Who owns Sunrise Realty Trust (SUNS)
Which tracked institutional funds hold SUNS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SUNS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
5 tracked funds added or opened SUNS while 8 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SUNS’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SUNS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 67 tracked filers holding SUNS, 38 increased or opened the position and 45 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SUNS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- RBF Capital, LLC$1M
- MILLENNIUM MANAGEMENT LLC$614K
- JANE STREET GROUP, LLC$517K
Full exits 2
- WASATCH ADVISORS LP$3M
- Penserra Capital Management LLC$930K
Largest adds
- Pacific Ridge Capital Partners, LLC$1M
- AQR CAPITAL MANAGEMENT LLC$363K
Largest trims
- BlackRock, Inc.$4M
- GEODE CAPITAL MANAGEMENT, LLC$1M
- STATE STREET CORP$839K
- GRATIA CAPITAL, LLC$685K
- NORTHERN TRUST CORP$398K
- STIFEL FINANCIAL CORP$384K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Pacific Ridge Capital Partners, LLC added | 529,714 | $4M | 10.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 442,653 | $3M | 8.7% | 2026-Q2 |
| GRATIA CAPITAL, LLC trimmed | 339,355 | $3M | 6.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 160,032 | $1M | 3.1% | 2026-Q2 |
| RBF Capital, LLC new | 152,283 | $1M | 3.0% | 2026-Q2 |
| BlackRock, Inc. trimmed | 131,404 | $1M | 2.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 128,015 | $1M | 2.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC new | 77,685 | $614K | 1.5% | 2026-Q2 |
| Quantinno Capital Management LP added | 76,751 | $606K | 1.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 65,479 | $517K | 1.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 63,165 | $499K | 1.2% | 2026-Q2 |
| MORGAN STANLEY added | 61,645 | $487K | 1.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 60,898 | $481K | 1.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 60,064 | $475K | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 58,151 | $459K | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 52,523 | $415K | 1.0% | 2026-Q2 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 50,704 | $401K | 1.0% | 2026-Q2 |
| GatePass Capital, LLC trimmed | 49,100 | $388K | 1.0% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 49,000 | $387K | 1.0% | 2026-Q2 |
| Mariner, LLC added | 46,816 | $370K | 0.9% | 2026-Q2 |
| STATE STREET CORP trimmed | 40,942 | $336K | 0.8% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 36,000 | $284K | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 29,512 | $233K | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 29,091 | $230K | 0.6% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 23,481 | $186K | 0.5% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 21,291 | $168K | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 21,239 | $168K | 0.4% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 10,658 | $133K | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 16,352 | $129K | 0.3% | 2026-Q2 |
| Curi Capital, LLC added | 15,305 | $126K | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP | 14,775 | $124K | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 13,860 | $109K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 13,577 | $107K | 0.3% | 2026-Q2 |
| Register Financial Advisors LLC | 11,700 | $92K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 10,711 | $85K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 10,254 | $81K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 8,418 | $71K | 0.2% | 2026-Q2 |
| Spire Wealth Management | 5,598 | $44K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 5,341 | $42K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 5,194 | $41K | 0.1% | 2026-Q2 |
| UBS Group AG added | 3,513 | $28K | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 2,665 | $21K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 2,263 | $18K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 1,077 | $9K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 975 | $8K | 0.0% | 2026-Q2 |
| FMR LLC added | 802 | $6K | 0.0% | 2026-Q2 |
| NFSG Corp | 399 | $3K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 379 | $3K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 144 | $1K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 142 | $1K | 0.0% | 2026-Q2 |
| Essential Partners LLC added | 135 | $1K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC new | 124 | $980 | 0.0% | 2026-Q2 |
| Optiver Holding B.V. | 102 | $806 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 97 | $767 | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 94 | $743 | 0.0% | 2026-Q2 |
| GAMMA Investing LLC trimmed | 83 | $656 | 0.0% | 2026-Q2 |
| Medallion Wealth Advisors, LLC | 49 | $387 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 40 | $316 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 37 | $292 | 0.0% | 2026-Q2 |
| Fortitude Family Office, LLC new | 20 | $158 | 0.0% | 2026-Q2 |
| True Wealth Design, LLC new | 19 | $151 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd added | 11 | $87 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. new | 7 | $56 | 0.0% | 2026-Q2 |
| Crewe Advisors LLC new | 7 | $56 | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC new | 2 | $16 | 0.0% | 2026-Q2 |
| JPL Wealth Management, LLC new | 1 | $8 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1 | $7 | 0.0% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 365,219 | $3M | 6.9% | 2026-Q1 stale (1 quarter behind) |
| Penserra Capital Management LLC added | 121,278 | $930K | 2.3% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 58,621 | $450K | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Bank of New York Mellon Corp trimmed | 29,722 | $228K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 25,744 | $197K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| ALLIANCEBERNSTEIN L.P. | 15,672 | $148K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| DEUTSCHE BANK AG\ added | 12,193 | $94K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 4,920 | $38K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Police & Firemen's Retirement System of New Jersey | 3,528 | $27K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,233 | $17K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| State of Alaska, Department of Revenue | 1,198 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NISA INVESTMENT ADVISORS, LLC trimmed | 1,125 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| STRS OHIO | 1,100 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 1,004 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Legal & General Group Plc | 905 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CITIGROUP INC trimmed | 785 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ameritas Investment Partners, Inc. | 539 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Versant Capital Management, Inc added | 483 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sterling Capital Management LLC trimmed | 336 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC trimmed | 585,284 | $6M | 13.7% | 2025-Q4 stale (2 quarters behind) |
| Philadelphia Financial Management of San Francisco, LLC trimmed | 440,628 | $4M | 10.3% | 2025-Q4 stale (2 quarters behind) |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 46,066 | $433K | 1.1% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 14,703 | $139K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Nuveen, LLC | 13,527 | $128K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA INVESTMENTS, LP trimmed | 13,308 | $125K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 7,303 | $69K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 625 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AMALGAMATED BANK trimmed | 319 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Empirical Finance, LLC | 24,732 | $257K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Invesco Ltd. added | 11,706 | $122K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Catalyst Capital Advisors LLC | 8,666 | $90K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| LPL Financial LLC trimmed | 31,791 | $337K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 14,878 | $158K | 0.4% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.