SUNS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.9% ·
share flow -0.1% ·
net new positions -5.1%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | n/a | n/a |
| Q3 2025 | 12 | 0 | 1.87M | $19.46M | n/a | n/a |
| Q2 2025 | 9 | +1 | 1.70M | $18.03M | +1 | n/a |
| Q1 2025 | 5 | 0 | 587.15K | $6.54M | +1 | −1 |
| Q4 2024 | 5 | +3 | 358.25K | $5.10M | +3 | n/a |
| Q3 2024 | 1 | +1 | 124.06K | $1.79M | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 645.49K | -2.9% | $4.95M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 2 | Vanguard Capital Management Llc | 449.91K | n/a | $3.45M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 305.92K | +21.1% | $2.35M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 168.71K | -1.9% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | State Street Global Advisors ✦ (passive) | 147.54K | -2.8% | $1.17M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 6 | Stifel Financial Corp | 80.01K | +3.0% | $613,683 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Northern Trust Corp | 76.04K | +7.7% | $583,250 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Goldman Sachs Group ✦ | 61.10K | +116.3% | $468,652 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Ameriprise Financial Inc | 51.95K | New | $398,464 | 0.0% | New | 1 | SEC ↗ |
| 10 | Quantinno Capital Management LP | 50.95K | +22.9% | $390,794 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 47.42K | +59.5% | $363,714 | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 12 | Renaissance Technologies ✦ | 44.30K | -5.7% | $339,781 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 29.72K | -4.2% | $227,967 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Charles Schwab Investment… | 25.74K | -8.3% | $197,456 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Alliancebernstein L.P. | 15.67K | 0.0% | $147,787 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Mariner, LLC | 18.91K | -45.0% | $145,028 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Hsbc Holdings Plc | 11.40K | New | $142,589 | 0.0% | New | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 17.79K | New | $136,442 | 0.0% | New | 1 | SEC ↗ ×6 |
| 19 | Osaic Holdings, Inc. | 16.40K | -3.2% | $125,773 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Jones Financial Companies Lllp | 14.78K | +24.7% | $118,052 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Barclays Plc | 15.23K | -31.4% | $116,800 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Rhumbline Advisers | 12.93K | +0.2% | $99,183 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 12.46K | -9.6% | $95,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Deutsche Bank Ag\ | 12.19K | +143.8% | $93,520 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 10.04K | New | $77,007 | 0.0% | New | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 7.38K | -49.5% | $58,664 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 27 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 4.92K | +2.1% | $37,736 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 3.84K | -66.3% | $29,453 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | New York State Common Retirement… | 2.23K | 0.0% | $17,127 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Bnp Paribas Financial Markets | 2.22K | -5.5% | $17,050 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | UBS Group AG | 1.73K | -0.5% | $13,254 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Cwm, Llc | 1.00K | +228.1% | $7,701 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 975 | -68.3% | $7,478 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Legal & General Group Plc | 905 | 0.0% | $6,941 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 842 | 0.0% | $6,458 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Citigroup Inc | 785 | -81.6% | $6,021 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 37 | Optiver Holding B.V. | 102 | -32.0% | $782 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 94 | -80.0% | $721 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 10 | 0.0% | $77 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Ameriprise Financial Inc | $398,464 | 0.0% |
| Hsbc Holdings Plc | $142,589 | 0.0% |
| AQR Capital Management | $136,442 | 0.0% |
| Mercer Global Advisors Inc… | $77,007 | 0.0% |
Exited
| Marshall Wace | $916,425 | was 0.0% |
| Citadel Advisors | $138,649 | was 0.0% |
| Nuveen, LLC | $127,560 | was 0.0% |
| Two Sigma Investments | $125,494 | was 0.0% |
| Bank Of America Corp /De/ | $68,867 | was 0.0% |
| California State Teachers… | $5,894 | was 0.0% |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Officer · CFO and Treasurer · 713 sh @ 7.58 · $5,405
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