SLF / Sun Life Financial Inc. - Institutionelt ejerskab - Købere

Sun Life Financial Inc.
US ˙ NYSE ˙ CA8667961053

Institutionelt og fondsejerskab - Købere

Større indehavere, der har åbnet nye stillinger i Sun Life Financial Inc., omfatter 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, og J. L. Bainbridge & Co., Inc. .

Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)		 Aktier Δ Aktier
(%)		 Rapporteret
Værdi
($1000)		 Δ Værdi
(%)		 Port Alloc
(%)
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
Other Listings
CA:SLF 80,73 CA$
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