SUN LIFE FINANCIAL INC (SLF) — Institutional Holders, Q2 2026 (page 3)
497 institutional investment managers reported a SLF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $20.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SLF 13F holders ranked 201–300 of 497
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | JONES FINANCIAL COMPANIES LLLP#201 · 17,667 sh | 17,667 | $1.4M | <0.01% | +7.0% |
| 202 | Westerkirk Capital#202 · 17,460 sh | 17,460 | $1.4M | 0.13% | 0.0% |
| 203 | ENVESTNET ASSET MANAGEMENT#203 · 17,385 sh | 17,385 | $1.4M | <0.01% | -4.9% |
| 204 | EVOLVE PRIVATE WEALTH#204 · 17,270 sh | 17,270 | $1.4M | 0.08% | +7.3% |
| 205 | Vise Technologies#205 · 17,248 sh | 17,248 | $1.4M | 0.02% | +1.7% |
| 206 | Hilltop National Bank#206 · 16,577 sh | 16,577 | $1.3M | — | 0.0% |
| 207 | US BANCORP \DE\#207 · 16,426 sh | 16,426 | $1.3M | <0.01% | +15.7% |
| 208 | Verdence Capital Advisors#208 · 16,291 sh | 16,291 | $1.3M | — | -0.3% |
| 209 | XTX Topco Ltd#209 · 16,273 sh | 16,273 | $1.3M | 0.02% | New |
| 210 | Janney Montgomery Scott#210 · 16,233 sh | 16,233 | $1.3M | <0.01% | +16.5% |
| 211 | Cambridge Investment Research Advisors#211 · 15,907 sh | 15,907 | $1.2M | <0.01% | +1.2% |
| 212 | Lester Murray Antman dba SimplyRich#212 · 12,427 sh | 12,427 | $1.2M | 0.29% | +18.3% |
| 213 | Pathstone#213 · 15,275 sh | 15,275 | $1.2M | <0.01% | +0.5% |
| 214 | Qube Research & Technologies Ltd#214 · 14,767 sh | 14,767 | $1.2M | <0.01% | New |
| 215 | SYON CAPITAL#215 · 14,399 sh | 14,399 | $1.1M | 0.05% | +10.2% |
| 216 | Independent Advisor Alliance#216 · 13,164 sh | 13,164 | $1.0M | 0.02% | -0.5% |
| 217 | Rathbones Group PLC#217 · 13,025 sh | 13,025 | $1.0M | <0.01% | +0.6% |
| 218 | BNP PARIBAS FINANCIAL MARKETS#218 · 12,955 sh | 12,955 | $1.0M | <0.01% | +15.9% |
| 219 | CREDIT AGRICOLE S A#219 · 12,822 sh | 12,822 | $1.0M | <0.01% | -8.9% |
| 220 | Brevan Howard Capital Management#220 · 12,713 sh | 12,713 | $997.0K | <0.01% | +21.4% |
| 221 | JCP Investment Management#221 · 12,520 sh | 12,520 | $981.8K | 0.52% | -1.9% |
| 222 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#222 · 12,235 sh | 12,235 | $959.4K | 0.01% | +2.1% |
| 223 | Capital World Investors#223 · 11,600 sh | 11,600 | $910.7K | <0.01% | 0.0% |
| 224 | Focus Partners Wealth#224 · 11,146 sh | 11,146 | $874.1K | <0.01% | -4.4% |
| 225 | NorthCrest Asset Manangement#225 · 10,801 sh | 10,801 | $867.2K | — | 0.0% |
| 226 | Lighthouse Investment Partners#226 · 10,866 sh | 10,866 | $851.9K | 0.02% | -92.3% |
| 227 | BROWN ADVISORY#227 · 10,855 sh | 10,855 | $851.2K | <0.01% | -14.0% |
| 228 | WEALTH ENHANCEMENT ADVISORY SERVICES#228 · 21,328 sh | 21,328 | $837.1K | — | -2.9% |
| 229 | Quilter Plc#229 · 7,473 sh | 7,473 | $832.1K | — | -15.5% |
| 230 | Plan A Wealth#230 · 10,431 sh | 10,431 | $818.0K | — | +8.4% |
| 231 | Investment Research Partners#231 · 10,390 sh | 10,390 | $814.8K | — | +9.5% |
| 232 | Compagnie Lombard Odier SCmA#232 · 10,178 sh | 10,178 | $798.8K | <0.01% | -35.6% |
| 233 | Squarepoint Ops#233 · 10,086 sh | 10,086 | $790.9K | <0.01% | New |
| 234 | Diversify Advisory Services#234 · 9,521 sh | 9,521 | $789.5K | — | New |
| 235 | DIVERSIFY WEALTH MANAGEMENT#235 · 9,521 sh | 9,521 | $789.5K | — | +5.8% |
| 236 | CIGNA INVESTMENTS#236 · 10,015 sh | 10,015 | $786.0K | — | 0.0% |
| 237 | Axxion S.A.#237 · 10,000 sh | 10,000 | $784.2K | — | — |
| 238 | Candriam S.C.A.#238 · 9,975 sh | 9,975 | $782.1K | <0.01% | +1.8% |
| 239 | RITHOLTZ WEALTH MANAGEMENT#239 · 9,766 sh | 9,766 | $765.8K | 0.01% | +1.1% |
| 240 | PDT Partners#240 · 9,648 sh | 9,648 | $756.6K | 0.04% | 0.0% |
| 241 | WOODSTOCK#241 · 9,647 sh | 9,647 | $756.5K | — | 0.0% |
| 242 | Compound Planning#242 · 9,251 sh | 9,251 | $725.5K | 0.02% | +18.6% |
| 243 | BLAIR WILLIAM#243 · 9,096 sh | 9,096 | $713.3K | <0.01% | +11.7% |
| 244 | FIFTH THIRD BANCORP#244 · 9,040 sh | 9,040 | $708.9K | <0.01% | -0.6% |
| 245 | NATIXIS#245 · 8,805 sh | 8,805 | $690.5K | <0.01% | +24.1% |
| 246 | Claret Asset Management#246 · 8,754 sh | 8,754 | $687.0K | 0.07% | -14.0% |
| 247 | Prime Capital Investment Advisors#247 · 8,671 sh | 8,671 | $680.0K | — | +4.8% |
| 248 | AM INVESTMENT STRATEGIES#248 · 8,182 sh | 8,182 | $642.0K | 0.12% | +0.2% |
| 249 | Caprock Group#249 · 8,129 sh | 8,129 | $637.5K | 0.01% | +19.2% |
| 250 | One Capital Management#250 · 10,192 sh | 10,192 | $636.8K | 0.02% | 0.0% |
| 251 | Waverly Advisors#251 · 8,119 sh | 8,119 | $636.7K | <0.01% | +13.9% |
| 252 | Steward Partners Investment Advisory#252 · 7,938 sh | 7,938 | $622.5K | <0.01% | -0.1% |
| 253 | Advisory Services Network#253 · 7,770 sh | 7,770 | $609.3K | <0.01% | -1.2% |
| 254 | Tacita Capital#254 · 7,494 sh | 7,494 | $587.2K | 0.32% | +3.2% |
| 255 | Beacon Pointe Advisors#255 · 7,450 sh | 7,450 | $584.2K | <0.01% | -12.6% |
| 256 | Private Advisor Group#256 · 7,376 sh | 7,376 | $578.5K | <0.01% | -6.2% |
| 257 | PFG Investments#257 · 7,338 sh | 7,338 | $575.5K | 0.02% | +0.7% |
| 258 | SIMPLEX TRADING#258 · 7,260 sh | 7,260 | $569.3K | <0.01% | New |
| 259 | KEYBANK NATIONAL ASSOCIATION#259 · 7,174 sh | 7,174 | $562.6K | <0.01% | +50.6% |
| 260 | Baird Financial Group#260 · 7,074 sh | 7,074 | $554.7K | <0.01% | +16.3% |
| 261 | EP Wealth Advisors#261 · 6,919 sh | 6,919 | $542.6K | <0.01% | +46.9% |
| 262 | TRUIST FINANCIAL#262 · 6,908 sh | 6,908 | $541.7K | <0.01% | -49.5% |
| 263 | CIBC Bancorp USA#263 · 6,720 sh | 6,720 | $527.0K | <0.01% | New |
| 264 | PARSONS CAPITAL MANAGEMENT#264 · 6,667 sh | 6,667 | $522.8K | 0.02% | 0.0% |
| 265 | Cumberland Partners Ltd#265 · 6,658 sh | 6,658 | $521.7K | 0.03% | -0.3% |
| 266 | REGIONS FINANCIAL#266 · 6,604 sh | 6,604 | $517.9K | <0.01% | 0.0% |
| 267 | Rockefeller Capital Management L.P.#267 · 6,577 sh | 6,577 | $515.9K | <0.01% | +15.4% |
| 268 | West Family Investments#268 · 6,542 sh | 6,542 | $513.0K | 0.15% | +1.3% |
| 269 | Sound View Wealth Advisors Group#269 · 6,441 sh | 6,441 | $505.1K | 0.03% | 0.0% |
| 270 | PDS Planning#270 · 6,388 sh | 6,388 | $500.9K | 0.03% | +0.8% |
| 271 | DAVIDSON#271 · 6,383 sh | 6,383 | $500.6K | — | 0.0% |
| 272 | Centiva Capital#272 · 6,324 sh | 6,324 | $495.9K | <0.01% | New |
| 273 | Arkadios Wealth Advisors#273 · 6,251 sh | 6,251 | $490.2K | <0.01% | +81.9% |
| 274 | K.J. Harrison & Partners#274 · 6,199 sh | 6,199 | $485.8K | 0.07% | +7.9% |
| 275 | Venturi Wealth Management#275 · 6,160 sh | 6,160 | $483.1K | 0.02% | +13.2% |
| 276 | ALEXANDER LABRUNERIE#276 · 6,009 sh | 6,009 | $471.2K | 0.17% | 0.0% |
| 277 | Argent#277 · 5,940 sh | 5,940 | $465.8K | 0.01% | 0.0% |
| 278 | FreeGulliver#278 · 5,924 sh | 5,924 | $464.6K | 0.16% | 0.0% |
| 279 | LGT Group Foundation#279 · 5,885 sh | 5,885 | $461.6K | <0.01% | -30.7% |
| 280 | SEI INVESTMENTS#280 · 5,861 sh | 5,861 | $459.6K | <0.01% | +1.3% |
| 281 | WILEY BROS.-AINTREE CAPITAL#281 · 5,805 sh | 5,805 | $455.2K | <0.01% | -18.8% |
| 282 | IMC-Chicago#282 · 5,727 sh | 5,727 | $449.1K | <0.01% | New |
| 283 | Vontobel Holding Ltd.#283 · 5,718 sh | 5,718 | $448.5K | — | 0.0% |
| 284 | HUNTINGTON NATIONAL BANK#284 · 5,707 sh | 5,707 | $447.5K | <0.01% | +103.8% |
| 285 | Mesirow Financial Investment Management#285 · 5,689 sh | 5,689 | $446.1K | <0.01% | +0.3% |
| 286 | COZAD ASSET MANAGEMENT#286 · 5,622 sh | 5,622 | $440.9K | 0.03% | +38.1% |
| 287 | PINNACLE ASSOCIATES LTD#287 · 5,506 sh | 5,506 | $431.8K | — | 0.0% |
| 288 | HARBOUR INVESTMENTS#288 · 5,485 sh | 5,485 | $430.1K | <0.01% | -0.4% |
| 289 | Gotham Asset Management#289 · 5,405 sh | 5,405 | $423.9K | <0.01% | -48.9% |
| 290 | Smithfield#290 · 5,394 sh | 5,394 | $423.0K | 0.02% | 0.0% |
| 291 | EVERGREEN CAPITAL MANAGEMENT#291 · 5,363 sh | 5,363 | $420.6K | — | -6.4% |
| 292 | Toroso Investments#292 · 5,229 sh | 5,229 | $410.1K | <0.01% | -38.9% |
| 293 | Modern Wealth Management#293 · 5,169 sh | 5,169 | $405.3K | <0.01% | New |
| 294 | ST GERMAIN D J#294 · 5,097 sh | 5,097 | $399.7K | 0.01% | -11.3% |
| 295 | BENJAMIN EDWARDS#295 · 5,075 sh | 5,075 | $398.0K | <0.01% | -2.9% |
| 296 | Confluence Wealth Services#296 · 5,051 sh | 5,051 | $396.1K | 0.01% | +1.3% |
| 297 | CVA Family Office#297 · 5,000 sh | 5,000 | $392.1K | 0.04% | 0.0% |
| 298 | STONEBRIDGE CAPITAL MANAGEMENT#298 · 5,000 sh | 5,000 | $392.1K | 0.19% | 0.0% |
| 299 | Ewing Morris & Investment Partners Ltd.#299 · 4,921 sh | 4,921 | $386.2K | 0.20% | +5.6% |
| 300 | Versant Capital Management#300 · 4,807 sh | 4,807 | $377.0K | — | +15.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.