Sunoco LPSUN
13F holders, Q4 2024 (December 31)268holders −6
20new positions
28sold out
1famous investor
$51.45avg. 13F price*
At the end of Q4 2024, 268 institutions reported holding Sunoco LP (SUN) in their 13F filings, down 6 from Q3 2024. 20 opened new positions and 28 sold out. The largest holders were Alps Advisors Inc. ($1.1B), Invesco Ltd. ($456.2M) and Goldman Sachs Group Inc. ($346.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sunoco LP
- CUSIP
- 86765K109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $23.0M |
| Exits | 28 | $22.4M |
All 13F filers, Q3 2024 → Q4 2024: 4,594,458 shares bought and 2,052,992 shares sold, net +2,541,466 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| Alps Advisors Inc. | 6.69% | Add +7.7% | 20,603,455 | $1.1B |
| Invesco Ltd. | 0.08% | Add +2.3% | 8,868,926 | $456.2M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -2.9% | 6,734,967 | $346.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.29% | Add +5.2% | 2,608,701 | $134.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.9% | 2,150,701 | $110.6M |
| Energy Income Partners, LLC | 1.86% | Add +67.0% | 1,764,361 | $90.8M |
| Morgan Stanley | 0.01% | Add +22.6% | 1,712,814 | $88.1M |
| Blackstone Inc. | 0.33% | Reduce -5.6% | 1,349,652 | $69.4M |
| Tortoise Capital Advisors, L.L.C. | 0.84% | Reduce -5.2% | 1,279,736 | $65.8M |
| Infrastructure Capital Advisors, LLC | 10.77% | Add +13.8% | 1,237,288 | $63.6M |
| UBS Group AG | 0.01% | Add +6.2% | 1,046,872 | $53.9M |
| Recurrent Investment Advisors LLC | 4.20% | Add +2.9% | 888,862 | $45.7M |
| Clearbridge Investments, LLC | 0.03% | Reduce -2.1% | 685,430 | $35.3M |
| Bowen Hanes & Co. Inc. | 0.83% | No change | 600,000 | $30.9M |
| Miller Howard Investments Inc. | 1.01% | Add +0.9% | 595,057 | $30.6M |
| Adams Asset Advisors, LLC | 3.85% | No change | 571,538 | $29.4M |
| Fractal Investments LLC | 4.35% | Reduce -17.8% | 552,768 | $28.4M |
| ING Groep NV | 0.18% | Add +223.7% | 513,715 | $26.4M |
| Neuberger Berman Group LLC | 0.02% | Add +63.5% | 497,891 | $25.6M |
| Barclays PLC | 0.01% | Add +6.8% | 466,019 | $24.0M |
| Raymond James Financial Inc. | 0.01% | — | 344,839 | $17.7M |
| Bank of America Corp. | 0.00% | Reduce -38.6% | 251,562 | $12.9M |
| Wells Fargo & Company | 0.00% | Reduce -11.4% | 250,062 | $12.9M |
| CIBC Private Wealth Group LLC | 0.02% | Add +32166.5% | 231,351 | $12.1M |
| HUB Investment Partners, LLC | 0.47% | Reduce -10.4% | 215,793 | $11.1M |
| Susquehanna International Group, LLP | 0.02% | Reduce -32.1% | 213,131 | $11.0M |
| Allianz Asset Management GmbH | 0.01% | New | 190,900 | $9.8M |
| LPL Financial LLC | 0.00% | Reduce -7.8% | 177,939 | $9.2M |
| Kercheville Advisors, LLC | 3.08% | No change | 154,077 | $7.9M |
| Royal Bank of Canada | 0.00% | Add +6.8% | 149,536 | $7.7M |
| Citigroup Inc. | 0.01% | Reduce -57.6% | 143,938 | $7.4M |
| Sanctuary Advisors, LLC | 0.04% | Add +18.6% | 114,352 | $6.6M |
| Exchange Traded Concepts, LLC | 0.12% | Reduce -7.1% | 119,054 | $6.1M |
| Duff & Phelps Investment Management Co. | 0.07% | Add +16.7% | 111,630 | $5.7M |
| First Trust Advisors LP | 0.00% | Add +33.7% | 83,235 | $4.3M |
| Chickasaw Capital Management LLC | 0.16% | Add +21.4% | 77,000 | $4.0M |
| Summit Financial, LLC | 0.14% | Add +7.3% | 76,448 | $3.9M |
| Susquehanna Fundamental Investments, LLC | 0.06% | — | 74,302 | $3.8M |
| Whittier Trust Co. of Nevada Inc. | 0.09% | New | 72,000 | $3.7M |
| Waldron Private Wealth LLC | 0.15% | Reduce -40.8% | 71,000 | $3.7M |
| Texas Yale Capital Corp. | 0.14% | Add +3.1% | 70,076 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | New | 66,789 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +154.8% | 64,330 | $3.3M |
| Captrust Financial Advisors | 0.01% | Reduce -17.9% | 61,876 | $3.2M |
| Nomura Holdings Inc. | 0.02% | No change | 60,000 | $3.1M |
| Group One Trading LLC | 0.10% | Add +15.4% | 59,352 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.7% | 58,956 | $3.0M |
| Private Advisor Group, LLC | 0.02% | Add +0.3% | 52,274 | $2.7M |
| Barnett & Company, Inc. | 1.69% | Reduce -1.8% | 50,133 | $2.6M |
| Castleark Management LLC | 0.09% | No change | 48,190 | $2.5M |
| Advisors Asset Management, Inc. | 0.05% | Add +7.2% | 47,916 | $2.5M |
| Glenmede Trust Co. NA | 0.01% | Add +67.3% | 46,000 | $2.4M |
| BlackRock, Inc. | 0.00% | Add +167.1% | 44,478 | $2.3M |
| Sovereign Investment Advisors, LLC | 0.67% | No change | 43,522 | $2.2M |
| HRT Financial LP | 0.01% | Reduce -85.2% | 42,499 | $2.2M |
| Mariner, LLC | 0.00% | Add +9.1% | 39,909 | $2.1M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -10.5% | 39,410 | $2.0M |
| PARK CIRCLE Co | 1.70% | No change | 36,350 | $1.9M |
| Icon Advisers Inc. | 0.42% | New | 36,000 | $1.9M |
| Natixis | 0.01% | No change | 35,160 | $1.8M |
| ELCO Management Co., LLC | 0.94% | Add +44.4% | 34,790 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Add +35.2% | 34,013 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +2.8% | 33,599 | $1.7M |
| Westwood Holdings Group Inc. | 0.01% | No change | 33,396 | $1.7M |
| Finer Wealth Management, Inc. | 0.91% | Add +3.1% | 31,027 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.8% | 30,758 | $1.6M |
| Van Eck Associates Corp. | 0.00% | Add +41.1% | 30,131 | $1.6M |
| Dividend Assets Capital, LLC | 0.29% | Reduce -1.6% | 28,922 | $1.5M |
| Empirical Asset Management, LLC | 0.49% | Reduce -14.3% | 28,705 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.4% | 26,808 | $1.4M |
| Mgo One Seven LLC | 0.05% | Add +43.8% | 26,217 | $1.3M |
| Cascade Investment Group, Inc. | 0.96% | Reduce -6.1% | 26,080 | $1.3M |
| Creative Planning | 0.00% | Reduce -15.1% | 26,018 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.2% | 25,667 | $1.3M |
| Lee Financial Co | 0.18% | No change | 25,103 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.9% | 24,088 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -23.7% | 24,068 | $1.2M |
| FMR LLC | 0.00% | Reduce -5.8% | 23,980 | $1.2M |
| US Bancorp \de | 0.00% | No change | 22,226 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -82.5% | 20,818 | $1.1M |
| American Financial Group Inc. | 0.47% | No change | 19,500 | $1.0M |
| Gilman Hill Asset Management, LLC | 0.17% | No change | 18,674 | $961K |
| Sigma Planning Corp | 0.03% | Reduce -37.9% | 17,992 | $926K |
| Simplex Trading, LLC | 0.03% | Reduce -25.1% | 17,247 | $887K |
| Focus Financial Network, Inc. | 0.03% | Add +2.8% | 16,558 | $852K |
| Baird Financial Group, Inc. | 0.00% | Reduce -9.4% | 16,302 | $839K |
| Gsa Capital Partners LLP | 0.06% | New | 16,240 | $835K |
| Avid Wealth Partners LLC | 0.58% | No change | 15,834 | $815K |
| McDonald Partners LLC | 0.20% | Add +0.0% | 15,397 | $792K |
| Linscomb Wealth, Inc. | 0.04% | No change | 14,740 | $758K |
| NorthCoast Asset Management LLC | 0.00% | No change | 14,599 | $751K |
| Moors & Cabot, Inc. | 0.03% | Add +4.4% | 14,224 | $732K |
| IFG Advisory, LLC | 0.04% | Reduce -1.4% | 13,755 | $708K |
| Spirit of America Management Corp. | 0.14% | Reduce -51.0% | 13,500 | $694K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.9% | 13,401 | $689K |
| MML Investors Services, LLC | 0.00% | Add +115.8% | 13,135 | $676K |
| M&T Bank Corp | 0.00% | Reduce -3.8% | 13,106 | $674K |
| Quad-Cities Investment Group, LLC | 0.33% | Reduce -1.9% | 13,006 | $669K |
| Citadel Advisors | 0.00% | Add +1099.0% | 12,805 | $659K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -2.2% | 12,511 | $644K |
| Avantax Advisory Services, Inc. | 0.00% | Add +9.5% | 12,100 | $622K |
| Orange Investment Advisors, Inc. | 0.07% | No change | 12,030 | $619K |
| Hilltop Holdings Inc. | 0.04% | Add +10.5% | 11,892 | $612K |
| Wedbush Securities Inc. | 0.02% | Add +8.7% | 11,674 | $600K |
| Baldwin Wealth Partners LLC | 0.04% | No change | 11,360 | $584K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.2% | 11,290 | $581K |
| International Assets Investment Management, LLC | 0.05% | Add +3.5% | 11,044 | $572K |
| Cresset Asset Management, LLC | 0.00% | Add +58.8% | 11,097 | $571K |
| Caprock Group, LLC | 0.02% | New | 11,064 | $569K |
| Brown Advisory Inc. | 0.00% | No change | 10,973 | $564K |
| XML Financial, LLC | 0.05% | Reduce -24.5% | 10,848 | $558K |
| M.E. Allison & Co., Inc. | 0.60% | — | 10,545 | $542K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -0.9% | 10,537 | $542K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +15.4% | 10,255 | $528K |
| Greenland Capital Management LP | 0.11% | New | 10,230 | $526K |
| Quantum Portfolio Management LLC | 0.28% | Reduce -52.3% | 10,130 | $521K |
| IHT Wealth Management, LLC | 0.02% | Add +4.7% | 10,075 | $518K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 10,000 | $514K |
| Uhlmann Price Securities, LLC | 0.38% | Reduce -2.9% | 9,784 | $503K |
| Tradition Wealth Management, LLC | 0.04% | Add +0.6% | 9,731 | $501K |
| Kingsview Wealth Management, LLC | 0.01% | Add +2.7% | 9,464 | $487K |
| Kayne Anderson Capital Advisors LP | 0.01% | No change | 9,431 | $485K |
| Financial Counselors Inc. | 0.01% | No change | 9,356 | $481K |
| PSI Advisors, LLC | 0.14% | Reduce -3.8% | 9,201 | $473K |
| Davidson Trust Co. | 0.24% | No change | 9,000 | $463K |
| Keybank National Association | 0.00% | No change | 9,000 | $463K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -10.0% | 8,972 | $462K |
| Bokf, NA | 0.01% | No change | 8,993 | $461K |
| Arkadios Wealth Advisors | 0.02% | No change | 8,676 | $446K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -39.9% | 8,404 | $432K |
| Cohen Capital Management, Inc. | 0.07% | No change | 8,210 | $422K |
| Capital Advisors Inc. | 0.01% | Add +58.8% | 8,192 | $421K |
| Good Life Advisors, LLC | 0.03% | Reduce -8.2% | 8,007 | $412K |
| Oxbow Advisors, LLC | 0.05% | No change | 8,000 | $412K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 7,938 | $408K |
| Benjamin Edwards Inc. | 0.01% | No change | 7,740 | $398K |
| WealthPLAN Partners, LLC | 0.06% | Add +0.1% | 7,557 | $389K |
| Independent Advisor Alliance | 0.01% | Reduce -8.3% | 7,502 | $386K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +37.5% | 7,438 | $383K |
| Strategic Advocates LLC | 0.13% | New | 7,410 | $381K |
| AE Wealth Management LLC | 0.00% | Reduce -77.4% | 7,195 | $370K |
| Tidal Investments LLC | 0.00% | Reduce -5.9% | 7,148 | $368K |
| United Advisor Group, LLC | 0.07% | Reduce -16.8% | 7,128 | $367K |
| Wolverine Trading, LLC | 0.01% | New | 7,139 | $364K |
| Steel Grove Capital Advisors, LLC | 0.05% | No change | 7,038 | $362K |
| Security National Bank of Sioux City Iowa | 0.25% | No change | 7,000 | $360K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.2% | 6,865 | $353K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -2.9% | 6,840 | $352K |
| PFG Investments, LLC | 0.02% | Add +0.6% | 6,645 | $342K |
| Barr E S & Co. | 0.02% | Reduce -13.3% | 6,500 | $334K |
| L.M. Kohn & Company | 0.09% | Add +3.2% | 6,400 | $329K |
| King Luther Capital Management Corp. | 0.00% | Reduce -1.4% | 6,143 | $316K |
| Cary Street Partners Investment Advisory LLC | 0.21% | No change | 6,116 | $315K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -0.9% | 5,534 | $311K |
| Counterpoint Mutual Funds LLC | 0.04% | Add +31.6% | 5,939 | $306K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -18.9% | 5,871 | $302K |
| Basso Capital Management, L.P. | 0.25% | No change | 5,680 | $292K |
| MAI Capital Management | 0.00% | Add +1.0% | 5,427 | $279K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +0.8% | 5,332 | $274K |
| Carnegie Investment Counsel | 0.01% | Reduce -9.9% | 5,205 | $268K |
| Truist Financial Corp. | 0.00% | Reduce -4.4% | 5,092 | $262K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +13.5% | 4,983 | $256K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 4,977 | $256K |
| Ameritas Advisory Services, LLC | 0.01% | Add +6.0% | 4,940 | $254K |
| Garrett Wealth Advisory Group, LLC | 0.06% | No change | 4,933 | $254K |
| Bridges Investment Management Inc. | 0.00% | No change | 4,927 | $253K |
| Mutual Advisors, LLC | 0.01% | No change | 4,621 | $253K |
| Willis Investment Counsel | 0.02% | No change | 4,883 | $251K |
| Crumly & Associates Inc. | 0.07% | Reduce -0.0% | 4,711 | $242K |
| Virtu Financial LLC | 0.01% | New | 4,648 | $239K |
| Citizens Financial Group Inc. | 0.00% | Add +1.6% | 4,639 | $239K |
| 1900 Wealth Management LLC | 0.02% | Reduce -16.5% | 4,626 | $238K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -1.1% | 4,531 | $233K |
| D.A. Davidson & Co. | 0.00% | Reduce -11.4% | 4,531 | $233K |
| Centennial Wealth Advisory LLC | 0.09% | Add +1.7% | 4,522 | $233K |
| Whitener Capital Management, Inc. | 0.06% | Reduce -5.5% | 4,496 | $231K |
| Liberty Capital Management, Inc. | 0.05% | No change | 4,384 | $226K |
| Virtus Investment Advisers, LLC | 0.18% | No change | 4,380 | $225K |
| Northern Trust Corp. | 0.00% | Reduce -6.2% | 4,360 | $224K |
| NFSG Corp | 0.06% | Add +6.2% | 4,256 | $219K |
| CWA Asset Management Group, LLC | 0.01% | Add +2.5% | 4,216 | $217K |
| Quadrant Private Wealth Management, LLC | 0.05% | No change | 4,040 | $208K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 3,961 | $204K |
| Townsquare Capital LLC | 0.00% | New | 3,896 | $200K |
| Corient Private Wealth LP | 0.00% | Reduce -1.2% | 13,975 | $175K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,080 | $158K |
| Jones Financial Companies LLLP | 0.00% | Add +14.9% | 3,022 | $155K |
| Anchor Investment Management, LLC | 0.01% | No change | 3,000 | $154K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,666 | $137K |
| Venturi Wealth Management, LLC | 0.01% | Add +6891.7% | 2,517 | $129K |
| Kieckhefer Group LLC | 0.08% | — | 2,500 | $129K |
| IFP Advisors, Inc | 0.00% | Add +112.5% | 2,446 | $126K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 2,170 | $112K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 2,049 | $105K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.04% | No change | 2,000 | $103K |
| State of Wyoming | 0.01% | New | 1,985 | $102K |
| Resources Management Corp. /CT/ | 0.01% | Reduce -2.9% | 1,980 | $102K |
| Aventura Private Wealth, LLC | 0.05% | — | 1,909 | $98K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,884 | $97K |
| Allworth Financial LP | 0.00% | Add +90.6% | 1,723 | $95K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,833 | $94K |
| Huntington National Bank | 0.00% | Add +440.3% | 1,783 | $92K |
| Transce3nd, LLC | 0.03% | — | 1,750 | $90K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +3.8% | 1,707 | $88K |
| Global Retirement Partners, LLC | 0.00% | Add +93.3% | 1,633 | $84K |
| Caitlin John, LLC | 0.05% | Add +7.4% | 1,488 | $77K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,467 | $75K |
| Front Row Advisors LLC | 0.02% | No change | 1,350 | $69K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,200 | $68K |
| Estabrook Capital Management | 0.01% | No change | 1,250 | $64K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +17.1% | 1,245 | $64K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,200 | $62K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,094 | $56K |
| Independence Bank of Kentucky | 0.01% | New | 1,022 | $53K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +362.4% | 971 | $50K |
| Bessemer Group Inc. | 0.00% | No change | 960 | $49K |
| Key Financial Inc | 0.01% | Add +1.7% | 943 | $48K |
| CoreCap Advisors, LLC | 0.00% | Reduce -97.8% | 925 | $48K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 800 | $41K |
| Compass Wealth Management LLC | 0.01% | No change | 800 | $41K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -47.4% | 796 | $41K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -10.2% | 704 | $36K |
| Richards, Merrill & Peterson, Inc. | 0.02% | — | 700 | $36K |
| Quent Capital, LLC | 0.00% | Reduce -33.1% | 690 | $35K |
| Parallel Advisors, LLC | 0.00% | Add +1.4% | 652 | $34K |
| Private Trust Co. NA | 0.00% | No change | 650 | $33K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | — | 602 | $31K |
| Longfellow Investment Management Co. LLC | 0.01% | No change | 574 | $30K |
| CENTRAL TRUST Co | 0.00% | No change | 560 | $29K |
| Harbour Investments, Inc. | 0.00% | Reduce -27.7% | 530 | $27K |
| Principal Securities, Inc. | 0.00% | Reduce -27.8% | 504 | $26K |
| CNB Bank | 0.01% | No change | 500 | $26K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 500 | $26K |
| Avalon Trust Co | 0.00% | No change | 500 | $26K |
| Avior Wealth Management, LLC | 0.00% | No change | 500 | $26K |
| Park Square Financial Group, LLC | 0.01% | — | 380 | $20K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 330 | $17K |
| Cwm, LLC | 0.00% | Add +27900.0% | 280 | $14K |
| First Horizon Advisors, Inc. | 0.00% | No change | 262 | $13K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 261 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 257 | $13K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -78.6% | 231 | $12K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.8% | 226 | $12K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +2.0% | 205 | $11K |
| Coastline Trust Co | 0.00% | No change | 180 | $9K |
| Pineridge Advisors LLC | 0.00% | Add +1.8% | 168 | $9K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 146 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 143 | $7K |
| Sachetta, LLC | 0.00% | No change | 135 | $7K |
| High Note Wealth, LLC | 0.00% | New | 100 | $5K |
| Studio Investment Management LLC | 0.00% | New | 100 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -7.4% | 100 | $5K |
| Assetmark, Inc. | 0.00% | New | 100 | $5K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -26.6% | 94 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 93 | $5K |
| UMB Bank, n.a. | 0.00% | No change | 90 | $5K |
| Hilltop National Bank | 0.00% | No change | 80 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 79 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 67 | $3K |
| CoreFirst Bank & Trust | 0.00% | No change | 45 | $2K |
| Gables Capital Management Inc. | 0.00% | No change | 40 | $2K |
| Global Wealth Strategies & Associates | 0.00% | No change | 33 | $2K |
| Rudius Management LP | 0.00% | No change | 33 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | New | 33 | $2K |
| ORG Partners LLC | 0.00% | Reduce -85.0% | 24 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -88.7% | 23 | $1K |
| Sandy Spring Bank | 0.00% | Add +10.0% | 11 | $547 |
| Hexagon Capital Partners LLC | 0.00% | No change | 9 | $463 |
"% of holder's portfolio" is SUN's weight in each manager's 13F, not the share of Sunoco LP the manager owns.