Who owns SUNS (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-Q1 13F filings. 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
The tracked-fund tape on SUNS is one-sided between 2025-Q4 and 2026-Q1: 2 added or opened and 8 trimmed or exited — on balance reducing.
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 2025-Q4 and 2026-Q1, across 77 tracked filers holding SUNS, 36 increased or opened the position and 37 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 2025-Q4 and 2026-Q1 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 2
- VANGUARD CAPITAL MANAGEMENT LLC$3M
- GatePass Capital, LLC$588K
Full exits 3
- VANGUARD GROUP INC$6M
- Philadelphia Financial Management of San Francisco, LLC$4M
- MARSHALL WACE, LLP$916K
Largest trims
- WASATCH ADVISORS LP$3M
- BlackRock, Inc.$1M
- GRATIA CAPITAL, LLC$914K
- RAYMOND JAMES FINANCIAL INC$328K
- STATE STREET CORP$301K
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 |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 645,488 | $5M | 11.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 449,914 | $3M | 7.7% | 2026-Q1 |
| GRATIA CAPITAL, LLC trimmed | 438,816 | $3M | 7.5% | 2026-Q1 |
| Pacific Ridge Capital Partners, LLC added | 403,035 | $3M | 6.9% | 2026-Q1 |
| WASATCH ADVISORS LP trimmed | 365,219 | $3M | 6.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 305,915 | $2M | 5.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 168,709 | $1M | 2.9% | 2026-Q1 |
| STATE STREET CORP trimmed | 147,540 | $1M | 2.6% | 2026-Q1 |
| Penserra Capital Management LLC added | 121,278 | $930K | 2.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 80,010 | $614K | 1.4% | 2026-Q1 |
| GatePass Capital, LLC added | 76,700 | $588K | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 76,043 | $583K | 1.3% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 63,587 | $488K | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 61,102 | $469K | 1.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 58,621 | $450K | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC new | 51,951 | $398K | 0.9% | 2026-Q1 |
| Quantinno Capital Management LP added | 50,951 | $391K | 0.9% | 2026-Q1 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 50,704 | $389K | 0.9% | 2026-Q1 |
| MORGAN STANLEY added | 47,419 | $364K | 0.8% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 44,300 | $340K | 0.8% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 36,000 | $276K | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 29,722 | $228K | 0.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 25,744 | $197K | 0.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 15,672 | $148K | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 18,909 | $145K | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC new | 11,398 | $143K | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 17,789 | $136K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 16,398 | $126K | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 14,775 | $118K | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 15,228 | $117K | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 12,932 | $99K | 0.2% | 2026-Q1 |
| Curi Capital, LLC | 12,700 | $97K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 12,456 | $95K | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 12,193 | $94K | 0.2% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 2,198 | $91K | 0.2% | 2026-Q1 |
| Register Financial Advisors LLC | 11,700 | $90K | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 10,040 | $77K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 7,379 | $59K | 0.1% | 2026-Q1 |
| Spire Wealth Management | 5,598 | $43K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 5,194 | $40K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 4,920 | $38K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 3,840 | $29K | 0.1% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 3,528 | $27K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 3,145 | $24K | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,233 | $17K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 2,223 | $17K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 1,728 | $13K | 0.0% | 2026-Q1 |
| State of Alaska, Department of Revenue | 1,198 | $9K | 0.0% | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC trimmed | 1,125 | $9K | 0.0% | 2026-Q1 |
| STRS OHIO | 1,100 | $8K | 0.0% | 2026-Q1 |
| CWM, LLC added | 1,004 | $8K | 0.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 975 | $7K | 0.0% | 2026-Q1 |
| Legal & General Group Plc | 905 | $7K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. | 842 | $6K | 0.0% | 2026-Q1 |
| CITIGROUP INC trimmed | 785 | $6K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 539 | $4K | 0.0% | 2026-Q1 |
| Versant Capital Management, Inc added | 483 | $4K | 0.0% | 2026-Q1 |
| NFSG Corp | 399 | $3K | 0.0% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 336 | $3K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC new | 333 | $3K | 0.0% | 2026-Q1 |
| Ascentis Independent Advisors new | 285 | $2K | 0.0% | 2026-Q1 |
| GAMMA Investing LLC trimmed | 198 | $2K | 0.0% | 2026-Q1 |
| Arax Advisory Partners trimmed | 144 | $1K | 0.0% | 2026-Q1 |
| Optiver Holding B.V. trimmed | 102 | $782 | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 94 | $721 | 0.0% | 2026-Q1 |
| Essential Partners LLC added | 54 | $414 | 0.0% | 2026-Q1 |
| Medallion Wealth Advisors, LLC | 49 | $376 | 0.0% | 2026-Q1 |
| Allworth Financial LP added | 30 | $231 | 0.0% | 2026-Q1 |
| Truvestments Capital LLC | 26 | $199 | 0.0% | 2026-Q1 |
| Transamerica Financial Advisors, LLC new | 23 | $183 | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 10 | $77 | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC new | 7 | $54 | 0.0% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd new | 3 | $23 | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 585,284 | $6M | 12.2% | 2025-Q4 stale |
| Philadelphia Financial Management of San Francisco, LLC trimmed | 440,628 | $4M | 9.2% | 2025-Q4 stale |
| MARSHALL WACE, LLP trimmed | 97,182 | $916K | 2.0% | 2025-Q4 stale |
| MYDA Advisors LLC new | 70,000 | $775K | 1.7% | 2025-Q1 stale |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 46,066 | $433K | 1.0% | 2025-Q4 stale |
| LPL Financial LLC trimmed | 31,791 | $337K | 0.7% | 2025-Q2 stale |
| Empirical Finance, LLC | 24,732 | $257K | 0.6% | 2025-Q3 stale |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 14,878 | $158K | 0.4% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC new | 12,548 | $139K | 0.3% | 2025-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 14,703 | $139K | 0.3% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,707 | $135K | 0.3% | 2025-Q2 stale |
| Nuveen, LLC | 13,527 | $128K | 0.3% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 13,308 | $125K | 0.3% | 2025-Q4 stale |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 11,128 | $125K | 0.3% | 2025-Q1 stale |
| Invesco Ltd. added | 11,706 | $122K | 0.3% | 2025-Q3 stale |
| Cetera Investment Advisers new | 10,154 | $106K | 0.2% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 10,063 | $105K | 0.2% | 2025-Q3 stale |
| Catalyst Capital Advisors LLC | 8,666 | $90K | 0.2% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ added | 7,303 | $69K | 0.2% | 2025-Q4 stale |
| Corebridge Financial, Inc. added | 5,117 | $57K | 0.1% | 2025-Q1 stale |
| Wealth Preservation Advisors, LLC new | 968 | $11K | 0.0% | 2025-Q1 stale |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 625 | $6K | 0.0% | 2025-Q4 stale |
| AMALGAMATED BANK trimmed | 319 | $3K | 0.0% | 2025-Q4 stale |
| FLAGSHIP HARBOR ADVISORS, LLC new | 149 | $1K | 0.0% | 2025-Q4 stale |
| Parallel Advisors, LLC | 109 | $1K | 0.0% | 2025-Q1 stale |
| Lindbrook Capital, LLC | 28 | $310 | 0.0% | 2025-Q1 stale |
| Flaharty Asset Management, LLC | 16 | $177 | 0.0% | 2025-Q1 stale |
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.