HoldingsChannel.com
Funds Holding SUN

On this page, we present all of the funds holding SUN from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SUN, with a link to that fund's top holdings. The next columns indicate the amount of SUN stock held by each of the funds holding SUN, followed by the SUN position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 212 funds holding SUN within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Alps Advisors Inc.. For more details on the positions held by Alps Advisors Inc. (or by any of the other funds holding SUN), click the fund name in the "Holder" column of the funds-holding-SUN table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Alps Advisors Inc.9,498,706$569,257 12/31/2023
     SUN9,498,706$569,257 12/31/2023
Goldman Sachs Group Inc.2,904,735$174,081 12/31/2023
     SUN2,904,735$174,081 12/31/2023
Blackstone Group Inc2,387,608$143,089 12/31/2023
     SUN2,387,608$143,089 12/31/2023
Invesco Ltd.1,227,260$73,550 12/31/2023
     SUN1,227,260$73,550 12/31/2023
Jane Street Group LLC $48,629 12/31/2023
     SUN648,841$38,885 12/31/2023
     Call180,100$10,793 12/31/2023
     Put17,500$1,049 12/31/2023
Morgan Stanley754,928$45,243 12/31/2023
     SUN754,928$45,243 12/31/2023
Bowen Hanes & Co. Inc.600,000$35,958 12/31/2023
     SUN600,000$35,958 12/31/2023
UBS Group AG540,949$32,419 12/31/2023
     SUN540,949$32,419 12/31/2023
Clearbridge Investments LLC492,331$29,505 12/31/2023
     SUN492,331$29,505 12/31/2023
Miller Howard Investments Inc. NY437,171$26,357 03/31/2024
     SUN437,171$26,357 03/31/2024
Wells Fargo & Company MN355,677$21,316 12/31/2023
     SUN355,677$21,316 12/31/2023
Adams Asset Advisors LLC313,435$18,897 03/31/2024
     SUN313,435$18,897 03/31/2024
Jennison Associates LLC256,898$15,396 12/31/2023
     SUN256,898$15,396 12/31/2023
Fractal Investments LLC242,000$14,503 12/31/2023
     SUN242,000$14,503 12/31/2023
TCG Advisory Services LLC239,948$14,380 12/31/2023
     SUN239,948$14,380 12/31/2023
Bridgecreek Investment Management LLC236,750$14,188 12/31/2023
     SUN236,750$14,188 12/31/2023
JPMorgan Chase & Co.222,640$13,343 12/31/2023
     SUN222,640$13,343 12/31/2023
Citigroup Inc.221,931$13,300 12/31/2023
     SUN221,931$13,300 12/31/2023
Raymond James Financial Services Advisors Inc.193,821$11,685 03/31/2024
     SUN193,821$11,685 03/31/2024
Recurrent Investment Advisors LLC184,436$11,053 12/31/2023
     SUN184,436$11,053 12/31/2023
LPL Financial LLC145,434$8,716 12/31/2023
     SUN145,434$8,716 12/31/2023
Royal Bank of Canada88,175$5,284 12/31/2023
     SUN88,175$5,284 12/31/2023
Raymond James & Associates85,112$5,131 03/31/2024
     SUN85,112$5,131 03/31/2024
Bank of America Corp DE $5,076 12/31/2023
     SUN103,905$6,227 12/31/2023
     Put61,400$3,680 12/31/2023
     Call42,200$2,529 12/31/2023
Susquehanna Portfolio Strategies LLC77,843$4,665 12/31/2023
     SUN77,843$4,665 12/31/2023
Advisor Group Holdings Inc.76,191$4,567 12/31/2023
     SUN76,191$4,567 12/31/2023
Tortoise Index Solutions LLC73,350$4,396 12/31/2023
     SUN73,350$4,396 12/31/2023
Exchange Traded Concepts LLC57,535$3,469 03/31/2024
     SUN57,535$3,469 03/31/2024
Barnett & Company Inc.53,950$3,233 12/31/2023
     SUN53,950$3,233 12/31/2023
Susquehanna International Group LLP $3,127 12/31/2023
     Call127,700$7,653 12/31/2023
     Put127,500$7,641 12/31/2023
     SUN51,973$3,115 12/31/2023
Waldron Private Wealth LLC50,000$2,996 12/31/2023
     SUN50,000$2,996 12/31/2023
First Trust Advisors LP48,395$2,900 12/31/2023
     SUN48,395$2,900 12/31/2023
BNP Paribas Arbitrage SA45,328$2,717 12/31/2023
     SUN45,328$2,717 12/31/2023
Apollon Wealth Management LLC40,238$2,411 12/31/2023
     SUN40,238$2,411 12/31/2023
Private Advisor Group LLC36,973$2,216 12/31/2023
     SUN36,973$2,216 12/31/2023
PARK CIRCLE Co36,350$2,178 12/31/2023
     SUN36,350$2,178 12/31/2023
CoreCap Advisors LLC33,967$2,036 12/31/2023
     SUN33,967$2,036 12/31/2023
Cascade Investment Group Inc.31,015$1,859 12/31/2023
     SUN31,015$1,859 12/31/2023
The PNC Financial Services Group Inc.29,835$1,788 12/31/2023
     SUN29,835$1,788 12/31/2023
Citadel Advisors LLC $1,754 12/31/2023
     Call43,300$2,595 12/31/2023
     Put41,600$2,493 12/31/2023
     SUN27,564$1,652 12/31/2023
Commonwealth Equity Services LLC29,125$1,745 12/31/2023
     SUN29,125$1,745 12/31/2023
Sigma Planning Corp28,474$1,706 12/31/2023
     SUN28,474$1,706 12/31/2023
HighTower Advisors LLC27,802$1,668 12/31/2023
     SUN27,802$1,668 12/31/2023
Spirit of America Management Corp NY27,555$1,661 03/31/2024
     SUN27,555$1,661 03/31/2024
Baird Financial Group Inc.26,625$1,596 12/31/2023
     SUN26,625$1,596 12/31/2023
Cambridge Investment Research Advisors Inc.24,666$1,487 03/31/2024
     SUN24,666$1,487 03/31/2024
XML Financial LLC24,779$1,485 12/31/2023
     SUN24,779$1,485 12/31/2023
US Bancorp DE24,762$1,484 12/31/2023
     SUN24,762$1,484 12/31/2023
ELCO Management Co. LLC24,222$1,452 12/31/2023
     SUN24,222$1,452 12/31/2023
PEAK6 Investments LLC $1,420 12/31/2023
     Call28,800$1,726 12/31/2023
     Put5,100$306 12/31/2023
Texas Yale Capital Corp.23,400$1,402 12/31/2023
     SUN23,400$1,402 12/31/2023
Finer Wealth Management Inc.22,276$1,335 12/31/2023
     SUN22,276$1,335 12/31/2023
Bramshill Investments LLC20,874$1,251 12/31/2023
     SUN20,874$1,251 12/31/2023
Infrastructure Capital Advisors LLC20,191$1,210 12/31/2023
     SUN20,191$1,210 12/31/2023
Creative Planning19,662$1,178 12/31/2023
     SUN19,662$1,178 12/31/2023
Stifel Financial Corp19,147$1,147 12/31/2023
     SUN19,147$1,147 12/31/2023
Dividend Assets Capital LLC19,282$1,145 12/31/2023
     SUN19,282$1,145 12/31/2023
CI Private Wealth LLC17,823$1,068 12/31/2023
     SUN17,823$1,068 12/31/2023
Kestra Private Wealth Services LLC17,275$1,035 12/31/2023
     SUN17,275$1,035 12/31/2023
Sumitomo Mitsui Trust Holdings Inc.17,000$1,025 03/31/2024
     SUN17,000$1,025 03/31/2024
American Financial Group Inc.15,500$929 12/31/2023
     SUN15,500$929 12/31/2023
Focus Financial Network Inc.15,183$915 03/31/2024
     SUN15,183$915 03/31/2024
Acadian Asset Management LLC15,187$909 12/31/2023
     SUN15,187$909 12/31/2023
Focus Financial Network Inc. ADV15,107$905 12/31/2023
     SUN15,107$905 12/31/2023
Mcdonald Partners LLC15,000$904 03/31/2024
     SUN15,000$904 03/31/2024
AE Wealth Management LLC14,935$870 12/31/2023
     SUN14,935$870 12/31/2023
Ameriprise Financial Inc.14,414$864 12/31/2023
     SUN14,414$864 12/31/2023
GTS Securities LLC $863 12/31/2023
     Call14,400$863 12/31/2023
Kayne Anderson Capital Advisors LP14,200$851 12/31/2023
     SUN14,200$851 12/31/2023
Janney Montgomery Scott LLC13,777$826 12/31/2023
     SUN13,777$826 12/31/2023
Quad Cities Investment Group LLC13,336$804 03/31/2024
     SUN13,336$804 03/31/2024
Baker Avenue Asset Management LP $765 12/31/2023
     SUN13,000$779 12/31/2023
     Put82,000$14 12/31/2023
U.S. Capital Wealth Advisors LLC12,499$749 12/31/2023
     SUN12,499$749 12/31/2023
Envestnet Asset Management Inc.12,234$733 12/31/2023
     SUN12,234$733 12/31/2023
Hudson Valley Investment Advisors Inc. ADV12,000$723 03/31/2024
     SUN12,000$723 03/31/2024
Counterpoint Mutual Funds LLC11,305$682 03/31/2024
     SUN11,305$682 03/31/2024
Mariner LLC11,278$676 12/31/2023
     SUN11,278$676 12/31/2023
Mercer Global Advisors Inc. ADV11,185$670 12/31/2023
     SUN11,185$670 12/31/2023
Barclays PLC10,765$645 12/31/2023
     SUN10,765$645 12/31/2023
Brookstone Capital Management10,684$644 03/31/2024
     SUN10,684$644 03/31/2024
Baldwin Brothers Inc. MA10,500$633 03/31/2024
     SUN10,500$633 03/31/2024
Wedbush Securities Inc.10,335$619 12/31/2023
     SUN10,335$619 12/31/2023
Legacy Advisors LLC10,000$599 12/31/2023
     SUN10,000$599 12/31/2023
PSI Advisors LLC9,697$585 03/31/2024
     SUN9,697$585 03/31/2024
International Assets Investment Management LLC9,711$583 03/31/2024
     SUN9,711$583 03/31/2024
Atria Wealth Solutions Inc.9,707$582 12/31/2023
     SUN9,707$582 12/31/2023
Cetera Advisor Networks LLC9,658$579 12/31/2023
     SUN9,658$579 12/31/2023
National Asset Management Inc.9,379$562 12/31/2023
     SUN9,379$562 12/31/2023
Tradition Wealth Management LLC9,339$560 12/31/2023
     SUN9,339$560 12/31/2023
MML Investors Services LLC9,028$541 12/31/2023
     SUN9,028$541 12/31/2023
Steele Capital Management Inc.8,932$539 03/31/2024
     SUN8,932$539 03/31/2024
Davidson Trust Co.9,000$539 12/31/2023
     SUN9,000$539 12/31/2023
IHT Wealth Management LLC8,840$530 12/31/2023
     SUN8,840$530 12/31/2023
Avantax Advisory Services Inc.8,450$506 12/31/2023
     SUN8,450$506 12/31/2023
F&V Capital Management LLC8,250$497 03/31/2024
     SUN8,250$497 03/31/2024
Tortoise Capital Advisors L.L.C.8,295$497 12/31/2023
     SUN8,295$497 12/31/2023
Good Life Advisors LLC8,173$490 12/31/2023
     SUN8,173$490 12/31/2023
Silvercrest Asset Management Group LLC8,000$479 12/31/2023
     SUN8,000$479 12/31/2023
EP Wealth Advisors LLC7,960$477 12/31/2023
     SUN7,960$477 12/31/2023
Financial Counselors Inc.7,919$475 12/31/2023
     SUN7,919$475 12/31/2023
Crescent Grove Advisors LLC7,800$467 12/31/2023
     SUN7,800$467 12/31/2023
Barr E S & Co.7,775$466 12/31/2023
     SUN7,775$466 12/31/2023
WealthPLAN Partners LLC7,518$451 12/31/2023
     SUN7,518$451 12/31/2023
Benjamin F. Edwards & Company Inc.7,501$450 12/31/2023
     SUN7,501$450 12/31/2023
Castleark Management LLC7,390$443 12/31/2023
     SUN7,390$443 12/31/2023
Wealthcare Advisory Partners LLC6,988$421 03/31/2024
     SUN6,988$421 03/31/2024
Security National Bank of Sioux City Iowa IA7,000$420 12/31/2023
     SUN7,000$420 12/31/2023
Cresset Asset Management LLC6,988$419 12/31/2023
     SUN6,988$419 12/31/2023
Stratos Wealth Partners LTD.6,666$402 03/31/2024
     SUN6,666$402 03/31/2024
PFG Investments LLC6,561$396 03/31/2024
     SUN6,561$396 03/31/2024
GWM Advisors LLC6,472$388 12/31/2023
     SUN6,472$388 12/31/2023
XTX Topco Ltd6,463$387 12/31/2023
     SUN6,463$387 12/31/2023
Jaffetilchin Investment Partners LLC6,422$385 12/31/2023
     SUN6,422$385 12/31/2023
L.M. Kohn & Company6,300$378 12/31/2023
     SUN6,300$378 12/31/2023
Independent Advisor Alliance6,232$373 12/31/2023
     SUN6,232$373 12/31/2023
IFG Advisory LLC5,791$347 12/31/2023
     SUN5,791$347 12/31/2023
Patriot Financial Group Insurance Agency LLC5,777$346 12/31/2023
     SUN5,777$346 12/31/2023
Norden Group LLC5,544$334 03/31/2024
     SUN5,544$334 03/31/2024
Truist Financial Corp5,357$321 12/31/2023
     SUN5,357$321 12/31/2023
Mutual Advisors LLC5,241$314 12/31/2023
     SUN5,241$314 12/31/2023
Money Concepts Capital Corp5,000$300 12/31/2023
     SUN5,000$300 12/31/2023
Willis Investment Counsel4,883$294 03/31/2024
     SUN4,883$294 03/31/2024
MAI Capital Management4,780$286 12/31/2023
     SUN4,780$286 12/31/2023
Carnegie Capital Asset Management LLC4,713$282 12/31/2023
     SUN4,713$282 12/31/2023
DAVENPORT & Co LLC4,550$273 12/31/2023
     SUN4,550$273 12/31/2023
Snowden Capital Advisors LLC4,418$265 12/31/2023
     SUN4,418$265 12/31/2023
Brown Advisory Inc.4,343$262 03/31/2024
     SUN4,343$262 03/31/2024
Virtus Investment Advisers Inc.4,380$262 12/31/2023
     SUN4,380$262 12/31/2023
Oppenheimer Asset Management Inc.4,357$261 12/31/2023
     SUN4,357$261 12/31/2023
Centennial Wealth Advisory LLC4,274$258 03/31/2024
     SUN4,274$258 03/31/2024
Two Sigma Securities LLC4,291$257 12/31/2023
     SUN4,291$257 12/31/2023
Arkadios Wealth Advisors4,160$249 12/31/2023
     SUN4,160$249 12/31/2023
Ameritas Advisory Services LLC4,133$249 12/31/2023
     SUN4,133$249 12/31/2023
CWA Asset Management Group LLC4,111$246 12/31/2023
     SUN4,111$246 12/31/2023
Quadrant Private Wealth Management LLC4,040$242 12/31/2023
     SUN4,040$242 12/31/2023
Anchor Investment Management LLC4,000$240 12/31/2023
     SUN4,000$240 12/31/2023
Townsquare Capital LLC3,987$239 12/31/2023
     SUN3,987$239 12/31/2023
Prime Capital Investment Advisors LLC3,953$237 12/31/2023
     SUN3,953$237 12/31/2023
Northern Trust Corp3,829$229 12/31/2023
     SUN3,829$229 12/31/2023
Raymond James Trust N.A.3,784$228 03/31/2024
     SUN3,784$228 03/31/2024
Kanawha Capital Management LLC3,800$228 12/31/2023
     SUN3,800$228 12/31/2023
Wealth Alliance3,788$227 12/31/2023
     SUN3,788$227 12/31/2023
IPG Investment Advisors LLC3,760$225 12/31/2023
     SUN3,760$225 12/31/2023
Tyche Wealth Partners LLC3,675$222 03/31/2024
     SUN3,675$222 03/31/2024
Cetera Advisors LLC3,687$221 12/31/2023
     SUN3,687$221 12/31/2023
True North Advisors LLC3,616$218 03/31/2024
     SUN3,616$218 03/31/2024
First Financial Bankshares Inc3,600$216 12/31/2023
     SUN3,600$216 12/31/2023
Wolverine Trading LLC $216 12/31/2023
     Call3,600$216 12/31/2023
Park Avenue Securities LLC3,560$215 03/31/2024
     SUN3,560$215 03/31/2024
Newbridge Financial Services Group Inc.3,548$214 03/31/2024
     SUN3,548$214 03/31/2024
SG Americas Securities LLC3,538$212 12/31/2023
     SUN3,538$212 12/31/2023
Retirement Income Solutions Inc3,500$210 12/31/2023
     SUN3,500$210 12/31/2023
Alpha Cubed Investments LLC3,474$209 03/31/2024
     SUN3,474$209 03/31/2024
Lakeview Capital Partners LLC3,487$209 12/31/2023
     SUN3,487$209 12/31/2023
Arrow Investment Advisors LLC3,460$207 12/31/2023
     SUN3,460$207 12/31/2023
Blair William & Co. IL3,402$204 12/31/2023
     SUN3,402$204 12/31/2023
Wealth Enhancement Advisory Services LLC3,338$201 03/31/2024
     SUN3,338$201 03/31/2024
Retirement Solution Inc.3,342$200 12/31/2023
     SUN3,342$200 12/31/2023
State of Wyoming2,888$173 12/31/2023
     SUN2,888$173 12/31/2023
Salem Investment Counselors Inc.2,666$161 03/31/2024
     SUN2,666$161 03/31/2024
Bessemer Group Inc.2,550$153 12/31/2023
     SUN2,550$153 12/31/2023
Advisory Services Network LLC2,250$135 12/31/2023
     SUN2,250$135 12/31/2023
Farmers & Merchants Trust Co of Chambersburg PA2,000$120 12/31/2023
     SUN2,000$120 12/31/2023
EverSource Wealth Advisors LLC1,584$95 12/31/2023
     SUN1,584$95 12/31/2023
Estabrook Capital Management1,250$75 12/31/2023
     SUN1,250$75 12/31/2023
Johnson Financial Group Inc.1,200$72 12/31/2023
     SUN1,200$72 12/31/2023
Harbour Investments Inc.1,093$66 12/31/2023
     SUN1,093$66 12/31/2023
GPS Wealth Strategies Group LLC1,094$66 12/31/2023
     SUN1,094$66 12/31/2023
Tower Research Capital LLC TRC 1,052$63 12/31/2023
     SUN1,052$63 12/31/2023
Focused Wealth Management Inc1,021$61 12/31/2023
     SUN1,021$61 12/31/2023
Register Financial Advisors LLC913$55 03/31/2024
     SUN913$55 03/31/2024
Sunbelt Securities Inc.881$53 03/31/2024
     SUN881$53 03/31/2024
Key Financial Inc885$53 12/31/2023
     SUN885$53 12/31/2023
Compass Wealth Management LLC800$48 03/31/2024
     SUN800$48 03/31/2024
Front Row Advisors LLC750$45 12/31/2023
     SUN750$45 12/31/2023
Allworth Financial LP700$42 12/31/2023
     SUN700$42 12/31/2023
Private Trust Co. NA650$39 03/31/2024
     SUN650$39 03/31/2024
Lee Financial Co650$39 12/31/2023
     SUN650$39 12/31/2023
Parallel Advisors LLC617$37 12/31/2023
     SUN617$37 12/31/2023
DHJJ Financial Advisors Ltd.500$30 03/31/2024
     SUN500$30 03/31/2024
Baystate Wealth Management LLC500$30 12/31/2023
     SUN500$30 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC500$30 12/31/2023
     SUN500$30 12/31/2023
Avalon Trust Co500$30 12/31/2023
     SUN500$30 12/31/2023
ICA Group Wealth Management LLC500$30 12/31/2023
     SUN500$30 12/31/2023
Principal Securities Inc.448$27 12/31/2023
     SUN448$27 12/31/2023
Headlands Technologies LLC402$24 12/31/2023
     SUN402$24 12/31/2023
Armstrong Advisory Group Inc.378$23 03/31/2024
     SUN378$23 03/31/2024
Bartlett & Co. LLC330$21 12/31/2023
     SUN330$21 12/31/2023
Bartlett & CO. Wealth Management LLC330$21 12/31/2023
     SUN330$21 12/31/2023
Huntington National Bank330$20 12/31/2023
     SUN330$20 12/31/2023
Northwestern Mutual Wealth Management Co.327$20 12/31/2023
     SUN327$20 12/31/2023
Steward Partners Investment Advisory LLC300$18 12/31/2023
     SUN300$18 12/31/2023
Naples Money Management LLC280$17 12/31/2023
     SUN280$17 12/31/2023
National Bank of Canada FI250$14 12/31/2023
     SUN250$14 12/31/2023
Geneos Wealth Management Inc.212$13 12/31/2023
     SUN212$13 12/31/2023
Quent Capital LLC165$10 12/31/2023
     SUN165$10 12/31/2023
Rockbridge Investment Management LCC154$9 12/31/2023
     SUN154$9 12/31/2023
Pineridge Advisors LLC157$9 12/31/2023
     SUN157$9 12/31/2023
Sachetta LLC135$8 12/31/2023
     SUN135$8 12/31/2023
CWM LLC104$6 03/31/2024
     SUN104$6 03/31/2024
Stone House Investment Management LLC95$6 12/31/2023
     SUN95$6 12/31/2023
LGT Financial Advisors LLC102$6 12/31/2023
     SUN102$6 12/31/2023
CVA Family Office LLC79$5 03/31/2024
     SUN79$5 03/31/2024
Wolff Wiese Magana LLC67$4 03/31/2024
     SUN67$4 03/31/2024
Signaturefd LLC75$4 12/31/2023
     SUN75$4 12/31/2023
Cedar Mountain Advisors LLC53$3 03/31/2024
     SUN53$3 03/31/2024
Sound Income Strategies LLC28$2 03/31/2024
     SUN28$2 03/31/2024
Global Wealth Strategies & Associates33$2 03/31/2024
     SUN33$2 03/31/2024
Global Wealth Management Investment Advisory Inc.33$2 12/31/2023
     SUN33$2 12/31/2023
Rudius Management LP33$2 12/31/2023
     SUN33$2 12/31/2023
Hexagon Capital Partners LLC9$1 03/31/2024
     SUN9$1 03/31/2024
Proequities Inc. $0 12/31/2023
     Put0$0 12/31/2023
     SUN0$0 12/31/2023
     Call0$0 12/31/2023
BlackRock Inc.4$0 12/31/2023
     SUN4$0 12/31/2023

See Summary: Institutional Holders of SUN
See Details: Top 10 Hedge Funds Holding SUN
Also See: SUN Insider Buying
Also See: SUN Holdings Changes

Quotes delayed 20 minutes

Email EnvelopeFree SUN Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding SUN | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.