Sunoco LPSUN
13F holders, Q2 2025 (June 30)279holders −11
23new positions
34sold out
1famous investor
$53.59avg. 13F price*
At the end of Q2 2025, 279 institutions reported holding Sunoco LP (SUN) in their 13F filings, down 11 from Q1 2025. 23 opened new positions and 34 sold out. The largest holders were Alps Advisors Inc. ($1.3B), Invesco Ltd. ($486.6M) and Goldman Sachs Group Inc. ($348.6M). One famous investor held it Leon Cooperman (2.8% of Omega Advisors (Leon Cooperman)'s portfolio).
- Company
- Sunoco LP
- CUSIP
- 86765K109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $15.5M |
| Exits | 34 | $11.6M |
All 13F filers, Q1 2025 → Q2 2025: 4,114,091 shares bought and 2,078,619 shares sold, net +2,035,472 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 279 holders
| Alps Advisors Inc. | 7.26% | Add +1.5% | 23,489,829 | $1.3B |
| Invesco Ltd. | 0.08% | Reduce -0.9% | 9,080,481 | $486.6M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -0.3% | 6,504,694 | $348.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.29% | Reduce -5.8% | 2,805,106 | $150.3M |
| Energy Income Partners, LLC | 1.98% | Add +4.1% | 1,883,992 | $101.0M |
| Blackstone Inc. | 0.43% | Add +2.4% | 1,796,281 | $96.3M |
| Omega Advisors (Leon Cooperman) | 2.77% | Add +415.8% | 1,470,000 | $78.8M |
| Tortoise Capital Advisors, L.L.C. | 0.98% | Add +15.8% | 1,404,738 | $75.3M |
| UBS Group AG | 0.01% | Add +12.3% | 1,151,153 | $61.7M |
| Morgan Stanley | 0.00% | Reduce -4.6% | 1,110,476 | $59.5M |
| Infrastructure Capital Advisors, LLC | 8.64% | Add +231.5% | 982,653 | $52.7M |
| Recurrent Investment Advisors LLC | 4.05% | Add +0.1% | 933,586 | $50.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -54.4% | 771,976 | $41.4M |
| Miller Howard Investments Inc. | 1.17% | Add +0.6% | 691,096 | $37.0M |
| Neuberger Berman Group LLC | 0.03% | Add +4.0% | 670,269 | $35.9M |
| Clearbridge Investments, LLC | 0.03% | Reduce -3.3% | 662,929 | $35.5M |
| Fractal Investments LLC | 4.71% | Add +11.5% | 616,542 | $33.0M |
| Bowen Hanes & Co. Inc. | 0.81% | No change | 600,000 | $32.2M |
| Adams Asset Advisors, LLC | 4.38% | Add +0.4% | 571,547 | $30.6M |
| Barclays PLC | 0.01% | Add +35410.6% | 444,238 | $23.8M |
| Raymond James Financial Inc. | 0.01% | Add +5.5% | 365,953 | $19.6M |
| Citigroup Inc. | 0.01% | Add +448.4% | 247,417 | $13.3M |
| HUB Investment Partners, LLC | 0.39% | Reduce -0.1% | 206,606 | $11.1M |
| LPL Financial LLC | 0.00% | Add +3.1% | 190,659 | $10.2M |
| ING Groep NV | 0.06% | Reduce -33.7% | 183,100 | $9.8M |
| Bank of America Corp. | 0.00% | Add +4.9% | 166,822 | $8.9M |
| Hennessy Advisors Inc. | 0.30% | New | 166,800 | $8.9M |
| Wells Fargo & Company | 0.00% | Reduce -14.9% | 161,332 | $8.6M |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 158,961 | $8.5M |
| Kercheville Advisors, LLC | 2.85% | Add +0.0% | 154,080 | $8.3M |
| Allianz Asset Management GmbH | 0.01% | Reduce -52.0% | 146,300 | $7.8M |
| Chickasaw Capital Management LLC | 0.31% | Add +4.7% | 144,429 | $7.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +18.1% | 128,786 | $6.9M |
| CIBC Private Wealth Group LLC | 0.01% | Add +0.8% | 126,245 | $6.8M |
| Exchange Traded Concepts, LLC | 0.08% | Reduce -3.0% | 114,820 | $6.2M |
| Duff & Phelps Investment Management Co. | 0.07% | Add +470.1% | 113,263 | $6.1M |
| Summit Financial, LLC | 0.11% | Add +0.0% | 93,181 | $5.0M |
| Texas Yale Capital Corp. | 0.16% | Add +11.3% | 90,666 | $4.9M |
| Waverly Advisors, LLC | 0.05% | Add +4.2% | 77,701 | $4.2M |
| NBW Capital LLC | 0.88% | Add +1.9% | 76,009 | $4.1M |
| HRT Financial LP | 0.02% | Add +69.8% | 75,133 | $4.0M |
| Waldron Private Wealth LLC | 0.17% | No change | 71,000 | $3.8M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -7.7% | 64,881 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.8% | 63,302 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.2% | 56,245 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +258.9% | 51,467 | $2.8M |
| Advisors Asset Management, Inc. | 0.05% | Add +2.0% | 50,528 | $2.7M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Reduce -30.2% | 50,351 | $2.7M |
| Mariner, LLC | 0.00% | Add +37.1% | 49,524 | $2.7M |
| Jane Street Group, LLC | 0.00% | Add +672.4% | 46,783 | $2.5M |
| First Trust Advisors LP | 0.00% | Reduce -42.7% | 45,761 | $2.5M |
| Sovereign Investment Advisors, LLC | 0.64% | New | 43,522 | $2.3M |
| Crescent Grove Advisors, LLC | 0.23% | Add +68.3% | 43,419 | $2.3M |
| Barnett & Company, Inc. | 1.78% | No change | 42,333 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +681.1% | 41,101 | $2.3M |
| Captrust Financial Advisors | 0.01% | Reduce -1.1% | 41,789 | $2.2M |
| Glenmede Investment Management, LP | 0.01% | — | 38,800 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Add +8.1% | 37,488 | $2.0M |
| Creative Planning | 0.00% | Add +0.1% | 36,641 | $2.0M |
| PARK CIRCLE Co | 1.67% | No change | 36,350 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +7.2% | 35,902 | $1.9M |
| Susquehanna Fundamental Investments, LLC | 0.05% | Reduce -64.5% | 35,402 | $1.9M |
| Ellsworth Advisors, LLC | 0.45% | Add +10.3% | 34,565 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.0% | 33,750 | $1.8M |
| Van Eck Associates Corp. | 0.00% | Add +14.4% | 33,757 | $1.8M |
| Finer Wealth Management, Inc. | 0.94% | Add +2.7% | 32,942 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -66.1% | 32,159 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.1% | 31,266 | $1.7M |
| Westwood Holdings Group Inc. | 0.01% | Add +13.4% | 29,030 | $1.6M |
| Empirical Asset Management, LLC | 0.47% | No change | 28,505 | $1.5M |
| Castleark Management LLC | 0.04% | No change | 27,840 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -30.0% | 27,349 | $1.5M |
| Zurich Insurance Group Ltd | 0.01% | No change | 27,200 | $1.5M |
| ELCO Management Co., LLC | 0.74% | Add +0.4% | 26,185 | $1.4M |
| Cascade Investment Group, Inc. | 0.93% | Reduce -2.4% | 24,875 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.4% | 24,587 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.2% | 24,423 | $1.3M |
| FMR LLC | 0.00% | Add +13.8% | 24,189 | $1.3M |
| Gilman Hill Asset Management, LLC | 0.20% | Add +23.2% | 23,009 | $1.2M |
| Dividend Assets Capital, LLC | 0.21% | Reduce -13.4% | 21,978 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -42.1% | 21,154 | $1.1M |
| CW Advisors, LLC | 0.01% | Reduce -0.5% | 19,522 | $1.0M |
| American Financial Group Inc. | 0.40% | No change | 19,500 | $1.0M |
| Focus Financial Network, Inc. | 0.04% | Add +10.6% | 19,200 | $1.0M |
| US Bancorp \de | 0.00% | Reduce -12.2% | 18,984 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.7% | 17,755 | $951K |
| Janney Montgomery Scott LLC | 0.00% | Add +18.3% | 17,086 | $916K |
| BlackRock, Inc. | 0.00% | Reduce -62.0% | 16,924 | $907K |
| Sigma Planning Corp | 0.03% | Reduce -10.9% | 16,306 | $874K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.1% | 16,266 | $872K |
| Cary Street Partners Financial LLC | 0.02% | No change | 16,119 | $864K |
| Cresset Asset Management, LLC | 0.00% | Add +285.5% | 15,840 | $849K |
| McDonald Partners LLC | 0.20% | Add +0.0% | 15,506 | $831K |
| Moors & Cabot, Inc. | 0.04% | No change | 15,424 | $827K |
| Natixis | 0.00% | Reduce -57.0% | 15,100 | $809K |
| Rockefeller Capital Management L.P. | 0.00% | Add +13.1% | 14,976 | $803K |
| Linscomb Wealth, Inc. | 0.04% | No change | 14,740 | $790K |
| MML Investors Services, LLC | 0.00% | Reduce -9.5% | 13,988 | $750K |
| IFG Advisory, LLC | 0.04% | No change | 13,755 | $737K |
| Quad-Cities Investment Group, LLC | 0.33% | Add +4.1% | 13,577 | $728K |
| Spirit of America Management Corp. | 0.15% | No change | 13,500 | $723K |
| Corient Private Wealth LP | 0.00% | New | 13,124 | $703K |
| M&T Bank Corp | 0.00% | No change | 13,106 | $702K |
| Virtu Financial LLC | 0.04% | New | 12,752 | $683K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.5% | 12,721 | $682K |
| Bokf, NA | 0.01% | No change | 12,293 | $659K |
| Brown Advisory Inc. | 0.00% | Add +10.9% | 12,174 | $652K |
| Orange Investment Advisors, Inc. | 0.07% | No change | 12,030 | $645K |
| Hilltop Holdings Inc. | 0.04% | Reduce -1.9% | 11,937 | $640K |
| NorthCoast Asset Management LLC | 0.00% | No change | 11,798 | $632K |
| M.E. Allison & Co., Inc. | 0.51% | No change | 11,745 | $629K |
| Quantum Portfolio Management LLC | 0.29% | Add +17.0% | 11,418 | $612K |
| Baldwin Wealth Partners LLC | 0.04% | No change | 11,360 | $609K |
| International Assets Investment Management, LLC | 0.05% | Reduce -1.7% | 11,061 | $593K |
| Oxbow Advisors, LLC | 0.06% | Add +32.4% | 10,595 | $568K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -14.9% | 10,458 | $560K |
| IHT Wealth Management, LLC | 0.02% | Add +2.1% | 10,302 | $552K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.6% | 10,063 | $539K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 10,000 | $536K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +7.9% | 9,996 | $536K |
| Tradition Wealth Management, LLC | 0.04% | Add +0.6% | 9,840 | $527K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.6% | 9,584 | $514K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.8% | 9,559 | $512K |
| Wedbush Securities Inc. | 0.02% | Reduce -9.3% | 9,483 | $508K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -8.5% | 9,387 | $503K |
| Independent Advisor Alliance | 0.01% | Add +13.6% | 9,254 | $496K |
| XML Financial, LLC | 0.04% | Reduce -15.8% | 9,221 | $494K |
| PSI Advisors, LLC | 0.25% | Add +0.1% | 9,220 | $494K |
| Davidson Trust Co. | 0.22% | No change | 9,000 | $482K |
| EP Wealth Advisors, LLC | 0.00% | Add +3.5% | 8,886 | $476K |
| Uhlmann Price Securities, LLC | 0.34% | Reduce -10.2% | 8,786 | $471K |
| Cypress Capital Group | 0.06% | New | 8,620 | $462K |
| BNP Paribas Financial Markets | 0.00% | Reduce -15.3% | 8,420 | $451K |
| Cohen Capital Management, Inc. | 0.07% | No change | 8,210 | $440K |
| Good Life Advisors, LLC | 0.03% | Add +2.0% | 8,151 | $437K |
| United Advisor Group, LLC | 0.07% | Add +8.2% | 8,093 | $434K |
| Benjamin Edwards Inc. | 0.01% | No change | 7,741 | $415K |
| Midwest Trust Co | 0.01% | — | 7,595 | $407K |
| Arkadios Wealth Advisors | 0.01% | Add +4.2% | 7,399 | $397K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 7,365 | $395K |
| Capital Advisors Inc. | 0.01% | Add +0.5% | 7,258 | $389K |
| WealthPLAN Partners, LLC | 0.06% | Add +0.1% | 7,214 | $387K |
| NewEdge Advisors, LLC | 0.00% | Add +226.2% | 7,088 | $380K |
| Steel Grove Capital Advisors, LLC | 0.04% | No change | 7,038 | $377K |
| Security National Bank of Sioux City Iowa | 0.26% | No change | 7,000 | $375K |
| Mercer Global Advisors Inc. | 0.00% | Add +22.3% | 6,901 | $370K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -0.7% | 6,883 | $369K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -1.1% | 6,785 | $364K |
| Stephens Inc. | 0.00% | Reduce -13.8% | 6,569 | $352K |
| Mgo One Seven LLC | 0.01% | Reduce -36.6% | 6,566 | $352K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -5.9% | 6,479 | $347K |
| Avid Wealth Partners LLC | 0.20% | Reduce -59.6% | 6,398 | $343K |
| Farther Finance Advisors, LLC | 0.01% | Add +185.4% | 6,213 | $333K |
| King Luther Capital Management Corp. | 0.00% | No change | 6,143 | $329K |
| Cary Street Partners Investment Advisory LLC | 0.16% | No change | 6,116 | $328K |
| Jones Financial Companies LLLP | 0.00% | Add +25.7% | 5,991 | $325K |
| Wolverine Trading, LLC | 0.01% | New | 5,988 | $325K |
| Strategic Advocates LLC | 0.10% | Reduce -9.9% | 5,977 | $320K |
| Carnegie Investment Counsel | 0.01% | Add +12.3% | 5,847 | $313K |
| Independent Financial Group, LLC | 0.01% | Add +37.3% | 5,705 | $306K |
| Two Sigma Securities, LLC | 0.04% | New | 5,684 | $305K |
| Basso Capital Management, L.P. | 0.23% | No change | 5,680 | $304K |
| PFG Investments, LLC | 0.02% | Reduce -14.8% | 5,671 | $304K |
| MAI Capital Management | 0.00% | Add +0.1% | 5,587 | $299K |
| HighPoint Advisor Group LLC | 0.02% | Add +23.2% | 5,584 | $299K |
| Wealth Alliance, LLC | 0.03% | New | 5,561 | $298K |
| Clark Capital Management Group, Inc. | 0.00% | New | 5,500 | $295K |
| L.M. Kohn & Company | 0.08% | No change | 5,400 | $289K |
| Allworth Financial LP | 0.00% | Add +465.9% | 5,235 | $281K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.9% | 5,233 | $280K |
| Ameritas Advisory Services, LLC | 0.01% | Add +3.9% | 5,187 | $278K |
| Sittner & Nelson, LLC | 0.11% | No change | 5,000 | $268K |
| Garrett Wealth Advisory Group, LLC | 0.06% | No change | 4,933 | $264K |
| Bridges Investment Management Inc. | 0.00% | No change | 4,927 | $264K |
| Bank of New York Mellon Corp | 0.00% | Add +15.0% | 4,919 | $264K |
| Willis Investment Counsel | 0.02% | No change | 4,883 | $262K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -2.8% | 4,856 | $260K |
| Curi Capital, LLC | 0.00% | New | 4,809 | $258K |
| Crumly & Associates Inc. | 0.06% | No change | 4,711 | $252K |
| 1900 Wealth Management LLC | 0.02% | Add +0.7% | 4,674 | $251K |
| &partners | 0.00% | Add +5.1% | 4,665 | $250K |
| Citizens Financial Group Inc. | 0.00% | No change | 4,639 | $249K |
| D.A. Davidson & Co. | 0.00% | Add +2.2% | 4,631 | $248K |
| Mutual Advisors, LLC | 0.01% | Add +0.0% | 4,622 | $247K |
| Whitener Capital Management, Inc. | 0.06% | Add +0.2% | 4,510 | $242K |
| World Investment Advisors | 0.01% | Reduce -6.3% | 4,500 | $241K |
| Jump Financial, LLC | 0.00% | Reduce -18.0% | 4,414 | $237K |
| Liberty Capital Management, Inc. | 0.05% | No change | 4,384 | $235K |
| Virtus Advisers, LLC | 0.15% | No change | 4,380 | $235K |
| Northern Trust Corp. | 0.00% | Reduce -5.0% | 4,278 | $229K |
| NFSG Corp | 0.04% | Add +3.2% | 4,243 | $227K |
| Ethos Financial Group, LLC | 0.02% | Reduce -46.7% | 4,142 | $222K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -5.7% | 4,087 | $219K |
| Quadrant Private Wealth Management, LLC | 0.04% | No change | 4,040 | $217K |
| First Trust Capital Management L.P. | 0.01% | New | 3,926 | $210K |
| Lee Financial Co | 0.03% | New | 3,819 | $205K |
| Kanawha Capital Management LLC | 0.02% | No change | 3,800 | $204K |
| Inscription Capital, LLC | 0.03% | Reduce -31.7% | 3,740 | $200K |
| Clearstead Advisors, LLC | 0.00% | Add +30.3% | 3,736 | $200K |
| McIlrath & Eck, LLC | 0.02% | Add +0.2% | 3,436 | $184K |
| Anchor Investment Management, LLC | 0.01% | No change | 3,000 | $161K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,666 | $143K |
| Icon Wealth Advisors, LLC | 0.01% | Add +19.2% | 2,443 | $131K |
| State of Wyoming | 0.01% | New | 2,080 | $111K |
| Talon Private Wealth, LLC | 0.02% | New | 2,050 | $110K |
| IFP Advisors, Inc | 0.00% | Reduce -29.7% | 2,014 | $108K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | No change | 2,000 | $107K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,955 | $105K |
| Aventura Private Wealth, LLC | 0.04% | No change | 1,909 | $102K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,884 | $101K |
| Rosenberg Matthew Hamilton | 0.02% | New | 1,835 | $98K |
| Chung Wu Investment Group, LLC | 0.10% | New | 1,800 | $96K |
| Resources Management Corp. /CT/ | 0.01% | No change | 1,780 | $95K |
| Global Retirement Partners, LLC | 0.00% | — | 1,633 | $88K |
| Parkside Financial Bank & Trust | 0.01% | Add +95.9% | 1,379 | $74K |
| Front Row Advisors LLC | 0.03% | No change | 1,350 | $72K |
| Bessemer Group Inc. | 0.00% | Add +41.7% | 1,360 | $72K |
| Principal Securities, Inc. | 0.00% | Add +163.3% | 1,327 | $71K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,200 | $64K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,200 | $64K |
| Ameriflex Group, Inc. | 0.03% | No change | 1,078 | $57K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,058 | $57K |
| Independence Bank of Kentucky | 0.01% | No change | 1,022 | $55K |
| Key Financial Inc | 0.01% | Add +1.7% | 973 | $52K |
| Cornerstone Planning Group LLC | 0.01% | New | 909 | $49K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 800 | $43K |
| Harbor Asset Planning, Inc. | 0.04% | — | 762 | $41K |
| Russell Investments Group, Ltd. | 0.00% | No change | 746 | $40K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -44.9% | 685 | $37K |
| Parallel Advisors, LLC | 0.00% | Add +1.4% | 671 | $36K |
| Private Trust Co. NA | 0.00% | No change | 650 | $35K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 602 | $32K |
| CoreCap Advisors, LLC | 0.00% | No change | 577 | $31K |
| Longfellow Investment Management Co. LLC | 0.01% | No change | 574 | $31K |
| CENTRAL TRUST Co | 0.00% | No change | 560 | $30K |
| Harbour Investments, Inc. | 0.00% | No change | 530 | $28K |
| CNB Bank | 0.01% | No change | 500 | $27K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 500 | $27K |
| Avalon Trust Co | 0.00% | No change | 500 | $27K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 406 | $22K |
| Clarity Asset Management, Inc. | 0.01% | New | 400 | $21K |
| Cwm, LLC | 0.00% | Add +3.7% | 392 | $21K |
| Park Square Financial Group, LLC | 0.01% | No change | 380 | $20K |
| Transce3nd, LLC | 0.01% | No change | 376 | $20K |
| Huntington National Bank | 0.00% | No change | 330 | $18K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 330 | $18K |
| Larson Financial Group LLC | 0.00% | New | 300 | $16K |
| Lanark Financial, Inc. | 0.00% | Add +166.0% | 266 | $14K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 261 | $14K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 257 | $14K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.8% | 233 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -78.1% | 227 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 231 | $12K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +2.9% | 211 | $11K |
| Rossby Financial, LCC | 0.00% | No change | 200 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 200 | $11K |
| Assetmark, Inc. | 0.00% | Add +90.0% | 190 | $10K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 181 | $10K |
| Coastline Trust Co | 0.00% | No change | 180 | $10K |
| Wolff Wiese Magana LLC | 0.01% | Add +162.7% | 176 | $9K |
| Pineridge Advisors LLC | 0.00% | Add +1.8% | 173 | $9K |
| Garde Capital, Inc. | 0.00% | No change | 148 | $8K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 146 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 143 | $8K |
| National Bank of Canada | 0.00% | No change | 103 | $6K |
| Stephens Consulting, LLC | 0.00% | No change | 100 | $5K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 98 | $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% | — | 80 | $4K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -97.4% | 80 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 79 | $4K |
| SWAN Capital LLC | 0.00% | New | 74 | $4K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -79.8% | 57 | $3K |
| 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 |
| Total Investment Management Inc. | 0.00% | New | 22 | $1K |
| Atlantic Union Bankshares Corp | 0.00% | New | 11 | $588 |
"% of holder's portfolio" is SUN's weight in each manager's 13F, not the share of Sunoco LP the manager owns.