Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SUN LIFE FINANCIAL INC (CIK 1097362) reported $1.95B across 44 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($448.5M, 22.97%), SNPE ($329.4M, 16.87%), IVV ($323.5M, 16.57%), VOO ($319.2M, 16.35%), EWT ($145.7M, 7.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TRUST | $448.5M | 22.97% | 600,571 | Trimmed |
| 2 | SNPE | XTRACKERS S&P 500 SCORED & SCREENED ETF | $329.4M | 16.87% | 4.8M | Added |
| 3 | IVV | ISHARES CORE S&P 500 ETF | $323.5M | 16.57% | 431,993 | Trimmed |
| 4 | VOO | VANGUARD S&P 500 ETF | $319.2M | 16.35% | 464,796 | Trimmed |
| 5 | EWT | ISHARES MSCI TAIWAN ETF | $145.7M | 7.46% | 1.3M | Trimmed |
| 6 | QQQ | INVESCO QQQ TRUST SERIES 1 | $91.2M | 4.67% | 123,779 | Added |
| 7 | LODI | AAM SLC LOW DURATION INCOME ETF | $50.4M | 2.58% | 2.0M | Hold |
| 8 | CLOC | AAM CRESCENT CLO ETF | $49.9M | 2.56% | 2.0M | Hold |
| 9 | XVV | ISHARES ESG SCREENED S&P 500 ETF | $25.1M | 1.28% | 441,619 | Trimmed |
| 10 | CCAP | CRESCENT CAPITAL BDC INC | $24.3M | 1.25% | 2.2M | Hold |
| 11 | RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | $20.7M | 1.06% | 478,020 | New |
| 12 | INDA | ISHARES MSCI INDIA ETF | $20.5M | 1.05% | 415,685 | Added |
| 13 | ASHR | XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF | $20.3M | 1.04% | 552,918 | Added |
| 14 | THD | ISHARES MSCI THAILAND ETF | $19.4M | 1.00% | 268,832 | Added |
| 15 | SPMD | SPDR PORTFOLIO S&P 400 MID CAP ETF | $16.1M | 0.83% | 238,587 | Trimmed |
| 16 | EWM | ISHARES MSCI MALAYSIA ETF | $10.9M | 0.56% | 404,976 | Trimmed |
| 17 | EIDO | ISHARES MSCI INDONESIA ETF | $7.2M | 0.37% | 640,290 | Trimmed |
| 18 | EWJ | ISHARES MSCI JAPAN UCITS ETF | $4.9M | 0.25% | 52,172 | Trimmed |
| 19 | EFA | ISHARES MSCI EAFE INDEX FUND | $3.1M | 0.16% | 29,494 | Trimmed |
| 20 | EWQ | ISHARES MSCI FRANCE ETF | $2.8M | 0.14% | 62,060 | Added |
| 21 | SEAT | VIVID SEATS INC | $2.7M | 0.14% | 415,529 | Hold |
| 22 | EWU | ISHARES MSCI UNITED KINGDOM INDEX FUND | $2.2M | 0.11% | 46,989 | Trimmed |
| 23 | EQIX | EQUINIX INC | $1.7M | 0.09% | 1,666 | Hold |
| 24 | SPG | SIMON PROPERTY GROUP INC | $1.5M | 0.07% | 6,535 | Hold |
| 25 | DLR | DIGITAL REALTY TRUST INC | $1.5M | 0.07% | 8,136 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30