Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

SUN LIFE FINANCIAL INC

CIK 0001097362SLFSLFIFSLFQFSUNFF· quarter ending 2026-06-30

Shares outstanding

553,799,595

as of 2025-12-31 · 40-F cover page, filed 2026-02-12

Held by 13F filers

251,756,187

45.5% of shares outstanding

Holders

495

+43 vs 2026-03-31 · 78 new, 35 exited

Value

$20.0B

shares +1.2% vs prior quarter

Share classes (cover page of the 40-F filed 2026-02-12, as of 2025-12-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	SLF · NYSE	553,799,595	251,756,187	45.5%	495	866796105

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	866796105	COM	495	251,756,187	553,799,595	45.5%	$20.0B	10 call / 11 put	13DG	holders →
	866796956	EQUITYnot common	1	74,538	—	—	$5.9M	—	prefix	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (250 of 495 · 866796105)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	ROYAL BANK OF CANADA	41,552,120	7.50%	$3.3B	-95,548 (-0.2%)
2	VANGUARD CAPITAL MANAGEMENT LLC	16,048,272	2.90%	$1.3B	+73,621 (+0.5%)
3	BANK OF MONTREAL /CAN/	12,232,736	2.21%	$959.5M	+1,848,886 (+17.8%)
4	TD Asset Management Inc	10,101,426	1.82%	$792.8M	-3,921,572 (-28.0%)
5	CIBC WORLD MARKET INC.	8,076,018	1.46%	$633.5M	-1,240,421 (-13.3%)
6	1832 Asset Management L.P.	7,965,126	1.44%	$624.6M	-1,098,752 (-12.1%)
7	BANK OF NOVA SCOTIA	6,930,024	1.25%	$544.1M	+60,744 (+0.9%)
8	GEODE CAPITAL MANAGEMENT, LLC	6,460,912	1.17%	$526.4M	+674,856 (+11.7%)
9	NORGES BANK	6,370,400	1.15%	$499.7M	NEW
10	MACKENZIE FINANCIAL CORP	6,244,664	1.13%	$695.3M	+142,127 (+2.3%)
11	FMR LLC	6,004,087	1.08%	$471.4M	+157,188 (+2.7%)
12	FIL Ltd	5,916,829	1.07%	$464.5M	+5,913,508 (+178064.1%)
13	NATIONAL BANK OF CANADA /FI/	5,850,227	1.06%	$457.8M	-828,814 (-12.4%)
14	TD Waterhouse Canada Inc.	5,506,035	0.99%	$433.8M	-22,099 (-0.4%)
15	Federation des caisses Desjardins du Quebec	5,324,854	0.96%	$415.6M	-157,299 (-2.9%)
16	VANGUARD FIDUCIARY TRUST CO	4,909,410	0.89%	$385.4M	-1,098 (-0.0%)
17	Vanguard Global Advisers, LLC	4,281,703	0.77%	$336.2M	+328,575 (+8.3%)
18	CIBC Asset Management Inc	3,839,581	0.69%	$300.9M	+2,480,709 (+182.6%)
19	MANUFACTURERS LIFE INSURANCE COMPANY, THE	3,739,937	0.68%	$293.1M	-3,205,327 (-46.2%)
20	CANADA PENSION PLAN INVESTMENT BOARD	3,735,388	0.67%	$293.0M	-256,542 (-6.4%)
21	TORONTO DOMINION BANK	3,639,967	0.66%	$285.5M	-3,410,410 (-48.4%)
22	Legal & General Group Plc	3,571,561	0.64%	$280.3M	-258,175 (-6.7%)
23	SCOTIA CAPITAL INC.	3,144,681	0.57%	$245.9M	-118,317 (-3.6%)
24	LETKO, BROSSEAU & ASSOCIATES INC	3,144,427	0.57%	$246.8M	-119,981 (-3.7%)
25	Fiera Capital Corp	3,126,682	0.56%	$245.0M	+824,687 (+35.8%)
26	JPMORGAN CHASE & CO	2,980,877	0.54%	$232.8M	+215,075 (+7.8%)
27	WELLINGTON MANAGEMENT GROUP LLP	2,810,328	0.51%	$220.6M	+639,979 (+29.5%)
28	MORGAN STANLEY	2,529,769	0.46%	$198.4M	-456,625 (-15.3%)
29	GOLDMAN SACHS GROUP INC	2,401,503	0.43%	$188.3M	+282,549 (+13.3%)
30	PICTON MAHONEY ASSET MANAGEMENT	2,061,273	0.37%	$161.4M	+686,356 (+49.9%)
31	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,851,199	0.33%	$145.3M	+104,328 (+6.0%)
32	DIMENSIONAL FUND ADVISORS LP	1,828,134	0.33%	$143.4M	+126,206 (+7.4%)
33	Swiss National Bank	1,790,200	0.32%	$140.1M	-74,000 (-4.0%)
34	Beutel, Goodman & Co Ltd.	1,743,457	0.31%	$136.8M	-1,163,635 (-40.0%)
35	Caisse de depot et placement du Quebec	1,486,005	0.27%	$116.6M	+528,973 (+55.3%)
36	Connor, Clark & Lunn Investment Management Ltd.	1,315,807	0.24%	$103.2M	-169,973 (-11.4%)
37	Amundi	1,293,691	0.23%	$101.5M	+117,210 (+10.0%)
38	Alberta Investment Management Corp	1,274,072	0.23%	$99.9M	+292,719 (+29.8%)
39	VANGUARD ASSET MANAGEMENT, Ltd	1,236,677	0.22%	$97.1M	+121,171 (+10.9%)
40	Cardinal Capital Management, Inc.	1,168,774	0.21%	$91.6M	-1,062,650 (-47.6%)
41	UBS Group AG	1,110,583	0.20%	$87.1M	+404,775 (+57.3%)
42	DEUTSCHE BANK AG\	1,073,257	0.19%	$84.2M	+67,515 (+6.7%)
43	DekaBank Deutsche Girozentrale	1,049,330	0.19%	$65.4M	—
44	BlackRock, Inc.	1,040,385	0.19%	$81.6M	+126,302 (+13.8%)
45	Polar Asset Management Partners Inc.	1,001,122	0.18%	$78.5M	NEW
46	Value Partners Investments Inc.	921,226	0.17%	$72.2M	-204,998 (-18.2%)
47	Public Sector Pension Investment Board	913,881	0.17%	$71.7M	+393,134 (+75.5%)
48	BANK OF AMERICA CORP /DE/	889,886	0.16%	$69.8M	-240,323 (-21.3%)
49	BCV Asset Management Inc.	866,769	0.16%	$67.8M	-13,215 (-1.5%)
50	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	830,737	0.15%	$65.1M	-170,575 (-17.0%)
51	AGF MANAGEMENT LTD	815,674	0.15%	$84.8M	+102,735 (+14.4%)
52	MUFG SECURITIES (CANADA), LTD.	783,684	0.14%	$61.4M	-37,878 (-4.6%)
53	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	712,381	0.13%	$55.9M	+251 (+0.0%)
54	INTACT INVESTMENT MANAGEMENT INC.	699,721	0.13%	$54.9M	+292,010 (+71.6%)
55	Grantham, Mayo, Van Otterloo & Co. LLC	667,734	0.12%	$52.4M	+30,104 (+4.7%)
56	Bank of New York Mellon Corp	665,994	0.12%	$52.2M	+41,291 (+6.6%)
57	TODD ASSET MANAGEMENT LLC	656,501	0.12%	$51.5M	-5,557 (-0.8%)
58	VAN ECK ASSOCIATES CORP	654,212	0.12%	$51.3M	-86,065 (-11.6%)
59	MUFG Securities EMEA plc	600,000	0.11%	$47.0M	NEW
60	Russell Investments Group, Ltd.	593,808	0.11%	$46.5M	+53,013 (+9.8%)
61	ACADIAN ASSET MANAGEMENT LLC	569,872	0.10%	$44.7M	+560,972 (+6303.1%)
62	Quadrature Capital Ltd	568,300	0.10%	$44.6M	+380,100 (+202.0%)
63	NORTHERN TRUST CORP	533,151	0.10%	$41.8M	-8,263 (-1.5%)
64	AVIVA PLC	532,137	0.10%	$41.7M	-53,166 (-9.1%)
65	GUARDIAN CAPITAL LP	521,234	0.09%	$40.9M	+51,023 (+10.9%)
66	QV Investors Inc.	487,300	0.09%	$38.2M	-29,210 (-5.7%)
67	AMERICAN CENTURY COMPANIES INC	460,354	0.08%	$36.1M	+71,860 (+18.5%)
68	Korea Investment CORP	452,708	0.08%	$35.5M	+24,380 (+5.7%)
69	FIRST TRUST ADVISORS LP	444,993	0.08%	$34.9M	-135,313 (-23.3%)
70	Pictet Asset Management Holding SA	426,545	0.08%	$33.5M	+6,401 (+1.5%)
71	Purpose Unlimited Inc.	418,903	0.08%	$32.9M	+35,235 (+9.2%)
72	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	403,750	0.07%	$31.7M	—
73	D. E. Shaw & Co., Inc.	403,192	0.07%	$31.6M	+68,456 (+20.5%)
74	Nuveen, LLC	402,534	0.07%	$31.6M	+13,520 (+3.5%)
75	Zurcher Kantonalbank (Zurich Cantonalbank)	388,702	0.07%	$30.5M	+238,071 (+158.0%)
76	APG Asset Management N.V.	387,125	0.07%	$26.6M	+87,917 (+29.4%)
77	AQR CAPITAL MANAGEMENT LLC	374,133	0.07%	$29.3M	-149,600 (-28.6%)
78	TWO SIGMA INVESTMENTS, LP	372,413	0.07%	$29.2M	-182,600 (-32.9%)
79	Northwest & Ethical Investments L.P.	358,349	0.06%	$28.1M	-15,947 (-4.3%)
80	BANK OF NOVA SCOTIA TRUST CO	339,460	0.06%	$26.6M	-14,267 (-4.0%)
81	MILLENNIUM MANAGEMENT LLC	338,146	0.06%	$26.5M	+332,049 (+5446.1%)
82	State of Tennessee, Department of Treasury	317,342	0.06%	$24.9M	-2,436 (-0.8%)
83	CANADA LIFE ASSURANCE Co	313,515	0.06%	$24.5M	-240,148 (-43.4%)
84	Invesco Ltd.	292,168	0.05%	$22.9M	-896,326 (-75.4%)
85	Vanguard Investments Australia, Ltd.	283,986	0.05%	$22.3M	+9,740 (+3.6%)
86	FRANKLIN RESOURCES INC	272,744	0.05%	$21.4M	-7,346 (-2.6%)
87	NEUBERGER BERMAN GROUP LLC	260,442	0.05%	$20.4M	-4,615 (-1.7%)
88	OMERS ADMINISTRATION Corp	253,687	0.05%	$19.9M	-63,850 (-20.1%)
89	Systematic Alpha Investments, LLC	250,808	0.05%	$19.7M	—
90	Quantinno Capital Management LP	249,498	0.05%	$19.6M	+59,738 (+31.5%)
91	NICOLA WEALTH MANAGEMENT LTD.	204,800	0.04%	$16.1M	-189,600 (-48.1%)
92	MONTRUSCO BOLTON INVESTMENTS INC.	200,872	0.04%	$15.8M	+31 (+0.0%)
93	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	200,000	0.04%	$15.7M	-1,401,200 (-87.5%)
94	Crossmark Global Holdings, Inc.	186,447	0.03%	$14.6M	-3,842 (-2.0%)
95	STATE OF WISCONSIN INVESTMENT BOARD	174,000	0.03%	$13.7M	-700 (-0.4%)
96	Lorne Steinberg Wealth Management Inc.	166,933	0.03%	$13.1M	+13,183 (+8.6%)
97	Zurich Insurance Group Ltd/FI	163,178	0.03%	$12.8M	-3,148 (-1.9%)
98	Mn Services Vermogensbeheer B.V.	162,293	0.03%	$12.7M	-57,300 (-26.1%)
99	PensionDanmark Pensionsforsikringsaktieselskab	160,789	0.03%	$12.6M	+29,490 (+22.5%)
100	ROYAL LONDON ASSET MANAGEMENT LTD	152,039	0.03%	$11.9M	-3,220 (-2.1%)
101	Guardian Partners Inc.	128,156	0.02%	$10.1M	-17,666 (-12.1%)
102	Maryland State Retirement & Pension System	126,712	0.02%	$9.9M	+64,101 (+102.4%)
103	Lansforsakringar Fondforvaltning AB (publ)	125,123	0.02%	$9.8M	-10,602 (-7.8%)
104	Swiss Life Asset Management Ltd	121,523	0.02%	$9.5M	+14,325 (+13.4%)
105	Creative Planning	119,029	0.02%	$9.3M	+13,416 (+12.7%)
106	CITADEL ADVISORS LLC	116,630	0.02%	$9.1M	-17,005 (-12.7%)
107	Nykredit A/S	113,016	0.02%	$8.9M	NEW
108	Addenda Capital Inc.	112,410	0.02%	$12.5M	—
109	CITIGROUP INC	104,112	0.02%	$8.2M	-41,774 (-28.6%)
110	ODDO BHF ASSET MANAGEMENT SAS	95,016	0.02%	$10.6M	+7,700 (+8.8%)
111	LAZARD ASSET MANAGEMENT LLC	94,343	0.02%	$7.4M	+66,538 (+239.3%)
112	Munich Reinsurance Co Stock Corp in Munich	93,369	0.02%	$7.3M	-166,534 (-64.1%)
113	JANE STREET GROUP, LLC	92,478	0.02%	$7.3M	+43,516 (+88.9%)
114	RENAISSANCE TECHNOLOGIES LLC	91,035	0.02%	$7.1M	NEW
115	SEB Asset Management AB	90,986	0.02%	$7.1M	+630 (+0.7%)
116	Man Group plc	88,782	0.02%	$7.0M	-164,672 (-65.0%)
117	INTECH INVESTMENT MANAGEMENT LLC	84,882	0.02%	$6.7M	+34,222 (+67.6%)
118	Harvest Portfolios Group Inc.	81,943	0.01%	$6.4M	-1,601 (-1.9%)
119	Cetera Investment Advisers	80,563	0.01%	$6.3M	+979 (+1.2%)
120	LPL Financial LLC	80,366	0.01%	$6.3M	+8,857 (+12.4%)
121	RAYMOND JAMES FINANCIAL INC	79,294	0.01%	$6.2M	+8,587 (+12.1%)
122	Investment Management Corp of Ontario	79,090	0.01%	$6.2M	+200 (+0.3%)
123	CAPTRUST FINANCIAL ADVISORS	75,117	0.01%	$5.9M	-499 (-0.7%)
124	Aviso Financial Inc.	74,107	0.01%	$5.8M	-41,697 (-36.0%)
125	Jupiter Topco LLC	73,657	0.01%	$5.8M	NEW
126	BARCLAYS PLC	72,484	0.01%	$5.7M	-39,929 (-35.5%)
127	MOTCO	70,945	0.01%	$5.6M	-1,898 (-2.6%)
128	USS Investment Management Ltd	61,722	0.01%	$4.8M	-12,719 (-17.1%)
129	Quantbot Technologies LP	60,490	0.01%	$4.7M	NEW
130	NATIXIS ADVISORS, LLC	60,109	0.01%	$4.7M	+6,898 (+13.0%)
131	BURNEY CO/	59,172	0.01%	$4.6M	-4,479 (-7.0%)
132	Symphony Financial, Ltd. Co.	58,466	0.01%	$4.6M	+86 (+0.1%)
133	ALLIANCEBERNSTEIN L.P.	58,346	0.01%	$3.7M	+4,162 (+7.7%)
134	Vident Advisory, LLC	55,640	0.01%	$4.4M	+9,141 (+19.7%)
135	COMMONWEALTH EQUITY SERVICES, LLC	55,524	0.01%	$4.4M	+2,299 (+4.3%)
136	Utah Retirement Systems	55,263	0.01%	$4.3M	-5,829 (-9.5%)
137	Thrivent Financial for Lutherans	55,090	0.01%	$4.3M	+328 (+0.6%)
138	STIFEL FINANCIAL CORP	54,269	0.01%	$4.3M	+405 (+0.8%)
139	Generali Asset Management SPA SGR	51,399	0.01%	$5.7M	-17,074 (-24.9%)
140	Assenagon Asset Management S.A.	51,218	0.01%	$4.0M	+26,452 (+106.8%)
141	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	50,742	0.01%	$4.0M	+8,224 (+19.3%)
142	Fideuram Asset Management (Ireland) dac	50,117	0.01%	$5.2M	+44,835 (+848.8%)
143	BESSEMER GROUP INC	49,892	0.01%	$3.9M	+137 (+0.3%)
144	Mariner, LLC	46,355	0.01%	$3.6M	-766 (-1.6%)
145	Gold Investment Management Ltd.	45,797	0.01%	$3.6M	+218 (+0.5%)
146	Campbell & CO Investment Adviser LLC	44,954	0.01%	$3.5M	NEW
147	Avanza Fonder AB	42,869	0.01%	$4.8M	—
148	KRAEMATON INVESTMENT ADVISORS, INC	42,865	0.01%	$3.4M	-111 (-0.3%)
149	Gulf International Bank (UK) Ltd	42,042	0.01%	$3.3M	-633 (-1.5%)
150	Hillsdale Investment Management Inc.	41,445	0.01%	$3.3M	-8,707 (-17.4%)
151	HRT FINANCIAL LP	39,786	0.01%	$3.1M	NEW
152	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	38,270	0.01%	$3.0M	+10,020 (+35.5%)
153	Plato Investment Management Ltd	37,016	0.01%	$2.9M	+26,300 (+245.4%)
154	Cerity Partners LLC	35,042	0.01%	$2.7M	+184 (+0.5%)
155	Cardinal Point Capital Management ULC	34,281	0.01%	$2.7M	+550 (+1.6%)
156	Laird Norton Wetherby Trust Company, LLC	33,258	0.01%	$2.6M	+3,585 (+12.1%)
157	Vanguard Personalized Indexing Management, LLC	32,568	0.01%	$2.6M	+2,339 (+7.7%)
158	Cambridge Investment Research Advisors, Inc.	31,814	0.01%	$2.5M	+16,103 (+102.5%)
159	Sustainable Insight Capital Management, LLC	31,300	0.01%	$2.5M	NEW
160	MidFirst Bank	30,593	0.01%	$2.4M	-29 (-0.1%)
161	WCG Wealth Advisors LLC	30,271	0.01%	$2.4M	+13,610 (+81.7%)
162	SIGNATUREFD, LLC	29,743	0.01%	$2.3M	+1,703 (+6.1%)
163	Savant Capital, LLC	29,522	0.01%	$2.1M	+14,526 (+96.9%)
164	OSAIC HOLDINGS, INC.	29,205	0.01%	$2.3M	+7,264 (+33.1%)
165	M&T Bank Corp	28,682	0.01%	$2.2M	-100 (-0.3%)
166	Ethic Inc.	27,788	0.01%	$2.2M	+20,890 (+302.8%)
167	CIDEL ASSET MANAGEMENT INC	26,485	0.00%	$2.1M	+1,712 (+6.9%)
168	V-Square Quantitative Management LLC	26,405	0.00%	$2.9M	+983 (+3.9%)
169	Pathway Financial Advisers, LLC	25,721	0.00%	$2.0M	+119 (+0.5%)
170	Bleakley Financial Group, LLC	25,510	0.00%	$2.0M	+3,369 (+15.2%)
171	Old Port Advisors	24,949	0.00%	$2.0M	+759 (+3.1%)
172	Orion Porfolio Solutions, LLC	24,691	0.00%	$1.9M	+2,820 (+12.9%)
173	IEQ CAPITAL, LLC	24,466	0.00%	$1.9M	+3,455 (+16.4%)
174	QUADRANT CAPITAL GROUP LLC	24,280	0.00%	$1.9M	—
175	WELLS FARGO & COMPANY/MN	24,122	0.00%	$1.9M	-19,066 (-44.1%)
176	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	24,118	0.00%	$1.9M	-817 (-3.3%)
177	PNC Financial Services Group, Inc.	23,822	0.00%	$1.9M	-32,191 (-57.5%)
178	111 Capital	23,770	0.00%	$1.9M	+15,362 (+182.7%)
179	Twin Tree Management, LP	23,155	0.00%	$1.8M	NEW
180	HighTower Advisors, LLC	22,899	0.00%	$1.8M	-818 (-3.4%)
181	MERCER GLOBAL ADVISORS INC /ADV	22,838	0.00%	$1.8M	+5,437 (+31.2%)
182	ASR Vermogensbeheer N.V.	22,391	0.00%	$1.8M	+307 (+1.4%)
183	Advisory Resource Group	22,286	0.00%	$1.7M	-548 (-2.4%)
184	Metis Global Partners, LLC	21,892	0.00%	$1.7M	-6,342 (-22.5%)
185	SUSQUEHANNA INTERNATIONAL GROUP, LLP	21,860	0.00%	$1.7M	NEW
186	Ensign Peak Advisors, Inc	21,800	0.00%	$1.7M	—
187	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	21,328	0.00%	$837K	-645 (-2.9%)
188	Kepler Cheuvreux (Suisse) SA	21,291	0.00%	$2.4M	-149,069 (-87.5%)
189	Kestra Advisory Services, LLC	21,075	0.00%	$1.7M	-21 (-0.1%)
190	Osmosis Investment Management UK Ltd	20,857	0.00%	$1.6M	-12,695 (-37.8%)
191	CAPSTONE INVESTMENT ADVISORS, LLC	20,729	0.00%	$1.6M	+13,431 (+184.0%)
192	STATE STREET CORP	20,318	0.00%	$1.6M	+8,726 (+75.3%)
193	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	20,248	0.00%	$1.6M	—
194	Allianz Asset Management GmbH	20,194	0.00%	$1.6M	-142,286 (-87.6%)
195	Empowered Funds, LLC	20,149	0.00%	$1.6M	-1,248 (-5.8%)
196	Mason & Associates Inc	20,068	0.00%	$1.6M	—
197	HBK Sorce Advisory LLC	18,460	0.00%	$1.5M	+152 (+0.8%)
198	Sequoia Financial Advisors, LLC	18,221	0.00%	$1.4M	-207 (-1.1%)
199	Corient Private Wealth LP	17,735	0.00%	$1.4M	+1,377 (+8.4%)
200	JONES FINANCIAL COMPANIES LLLP	17,667	0.00%	$1.4M	+1,152 (+7.0%)
201	Westerkirk Capital Inc.	17,460	0.00%	$1.4M	—
202	ENVESTNET ASSET MANAGEMENT INC	17,385	0.00%	$1.4M	-896 (-4.9%)
203	EVOLVE PRIVATE WEALTH, LLC	17,270	0.00%	$1.4M	+1,171 (+7.3%)
204	Vise Technologies, Inc.	17,248	0.00%	$1.4M	+285 (+1.7%)
205	AMERIPRISE FINANCIAL INC	16,594	0.00%	$1.6M	-7,096 (-30.0%)
206	Hilltop National Bank	16,577	0.00%	$1.3M	—
207	US BANCORP \DE\	16,426	0.00%	$1.3M	+2,234 (+15.7%)
208	Verdence Capital Advisors LLC	16,291	0.00%	$1.3M	-42 (-0.3%)
209	XTX Topco Ltd	16,273	0.00%	$1.3M	NEW
210	Janney Montgomery Scott LLC	16,233	0.00%	$1.3M	+2,294 (+16.5%)
211	UniSuper Management Pty Ltd	15,342	0.00%	$1.7M	+4,142 (+37.0%)
212	Pathstone Holdings, LLC	15,275	0.00%	$1.2M	+81 (+0.5%)
213	Qube Research & Technologies Ltd	14,767	0.00%	$1.2M	NEW
214	SYON CAPITAL LLC	14,399	0.00%	$1.1M	+1,332 (+10.2%)
215	Independent Advisor Alliance	13,164	0.00%	$1.0M	-60 (-0.5%)
216	Rathbones Group PLC	13,025	0.00%	$1.0M	-12,875 (-49.7%)
217	BNP PARIBAS FINANCIAL MARKETS	12,955	0.00%	$1.0M	+1,776 (+15.9%)
218	CREDIT AGRICOLE S A	12,822	0.00%	$1.0M	-1,258 (-8.9%)
219	Brevan Howard Capital Management LP	12,713	0.00%	$997K	+2,237 (+21.4%)
220	JCP Investment Management, LLC	12,520	0.00%	$982K	-242 (-1.9%)
221	Lester Murray Antman dba SimplyRich	12,427	0.00%	$1.2M	+1,922 (+18.3%)
222	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	12,235	0.00%	$959K	+248 (+2.1%)
223	Capital World Investors	11,600	0.00%	$911K	—
224	Focus Partners Wealth	11,146	0.00%	$874K	-516 (-4.4%)
225	Lighthouse Investment Partners, LLC	10,866	0.00%	$852K	-130,825 (-92.3%)
226	BROWN ADVISORY INC	10,855	0.00%	$851K	-1,764 (-14.0%)
227	NorthCrest Asset Manangement, LLC	10,801	0.00%	$867K	—
228	Plan A Wealth LLC	10,431	0.00%	$818K	+805 (+8.4%)
229	Investment Research Partners LLC	10,390	0.00%	$815K	+903 (+9.5%)
230	One Capital Management, LLC	10,192	0.00%	$637K	—
231	Compagnie Lombard Odier SCmA	10,178	0.00%	$799K	-5,633 (-35.6%)
232	Squarepoint Ops LLC	10,086	0.00%	$791K	NEW
233	CIGNA INVESTMENTS INC /NEW	10,015	0.00%	$786K	—
234	Axxion S.A.	10,000	0.00%	$784K	NEW
235	Candriam S.C.A.	9,975	0.00%	$782K	+181 (+1.8%)
236	RITHOLTZ WEALTH MANAGEMENT	9,766	0.00%	$766K	+102 (+1.1%)
237	PDT Partners, LLC	9,648	0.00%	$757K	—
238	WOODSTOCK CORP	9,647	0.00%	$757K	—
239	DIVERSIFY WEALTH MANAGEMENT, LLC	9,521	0.00%	$790K	+525 (+5.8%)
240	Diversify Advisory Services, LLC	9,521	0.00%	$790K	NEW
241	Compound Planning, Inc.	9,251	0.00%	$725K	+1,451 (+18.6%)
242	BLAIR WILLIAM & CO/IL	9,096	0.00%	$713K	+954 (+11.7%)
243	FIFTH THIRD BANCORP	9,040	0.00%	$709K	-55 (-0.6%)
244	NATIXIS	8,805	0.00%	$690K	+1,708 (+24.1%)
245	Claret Asset Management Corp	8,754	0.00%	$687K	-1,421 (-14.0%)
246	Prime Capital Investment Advisors, LLC	8,671	0.00%	$680K	+401 (+4.8%)
247	AM INVESTMENT STRATEGIES LLC	8,182	0.00%	$642K	+19 (+0.2%)
248	Caprock Group, LLC	8,129	0.00%	$637K	+1,308 (+19.2%)
249	Waverly Advisors, LLC	8,119	0.00%	$637K	+988 (+13.9%)
250	Steward Partners Investment Advisory, LLC	7,938	0.00%	$622K	-4 (-0.1%)

Exited since 2026-03-31 (35 filers; largest 25 shown)

JUPITER ASSET MANAGEMENT LTD	−852,474
PBU - The Pension Fund of Early Childhood & Youth Educators	−286,362
Bridgewater Associates, LP	−250,635
SIG North Trading, ULC	−194,641
Sienna Gestion	−186,385
Balyasny Asset Management L.P.	−146,173
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	−113,654
AustralianSuper Pty Ltd	−110,028
JANUS HENDERSON GROUP PLC	−83,904
Erste Asset Management GmbH	−27,200
Numerai GP LLC	−18,805
Financial & Tax Architects, LLC	−8,982
YOUSIF CAPITAL MANAGEMENT, LLC	−6,899
denkapparat Operations GmbH	−6,700
CWM, LLC	−6,126
Summerhill Capital Management lnc.	−6,081
Scientech Research LLC	−4,685
First Affirmative Financial Network	−4,657
Jain Global LLC	−4,110
PRUDENTIAL PLC	−3,756
DGS Capital Management, LLC	−3,693
Brooklyn Investment Group	−3,632
St. Louis Trust Co	−3,385
PINEBRIDGE INVESTMENTS LLC	−2,789
NBT BANK N A /NY	−1,074

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
BlackRock, Inc.	SCHEDULE 13G/A	2025-02-05	2024-12-31	42,189,758	7.3%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.