Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
292 institutional managers reported holding SUN for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 102%. 42 opened new positions; 20 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Alps Advisors INC | 24.67M | 47.89% | $1.61B | trimmed -0.7% | 2023 Q4 |
| Invesco | 8.86M | 17.19% | $576.6M | unchanged | 2019 Q2 |
| Goldman Sachs | 5.53M | 10.73% | $359.9M | trimmed -5.7% | 2014 Q4 |
| FMR (Fidelity) | 3.64M | 7.06% | $236.8M | added +96.8% | 2024 Q1 |
| Mirae Asset Global Etfs Holdings LTD. | 3.23M | 6.26% | $210.0M | added +4.7% | 2019 Q1 |
| Energy Income Partners, LLC | 1.90M | 3.69% | $123.8M | trimmed -2.8% | 2024 Q1 |
| Cooperman Leon G (focused) | 1.62M | 3.15% | $105.5M | unchanged | 2025 Q1 |
| Morgan Stanley | 1.11M | 2.16% | $72.4M | trimmed -32.2% | 2014 Q4 |
| Recurrent Investment Advisors LLC | 1.03M | 2.00% | $66.9M | added +51.5% | 2019 Q4 |
| Infrastructure Capital Advisors, LLC | 972.9k | 1.89% | $63.3M | added +34.1% | 2023 Q4 |
| UBS | 959.8k | 1.86% | $62.5M | trimmed -0.7% | 2014 Q4 |
| Blackstone | 894.4k | 1.74% | $58.2M | trimmed -63.3% | 2022 Q3 |
| Miller Howard Investments INC /NY | 816.2k | 1.58% | $53.1M | added +18.4% | 2023 Q2 |
| Tortoise Capital Advisors, L.l.c. | 815.5k | 1.58% | $53.1M | added +1.9% | 2023 Q2 |
| Barclays PLC | 794.6k | 1.54% | $51.7M | added +36.5% | 2014 Q4 |
| Fractal Investments LLC | 616.5k | 1.20% | $40.1M | unchanged | 2023 Q1 |
| Bowen Hanes & CO INC | 600.0k | 1.17% | $39.1M | unchanged | 2020 Q2 |
| Neuberger Berman Group LLC | 576.4k | 1.12% | $37.5M | trimmed -2% | 2024 Q2 |
| Adams Asset Advisors, LLC | 565.8k | 1.10% | $36.8M | trimmed -1% | 2014 Q4 |
| Raymond James Financial INC | 383.9k | 0.74% | $25.0M | unchanged | 2015 Q3 |
| Allianz Asset Management GmbH | 328.3k | 0.64% | $21.4M | added +178.7% | 2024 Q4 |
| Walnut Private Equity Partners, LLC (focused) | 242.1k | 0.47% | $15.8M | unchanged | 2025 Q2 |
| Citigroup INC | 238.6k | 0.46% | $15.5M | added +15.3% | 2014 Q4 |
| Wells Fargo & COMPANY/MN | 223.3k | 0.43% | $14.5M | added +10.9% | 2014 Q4 |
| Bank OF America CORP /DE/ | 204.6k | 0.40% | $13.3M | added +32% | 2014 Q4 |
| Chickasaw Capital Management LLC | 203.1k | 0.39% | $13.2M | trimmed -10.6% | 2024 Q2 |
| Royal Bank OF Canada | 190.5k | 0.37% | $12.4M | added +7.2% | 2014 Q4 |
| LPL Financial LLC | 177.2k | 0.34% | $11.5M | trimmed -1.1% | 2015 Q4 |
| ING Groep NV | 164.0k | 0.32% | $10.7M | opened | 2024 Q3 |
| Sanctuary Advisors, LLC | 154.7k | 0.30% | $10.1M | added +19.6% | 2024 Q2 |
| Kercheville Advisors, LLC | 154.1k | 0.30% | $10.0M | unchanged | 2024 Q2 |
| HUB Investment Partners, LLC | 144.4k | 0.28% | $9.4M | trimmed -15.3% | 2023 Q4 |
| Cibc Bancorp USA INC. | 141.4k | 0.28% | $9.2M | unchanged | 2024 Q1 |
| Hennessy Advisors INC | 140.2k | 0.27% | $9.1M | trimmed -3.4% | 2025 Q2 |
| Beacon Pointe Advisors, LLC | 138.5k | 0.27% | $9.0M | opened | 2026 Q1 |
| Texas Yale Capital CORP. | 133.1k | 0.26% | $8.7M | added +1.9% | 2016 Q2 |
| Waverly Advisors, LLC | 132.1k | 0.26% | $8.6M | added +5.3% | 2025 Q1 |
| Exchange Traded Concepts, LLC | 120.6k | 0.23% | $7.9M | trimmed -4.8% | 2023 Q2 |
| BNP Paribas Financial Markets | 115.7k | 0.23% | $7.5M | added +100.8% | 2022 Q2 |
| Susquehanna Portfolio Strategies, LLC | 88.6k | 0.17% | $5.8M | trimmed -11.7% | 2025 Q4 |
| Summit Financial, LLC | 81.5k | 0.16% | $5.3M | trimmed -12.5% | 2024 Q3 |
| Corigliano Investment Advisers, LLC (focused) | 77.4k | 0.15% | $5.0M | opened | 2026 Q1 |
| Envestnet Asset Management INC | 73.7k | 0.14% | $4.8M | added +53.2% | 2022 Q3 |
| HRT Financial LP | 72.0k | 0.14% | $4.7M | added +121.3% | 2024 Q1 |
| Waldron Private Wealth LLC | 71.0k | 0.14% | $4.6M | unchanged | 2018 Q4 |
| Susquehanna International Group | 69.6k | 0.14% | $4.5M | trimmed -39.3% | 2014 Q4 |
| Jane Street | 67.3k | 0.13% | $4.4M | opened | 2021 Q2 |
| Cetera Investment Advisers | 62.6k | 0.12% | $4.1M | added +15.1% | 2024 Q2 |
| Kestra Advisory Services, LLC | 62.4k | 0.12% | $4.1M | added +250.4% | 2024 Q1 |
| J.w. Cole Advisors, INC. | 60.5k | 0.12% | $3.9M | trimmed -1.4% | 2024 Q4 |
Largest 50 of 292 shown; the full ranked, searchable register is at boothcheck.com/holders/SUN. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.