SEC 13F Intelligence

Sun Life Financial Inc / LODI

Sun Life Financial Inc’s Etf Ser Solutions Position

Does Sun Life Financial Inc own Etf Ser Solutions (LODI)? Yes — 2.00M shares worth $50M (+2.86% of its 13F portfolio) as of Q1 2026.

Position Value
$50M
Q1 2026
Shares
2.00M
% of Portfolio
+2.86%
Quarters Held
6
currently held

Position History LODI

Reported value by quarter
Q4 ’24: $50MQ4 ’24Q1 ’25: $50MQ1 ’25Q2 ’25: $50MQ2 ’25Q3 ’25: $50MQ3 ’25Q4 ’25: $51MQ4 ’25Q1 ’26: $50MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.00M$50M+2.86%
Q4 20252.00M$51M+2.65%
Q3 20252.00M$50M+2.57%
Q2 20252.00M$50M+2.76%
Q1 20252.00M$50M+3.17%
Q4 20242.00M$50M+2.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sun Life Financial Inc’s full portfolio or all institutional holders of LODI.