SUN LIFE FINANCIAL INC - SLF

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ROYAL BANK OF CANADA History Reduced 43,857,320 3,439,290 0.51% 0.48% 1 -260,948 -0.59% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Added to 16,048,272 1,259,981 0.03% 0.03% 2 +73,621 0.46% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History Added to 12,439,736 975,693 0.32% 0.25% 3 +1,842,386 17.39% Q2 2026 Aug 12, 2026
TD ASSET MANAGEMENT INC History Reduced 10,101,426 792,806 0.69% 0.71% 4 -3,921,572 -27.97% Q2 2026 Aug 04, 2026
MACKENZIE FINANCIAL CORP History Added to 6,244,664 695,343 0.7% 0.46% 5 +142,127 2.33% Q2 2026 Aug 13, 2026
CIBC WORLD MARKET INC. History Reduced 8,076,018 633,507 1.02% 1.01% 6 -1,772,421 -18.0% Q2 2026 Aug 13, 2026
1832 Asset Management L.P. History Reduced 7,965,126 624,625 0.31% 0.52% 7 -1,098,752 -12.12% Q2 2026 Aug 13, 2026
BANK OF NOVA SCOTIA History Added to 6,930,024 544,051 0.82% 0.75% 8 +60,744 0.88% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 6,460,912 526,427 0.03% 0.02% 9 +674,856 11.66% Q2 2026 Aug 12, 2026
NORGES BANK History New 6,370,400 499,653 0.05% 10 +6,370,400 New Q2 2026 Aug 12, 2026
FMR LLC History Added to 6,004,087 471,394 0.02% 0.02% 11 +157,188 2.69% Q2 2026 Aug 13, 2026
FIL Ltd History Added to 5,916,829 464,543 0.33% 0.0% 12 +5,913,508 178064.08% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 5,850,227 457,769 0.33% 0.37% 13 -828,814 -12.41% Q2 2026 Aug 10, 2026
TD Waterhouse Canada Inc. History Reduced 5,506,035 433,831 1.14% 1.03% 14 -22,099 -0.4% Q2 2026 Jul 27, 2026
Federation des caisses Desjardins du Quebec History Reduced 5,324,854 415,566 1.27% 1.23% 15 -157,299 -2.87% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History Reduced 4,909,410 385,447 0.08% 0.08% 16 -1,098 -0.02% Q2 2026 Aug 13, 2026
TORONTO DOMINION BANK History Reduced 4,830,967 378,904 0.44% 0.77% 17 -3,711,810 -43.45% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History Added to 4,281,703 336,165 0.16% 0.13% 18 +328,575 8.31% Q2 2026 Aug 13, 2026
CIBC Asset Management Inc History Added to 3,839,581 300,874 0.66% 0.21% 19 +2,480,709 182.56% Q2 2026 Aug 03, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 3,739,937 293,050 0.23% 0.37% 20 -3,205,327 -46.15% Q2 2026 Sep 09, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 3,735,388 292,979 0.16% 0.16% 21 -256,542 -6.43% Q2 2026 Aug 14, 2026
Legal & General Group Plc History Reduced 3,571,561 280,311 0.06% 0.06% 22 -258,175 -6.74% Q2 2026 Aug 14, 2026
LETKO, BROSSEAU & ASSOCIATES INC History Reduced 3,144,427 246,789 3.65% 3.29% 23 -119,981 -3.68% Q2 2026 Aug 13, 2026
SCOTIA CAPITAL INC. History Reduced 3,144,681 245,897 0.92% 0.84% 24 -118,317 -3.63% Q2 2026 Aug 11, 2026
Fiera Capital Corp History Added to 3,126,682 245,042 0.89% 0.49% 25 +824,687 35.82% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History Added to 2,980,877 232,776 0.01% 0.01% 26 +215,075 7.78% Q2 2026 Aug 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 2,810,328 220,567 0.04% 0.03% 27 +639,979 29.49% Q2 2026 Aug 14, 2026
MORGAN STANLEY History Reduced 2,529,769 198,384 0.01% 0.01% 28 -456,625 -15.29% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History Added to 2,401,503 188,325 0.02% 0.02% 29 +282,549 13.33% Q2 2026 Aug 14, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 2,061,273 161,431 1.19% 0.64% 30 +686,356 49.92% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,851,199 145,290 0.02% 0.02% 31 +104,328 5.97% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,828,134 143,357 0.03% 0.02% 32 +126,206 7.42% Q2 2026 Aug 11, 2026
Swiss National Bank History Reduced 1,790,200 140,142 0.07% 0.07% 33 -74,000 -3.97% Q2 2026 Aug 11, 2026
Beutel, Goodman & Co Ltd. History Reduced 1,743,457 136,834 1.01% 1.23% 34 -1,163,635 -40.03% Q2 2026 Aug 12, 2026
SIG North Trading, ULC History Reduced 1,738,100 136,301 2.51% 2.4% 35 -170,941 -8.95% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History Added to 1,703,192 133,584 0.06% 0.06% 36 +68,456 4.19% Q2 2026 Aug 14, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 1,486,005 116,628 0.17% 0.1% 37 +528,973 55.27% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 1,315,807 103,203 0.2% 0.21% 38 -169,973 -11.44% Q2 2026 Aug 12, 2026
Amundi History Added to 1,293,691 101,451 0.02% 0.02% 39 +117,210 9.96% Q2 2026 Aug 11, 2026
Alberta Investment Management Corp History Added to 1,274,072 99,930 0.56% 0.37% 40 +292,719 29.83% Q2 2026 Aug 06, 2026
VANGUARD ASSET MANAGEMENT, Ltd History Added to 1,236,677 97,093 0.07% 0.06% 41 +121,171 10.86% Q2 2026 Aug 13, 2026
Cardinal Capital Management, Inc. History Reduced 1,168,774 91,582 2.22% 3.76% 42 -1,062,650 -47.62% Q2 2026 Jul 10, 2026
UBS Group AG History Added to 1,110,583 87,091 0.01% 0.01% 43 +404,775 57.35% Q2 2026 Aug 13, 2026
AGF MANAGEMENT LTD History Added to 815,674 84,845 0.33% 0.28% 44 +102,735 14.41% Q2 2026 Aug 10, 2026
DEUTSCHE BANK AG\ History Added to 1,073,257 84,164 0.02% 0.02% 45 +67,515 6.71% Q2 2026 Aug 07, 2026
BlackRock, Inc. History Added to 1,040,385 81,587 0.0% 0.0% 46 +126,302 13.82% Q2 2026 Aug 07, 2026
Polar Asset Management Partners Inc. History New 1,001,122 78,481 1.29% 47 +1,001,122 New Q2 2026 Aug 14, 2026
Value Partners Investments Inc. History Reduced 921,226 72,187 5.04% 5.37% 48 -204,998 -18.2% Q2 2026 Jul 15, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 913,881 71,678 0.19% 0.1% 49 +393,134 75.49% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 889,886 69,784 0.0% 0.01% 50 -240,323 -21.26% Q2 2026 Aug 14, 2026
BCV Asset Management Inc. History Reduced 866,769 67,771 2.05% 1.89% 51 -13,215 -1.5% Q2 2026 Aug 10, 2026
DekaBank Deutsche Girozentrale History No change 1,049,330 65,395 0.11% 0.11% 52 0 0.0% Q2 2026 Aug 05, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 830,737 65,102 0.07% 0.07% 53 -170,575 -17.04% Q2 2026 Aug 12, 2026
MUFG SECURITIES (CANADA), LTD. History Reduced 783,684 61,430 1.66% 1.48% 54 -37,878 -4.61% Q2 2026 Aug 12, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 712,381 55,874 0.35% 0.26% 55 +251 0.04% Q2 2026 Aug 13, 2026
INTACT INVESTMENT MANAGEMENT INC. History Added to 699,721 54,932 1.56% 0.73% 56 +292,010 71.62% Q2 2026 Jul 20, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 667,734 52,390 0.12% 0.1% 57 +30,104 4.72% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History Added to 665,994 52,227 0.01% 0.01% 58 +41,291 6.61% Q2 2026 Aug 06, 2026
MILLENNIUM MANAGEMENT LLC History Added to 563,146 51,565 0.02% 0.01% 59 +332,049 143.68% Q2 2026 Aug 14, 2026
TODD ASSET MANAGEMENT LLC History Reduced 656,501 51,483 0.91% 0.81% 60 -5,557 -0.84% Q2 2026 Aug 04, 2026
VAN ECK ASSOCIATES CORP History Reduced 654,212 51,312 0.03% 0.03% 61 -86,065 -11.63% Q2 2026 Aug 14, 2026
MUFG Securities EMEA plc History New 600,000 47,031 0.49% 62 +600,000 New Q2 2026 Aug 12, 2026
Russell Investments Group, Ltd. History Added to 593,808 46,532 0.04% 0.04% 63 +53,013 9.8% Q2 2026 Aug 06, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 569,872 44,712 0.05% 0.0% 64 +560,972 6303.06% Q2 2026 Aug 13, 2026
Quadrature Capital Ltd History Added to 568,300 44,602 0.38% 0.14% 65 +380,100 201.97% Q2 2026 Aug 06, 2026
NORTHERN TRUST CORP History Reduced 533,151 41,809 0.0% 0.0% 66 -8,263 -1.53% Q2 2026 Aug 13, 2026
AVIVA PLC History Reduced 532,137 41,709 0.06% 0.06% 67 -53,166 -9.08% Q2 2026 Aug 13, 2026
GUARDIAN CAPITAL LP History Added to 521,234 40,908 0.99% 0.78% 68 +51,023 10.85% Q2 2026 Aug 14, 2026
PERISCOPE CAPITAL INC. History Added to 500,000 39,239 3.44% 1.94% 69 +221,300 79.4% Q2 2026 Aug 11, 2026
QV Investors Inc. History Reduced 487,300 38,246 2.94% 2.61% 70 -29,210 -5.66% Q2 2026 Jul 21, 2026
AMERICAN CENTURY COMPANIES INC History Added to 460,354 36,143 0.02% 0.01% 71 +71,860 18.5% Q2 2026 Aug 12, 2026
Korea Investment CORP History Added to 452,708 35,530 0.07% 0.06% 72 +24,380 5.69% Q2 2026 Aug 11, 2026
FIRST TRUST ADVISORS LP History Reduced 444,993 34,899 0.02% 0.03% 73 -135,313 -23.32% Q2 2026 Aug 11, 2026
Pictet Asset Management Holding SA History Added to 426,545 33,477 0.03% 0.03% 74 +6,401 1.52% Q2 2026 Jul 30, 2026
Purpose Unlimited Inc. History Added to 418,903 32,918 1.26% 0.99% 75 +35,235 9.18% Q2 2026 Aug 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 403,750 31,662 0.22% 0.2% 76 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History Added to 402,534 31,592 0.01% 0.01% 77 +13,520 3.48% Q2 2026 Aug 11, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 388,702 30,507 0.06% 0.02% 78 +238,071 158.05% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 374,133 29,313 0.01% 0.01% 79 -149,600 -28.56% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 372,413 29,204 0.02% 0.03% 80 -182,600 -32.9% Q2 2026 Aug 14, 2026
Northwest & Ethical Investments L.P. History Reduced 358,349 28,096 0.65% 0.54% 81 -15,947 -4.26% Q2 2026 Aug 13, 2026
BANK OF NOVA SCOTIA TRUST CO History Reduced 339,460 26,620 2.21% 1.9% 82 -14,267 -4.03% Q2 2026 Aug 11, 2026
APG Asset Management N.V. History Added to 387,125 26,575 0.07% 0.05% 83 +87,917 29.38% Q2 2026 Aug 12, 2026
State of Tennessee, Department of Treasury History Reduced 317,342 24,906 0.07% 0.07% 84 -2,436 -0.76% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History Reduced 313,515 24,462 0.04% 0.06% 85 -240,148 -43.37% Q2 2026 Aug 13, 2026
Invesco Ltd. History Reduced 292,168 22,911 0.0% 0.01% 86 -896,326 -75.42% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History Added to 283,986 22,296 0.06% 0.05% 87 +9,740 3.55% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History Reduced 272,744 21,392 0.0% 0.0% 88 -7,346 -2.62% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History Reduced 260,442 20,439 0.01% 0.01% 89 -4,615 -1.74% Q2 2026 Aug 13, 2026
OMERS ADMINISTRATION Corp History Reduced 253,687 19,910 0.12% 0.13% 90 -63,850 -20.11% Q2 2026 Aug 13, 2026
Systematic Alpha Investments, LLC History No change 250,808 19,668 0.53% 0.55% 91 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History Added to 249,498 19,565 0.02% 0.02% 92 +59,738 31.48% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History Added to 222,230 17,427 0.0% 0.0% 93 +88,595 66.3% Q2 2026 Sep 02, 2026
NICOLA WEALTH MANAGEMENT LTD. History Reduced 204,800 16,071 1.85% 2.97% 94 -189,600 -48.07% Q2 2026 Aug 06, 2026
MONTRUSCO BOLTON INVESTMENTS INC. History Added to 200,872 15,765 0.24% 0.19% 95 +31 0.02% Q2 2026 Jul 21, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 200,000 15,687 0.02% 0.16% 96 -1,401,200 -87.51% Q2 2026 Aug 13, 2026
Crossmark Global Holdings, Inc. History Reduced 186,447 14,621 0.19% 0.18% 97 -3,842 -2.02% Q2 2026 Jul 16, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 174,000 13,656 0.03% 0.02% 98 -700 -0.4% Q2 2026 Aug 14, 2026
Lorne Steinberg Wealth Management Inc. History Added to 166,933 13,100 2.69% 2.28% 99 +13,183 8.57% Q2 2026 Jul 28, 2026
Zurich Insurance Group Ltd/FI History Reduced 163,178 12,795 0.09% 0.08% 100 -3,148 -1.89% Q2 2026 Aug 14, 2026
Mn Services Vermogensbeheer B.V. History Reduced 162,293 12,738 0.1% 0.09% 101 -57,300 -26.09% Q2 2026 Jul 31, 2026
PensionDanmark Pensionsforsikringsaktieselskab History Added to 160,789 12,619 0.1% 0.08% 102 +29,490 22.46% Q2 2026 Jul 08, 2026
Addenda Capital Inc. History No change 112,410 12,516 0.34% 0.28% 103 0 0.0% Q2 2026 Jul 14, 2026
JANE STREET GROUP, LLC History Added to 157,078 12,318 0.0% 0.0% 104 +108,116 220.82% Q2 2026 Aug 14, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 152,039 11,922 0.02% 0.02% 105 -3,220 -2.07% Q2 2026 Aug 13, 2026
ODDO BHF ASSET MANAGEMENT SAS History Added to 95,016 10,580 0.49% 0.3% 106 +7,700 8.82% Q2 2026 Aug 13, 2026
Murchinson Ltd. History New 130,000 10,194 1.41% 107 +130,000 New Q2 2026 Aug 13, 2026
Guardian Partners Inc. History Reduced 128,156 10,057 0.91% 0.76% 108 -17,666 -12.11% Q2 2026 Jul 29, 2026
Maryland State Retirement & Pension System History Added to 126,712 9,936 0.17% 0.08% 109 +64,101 102.38% Q2 2026 Jul 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 125,660 9,854 0.0% 0.0% 110 +118,060 1553.42% Q2 2026 Aug 14, 2026
Lansforsakringar Fondforvaltning AB (publ) History Reduced 125,123 9,820 0.04% 0.04% 111 -10,602 -7.81% Q2 2026 Aug 13, 2026
Swiss Life Asset Management Ltd History Added to 121,523 9,515 0.04% 0.03% 112 +14,325 13.36% Q2 2026 Jul 29, 2026
Creative Planning History Added to 119,029 9,334 0.01% 0.0% 113 +13,416 12.7% Q2 2026 Aug 13, 2026
Nykredit A/S History New 113,016 8,870 0.03% 114 +113,016 New Q2 2026 Sep 08, 2026
CITIGROUP INC History Reduced 104,112 8,171 0.0% 0.0% 115 -41,774 -28.63% Q2 2026 Aug 03, 2026
Twin Tree Management, LP History New 102,955 8,073 0.15% 116 +102,955 New Q2 2026 Aug 12, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 94,343 7,399 0.01% 0.0% 117 +66,538 239.3% Q2 2026 Aug 14, 2026
Munich Reinsurance Co Stock Corp in Munich History Reduced 93,369 7,328 0.16% 0.4% 118 -166,534 -64.08% Q2 2026 Jul 24, 2026
SEB Asset Management AB History Added to 90,986 7,140 0.03% 0.02% 119 +630 0.7% Q2 2026 Aug 04, 2026
RENAISSANCE TECHNOLOGIES LLC History New 91,035 7,138 0.01% 120 +91,035 New Q2 2026 Aug 13, 2026
Man Group plc History Reduced 88,782 6,963 0.01% 0.03% 121 -164,672 -64.97% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 84,882 6,661 0.06% 0.03% 122 +34,222 67.55% Q2 2026 Aug 10, 2026
Harvest Portfolios Group Inc. History Reduced 81,943 6,433 0.09% 0.09% 123 -1,601 -1.92% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History Added to 80,563 6,317 0.01% 0.01% 124 +979 1.23% Q2 2026 Aug 12, 2026
LPL Financial LLC History Added to 80,366 6,302 0.0% 0.0% 125 +8,857 12.39% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History Added to 79,294 6,218 0.0% 0.0% 126 +8,587 12.14% Q2 2026 Aug 14, 2026
Investment Management Corp of Ontario History Added to 79,090 6,202 0.08% 0.06% 127 +200 0.25% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 75,117 5,890 0.01% 0.01% 128 -499 -0.66% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History Added to 74,538 5,850 0.04% 0.04% 129 +2,222 3.07% Q2 2026 Jul 23, 2026
Aviso Financial Inc. History Reduced 74,107 5,815 0.2% 0.26% 130 -41,697 -36.01% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History New 73,657 5,773 0.0% 131 +73,657 New Q2 2026 Aug 14, 2026
Generali Asset Management SPA SGR History Reduced 51,399 5,723 0.1% 0.12% 132 -17,074 -24.94% Q2 2026 Jul 30, 2026
BARCLAYS PLC History Reduced 72,484 5,684 0.0% 0.0% 133 -39,929 -35.52% Q2 2026 Aug 14, 2026
MOTCO History Reduced 70,945 5,563 0.48% 0.42% 134 -1,898 -2.61% Q2 2026 Jul 31, 2026
Fideuram Asset Management (Ireland) dac History Added to 50,117 5,244 0.1% 0.06% 135 +44,835 848.83% Q2 2026 Jul 23, 2026
JANUS HENDERSON GROUP PLC History No change 83,904 5,243 0.0% 0.0% 136 0 0.0% Q1 2026 May 18, 2026
USS Investment Management Ltd History Reduced 61,722 4,833 0.02% 0.02% 137 -12,719 -17.09% Q2 2026 Aug 11, 2026
Avanza Fonder AB History No change 42,869 4,773 0.1% 0.1% 138 0 0.0% Q2 2026 Jul 17, 2026
Quantbot Technologies LP History New 60,490 4,743 0.19% 139 +60,490 New Q2 2026 Aug 12, 2026
NATIXIS ADVISORS, LLC History Added to 60,109 4,713 0.01% 0.0% 140 +6,898 12.96% Q2 2026 Aug 14, 2026
BURNEY CO/ History Reduced 59,172 4,640 0.13% 0.12% 141 -4,479 -7.04% Q2 2026 Jul 14, 2026
Symphony Financial, Ltd. Co. History Added to 58,466 4,565 0.5% 0.48% 142 +86 0.15% Q2 2026 Aug 03, 2026
Vident Advisory, LLC History Added to 55,640 4,366 0.03% 0.02% 143 +9,141 19.66% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 55,524 4,354 0.01% 0.0% 144 +2,299 4.32% Q2 2026 Jul 29, 2026
Utah Retirement Systems History Reduced 55,263 4,337 0.04% 0.04% 145 -5,829 -9.54% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 55,090 4,324 0.01% 0.01% 146 +328 0.6% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History Added to 54,269 4,255 0.0% 0.0% 147 +405 0.75% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 50,742 3,982 0.01% 0.01% 148 +8,224 19.34% Q2 2026 Aug 17, 2026
BESSEMER GROUP INC History Added to 49,892 3,911 0.01% 0.0% 149 +137 0.28% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History Added to 58,346 3,650 0.0% 0.0% 150 +4,162 7.68% Q2 2026 Aug 14, 2026
Mariner, LLC History Reduced 46,355 3,635 0.0% 0.0% 151 -766 -1.63% Q2 2026 Aug 13, 2026
Gold Investment Management Ltd. History Added to 45,797 3,593 0.97% 0.88% 152 +218 0.48% Q2 2026 Aug 05, 2026
Campbell & CO Investment Adviser LLC History New 44,954 3,525 0.18% 153 +44,954 New Q2 2026 Aug 03, 2026
KRAEMATON INVESTMENT ADVISORS, INC History Reduced 42,865 3,361 2.5% 2.19% 154 -111 -0.26% Q2 2026 Jul 24, 2026
PEAK6 LLC History New 42,500 3,332 0.01% 155 +42,500 New Q2 2026 Aug 12, 2026
Gulf International Bank (UK) Ltd History Reduced 42,042 3,297 0.06% 0.06% 156 -633 -1.48% Q2 2026 Aug 13, 2026
Hillsdale Investment Management Inc. History Reduced 41,445 3,250 0.07% 0.09% 157 -8,707 -17.36% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History New 39,786 3,120 0.01% 158 +39,786 New Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 38,270 3,001 0.01% 0.01% 159 +10,020 35.47% Q2 2026 Aug 13, 2026
V-Square Quantitative Management LLC History Added to 26,405 2,929 0.28% 0.23% 160 +983 3.87% Q2 2026 Jul 27, 2026
Plato Investment Management Ltd History Added to 37,016 2,888 0.16% 0.04% 161 +26,300 245.43% Q2 2026 Aug 06, 2026
Cerity Partners LLC History Added to 35,042 2,748 0.0% 0.0% 162 +184 0.53% Q2 2026 Aug 14, 2026
Cardinal Point Capital Management ULC History Added to 34,281 2,686 0.15% 0.13% 163 +550 1.63% Q2 2026 Jul 14, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 33,258 2,608 0.05% 0.04% 164 +3,585 12.08% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History Added to 32,568 2,553 0.02% 0.02% 165 +2,339 7.74% Q2 2026 Aug 11, 2026
Sustainable Insight Capital Management, LLC History New 31,300 2,455 1.05% 166 +31,300 New Q2 2026 Aug 19, 2026
MidFirst Bank History Reduced 30,593 2,399 0.17% 0.16% 167 -29 -0.09% Q2 2026 Aug 07, 2026
WCG Wealth Advisors LLC History Added to 30,271 2,373 0.06% 0.03% 168 +13,610 81.69% Q2 2026 Aug 14, 2026
Kepler Cheuvreux (Suisse) SA History Reduced 21,291 2,370 0.14% 0.99% 169 -149,069 -87.5% Q2 2026 Jul 15, 2026
SIGNATUREFD, LLC History Added to 29,743 2,332 0.03% 0.03% 170 +1,703 6.07% Q2 2026 Jul 23, 2026
OSAIC HOLDINGS, INC. History Added to 29,205 2,291 0.0% 0.0% 171 +7,264 33.11% Q2 2026 Aug 14, 2026
M&T BANK CORP History Reduced 28,682 2,249 0.01% 0.01% 172 -100 -0.35% Q2 2026 Aug 04, 2026
Ethic Inc. History Added to 27,788 2,179 0.03% 0.01% 173 +20,890 302.84% Q2 2026 Jul 29, 2026
Savant Capital, LLC History Added to 29,522 2,085 0.01% 0.0% 174 +14,526 96.87% Q2 2026 Aug 10, 2026
CIDEL ASSET MANAGEMENT INC History Added to 26,485 2,078 0.1% 0.08% 175 +1,712 6.91% Q2 2026 Jul 17, 2026
Pathway Financial Advisers, LLC History Added to 25,721 2,017 0.51% 0.45% 176 +119 0.46% Q2 2026 Jul 30, 2026
Assenagon Asset Management S.A. History Added to 25,609 2,009 0.0% 0.0% 177 +843 3.4% Q2 2026 Jul 08, 2026
Bleakley Financial Group, LLC History Added to 25,510 2,000 0.03% 0.02% 178 +3,369 15.22% Q2 2026 Aug 05, 2026
Old Port Advisors History Added to 24,949 1,956 0.39% 0.35% 179 +759 3.14% Q2 2026 Jul 21, 2026
Orion Porfolio Solutions, LLC History Added to 24,691 1,936 0.01% 0.01% 180 +2,820 12.89% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History Added to 24,466 1,918 0.01% 0.01% 181 +3,455 16.44% Q2 2026 Aug 11, 2026
QUADRANT CAPITAL GROUP LLC History No change 24,280 1,904 0.05% 0.05% 182 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 24,118 1,891 0.0% 0.0% 183 -817 -3.28% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History Reduced 24,122 1,890 0.0% 0.0% 184 -19,066 -44.15% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 23,822 1,868 0.0% 0.0% 185 -32,191 -57.47% Q2 2026 Aug 07, 2026
111 Capital History Added to 23,770 1,864 0.32% 0.13% 186 +15,362 182.71% Q2 2026 Aug 04, 2026
HighTower Advisors, LLC History Reduced 22,899 1,795 0.0% 0.0% 187 -818 -3.45% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 22,838 1,790 0.0% 0.0% 188 +5,437 31.25% Q2 2026 Aug 19, 2026
ASR Vermogensbeheer N.V. History Added to 22,391 1,757 0.02% 0.02% 189 +307 1.39% Q2 2026 Jul 20, 2026
Advisory Resource Group History Reduced 22,286 1,747 0.26% 0.25% 190 -548 -2.4% Q2 2026 Jul 14, 2026
Metis Global Partners, LLC History Reduced 21,892 1,718 0.04% 0.04% 191 -6,342 -22.46% Q2 2026 Aug 10, 2026
Ensign Peak Advisors, Inc History No change 21,800 1,710 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 14, 2026
UniSuper Management Pty Ltd History Added to 15,342 1,708 0.01% 0.01% 193 +4,142 36.98% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History Reduced 21,075 1,652 0.01% 0.0% 194 -21 -0.1% Q2 2026 Jul 28, 2026
AMERIPRISE FINANCIAL INC History Reduced 16,594 1,646 0.0% 0.0% 195 -7,096 -29.95% Q2 2026 Aug 14, 2026
Osmosis Investment Management UK Ltd History Reduced 20,857 1,636 0.08% 0.06% 196 -12,695 -37.84% Q2 2026 Aug 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 20,729 1,625 0.0% 0.0% 197 +13,431 184.04% Q2 2026 Aug 17, 2026
STATE STREET CORP History Added to 20,318 1,593 0.0% 0.0% 198 +8,726 75.28% Q2 2026 Aug 07, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 20,248 1,589 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History Reduced 20,194 1,584 0.0% 0.01% 200 -142,286 -87.57% Q2 2026 Sep 02, 2026
Empowered Funds, LLC History Reduced 20,149 1,580 0.01% 0.01% 201 -1,248 -5.83% Q2 2026 Aug 14, 2026
Mason & Associates Inc History No change 20,068 1,573 0.25% 0.24% 202 0 0.0% Q2 2026 Jul 23, 2026
HBK Sorce Advisory LLC History Added to 18,460 1,511 0.03% 0.03% 203 +152 0.83% Q2 2026 Aug 06, 2026
Sequoia Financial Advisors, LLC History Reduced 18,221 1,428 0.01% 0.01% 204 -207 -1.12% Q2 2026 Jul 17, 2026
Corient Private Wealth LP History Added to 17,735 1,390 0.0% 0.0% 205 +1,377 8.42% Q2 2026 Aug 27, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 17,667 1,376 0.0% 0.0% 206 +1,152 6.98% Q2 2026 Aug 14, 2026
Westerkirk Capital Inc. History No change 17,460 1,369 0.13% 0.12% 207 0 0.0% Q2 2026 Aug 10, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 17,385 1,363 0.0% 0.0% 208 -896 -4.9% Q2 2026 Aug 03, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 17,270 1,354 0.08% 0.05% 209 +1,171 7.27% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History Added to 17,248 1,352 0.02% 0.02% 210 +285 1.68% Q2 2026 Aug 10, 2026
Hilltop National Bank History No change 16,577 1,299 0.28% 0.25% 211 0 0.0% Q2 2026 Jul 01, 2026
US BANCORP \DE\ History Added to 16,426 1,288 0.0% 0.0% 212 +2,234 15.74% Q2 2026 Aug 12, 2026
Verdence Capital Advisors LLC History Reduced 16,291 1,277 0.07% 0.06% 213 -42 -0.26% Q2 2026 Jul 29, 2026
XTX Topco Ltd History New 16,273 1,276 0.02% 214 +16,273 New Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History Added to 16,233 1,273 0.0% 0.0% 215 +2,294 16.46% Q2 2026 Aug 05, 2026
Cambridge Investment Research Advisors, Inc. History Added to 15,907 1,247 0.0% 0.0% 216 +196 1.25% Q2 2026 Jul 27, 2026
Lester Murray Antman dba SimplyRich History Added to 12,427 1,221 0.29% 0.17% 217 +1,922 18.3% Q2 2026 Jul 31, 2026
Pathstone Holdings, LLC History Added to 15,275 1,197 0.0% 0.0% 218 +81 0.53% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History New 14,767 1,158 0.0% 219 +14,767 New Q2 2026 Aug 14, 2026
SYON CAPITAL LLC History Added to 14,399 1,129 0.05% 0.04% 220 +1,332 10.19% Q2 2026 Aug 14, 2026
Independent Advisor Alliance History Reduced 13,164 1,032 0.02% 0.01% 221 -60 -0.45% Q2 2026 Aug 12, 2026
Rathbones Group PLC History Added to 13,025 1,022 0.0% 0.0% 222 +75 0.58% Q2 2026 Jul 23, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 12,955 1,015 0.0% 0.0% 223 +1,776 15.89% Q2 2026 Aug 13, 2026
CREDIT AGRICOLE S A History Reduced 12,822 1,005 0.0% 0.0% 224 -1,258 -8.93% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History Added to 12,713 996 0.01% 0.01% 225 +2,237 21.35% Q2 2026 Aug 14, 2026
JCP Investment Management, LLC History Reduced 12,520 981 0.52% 0.53% 226 -242 -1.9% Q2 2026 Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 12,235 959 0.01% 0.01% 227 +248 2.07% Q2 2026 Jul 14, 2026
Capital World Investors History No change 11,600 910 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History Reduced 11,146 874 0.0% 0.0% 229 -516 -4.42% Q2 2026 Aug 12, 2026
NorthCrest Asset Manangement, LLC History No change 10,801 867 0.02% 0.02% 230 0 0.0% Q2 2026 Jul 15, 2026
Lighthouse Investment Partners, LLC History Reduced 10,866 851 0.02% 0.31% 232 -130,825 -92.33% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History Reduced 10,855 851 0.0% 0.0% 231 -1,764 -13.98% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 21,328 837 0.0% 0.0% 233 -645 -2.94% Q2 2026 Jul 15, 2026
Quilter Plc History Reduced 7,473 832 0.01% 0.01% 234 -1,368 -15.47% Q2 2026 Jul 24, 2026
Plan A Wealth LLC History Added to 10,431 817 0.35% 0.29% 235 +805 8.36% Q2 2026 Jul 14, 2026
Investment Research Partners LLC History Added to 10,390 814 0.28% 0.24% 236 +903 9.52% Q2 2026 Aug 04, 2026
Compagnie Lombard Odier SCmA History Reduced 10,178 798 0.01% 0.01% 237 -5,633 -35.63% Q2 2026 Jul 29, 2026
Squarepoint Ops LLC History New 10,086 790 0.0% 238 +10,086 New Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History New 9,521 789 0.01% 240 +9,521 New Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 9,521 789 0.01% 0.01% 239 +525 5.84% Q2 2026 Jul 29, 2026
CIGNA INVESTMENTS INC /NEW History No change 10,015 786 0.1% 0.1% 241 0 0.0% Q2 2026 Jul 21, 2026
Axxion S.A. History New 10,000 784 0.06% 242 +10,000 New Q2 2026 Aug 14, 2026
Candriam S.C.A. History Added to 9,975 782 0.0% 0.0% 243 +181 1.85% Q2 2026 Aug 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 9,766 765 0.01% 0.01% 244 +102 1.06% Q2 2026 Aug 11, 2026
WOODSTOCK CORP History No change 9,647 756 0.06% 0.05% 245 0 0.0% Q2 2026 Jul 13, 2026
PDT Partners, LLC History No change 9,648 756 0.04% 0.04% 246 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History Added to 9,251 725 0.02% 0.01% 247 +1,451 18.6% Q2 2026 Aug 04, 2026
BLAIR WILLIAM & CO/IL History Added to 9,096 713 0.0% 0.0% 248 +954 11.72% Q2 2026 Aug 11, 2026
FIFTH THIRD BANCORP History Reduced 9,040 708 0.0% 0.0% 249 -55 -0.6% Q2 2026 Aug 05, 2026
NATIXIS History Added to 8,805 690 0.0% 0.0% 250 +1,708 24.07% Q2 2026 Aug 13, 2026
Claret Asset Management Corp History Reduced 8,754 687 0.07% 0.08% 251 -1,421 -13.97% Q2 2026 Jul 27, 2026
Prime Capital Investment Advisors, LLC History Added to 8,671 680 0.01% 0.01% 252 +401 4.85% Q2 2026 Aug 05, 2026
AM INVESTMENT STRATEGIES LLC History Added to 8,182 642 0.12% 0.11% 253 +19 0.23% Q2 2026 Jul 16, 2026
Caprock Group, LLC History Added to 8,129 637 0.01% 0.01% 254 +1,308 19.18% Q2 2026 Jul 27, 2026
Waverly Advisors, LLC History Added to 8,119 636 0.0% 0.0% 255 +988 13.85% Q2 2026 Aug 14, 2026
One Capital Management, LLC History No change 10,192 636 0.02% 0.02% 256 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 7,938 622 0.0% 0.0% 257 -4 -0.05% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History Reduced 7,770 609 0.01% 0.01% 258 -94 -1.2% Q2 2026 Aug 12, 2026
Tacita Capital Inc History Added to 7,494 587 0.32% 0.27% 259 +231 3.18% Q2 2026 Aug 10, 2026
Beacon Pointe Advisors, LLC History Reduced 7,450 584 0.0% 0.0% 260 -1,075 -12.61% Q2 2026 Aug 18, 2026
Private Advisor Group, LLC History Reduced 7,376 578 0.0% 0.0% 261 -485 -6.17% Q2 2026 Jul 27, 2026
PFG Investments, LLC History Added to 7,338 575 0.02% 0.02% 262 +54 0.74% Q2 2026 Jul 23, 2026
SIMPLEX TRADING, LLC History Added to 7,260 569 0.0% 263 +7,253 103614.29% Q2 2026 Aug 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 7,174 562 0.0% 0.0% 264 +2,411 50.62% Q2 2026 Jul 28, 2026
Baird Financial Group, Inc. History Added to 7,074 554 0.0% 0.0% 265 +990 16.27% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History Added to 6,919 542 0.0% 0.0% 266 +2,209 46.9% Q2 2026 Aug 11, 2026
TRUIST FINANCIAL CORP History Reduced 6,908 541 0.0% 0.0% 267 -6,783 -49.54% Q2 2026 Jul 28, 2026
CIBC Bancorp USA Inc. History New 6,720 526 0.0% 268 +6,720 New Q2 2026 Aug 13, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 6,667 522 0.02% 0.02% 269 0 0.0% Q2 2026 Jul 24, 2026
Cumberland Partners Ltd History Reduced 6,658 521 0.03% 0.03% 270 -20 -0.3% Q2 2026 Aug 06, 2026
REGIONS FINANCIAL CORP History No change 6,604 517 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 10, 2026
Rockefeller Capital Management L.P. History Added to 6,577 515 0.0% 0.0% 272 +877 15.39% Q2 2026 Aug 13, 2026
West Family Investments, Inc. History Added to 6,542 513 0.15% 0.14% 273 +87 1.35% Q2 2026 Aug 10, 2026
Sound View Wealth Advisors Group, LLC History No change 6,441 505 0.03% 0.03% 274 0 0.0% Q2 2026 Aug 11, 2026
PDS Planning, Inc History Added to 6,388 500 0.03% 0.03% 275 +48 0.76% Q2 2026 Aug 05, 2026
DAVIDSON TRUST CO History No change 6,383 500 0.2% 0.17% 276 0 0.0% Q2 2026 Jul 29, 2026
Centiva Capital, LP History New 6,324 495 0.0% 277 +6,324 New Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History Added to 6,251 490 0.01% 0.0% 278 +2,814 81.87% Q2 2026 Aug 10, 2026
K.J. Harrison & Partners Inc History Added to 6,199 485 0.07% 0.06% 279 +454 7.9% Q2 2026 Aug 07, 2026
Venturi Wealth Management, LLC History Added to 6,160 483 0.02% 0.02% 280 +718 13.19% Q2 2026 Jul 20, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 6,009 471 0.17% 0.14% 281 0 0.0% Q2 2026 Aug 03, 2026
Argent Trust Co History No change 5,940 465 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 06, 2026
FreeGulliver LLC History No change 5,924 464 0.16% 0.16% 283 0 0.0% Q2 2026 Aug 11, 2026
LGT Group Foundation History Reduced 5,885 461 0.01% 0.01% 284 -2,608 -30.71% Q2 2026 Aug 10, 2026
SEI INVESTMENTS CO History Added to 5,861 459 0.0% 0.0% 285 +73 1.26% Q2 2026 Aug 14, 2026
&PARTNERS History Reduced 5,805 455 0.0% 0.0% 286 -1,341 -18.77% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History New 5,727 449 0.0% 287 +5,727 New Q2 2026 Aug 06, 2026
Vontobel Holding Ltd. History No change 5,718 448 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 03, 2026
HUNTINGTON NATIONAL BANK History Added to 5,707 447 0.0% 0.0% 289 +2,907 103.82% Q2 2026 Aug 13, 2026
Mesirow Financial Investment Management, Inc. History Added to 5,689 446 0.01% 0.01% 290 +19 0.34% Q2 2026 Jul 22, 2026
COZAD ASSET MANAGEMENT INC History Added to 5,622 440 0.03% 0.02% 291 +1,550 38.06% Q2 2026 Aug 14, 2026
PINNACLE ASSOCIATES LTD History No change 5,506 431 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 03, 2026
HARBOUR INVESTMENTS, INC. History Reduced 5,485 430 0.01% 0.01% 293 -24 -0.44% Q2 2026 Aug 12, 2026
Gotham Asset Management, LLC History Reduced 5,405 423 0.0% 0.0% 295 -5,181 -48.94% Q2 2026 Aug 14, 2026
Smithfield Trust Co History No change 5,394 423 0.02% 0.01% 294 0 0.0% Q2 2026 Aug 05, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 5,363 420 0.01% 0.01% 296 -365 -6.37% Q2 2026 Jul 23, 2026
Tidal Investments LLC History Reduced 5,229 410 0.0% 0.0% 297 -3,328 -38.89% Q2 2026 Aug 13, 2026
Modern Wealth Management, LLC History New 5,169 405 0.0% 298 +5,169 New Q2 2026 Aug 13, 2026
ST GERMAIN D J CO INC History Reduced 5,097 399 0.01% 0.01% 299 -650 -11.31% Q2 2026 Jul 21, 2026
BENJAMIN EDWARDS INC History Reduced 5,075 397 0.0% 0.0% 300 -151 -2.89% Q2 2026 Jul 24, 2026