750 | $31.7M |
| D. E. Shaw & Co. | 0.02% | Add +20.4% | 403,192 | $31.6M |
| Nuveen, LLC | 0.01% | Add +3.5% | 402,534 | $31.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Add +158.1% | 388,702 | $30.5M |
| AQR Capital Management | 0.01% | Reduce -28.6% | 374,133 | $29.3M |
| Two Sigma Investments, LP | 0.02% | Reduce -32.9% | 372,413 | $29.2M |
| Northwest & Ethical Investments L.P. | 0.65% | Reduce -4.3% | 358,349 | $28.1M |
| Bank of Nova Scotia Trust Co. | 2.21% | Reduce -4.0% | 339,460 | $26.6M |
| APG Asset Management N.V. | 0.07% | Add +29.4% | 387,125 | $26.6M |
| Millennium Management | 0.02% | Add +5446.1% | 338,146 | $26.5M |
| State of Tennessee, Department of Treasury | 0.07% | Reduce -0.8% | 317,342 | $24.9M |
| CANADA LIFE ASSURANCE Co | 0.04% | Reduce -43.4% | 313,515 | $24.5M |
| Invesco Ltd. | 0.00% | Reduce -75.4% | 292,168 | $22.9M |
| Vanguard Investments Australia, Ltd. | 0.06% | Add +3.5% | 283,986 | $22.3M |
| Franklin Resources Inc. | 0.00% | Reduce -2.6% | 272,744 | $21.4M |
| Neuberger Berman Group LLC | 0.01% | Reduce -1.7% | 260,442 | $20.4M |
| OMERS ADMINISTRATION Corp | 0.12% | Reduce -20.1% | 253,687 | $19.9M |
| Systematic Alpha Investments, LLC | 0.53% | No change | 250,808 | $19.7M |
| Quantinno Capital Management LP | 0.02% | Add +31.5% | 249,498 | $19.6M |
| Nicola Wealth Management LTD. | 1.85% | Reduce -48.1% | 204,800 | $16.1M |
| Montrusco Bolton Investments Inc. | 0.24% | Add +0.0% | 200,872 | $15.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Reduce -87.5% | 200,000 | $15.7M |
| Crossmark Global Holdings, Inc. | 0.19% | Reduce -2.0% | 186,447 | $14.6M |
| State of Wisconsin Investment Board | 0.03% | Reduce -0.4% | 174,000 | $13.7M |
| Lorne Steinberg Wealth Management Inc. | 2.69% | Add +8.6% | 166,933 | $13.1M |
| Zurich Insurance Group Ltd | 0.09% | Reduce -1.9% | 163,178 | $12.8M |
| Mn Services Vermogensbeheer B.V. | 0.10% | Reduce -26.1% | 162,293 | $12.7M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.10% | Add +22.5% | 160,789 | $12.6M |
| Addenda Capital Inc. | 0.34% | No change | 112,410 | $12.5M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -2.1% | 152,039 | $11.9M |
| Oddo BHF Asset Management Sas | 0.49% | Add +8.8% | 95,016 | $10.6M |
| Guardian Partners Inc. | 0.91% | Reduce -12.1% | 128,156 | $10.1M |
| Maryland State Retirement & Pension System | 0.17% | Add +102.4% | 126,712 | $9.9M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.04% | Reduce -7.8% | 125,123 | $9.8M |
| Swiss Life Asset Management Ltd | 0.04% | Add +13.4% | 121,523 | $9.5M |
| Creative Planning | 0.01% | Add +12.7% | 119,029 | $9.3M |
| Citadel Advisors | 0.01% | Reduce -12.7% | 116,630 | $9.1M |
| Nykredit A/S | 0.03% | — | 113,016 | $8.9M |
| Citigroup Inc. | 0.00% | Reduce -28.6% | 104,112 | $8.2M |
| Lazard Asset Management LLC | 0.01% | Add +239.3% | 94,343 | $7.4M |
| Munich Reinsurance Co Stock Corp in Munich | 0.16% | Reduce -64.1% | 93,369 | $7.3M |
| Jane Street Group, LLC | 0.00% | Add +88.9% | 92,478 | $7.3M |
| SEB Asset Management AB | 0.03% | Add +0.7% | 90,986 | $7.1M |
| Renaissance Technologies | 0.01% | New | 91,035 | $7.1M |
| Man Group plc | 0.01% | Reduce -65.0% | 88,782 | $7.0M |
| Intech Investment Management LLC | 0.06% | Add +67.5% | 84,882 | $6.7M |
| Harvest Portfolios Group Inc. | 0.09% | Reduce -1.9% | 81,943 | $6.4M |
| Cetera Investment Advisers | 0.01% | Add +1.2% | 80,563 | $6.3M |
| LPL Financial LLC | 0.00% | Add +12.4% | 80,366 | $6.3M |
| Raymond James Financial Inc. | 0.00% | Add +12.1% | 79,294 | $6.2M |
| Investment Management Corp of Ontario | 0.08% | Add +0.3% | 79,090 | $6.2M |
| Captrust Financial Advisors | 0.01% | Reduce -0.7% | 75,117 | $5.9M |
| Aviso Financial Inc. | 0.20% | Reduce -36.0% | 74,107 | $5.8M |
| Jupiter Topco LLC | 0.00% | — | 73,657 | $5.8M |
| Generali Asset Management SPA SGR | 0.10% | Reduce -24.9% | 51,399 | $5.7M |
| Barclays PLC | 0.00% | Reduce -35.5% | 72,484 | $5.7M |
| Motco | 0.48% | Reduce -2.6% | 70,945 | $5.6M |
| Fideuram Asset Management (Ireland) dac | 0.10% | Add +848.8% | 50,117 | $5.2M |
| USS Investment Management Ltd | 0.02% | Reduce -17.1% | 61,722 | $4.8M |
| Avanza Fonder AB | 0.10% | No change | 42,869 | $4.8M |
| Quantbot Technologies LP | 0.19% | New | 60,490 | $4.7M |
| Natixis Advisors, LLC | 0.01% | Add +13.0% | 60,109 | $4.7M |
| Burney Co./ | 0.13% | Reduce -7.0% | 59,172 | $4.6M |
| Symphony Financial, Ltd. Co. | 0.50% | Add +0.1% | 58,466 | $4.6M |
| Vident Advisory, LLC | 0.03% | Add +19.7% | 55,640 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.3% | 55,524 | $4.4M |
| Utah Retirement Systems | 0.04% | Reduce -9.5% | 55,263 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.6% | 55,090 | $4.3M |
| Stifel Financial Corp. | 0.00% | Add +0.8% | 54,269 | $4.3M |
| Public Employees Retirement System of Ohio | 0.01% | Add +19.3% | 50,742 | $4.0M |
| Bessemer Group Inc. | 0.01% | Add +0.3% | 49,892 | $3.9M |
| Alliancebernstein L.P. | 0.00% | Add +7.7% | 58,346 | $3.7M |
| Mariner, LLC | 0.00% | Reduce -1.6% | 46,355 | $3.6M |
| Gold Investment Management Ltd. | 0.97% | Add +0.5% | 45,797 | $3.6M |
| Campbell & CO Investment Adviser LLC | 0.18% | New | 44,954 | $3.5M |
| Kraematon Investment Advisors, Inc. | 2.50% | Reduce -0.3% | 42,865 | $3.4M |
| Gulf International Bank (UK) Ltd | 0.07% | Reduce -1.5% | 42,042 | $3.3M |
| Hillsdale Investment Management Inc. | 0.07% | Reduce -17.4% | 41,445 | $3.3M |
| HRT Financial LP | 0.01% | New | 39,786 | $3.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +35.5% | 38,270 | $3.0M |
| V-Square Quantitative Management LLC | 0.28% | Add +3.9% | 26,405 | $2.9M |
| Plato Investment Management Ltd | 0.16% | Add +245.4% | 37,016 | $2.9M |
| Cerity Partners LLC | 0.00% | Add +0.5% | 35,042 | $2.7M |
| Cardinal Point Capital Management ULC | 0.15% | Add +1.6% | 34,281 | $2.7M |
| Laird Norton Wetherby Trust Company, LLC | 0.05% | Add +12.1% | 33,258 | $2.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +7.7% | 32,568 | $2.6M |
| Sustainable Insight Capital Management, LLC | 1.05% | New | 31,300 | $2.5M |
| MidFirst Bank | 0.17% | Reduce -0.1% | 30,593 | $2.4M |
| WCG Wealth Advisors LLC | 0.06% | Add +81.7% | 30,271 | $2.4M |
| Kepler Cheuvreux (Suisse) SA | 0.14% | Reduce -87.5% | 21,291 | $2.4M |
| Signaturefd, LLC | 0.03% | Add +6.1% | 29,743 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +33.1% | 29,205 | $2.3M |
| M&T Bank Corp | 0.01% | Reduce -0.3% | 28,682 | $2.2M |
| Ethic Inc. | 0.03% | Add +302.8% | 27,788 | $2.2M |
| Savant Capital, LLC | 0.01% | Add +96.9% | 29,522 | $2.1M |
| Cidel Asset Management Inc. | 0.10% | Add +6.9% | 26,485 | $2.1M |
| Pathway Financial Advisers, LLC | 0.51% | Add +0.5% | 25,721 | $2.0M |
| Assenagon Asset Management S.A. | 0.00% | Add +3.4% | 25,609 | $2.0M |
| Bleakley Financial Group, LLC | 0.03% | Add +15.2% | 25,510 | $2.0M |
| Old Port Advisors | 0.39% | Add +3.1% | 24,949 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +12.9% | 24,691 | $1.9M |
| Ieq Capital, LLC | 0.01% | Add +16.4% | 24,466 | $1.9M |
| Quadrant Capital Group LLC | 0.05% | No change | 24,280 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.3% | 24,118 | $1.9M |
| Wells Fargo & Company | 0.00% | Reduce -44.1% | 24,122 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -57.5% | 23,822 | $1.9M |
| 111 Capital | 0.32% | Add +182.7% | 23,770 | $1.9M |
| Twin Tree Management, LP | 0.28% | New | 23,155 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.5% | 22,899 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +31.3% | 22,838 | $1.8M |
| ASR Vermogensbeheer N.V. | 0.02% | Add +1.4% | 22,391 | $1.8M |
| Advisory Resource Group | 0.26% | Reduce -2.4% | 22,286 | $1.7M |
| Metis Global Partners, LLC | 0.04% | Reduce -22.5% | 21,892 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | New | 21,860 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 21,800 | $1.7M |
| UniSuper Management Pty Ltd | 0.01% | Add +37.0% | 15,342 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.1% | 21,075 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -29.9% | 16,594 | $1.6M |
| Osmosis Investment Management UK Ltd | 0.08% | Reduce -37.8% | 20,857 | $1.6M |
| Capstone Investment Advisors, LLC | 0.01% | Add +184.0% | 20,729 | $1.6M |
| State Street Corp. | 0.00% | Add +75.3% | 20,318 | $1.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 20,248 | $1.6M |
| Allianz Asset Management GmbH | 0.00% | Reduce -87.6% | 20,194 | $1.6M |
| Empowered Funds, LLC | 0.01% | Reduce -5.8% | 20,149 | $1.6M |
| Mason & Associates Inc | 0.25% | No change | 20,068 | $1.6M |
| HBK Sorce Advisory LLC | 0.03% | Add +0.8% | 18,460 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.1% | 18,221 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +8.4% | 17,735 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +7.0% | 17,667 | $1.4M |
| Westerkirk Capital Inc. | 0.13% | No change | 17,460 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.9% | 17,385 | $1.4M |
| Evolve Private Wealth, LLC | 0.08% | Add +7.3% | 17,270 | $1.4M |
| Vise Technologies, Inc. | 0.02% | Add +1.7% | 17,248 | $1.4M |
| Hilltop National Bank | 0.28% | No change | 16,577 | $1.3M |
| US Bancorp \de | 0.00% | Add +15.7% | 16,426 | $1.3M |
| Verdence Capital Advisors LLC | 0.07% | Reduce -0.3% | 16,291 | $1.3M |
| XTX Topco Ltd | 0.02% | New | 16,273 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +16.5% | 16,233 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.3% | 15,907 | $1.2M |
| Lester Murray Antman dba SimplyRich | 0.29% | Add +18.3% | 12,427 | $1.2M |
| Pathstone Holdings, LLC | 0.00% | Add +0.5% | 15,275 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | New | 14,767 | $1.2M |
| Syon Capital LLC | 0.05% | Add +10.2% | 14,399 | $1.1M |
| Independent Advisor Alliance | 0.02% | Reduce -0.5% | 13,164 | $1.0M |
| Rathbones Group PLC | 0.00% | Add +0.6% | 13,025 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Add +15.9% | 12,955 | $1.0M |
| Credit Agricole S A | 0.00% | Reduce -8.9% | 12,822 | $1.0M |
| Brevan Howard Capital Management LP | 0.01% | Add +21.4% | 12,713 | $997K |
| JCP Investment Management, LLC | 0.52% | Reduce -1.9% | 12,520 | $982K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +2.1% | 12,235 | $959K |
| Capital World Investors | 0.00% | No change | 11,600 | $911K |
| Focus Partners Wealth | 0.00% | Reduce -4.4% | 11,146 | $874K |
| NorthCrest Asset Manangement, LLC | 0.02% | No change | 10,801 | $867K |
| Lighthouse Investment Partners, LLC | 0.03% | Reduce -92.3% | 10,866 | $852K |
| Brown Advisory Inc. | 0.00% | Reduce -14.0% | 10,855 | $851K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.9% | 21,328 | $837K |
| Quilter Plc | 0.01% | Reduce -15.5% | 7,473 | $832K |
| Plan A Wealth LLC | 0.35% | Add +8.4% | 10,431 | $818K |
| Investment Research Partners LLC | 0.28% | Add +9.5% | 10,390 | $815K |
| Compagnie Lombard Odier SCmA | 0.01% | Reduce -35.6% | 10,178 | $799K |
| Squarepoint Ops LLC | 0.00% | New | 10,086 | $791K |
| Diversify Advisory Services, LLC | 0.01% | New | 9,521 | $790K |
| Diversify Wealth Management, LLC | 0.01% | Add +5.8% | 9,521 | $790K |
| Cigna Investments Inc. | 0.10% | No change | 10,015 | $786K |
| Axxion S.A. | 0.06% | — | 10,000 | $784K |
| Candriam S.C.A. | 0.00% | Add +1.9% | 9,975 | $782K |
| Ritholtz Wealth Management | 0.01% | Add +1.1% | 9,766 | $766K |
| PDT Partners, LLC | 0.04% | No change | 9,648 | $757K |
| Woodstock Corp. | 0.06% | No change | 9,647 | $757K |
| Compound Planning, Inc. | 0.02% | Add +18.6% | 9,251 | $725K |
| Blair William & Co. | 0.00% | Add +11.7% | 9,096 | $713K |
| Fifth Third Bancorp | 0.00% | Reduce -0.6% | 9,040 | $709K |
| Natixis | 0.00% | Add +24.1% | 8,805 | $690K |
| Claret Asset Management Corp | 0.07% | Reduce -14.0% | 8,754 | $687K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +4.8% | 8,671 | $680K |
| Am Investment Strategies LLC | 0.12% | Add +0.2% | 8,182 | $642K |
| Caprock Group, LLC | 0.01% | Add +19.2% | 8,129 | $637K |
| One Capital Management, LLC | 0.02% | No change | 10,192 | $637K |
| Waverly Advisors, LLC | 0.00% | Add +13.8% | 8,119 | $637K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.1% | 7,938 | $622K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.2% | 7,770 | $609K |
| Tacita Capital Inc | 0.32% | Add +3.2% | 7,494 | $587K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -12.6% | 7,450 | $584K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.2% | 7,376 | $578K |
| PFG Investments, LLC | 0.02% | Add +0.7% | 7,338 | $575K |
| Simplex Trading, LLC | 0.01% | Add +103614.3% | 7,260 | $569K |
| Keybank National Association | 0.00% | Add +50.6% | 7,174 | $563K |
| Baird Financial Group, Inc. | 0.00% | Add +16.3% | 7,074 | $555K |
| EP Wealth Advisors, LLC | 0.00% | Add +46.9% | 6,919 | $543K |
| Truist Financial Corp. | 0.00% | Reduce -49.5% | 6,908 | $542K |
| CIBC Bancorp USA Inc. | 0.00% | New | 6,720 | $527K |
| Parsons Capital Management Inc. | 0.02% | No change | 6,667 | $523K |
| Cumberland Partners Ltd | 0.03% | Reduce -0.3% | 6,658 | $522K |
| Regions Financial Corp. | 0.00% | No change | 6,604 | $518K |
| Rockefeller Capital Management L.P. | 0.00% | Add +15.4% | 6,577 | $516K |
| West Family Investments, Inc. | 0.15% | Add +1.4% | 6,542 | $513K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 6,441 | $505K |
| PDS Planning, Inc | 0.03% | Add +0.8% | 6,388 | $501K |
| Davidson Trust Co. | 0.20% | No change | 6,383 | $501K |
| Centiva Capital, LP | 0.02% | New | 6,324 | $496K |
| Arkadios Wealth Advisors | 0.01% | Add +81.9% | 6,251 | $490K |
| K.J. Harrison & Partners Inc | 0.07% | Add +7.9% | 6,199 | $486K |
| Venturi Wealth Management, LLC | 0.02% | Add +13.2% | 6,160 | $483K |
| Alexander Labrunerie & Co., Inc. | 0.17% | No change | 6,009 | $471K |
| Argent Trust Co | 0.01% | No change | 5,940 | $466K |
| FreeGulliver LLC | 0.16% | No change | 5,924 | $465K |
| LGT Group Foundation | 0.01% | Reduce -30.7% | 5,885 | $462K |
| Sei Investments Co. | 0.00% | Add +1.3% | 5,861 | $460K |
| &partners | 0.00% | Reduce -18.8% | 5,805 | $455K |
| IMC-Chicago, LLC | 0.00% | New | 5,727 | $449K |
| Vontobel Holding Ltd. | 0.00% | No change | 5,718 | $448K |
| Huntington National Bank | 0.00% | Add +103.8% | 5,707 | $448K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.3% | 5,689 | $446K |
| Cozad Asset Management Inc. | 0.03% | Add +38.1% | 5,622 | $441K |
| Pinnacle Associates Ltd. | 0.00% | No change | 5,506 | $432K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.4% | 5,485 | $430K |
| Gotham Asset Management | 0.00% | Reduce -48.9% | 5,405 | $424K |
| Smithfield Trust Co | 0.02% | No change | 5,394 | $423K |
| Evergreen Capital Management LLC | 0.01% | Reduce -6.4% | 5,363 | $421K |
| Tidal Investments LLC | 0.00% | Reduce -38.9% | 5,229 | $410K |
| Modern Wealth Management, LLC | 0.00% | New | 5,169 | $405K |
| St Germain D J Co. Inc. | 0.01% | Reduce -11.3% | 5,097 | $400K |
| Benjamin Edwards Inc. | 0.00% | Reduce -2.9% | 5,075 | $398K |
| Confluence Wealth Services, Inc. | 0.01% | Add +1.3% | 5,051 | $396K |
| Stonebridge Capital Management Inc. | 0.19% | No change | 5,000 | $392K |
| CVA Family Office, LLC | 0.04% | No change | 5,000 | $392K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.20% | Add +5.6% | 4,921 | $386K |
| Versant Capital Management, Inc | 0.03% | Add +15.8% | 4,807 | $377K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | Reduce -12.7% | 4,629 | $363K |
| Aaron Wealth Advisors LLC | 0.02% | Add +12.1% | 4,619 | $362K |
| Glenmede Trust Co. NA | 0.00% | Add +4.3% | 4,598 | $361K |
| Canoe Financial LP | 0.00% | Reduce -7.4% | 4,579 | $359K |
| Ballentine Partners, LLC | 0.00% | New | 4,527 | $355K |
| Greenwood Gearhart LLC | 0.02% | Add +9.8% | 4,498 | $353K |
| Optas, LLC | 0.05% | New | 4,454 | $349K |
| Pathway Financial Advisors LLC | 0.04% | No change | 4,339 | $346K |
| HB Wealth Management, LLC | 0.00% | Add +5.6% | 4,390 | $344K |
| Louisbourg Investments Inc. | 0.06% | Reduce -14.1% | 4,386 | $344K |
| Summit Trail Advisors, LLC | 0.00% | Add +0.1% | 4,350 | $341K |
| Parallel Advisors, LLC | 0.01% | Add +1.6% | 4,341 | $340K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +5.8% | 4,324 | $339K |
| Ameritas Advisory Services, LLC | 0.01% | New | 4,268 | $335K |
| WASHINGTON TRUST Co | 0.01% | No change | 4,230 | $332K |
| Asahi Life Asset Management Co., LTD. | 0.19% | New | 4,187 | $329K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 4,177 | $328K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -8.4% | 4,175 | $327K |
| NewEdge Wealth, LLC | 0.00% | Reduce -2.2% | 4,144 | $325K |
| HSBC Holdings PLC | 0.00% | New | 4,106 | $322K |
| Brighton Jones LLC | 0.01% | Reduce -1.4% | 4,102 | $322K |
| Ballast, Inc. | 0.06% | No change | 4,083 | $320K |
| Goepper Burkhardt LLC | 0.10% | No change | 4,046 | $317K |
| Canopy Partners, LLC | 0.10% | Add +2.9% | 4,042 | $317K |
| Two Sigma Securities, LLC | 0.03% | New | 4,031 | $316K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | No change | 3,848 | $302K |
| Westwood Holdings Group Inc. | 0.00% | New | 3,841 | $301K |
| Merit Financial Group, LLC | 0.00% | Add +11.7% | 3,818 | $299K |
| Well Done, LLC | 0.04% | No change | 3,771 | $296K |
| Rempart Asset Management Inc. | 0.06% | Reduce -18.7% | 3,685 | $289K |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.05% | New | 3,682 | $289K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.7% | 3,657 | $287K |
| Equitable Holdings, Inc. | 0.00% | New | 3,628 | $284K |
| Nilsine Partners, LLC | 0.02% | Add +0.5% | 3,579 | $281K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -0.5% | 3,582 | $278K |
| Bridgewater Advisors Inc. | 0.01% | New | 3,323 | $274K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 3,399 | $267K |
| OneDigital Investment Advisors LLC | 0.00% | New | 3,288 | $258K |
| Ascent Group, LLC | 0.01% | New | 3,266 | $256K |
| Axxcess Wealth Management, LLC | 0.00% | Add +0.4% | 3,236 | $254K |
| McDonough Capital Management, Inc | 0.13% | No change | 3,201 | $251K |
| Franklin Street Advisors Inc. | 0.01% | Reduce -6.8% | 3,170 | $249K |
| MAI Capital Management | 0.00% | Add +71.5% | 3,158 | $248K |
| J. L. Bainbridge & Co., Inc. | 0.02% | New | 3,148 | $247K |
| VestGen Advisors, LLC | 0.01% | Reduce -21.4% | 3,140 | $246K |
| Moneco Advisors, LLC | 0.01% | New | 3,080 | $242K |
| Genus Capital Management Inc. | 0.02% | New | 3,059 | $240K |
| State of Wyoming | 0.02% | New | 3,040 | $239K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,015 | $236K |
| Arax Advisory Partners | 0.00% | Add +540.5% | 2,991 | $235K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,988 | $234K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 2,983 | $234K |
| Maverick Capital | 0.00% | New | 2,981 | $234K |
| Calydon Capital | 0.03% | New | 2,977 | $233K |
| Bruce G. Allen Investments, LLC | 0.15% | Reduce -0.9% | 2,968 | $233K |
| SG Americas Securities, LLC | 0.00% | New | 2,083 | $232K |
| Commerce Bank | 0.00% | New | 2,946 | $231K |
| United Capital Financial Advisors, LLC | 0.00% | New | 2,908 | $228K |
| Magnolia Capital Advisors LLC | 0.04% | New | 2,891 | $227K |
| Old National Bancorp | 0.00% | New | 2,882 | $226K |
| Intrust Bank NA | 0.02% | New | 2,816 | $221K |
| Howland Capital Management LLC | 0.01% | New | 2,783 | $218K |
| First Horizon Corp. | 0.01% | No change | 2,771 | $217K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,745 | $215K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -24.2% | 2,704 | $212K |
| Flputnam Investment Management Co. | 0.00% | New | 2,691 | $211K |
| NewEdge Advisors, LLC | 0.00% | Add +2386.1% | 2,685 | $211K |
| Rexford Capital Inc. | 0.13% | No change | 2,655 | $208K |
| Mengis Capital Management, Inc. | 0.03% | New | 2,577 | $202K |
| Vigilare Wealth Management | 0.06% | New | 2,570 | $202K |
| Blue Trust, Inc. | 0.00% | Reduce -14.0% | 2,562 | $201K |
| Lombard Odier Asset Management (Switzerland) SA | 0.01% | Reduce -76.0% | 2,559 | $201K |
| Clearstead Advisors, LLC | 0.00% | New | 2,487 | $195K |
| Global Retirement Partners, LLC | 0.00% | — | 2,411 | $189K |
| Wellington-Altus USA Inc. | 0.13% | Reduce -5.4% | 2,715 | $183K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 2,273 | $178K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 2,490 | $170K |
| Swiss Re Ltd. | 0.01% | New | 2,084 | $164K |
| Assetmark, Inc. | 0.00% | Add +11.8% | 2,059 | $161K |
| UMB Bank, n.a. | 0.00% | No change | 2,043 | $160K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.8% | 2,017 | $158K |
| Tobam | 0.04% | Add +67.3% | 1,389 | $155K |
| Rhumbline Advisers | 0.00% | Reduce -2.8% | 1,966 | $154K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,903 | $149K |
| Corient IA LP | 0.14% | Reduce -66.7% | 1,900 | $149K |
| Perkins Coie Trust Co | 0.02% | No change | 1,871 | $147K |
| IFP Advisors, Inc | 0.00% | No change | 1,817 | $142K |
| Princeton Global Asset Management LLC | 0.02% | No change | 1,741 | $137K |
| Cromwell Holdings LLC | 0.06% | No change | 1,719 | $135K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 1,708 | $134K |
| Chung Wu Investment Group, LLC | 0.08% | No change | 1,553 | $122K |
| CoreCap Advisors, LLC | 0.00% | Add +4.8% | 1,368 | $107K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,359 | $106K |
| Pacifica Partners Inc. | 0.03% | No change | 1,328 | $105K |
| PlanVest Financial, Inc | 0.07% | No change | 1,333 | $105K |
| Mather Group, Llc. | 0.00% | Add +49.3% | 1,308 | $103K |
| Birchbrook, Inc. | 0.05% | No change | 1,295 | $102K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.1% | 1,209 | $95K |
| LOM Asset Management Ltd | 0.02% | No change | 850 | $95K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,200 | $94K |
| CX Institutional | 0.00% | No change | 1,184 | $93K |
| IFG Advisory, LLC | 0.00% | New | 1,182 | $93K |
| Allworth Financial LP | 0.00% | Reduce -2.6% | 1,088 | $85K |
| Triumph Capital Management | 0.02% | No change | 1,073 | $84K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 1,050 | $82K |
| Danske Bank A/S | 0.00% | No change | 1,006 | $79K |
| City Holding Co. | 0.01% | No change | 1,000 | $78K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +900.0% | 1,000 | $78K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 994 | $78K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 939 | $74K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.3% | 928 | $73K |
| Evelyn Partners Group Ltd | 0.00% | — | 906 | $71K |
| Westside Investment Management, Inc. | 0.01% | No change | 801 | $63K |
| Larson Financial Group LLC | 0.00% | Add +34.6% | 797 | $63K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | Add +54.0% | 770 | $60K |
| Oakworth Capital, Inc. | 0.00% | No change | 748 | $59K |
| Capital Analysts, LLC | 0.00% | New | 738 | $58K |
| BankPlus Trust Department | 0.01% | No change | 681 | $53K |
| Asset Planning,Inc | 0.03% | No change | 678 | $53K |
| Private Trust Co. NA | 0.00% | Add +31.0% | 651 | $51K |
| Abound Wealth Management | 0.01% | No change | 638 | $50K |
| Mondrian Investment Partners LTD | 0.00% | New | 442 | $49K |
| Manchester Capital Management LLC | 0.01% | Reduce -22.1% | 609 | $48K |
| CENTRAL TRUST Co | 0.00% | No change | 600 | $47K |
| MCF Advisors LLC | 0.00% | Reduce -26.8% | 586 | $46K |
| GAMMA Investing LLC | 0.00% | No change | 576 | $45K |
| Planning Strategies Inc. | 0.03% | — | 560 | $44K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 530 | $42K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 523 | $41K |
| Sittner & Nelson, LLC | 0.01% | No change | 513 | $40K |
| Buck Wealth Strategies, LLC | 0.00% | New | 510 | $40K |
| SRH Advisors, LLC | 0.01% | No change | 500 | $39K |
| AdvisorNet Financial, Inc | 0.00% | No change | 500 | $39K |
| Silver Grove Financial Group, Inc. | 0.02% | New | 489 | $38K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 481 | $38K |
| Asset Dedication, LLC | 0.00% | Reduce -41.3% | 462 | $36K |
| WealthCollab, LLC | 0.01% | No change | 460 | $36K |
| Cornerstone Planning Group LLC | 0.00% | No change | 441 | $36K |
| First Bancorp, Inc | 0.01% | New | 444 | $35K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 414 | $32K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 406 | $32K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 400 | $31K |
| Clean Yield Group | 0.01% | No change | 380 | $30K |
| Dogwood Wealth Management LLC | 0.01% | No change | 327 | $26K |
| Financial Gravity Companies, Inc. | 0.00% | — | 317 | $25K |
| Bare Financial Services, Inc | 0.00% | Add +74.7% | 269 | $21K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 246 | $19K |
| Towne Trust Company, N.A | 0.01% | New | 244 | $19K |
| Geneos Wealth Management Inc. | 0.00% | No change | 241 | $19K |
| Bfsg, LLC | 0.00% | No change | 225 | $18K |
| Hughes Financial Services, LLC | 0.00% | No change | 205 | $16K |
| Zions Bancorporation, National Association | 0.00% | No change | 202 | $16K |
| SBI Securities Co., Ltd. | 0.00% | No change | 185 | $15K |
| Coston, McIsaac & Partners | 0.00% | New | 183 | $14K |
| Kilter Group LLC | 0.00% | Add +383.3% | 174 | $14K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 165 | $13K |
| Financial Management Professionals, Inc. | 0.00% | Add +13.9% | 164 | $13K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 150 | $12K |
| True Wealth Design, LLC | 0.00% | No change | 137 | $11K |
| Ancora Advisors LLC | 0.00% | Reduce -52.3% | 135 | $11K |
| Elevation Wealth Partners, LLC | 0.00% | New | 121 | $9K |
| TD Private Client Wealth LLC | 0.00% | Add +156.1% | 105 | $8K |
| Key Financial Inc | 0.00% | No change | 99 | $8K |
| Cornerstone Financial Management LLC | 0.01% | Add +553.3% | 98 | $8K |
| Barrett & Company, Inc. | 0.00% | No change | 94 | $7K |
| Fiduciary Financial Advisors | 0.00% | New | 86 | $7K |
| Financial Consulate, Inc. | 0.00% | Add +7.9% | 82 | $6K |
| JCIC Asset Management Inc. | 0.00% | No change | 95 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -58.2% | 71 | $6K |
| Institute for Wealth Management, LLC. | 0.00% | New | 70 | $5K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 87 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 69 | $5K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 61 | $5K |
| JNBA Financial Advisors | 0.00% | New | 53 | $4K |
| North Star Investment Management Corp. | 0.00% | No change | 47 | $4K |
| Raffa Wealth Management, LLC | 0.00% | Add +64.0% | 41 | $3K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -98.3% | 34 | $3K |
| Stone House Investment Management, LLC | 0.00% | Add +62.5% | 26 | $2K |
| Penserra Capital Management LLC | 0.00% | No change | 33 | $2K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 25 | $2K |
| MV Capital Management, Inc. | 0.00% | Add +109.1% | 23 | $2K |
| LRI Investments, LLC | 0.00% | New | 23 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 21 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 20 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 19 | $1K |
| Grove Bank & Trust | 0.00% | No change | 16 | $1K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 13 | $1K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 12 | $941 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 7 | $549 |
| Transamerica Financial Advisors, LLC | 0.00% | Add +600.0% | 7 | $548 |
| Victory Capital Management Inc. | 0.00% | No change | 6 | $470 |
| Investors Portfolio Services LLC | 0.00% | No change | 4 | $314 |
| Bogart Wealth, LLC | 0.00% | No change | 4 | $314 |
| Mascoma Wealth Management LLC | 0.00% | No change | 1 | $76 |
"% of holder's portfolio" is SLF's weight in each manager's 13F, not the share of Sun Life Financial Inc. the manager owns.