SLF Kepemilikan Institusional, Pembeli - Sun Life Financial Inc.

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Sun Life Financial Inc. meliputi Periscope Capital Inc., DIHP - Dimensional International High Profitability ETF, PCBCX - Victory Pioneer Balanced Fund Class C, Westerkirk Capital Inc., Victory Capital Management Inc, Old Port Advisors, MYINX - MainStay MacKay International Opportunities Fund Investor Class, Uhlmann Price Securities, Llc, Shelton Capital Management, JSFBX - John Hancock Seaport Long/Short Fund Class A, denkapparat Operations GmbH, Principal Street Partners, LLC, Midwest Trust Co, Glenmede Investment Management, LP, Buckingham Strategic Partners, HB Wealth Management, LLC, Sagard Holdings Management Inc., Axxcess Wealth Management, Llc, McDonough Capital Management, Inc, dan J. L. Bainbridge & Co., Inc. .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium.

Tanggal File	Sumber	Investor	Ketik	Saham	Δ Saham (%)	Dilaporkan Nilai ($1000)	Nilai Δ (%)
2025-07-24	13F	Ronald Blue Trust, Inc.		4,341	26.30	288	46.94
2025-08-14	13F	Jane Street Group, Llc		21,915	46.42	1,456	69.89
2025-08-27	NP	CDHAX - Calvert International Responsible Index Fund Class A		35,987	6.01	2,395	23.27
2025-06-24	NP	ESGG - FlexShares STOXX Global ESG Impact Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,330	11.95	79	16.18
2025-08-11	13F	McDonough Capital Management, Inc		3,182		211
2025-07-25	NP	PABD - iShares Paris-Aligned Climate MSCI World ex USA ETF		9,828	41.33	633	63.99
2025-08-15	13F	Morgan Stanley		2,203,935	6.36	146,452	23.43
2025-07-18	13F	PFG Investments, LLC		6,245	2.03	415	18.57
2025-07-29	13F	Cidel Asset Management Inc		27,066	1.37	1,797	17.68
2025-08-12	13F	Global Retirement Partners, LLC		551	40.92	37	56.52
2025-08-14	13F	Mufg Securities (canada), Ltd.		958,510	9.47	63,686	27.11
2025-06-26	NP	IXUS - iShares Core MSCI Total International Stock ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		711,812	0.83	42,416	4.19
2025-08-07	13F	Vise Technologies, Inc.		13,929	58.68	926	77.88
2025-07-25	NP	URTH - iShares MSCI World ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		36,272	5.79	2,336	22.56
2025-08-26	NP	GMOI - GMO International Value ETF		51,227	47.04	3,404	70.71
2025-08-15	13F	CI Private Wealth, LLC		27,549	78.81	1,831	107.48
2025-06-26	NP	OWLSX - Old Westbury Large Cap Strategies Fund		67,900	275.14	4,046	287.92
2025-05-22	NP	RODM - Hartford Multifactor Developed Markets (ex-US) ETF		71,903	21.29	4,115	16.94
2025-04-29	NP	SGMAX - SIIT Global Managed Volatility Fund Class A		33,200	2.47	1,854	-7.02
2025-08-25	13F/A	Neuberger Berman Group LLC		377,757	0.32	25,092	16.42
2025-07-29	13F	Uhlmann Price Securities, Llc		10,461		695
2025-07-25	13F	Sequoia Financial Advisors, LLC		19,318	71.67	1,284	99.22
2025-08-13	13F	Bank Of Nova Scotia Trust Co		310,147	2.12	20,609	18.50
2025-08-07	13F	Tacita Capital Inc		860		57
2025-08-06	13F	Metis Global Partners, LLC		38,183	6.58	2,541	23.90
2025-06-26	NP	ACWX - iShares MSCI ACWI ex U.S. ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		122,525	14.29	7,301	18.10
2025-08-08	13F	Intech Investment Management Llc		23,762	36.36	1,578	58.17
2025-08-11	13F	Frank, Rimerman Advisors LLC		4,058		270
2025-08-14	13F	Colony Group, LLC		5,451	40.24	362	63.06
2025-03-31	NP	JSFBX - John Hancock Seaport Long/Short Fund Class A		9,091		524
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		67,719	84.23	4,035	90.42
2025-08-08	13F	Cetera Investment Advisers		64,370	2.41	4,277	18.84
2025-08-12	13F	Prudential Financial Inc		3,500		232
2025-08-08	13F	Geode Capital Management, Llc		4,625,675	19.38	312,065	38.00
2025-08-14	13F	Lombard Odier Asset Management (Switzerland) SA		162,716	0.69	10,835	-43.41
2025-08-07	13F	Addison Advisors LLC		704	48.84	47	70.37
2025-06-24	NP	MYINX - MainStay MacKay International Opportunities Fund Investor Class		10,491		625
2025-07-17	13F	HB Wealth Management, LLC		3,569		237
2025-08-11	13F	Vanguard Group Inc		25,422,211	3.36	1,691,568	20.17
2025-08-13	13F	Arrowstreet Capital, Limited Partnership		211,475	134.03	14,053	171.59
2025-08-14	13F	Vident Advisory, LLC		37,941	6.92	2,520	24.03
2025-07-23	13F	Prime Capital Investment Advisors, LLC		8,191	0.01	544	16.24
2025-07-25	NP	EWC - iShares MSCI Canada ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		743,569	4.77	47,897	21.35
2025-08-14	13F	D. E. Shaw & Co., Inc.		32,714		2,178
2025-08-12	13F	MAI Capital Management		896	121.78	60	156.52
2025-06-26	NP	IQLT - iShares Edge MSCI Intl Quality Factor ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		793,119	25.91	47,262	30.10
2025-08-13	13F	Walleye Capital LLC		15,732		1,045
2025-08-12	13F	Laurel Wealth Advisors LLC		11,297	6,545.29	0	-100.00
2025-07-10	13F	Wealth Enhancement Advisory Services, Llc		10,444	2.19	683	16.75
2025-08-11	13F	Principal Securities, Inc.		164	21.48	11	25.00
2025-07-21	13F	Cromwell Holdings LLC		1,719	38.18	114	60.56
2025-08-14	13F	Syon Capital Llc		8,807	4.20	585	21.12
2025-07-29	NP	GIMFX - GMO Implementation Fund		56,700	27.70	3,652	47.91
2025-06-26	NP	FITFX - Fidelity Flex International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		59,890	1.00	3,569	4.36
2025-07-30	13F	Princeton Global Asset Management LLC		1,741	4.44	116	21.05
2025-08-29	NP	MFDX - PIMCO RAFI Dynamic Multi-Factor International Equity ETF		3,700	44.36	246	76.98
2025-08-27	13F/A	Brinker Capital Investments, LLC		17,476	52.20	1,161	76.71
2025-08-18	13F	Rexford Capital Inc		2,655		176
2025-08-07	13F	Guardian Capital Lp		313,579	3.56	20,823	20.17
2025-08-20	NP	QCFIX - AQR CVX Fusion Fund Class I	Short	-155		-10
2025-06-26	NP	INTF - iShares Edge MSCI Multifactor Intl ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		8,767	54.76	522	60.12
2025-08-14	13F	Optiver Holding B.V.		200		13
2025-07-10	13F	Mn Services Vermogensbeheer B.V.		213,545	1.04	14	16.67
2025-08-14	13F	Quantinno Capital Management LP		93,754	15.52	6,230	34.09
2025-08-20	NP	RINT - International Developed Equity Active ETF		1,638		109
2025-08-12	13F	J. L. Bainbridge & Co., Inc.		3,148		209
2025-08-14	13F	UBS Group AG		692,667	19.39	46,028	38.56
2025-08-14	13F	Wetherby Asset Management Inc		20,700	0.16	1,376	12.15
2025-07-25	NP	SCHY - Schwab International Dividend Equity ETF		92,893	4.80	5,972	20.65
2025-07-23	13F	High Note Wealth, LLC		2		0
2025-06-26	NP	DFSI - Dimensional International Sustainability Core 1 ETF		23,106	162.51	1,376	162.91
2025-08-14	13F	Group One Trading, L.p.	Call	500	66.67	33	94.12
2025-07-31	13F	MQS Management LLC		6,952	0.89	462	17.01
2025-08-28	NP	GMWEX - GuideMark(R) World ex-US Fund Service Shares		5,889	442.76	392	530.65
2025-08-13	13F	Shelton Capital Management		9,369		623
2025-07-18	13F	Gold Investment Management Ltd.		40,951	0.60	2,724	16.91
2025-08-13	13F	Cerity Partners LLC		25,231	1.37	1,677	17.61
2025-08-13	13F	Twin Peaks Wealth Advisors, LLC		137		8
2025-07-29	NP	John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV		82,239	9.98	5,297	27.39
2025-08-12	13F	LPL Financial LLC		54,648	10.91	3,631	28.71
2025-08-14	13F	Raymond James Financial Inc		67,812	3.89	4,506	20.58
2025-07-21	13F	Ameritas Advisory Services, LLC		1,460		97
2025-08-12	13F	APG Asset Management N.V.		317,500	0.95	17,961	7.80
2025-06-27	NP	EFFI - Harbor Osmosis International Resource Efficient ETF		22,601	5.43	1,347	8.90
2025-08-14	13F	Van Eck Associates Corp		254,731	41.14	17	60.00
2025-08-05	13F	NewSquare Capital LLC		137	953.85	9
2025-08-04	13F	Spire Wealth Management		125		8
2025-07-22	13F	Chung Wu Investment Group, LLC		1,553		103
2025-08-18	13F/A	National Bank Of Canada /fi/	Put	4,863	9.60	32,347	27.39
2025-08-14	13F	Bank Of America Corp /de/		1,469,638	37.26	97,657	59.29
2025-08-14	13F	Principal Street Partners, LLC		6,056		402
2025-08-07	13F	Zurcher Kantonalbank (Zurich Cantonalbank)		451,279	1.55	29,967	17.84
2025-08-13	13F	Grantham, Mayo, Van Otterloo & Co. LLC		478,483	8.46	31,782	25.86
2025-08-14	13F	Two Sigma Investments, Lp		336,491	190.88	22,360	237.60
2025-08-13	13F	MONECO Advisors, LLC		6,877	0.03	457	16.03
2025-07-16	13F	Signaturefd, Llc		27,701	3.08	1,841	19.64
2025-07-24	13F	PDS Planning, Inc		6,513	3.73	433	20.33
2025-07-29	13F	Private Trust Co Na		429	130.65	29	180.00
2025-07-15	13F	Well Done, LLC		3,757	0.43	250	12.67
2025-08-14	13F	Erste Asset Management GmbH		34,093	20.05	4,199	162.38
2025-08-14	13F	Hrt Financial Lp		5,598		0
2025-08-08	13F	Avantax Advisory Services, Inc.		12,802	9.33	851	26.87
2025-07-25	13F	Cwm, Llc		6,420	27.79	0
2025-08-01	13F	Bessemer Group Inc		83,450	18.74	6	25.00
2025-08-14	13F	Alliancebernstein L.p.		46,023	5.97	3,058	23.01
2025-08-20	NP	QLFIX - AQR LSE Fusion Fund Class I		51		3
2025-08-14	13F	Stifel Financial Corp		66,675	0.18	4,431	16.24
2025-06-30	NP	VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		374,031	3.74	22,288	7.20
2025-08-14	13F	Ancora Advisors, LLC		283	91.22	19	125.00
2025-07-09	13F	Sivia Capital Partners, LLC		3,063		204
2025-08-13	13F	Bank Of Nova Scotia		6,157,205	6.53	409,576	23.80
2025-08-06	13F	Harvest Portfolios Group Inc.		53,754	1.04	3,577	17.48
2025-08-12	13F	Aviso Financial Inc.		130,400	14.17	8,675	32.67
2025-09-04	13F/A	Advisor Group Holdings, Inc.		22,102	44.28	1,468	67.39
2025-06-30	NP	IDMO - Invesco S&P International Developed Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		43,507	263.41	2,587	314.58
2025-08-04	13F	HBK Sorce Advisory LLC		18,227	0.09	1,211	16.22
2025-08-12	13F	FreeGulliver LLC		5,924	0.89	394	16.96
2025-08-28	NP	NZAC - SPDR MSCI ACWI Low Carbon Target ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,735	2.47	248	19.23
2025-08-07	13F	Midwest Trust Co		5,556		369
2025-08-13	13F	Healthcare Of Ontario Pension Plan Trust Fund		400,000		26,634
2025-07-31	13F	Caitong International Asset Management Co., Ltd		268		18
2025-07-16	13F	St Germain D J Co Inc		5,747	784.15	382	929.73
2025-08-14	13F	Susquehanna International Group, Llp	Call	5,200		346
2025-08-28	NP	SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		17,212	2.96	1,143	19.46
2025-08-14	13F	Goldman Sachs Group Inc		3,153,689	13.57	209,563	31.80
2025-08-13	13F	Scotia Capital Inc.		3,107,058	0.86	205,540	16.76
2025-06-26	NP	SGIDX - Steward Global Equity Income Fund Class A		94,953	6.55	5,654	10.06
2025-08-08	13F	Pnc Financial Services Group, Inc.		21,378	16.83	1,421	35.63
2025-08-07	13F	Investment Management Corp /va/ /adv		721	16.48	48	34.29
2025-08-12	13F	Franklin Resources Inc		300,735	3.71	20,023	20.63
2025-08-08	13F	Creative Planning		67,462	12.15	4,483	30.14
2025-08-07	13F	Allworth Financial LP		1,041	134.99	69	176.00
2025-08-29	NP	JVANX - International Equity Index Trust NAV		20,400	2.51	1,357	19.24
2025-08-12	13F	Dimensional Fund Advisors Lp		1,616,699	0.02	107,421	16.07
2025-08-15	13F	Kestra Advisory Services, LLC		20,257	4.83	1,346	21.70
2025-05-05	13F	Lindbrook Capital, Llc		3,909	2.63	224	-1.33
2025-08-11	13F	Citigroup Inc		171,238	11.12	11,371	28.95
2025-08-13	13F	Todd Asset Management Llc		635,316	1.16	42,217	17.40
2025-08-14	13F	Balyasny Asset Management Llc		5,897		392
2025-04-10	13F	Unigestion Holding SA		349,270	44.23	19,990	39.21
2025-08-27	NP	VTMGX - Vanguard Developed Markets Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,194,117	2.38	345,613	19.03
2025-06-26	NP	FSCJX - Fidelity SAI Canada Equity Index Fund		1,406,153	81.72	83,792	87.78
2025-06-26	NP	DIHP - Dimensional International High Profitability ETF		70,702		4,205
2025-08-06	13F	Long Run Wealth Advisors, LLC		5,556	0.85	369	17.14
2025-07-18	13F	Truist Financial Corp		19,196	1.72	1,276	18.06
2025-05-22	NP	QMNIX - AQR Equity Market Neutral Fund Class I	Short	-48,074		-2,751
2025-08-11	13F	Nomura Asset Management Co Ltd		0		0
2025-08-14	13F	Lighthouse Investment Partners, LLC		113,621	323.30	7,556	391.61
2025-05-14	13F	Credit Agricole S A		17,740	2.43	1,016	-1.17
2025-08-20	NP	QHFRX - AQR MS Fusion HV Fund Class R6		95		6
2025-08-12	13F	AlphaCore Capital LLC		919		61
2025-08-27	NP	JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)		6,931	89.99	461	121.63
2025-08-14	13F	Bayesian Capital Management, LP		3,630		241
2025-07-30	13F	Bleakley Financial Group, LLC		15,247	21.59	1,013	41.09
2025-08-13	13F	Renaissance Technologies Llc		73,600	123.71	4,891	159.69
2025-06-26	NP	UGOFX - Global Managed Volatility Fund Institutional Shares		4,624	100.00	276	106.77
2025-08-14	13F	Aqr Capital Management Llc		17,449	117.51	1,159	155.29
2025-07-29	13F	Regions Financial Corp		6,721	28.21	447	48.67
2025-08-28	NP	DWX - SPDR (R) S&P (R) International Dividend ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		66,794	5.95	4,435	22.96
2025-08-14	13F/A	Barclays Plc		26,633	45.82	2	0.00
2025-08-27	NP	HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares		577	41.77	38	65.22
2025-08-12	13F	SRS Capital Advisors, Inc.		34		24
2025-08-12	13F	Charles Schwab Investment Management Inc		1,658,168	3.14	110,119	19.69
2025-08-11	13F	Private Advisor Group, LLC		10,870	114.23	722	148.97
2025-08-13	13F	Westerkirk Capital Inc.		35,060		2,330
2025-08-12	13F	Argent Trust Co		6,260	14.72	416	33.01
2025-08-28	NP	SPDW - SPDR(R) Portfolio Developed World ex-US ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		566,983	2.78	37,651	19.27
2025-07-23	13F	Shell Asset Management Co		36,672	114.81	2
2025-08-26	NP	MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio		38,815	0.04	2,583	16.31
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		80,322	19.17	4,786	23.16
2025-08-08	13F	Crossmark Global Holdings, Inc.		213,774	1.18	14,205	17.43
2025-06-30	NP	VGTSX - Vanguard Total International Stock Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		8,167,578	0.89	486,701	4.26
2025-07-25	13F	Yousif Capital Management, Llc		8,389	7.70	557	25.17
2025-08-20	NP	AQMIX - AQR Managed Futures Strategy Fund Class I	Short	-32,601	28.45	-2,169	47.35
2025-07-29	NP	GTMIX - GMO Tax-Managed International Equities Fund Class III		71,200	209.57	4,586	258.56
2025-07-17	13F	Clean Yield Group		925	36.83	61	60.53
2025-07-24	13F	Jfs Wealth Advisors, Llc		991	0.51	66	16.07
2025-08-13	13F	Norges Bank		5,450,205		362,886
2025-08-14	13F	Toronto Dominion Bank		5,739,034	0.72	382,103	17.15
2025-08-14	13F	Wiley Bros.-aintree Capital, Llc		3,802	2.07	253	19.43
2025-06-26	NP	DFIC - Dimensional International Core Equity 2 ETF		103,907	82.75	6,180	87.81
2025-08-11	13F	Intrust Bank Na		3,308		220
2025-08-11	13F	Nicola Wealth Management Ltd.		277,300	59.18	18,448	84.97
2025-08-15	13F/A	Symphony Financial, Ltd. Co.		62,477		4,037
2025-08-14	13F	Ieq Capital, Llc		5,017	4.37	333	21.09
2025-08-14	13F	Diversify Advisory Services, LLC		8,568	51.16	494	47.16
2025-08-20	NP	QMHIX - AQR Managed Futures Strategy HV Fund Class I	Short	-1,221	-92.76	-81	-91.61
2025-07-11	13F	Farther Finance Advisors, LLC		1,116	295.74	74	362.50
2025-07-18	13F	Bartlett & Co. Wealth Management Llc		1,200		80
2025-07-14	13F	UMA Financial Services, Inc.		8		1
2025-08-07	13F	Varma Mutual Pension Insurance Co		168,864	0.60	11,213	16.74
2025-07-08	13F	Parallel Advisors, LLC		4,125	2.26	274	19.13
2025-08-01	13F	Envestnet Asset Management Inc		24,472	11.95	1,626	29.98
2025-08-14	13F	Sei Investments Co		19,962	1.94	1,326	18.29
2025-08-04	13F	Mesirow Financial Investment Management, Inc.		3,410		227
2025-07-25	NP	SCHF - Schwab International Equity ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,208,481	4.54	77,697	20.33
2025-08-08	13F	Forsta Ap-fonden		331,200	17.78	21,993	36.68
2025-08-05	13F	K.J. Harrison & Partners Inc		5,699	24.16	378	44.27
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		76,133	433.29	4,537	451.15
2025-08-13	13F	EverSource Wealth Advisors, LLC		1,734	66.41	115	94.92
2025-08-27	NP	VZICX - Vanguard International Core Stock Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		776,904	72.91	51,695	101.03
2025-08-28	NP	SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		162,200	5.74	10,771	22.69
2025-08-13	13F	Victory Capital Management Inc		15,323		1,018
2025-07-22	13F	Merit Financial Group, LLC		3,683	5.35	245	22.00
2025-08-06	13F	Fox Run Management, L.l.c.		4,794		319
2025-07-11	13F	Cardinal Capital Management, Inc.		1,138,144	0.80	75,705	17.10
2025-07-24	13F	Blair William & Co/il		14,311	0.01	951	16.00
2025-08-08	13F	denkapparat Operations GmbH		6,700		446
2025-07-15	13F	Fifth Third Bancorp		10,798	1.40	718	17.73
2025-08-14	13F	Mariner, LLC		50,132	27.93	3,331	48.51
2025-08-22	NP	CVIE - Calvert International Responsible Index ETF		5,708	26.20	380	46.90
2025-08-13	13F	Skandinaviska Enskilda Banken AB (publ)		88,970	11.18	5,912	29.03
2025-07-25	13F	We Are One Seven, LLC		3,119		207
2025-08-05	13F	Westside Investment Management, Inc.		578	62.82	38	90.00
2025-08-14	13F	Periscope Capital Inc.	Call	400,000		26,610
2025-06-26	NP	FTIHX - Fidelity Total International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		254,148	2.81	15,145	6.24
2025-06-26	NP	FNDMX - Fidelity Series Sustainable Non-U.S. Developed Markets Fund		2,498	7.67	149	11.28
2025-07-10	13F	Ryan Investment Management, Inc.		1,358		90
2025-07-30	13F	Lorne Steinberg Wealth Management Inc.		116,274	0.30	7,742	16.58
2025-07-15	13F	Am Investment Strategies Llc		8,109	0.21	1
2025-06-30	NP	VIHAX - Vanguard International High Dividend Yield Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		412,715	11.10	24,593	14.81
2025-08-13	13F	Bare Financial Services, Inc		93	151.35	6	200.00
2025-07-15	13F	Maseco Llp		239		16
2025-06-26	NP	BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5		0
2025-08-12	13F	Proequities, Inc.	Put	0		0
2025-08-12	13F	Proequities, Inc.	Call	0		0
2025-08-12	13F	Swiss National Bank		1,740,900	6.23	115,394	22.94
2025-08-12	13F	Proequities, Inc.		0		0
2025-08-14	13F	Sagard Holdings Management Inc.		3,221		214
2025-07-28	13F	Axxcess Wealth Management, Llc		3,216		214
2025-08-11	13F	TD Waterhouse Canada Inc.		1,884,994	7.23	124,439	23.90
2025-08-14	13F	Atomi Financial Group, Inc.		5,151		342
2025-07-21	13F	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management		5,811	0.61	386	16.97
2025-08-26	NP	IXG - iShares Global Financials ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		22,903	4.78	1,524	21.74
2025-08-13	13F	Natixis Advisors, L.p.		52,038	7.94	3	50.00
2025-08-06	13F	Sienna Gestion		186,385	11.02	11,301	21.01
2025-08-14	13F	Wellington Management Group Llp		1,063,159	31.53	70,603	52.64
2025-08-14	13F	Glenmede Investment Management, LP		4,312		287
2025-07-09	13F	Massmutual Trust Co Fsb/adv		2,233	0.81	148	17.46
2025-08-15	NP	MBEQX - M International Equity Fund		3,765	704.49	251	706.45
2025-08-07	13F	1st Source Bank		3,253		216
2025-08-12	13F	Deutsche Bank Ag\		1,172,655	15.17	77,923	33.65
2025-08-20	NP	QMFNX - AQR MS Fusion Fund Class N		88		6
2025-08-08	13F	Ontario Teachers Pension Plan Board		61,113	41.09	4,069	64.14
2025-08-08	13F	Tobam		656		0
2025-08-06	13F	Asahi Life Asset Management Co., Ltd.		3,450		229
2025-06-26	NP	IDEV - iShares Core MSCI International Developed Markets ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		458,912	7.63	27,346	11.22
2025-08-13	13F	Quadrant Capital Group Llc		34,918	3.21	2,320	19.77
2025-08-14	13F	Mml Investors Services, Llc		3,654	0.52	0
2025-08-11	13F	Waratah Capital Advisors Ltd.		174,679	13.99	11,607	32.29
2025-06-27	NP	PCBCX - Victory Pioneer Balanced Fund Class C		48,379		2,881
2025-07-15	13F	Jarislowsky, Fraser Ltd		58,750	0.33	3,901	16.45
2025-05-15	13F	Glenmede Trust Co Na		6,026	14.26	345	10.58
2025-07-16	13F	Old Port Advisors		12,367		822
2025-05-29	NP	HCINX - The Institutional International Equity Portfolio HC Strategic Shares		837	5.82	48	2.17
2025-08-12	13F	Picton Mahoney Asset Management		1,322,756		88
2025-08-14	13F	Royal Bank Of Canada		51,572,987	15.23	3,427,024	33.72
2025-05-22	NP	QLEIX - AQR Long-Short Equity Fund Class I	Short	-56,738		-3,247
2025-08-14	13F	SIG North Trading, ULC	Put	813,800	22.67	54,077	42.36
2025-06-26	NP	ACWI - iShares MSCI ACWI ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		151,003	7.65	8,998	11.25
2025-08-18	13F/A	National Bank Of Canada /fi/		6,722,256	31.06	445,904	52.16
2025-07-25	13F	Montrusco Bolton Investments Inc.		368,367	4.61	24,462	21.39
2025-08-14	13F	SIG North Trading, ULC	Call	73,700	29.07	4,897	49.80
2025-06-30	NP	IDLV - Invesco S&P International Developed Low Volatility ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		23,701	7.52	1,410	10.51
2025-07-24	13F	Lester Murray Antman dba SimplyRich		7,966	3.27	1
2025-08-12	13F	Hillsdale Investment Management Inc.		421,138	525.77	28,043	627.99
2025-08-13	13F	Hsbc Holdings Plc		1,800,087	8.01	119,880	25.70
2025-08-14	13F	CoreCap Advisors, LLC		1,391	75.85	92	104.44
2025-08-12	13F	Pathstone Holdings, LLC		11,218	2.42	745	18.82
2025-08-13	13F	Jones Financial Companies Lllp		9,220	13.88	608	32.53
2025-08-13	13F	Quadrature Capital Ltd		267,500		17,709
2025-06-30	NP	VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,198,857	3.06	71,439	6.49
2025-06-18	NP	RINYX - International Developed Markets Fund Class Y		49,269	1.58	2,936	4.93
2025-07-29	NP	GBFFX - GMO Benchmark-Free Fund Class III		27,300	457.14	1,759	456.33
2025-07-29	NP	VSGX - Vanguard ESG International Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		102,802	3.50	6,622	19.88
2025-08-04	13F	Assetmark, Inc		1,873	347.02	124	439.13
2025-08-04	13F	Arkadios Wealth Advisors		3,361		223
2025-06-26	NP	FZILX - Fidelity ZERO International Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		100,921	6.68	6,014	10.23
2025-07-10	13F	Baader Bank INC		5,790		386
2025-08-28	NP	CWI - SPDR(R) MSCI ACWI EX-US ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		51,433	0.35	3,415	16.47
2025-08-05	13F	Simplex Trading, Llc	Put	300	200.00	0
2025-06-26	NP	ETISX - E*TRADE No Fee International Index Fund		303		18
2025-08-05	13F	Simplex Trading, Llc	Call	200	100.00	0
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class		15,163	11.99	1,009	30.23
2025-08-12	13F	Cumberland Partners Ltd		34,686	12.19	2,304	30.24
2025-08-11	13F	Wealthspire Advisors, LLC		3,124		208
2025-08-14	13F	Mercer Global Advisors Inc /adv		8,841	21.44	587	41.11
2025-07-25	NP	FNDF - Schwab Fundamental International Large Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		298,488	2.24	19,191	17.69
2025-07-22	13F	Grimes & Company, Inc.		4,076	1.14	271	17.39
2025-08-06	13F	Savant Capital, LLC		10,512	43.49	699	66.59
2025-07-28	NP	AVDE - Avantis International Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		183,803	16.61	11,840	35.07
2025-08-14	13F	EP Wealth Advisors, Inc.		4,122		274
2025-06-25	NP	BFRE - Westwood LBRTY Global Equity ETF		140		8
2025-08-08	13F	Larson Financial Group LLC		428	265.81	28	366.67
2025-07-29	NP	Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF		57,623	4.43	3,705	20.22
2025-04-24	NP	BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,853		103
2025-08-12	13F	BlackRock, Inc.		932,307	3.17	61,952	19.72
2025-08-12	13F	Public Sector Pension Investment Board		854,747	1,441.56	56,760	1,689.38
2025-07-15	13F	Financial Management Professionals, Inc.		136	806.67	9
2025-06-26	NP	DFAI - Dimensional International Core Equity Market ETF		182,800	45.38	10,872	49.41
2025-08-07	13F	Resources Investment Advisors, LLC.		3,111		207
2025-08-07	13F	PCJ Investment Counsel Ltd.		34,290		2,283
2025-08-12	13F	American Century Companies Inc		208,894	15.53	13,900	34.32
2025-07-31	13F	Buckingham Strategic Partners		3,608		240
2025-08-13	13F	ExodusPoint Capital Management, LP		20,726		1
2025-07-25	13F	JustInvest LLC		30,441	20.75	2,023	40.12
2025-08-05	13F	Bank of New York Mellon Corp		606,981	2.65	40,334	19.12

CA:SLF	CA$ 79.98
DE:LIE	€ 48.60
GB:0VJA
MX:SLF N
US:SLF	US$ 57.70

PH:SLF / Sun Life Financial Inc. - Kepemilikan Institusional - Pembeli

Kepemilikan Institusional dan Dana - Pembeli

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