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Security record · archived quarter

SUNS

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
41Tracked holders
0Δ holders
2.51MShares held
$23.68MReported value
+0New positions
−0Exits
Stable 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.2% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 37 -1 1.76M $13.99M +8 −9
Q1 2026 39 -2 2.37M $18.31M +4 −6
Q4 2025 41 0 2.51M $23.68M
Q3 2025 12 0 1.87M $19.46M
Q2 2025 9 +1 1.70M $18.03M +1
Q1 2025 5 0 587.15K $6.54M +1 −1
Q4 2024 5 +3 358.25K $5.10M +3
Q3 2024 1 +1 124.06K $1.79M +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 664.71K +3.6% $6.27M 0.0% ▲ Add 3 SEC ↗
2 BlackRock (passive) 664.71K +3.6% $6.27M 0.0% ▲ Add 3 SEC ↗
3 BlackRock (passive) 664.71K +3.6% $6.27M 0.0% ▲ Add 3 SEC ↗
4 BlackRock (passive) 664.71K +3.6% $6.27M 0.0% ▲ Add 3 SEC ↗
5 BlackRock (passive) 664.71K +3.6% $6.27M 0.0% ▲ Add 3 SEC ↗
6 BlackRock (passive) 664.71K +3.6% $6.27M 0.0% ▲ Add 3 SEC ↗
7 The Vanguard Group (passive) 585.28K -0.6% $5.52M 0.0% ▼ Trim 3 SEC ↗
8 The Vanguard Group (passive) 585.28K -0.6% $5.52M 0.0% ▼ Trim 3 SEC ↗
9 The Vanguard Group (passive) 585.28K -0.6% $5.52M 0.0% ▼ Trim 3 SEC ↗
10 Geode Capital Management (passive) 252.71K +8.4% $2.38M 0.0% ▲ Add 6 SEC ↗
11 Geode Capital Management (passive) 252.71K +8.4% $2.38M 0.0% ▲ Add 6 SEC ↗
12 Raymond James Financial Inc 171.98K $1.62M 0.0% n/c 1 SEC ↗
13 Raymond James Financial Inc 171.98K $1.62M 0.0% n/c 1 SEC ↗
14 State Street Global Advisors (passive) 151.73K -0.5% $1.48M 0.0% ▼ Trim 5 SEC ↗
15 Marshall Wace 97.18K -13.9% $916,425 0.0% ▼ Trim 5 SEC ↗
16 Marshall Wace 97.18K -13.9% $916,425 0.0% ▼ Trim 5 SEC ↗
17 Stifel Financial Corp 77.70K $732,719 0.0% n/c 1 SEC ↗
18 Northern Trust Corp 70.64K $666,136 0.0% n/c 1 SEC ↗
19 Northern Trust Corp 70.64K $666,136 0.0% n/c 1 SEC ↗
20 Northern Trust Corp 70.64K $666,136 0.0% n/c 1 SEC ↗
21 Renaissance Technologies 47.00K +67.3% $443,210 0.0% ▲ Add 5 SEC ↗
22 Quantinno Capital Management LP 41.44K $390,789 0.0% n/c 1 SEC ↗
23 Mariner, LLC 34.36K $324,007 0.0% n/c 1 SEC ↗
24 Bank of New York Mellon Corp 31.04K $292,697 0.0% n/c 1 SEC ↗
25 Bank of New York Mellon Corp 31.04K $292,697 0.0% n/c 1 SEC ↗
26 Bank of New York Mellon Corp 31.04K $292,697 0.0% n/c 1 SEC ↗
27 Morgan Stanley 29.73K +9.6% $280,409 0.0% ▲ Add 2 SEC ↗
28 Morgan Stanley 29.73K +9.6% $280,409 0.0% ▲ Add 2 SEC ↗
29 Morgan Stanley 29.73K +9.6% $280,409 0.0% ▲ Add 2 SEC ↗
30 Morgan Stanley 29.73K +9.6% $280,409 0.0% ▲ Add 2 SEC ↗
31 Morgan Stanley 29.73K +9.6% $280,409 0.0% ▲ Add 2 SEC ↗
32 Goldman Sachs Group 28.25K +58.6% $266,360 0.0% ▲ Add 2 SEC ↗
33 Charles Schwab Investment… 28.09K $264,860 0.0% n/c 1 SEC ↗
34 Barclays Plc 22.18K $209,186 0.0% n/c 1 SEC ↗
35 Osaic Holdings, Inc. 16.95K $159,818 0.0% n/c 1 SEC ↗
36 Osaic Holdings, Inc. 16.95K $159,818 0.0% n/c 1 SEC ↗
37 Alliancebernstein L.P. 15.67K $147,787 0.0% n/c 1 SEC ↗
38 Citadel Advisors 14.70K -3.7% $138,649 0.0% ▼ Trim 3 SEC ↗
39 JPMorgan Chase 14.62K -51.9% $137,866 0.0% ▼ Trim 2 SEC ↗
40 JPMorgan Chase 14.62K -51.9% $137,866 0.0% ▼ Trim 2 SEC ↗
41 JPMorgan Chase 14.62K -51.9% $137,866 0.0% ▼ Trim 2 SEC ↗
42 JPMorgan Chase 14.62K -51.9% $137,866 0.0% ▼ Trim 2 SEC ↗
43 Royal Bank Of Canada 13.78K $130,000 0.0% n/c 1 SEC ↗
44 Royal Bank Of Canada 13.78K $130,000 0.0% n/c 1 SEC ↗
45 Royal Bank Of Canada 13.78K $130,000 0.0% n/c 1 SEC ↗
46 Nuveen, LLC 13.53K $127,560 0.0% n/c 1 SEC ↗
47 Nuveen, LLC 13.53K $127,560 0.0% n/c 1 SEC ↗
48 Two Sigma Investments 13.31K -34.8% $125,494 0.0% ▼ Trim 4 SEC ↗
49 Rhumbline Advisers 12.91K $121,697 0.0% n/c 1 SEC ↗
50 Jones Financial Companies Lllp 11.85K $111,746 0.0% n/c 1 SEC ↗
51 Wells Fargo & Company/Mn 11.39K $107,445 0.0% n/c 1 SEC ↗
52 Bank Of America Corp /De/ 7.30K $68,867 0.0% n/c 1 SEC ↗
53 Bank Of America Corp /De/ 7.30K $68,867 0.0% n/c 1 SEC ↗
54 Bank Of America Corp /De/ 7.30K $68,867 0.0% n/c 1 SEC ↗
55 Deutsche Bank Ag\ 5.00K $47,169 0.0% n/c 1 SEC ↗
56 MIRAE ASSET GLOBAL ETFS HOLDINGS… 4.82K $45,434 0.0% n/c 1 SEC ↗
57 Citigroup Inc 4.26K $40,191 0.0% n/c 1 SEC ↗
58 Citigroup Inc 4.26K $40,191 0.0% n/c 1 SEC ↗
59 National Bank Of Canada /Fi/ 3.08K $28,936 0.0% n/c 1 SEC ↗
60 Bnp Paribas Financial Markets 2.35K $22,179 0.0% n/c 1 SEC ↗
61 New York State Common Retirement… 2.23K $21,057 0.0% n/c 1 SEC ↗
62 UBS Group AG 1.74K $16,371 0.0% n/c 1 SEC ↗
63 UBS Group AG 1.74K $16,371 0.0% n/c 1 SEC ↗
64 Legal & General Group Plc 905 $8,534 0.0% n/c 1 SEC ↗
65 Russell Investments Group, Ltd. 842 $7,940 0.0% n/c 1 SEC ↗
66 California State Teachers… 625 $5,894 0.0% n/c 1 SEC ↗
67 Fidelity (FMR) 469 -58.9% $4,419 0.0% ▼ Trim 3 SEC ↗
68 Fidelity (FMR) 469 -58.9% $4,419 0.0% ▼ Trim 3 SEC ↗
69 Cwm, Llc 306 $3,000 0.0% n/c 1 SEC ↗
70 Optiver Holding B.V. 150 $1,414 0.0% n/c 1 SEC ↗
71 Pnc Financial Services Group, Inc. 10 $94 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 76 holders, 4.03M shares, $30.15M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Aug 12 Hetzel Brandon

Officer · CFO and Treasurer · 713 sh @ 7.58 · $5,405

Aug 11 TANNENBAUM LEONARD M

Officer, Director, 10% owner · Executive Chairman · 20.00K sh @ 7.60 · $152,000

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API