| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | ALPS ADVISORS INC | $1.6B | 24.67M | Reduced | Q1 2026 |
| 2 | Recurrent Investment Advisors LLC | $66.8M | 1.03M | Added | Q1 2026 |
| 3 | MILLER HOWARD INVESTMENTS INC /NY | $53.0M | 816.2K | Added | Q1 2026 |
| 4 | Energy Income Partners, LLC | $23.5M | 361.5K | Reduced | Q1 2026 |
| 5 | CITADEL ADVISORS LLC | $11.7M | 180.5K | Added | Q1 2026 |
| 6 | Sanctuary Advisors, LLC | $10.1M | 154.7K | Added | Q1 2026 |
| 7 | HUB Investment Partners, LLC | $9.4M | 144.4K | Reduced | Q1 2026 |
| 8 | Beacon Pointe Advisors, LLC | $9.0M | 138.5K | New | Q1 2026 |
| 9 | PEAK6 LLC | $8.9M | 136.6K | New | Q1 2026 |
| 10 | Texas Yale Capital Corp. | $8.7M | 133.1K | Added | Q1 2026 |
| 11 | Waverly Advisors, LLC | $8.6M | 132.1K | Added | Q1 2026 |
| 12 | EXCHANGE TRADED CONCEPTS, LLC | $7.8M | 120.6K | Reduced | Q1 2026 |
| 13 | Summit Financial, LLC | $5.3M | 81.5K | Reduced | Q1 2026 |
| 14 | Waldron Private Wealth LLC | $4.6M | 71.0K | Held | Q1 2026 |
| 15 | Kestra Advisory Services, LLC | $4.1M | 62.4K | Added | Q1 2026 |
| 16 | Advisors Asset Management, Inc. | $3.6M | 56.1K | Added | Q1 2026 |
| 17 | WHITTIER TRUST CO OF NEVADA INC | $3.3M | 50.7K | Held | Q1 2026 |
| 18 | J.W. COLE ADVISORS, INC. | $3.2M | 61.3K | New | Q4 2025 |
| 19 | Cresset Asset Management, LLC | $3.1M | 47.1K | Added | Q1 2026 |
| 20 | Linscomb Wealth, Inc. | $2.3M | 35.1K | Added | Q1 2026 |
| 21 | GLENMEDE TRUST CO NA | $2.3M | 35.0K | Reduced | Q1 2026 |
| 22 | WESTWOOD HOLDINGS GROUP INC | $2.2M | 34.3K | New | Q1 2026 |
| 23 | Private Advisor Group, LLC | $1.4M | 21.2K | Held | Q1 2026 |
| 24 | Kingsview Wealth Management, LLC | $1.1M | 17.1K | Added | Q1 2026 |
| 25 | MGO ONE SEVEN LLC | $953K | 14.7K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Exxon Mobil CorpXOM | 94 funds | $6.2B |
| Chevron CorpCVX | 94 funds | $4.3B |
| Phillips 66PSX | 94 funds | $883.8M |
| Broadcom IncAVGO | 93 funds | $8.9B |
| ConocophillipsCOP | 93 funds | $1.1B |
| Microsoft CorpMSFT | 92 funds | $21.4B |
| Jpmorgan Chase & CoJPM | 92 funds | $10.0B |
| Meta Platforms Inc Class AMETA | 92 funds | $8.2B |
| Johnson & JohnsonJNJ | 92 funds | $7.7B |
| Tesla IncTSLA | 92 funds | $3.6B |
| ENTERPRISE PRODUCTS PRTNS LPEPD | 92 funds | $3.4B |
| THE PROCTER & GAMBLE COPG | 92 funds | $3.2B |
Ranked by how many of SUN's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SUN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.