Sunoco LPSUN
13F holders, Q3 2025 (September 30)272holders −7
23new positions
26sold out
1famous investor
$50.04avg. 13F price*
At the end of Q3 2025, 272 institutions reported holding Sunoco LP (SUN) in their 13F filings, down 7 from Q2 2025. 23 opened new positions and 26 sold out. The largest holders were Alps Advisors Inc. ($1.2B), Invesco Ltd. ($449.7M) and Goldman Sachs Group Inc. ($319.8M). One famous investor held it Leon Cooperman (2.5% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $6.9M |
| Exits | 26 | $8.9M |
All 13F filers, Q2 2025 → Q3 2025: 2,393,675 shares bought and 1,693,631 shares sold, net +700,044 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 272 holders
| Alps Advisors Inc. | 6.71% | Add +2.5% | 24,089,484 | $1.2B |
| Invesco Ltd. | 0.07% | Reduce -1.0% | 8,991,309 | $449.7M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -1.7% | 6,395,714 | $319.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.26% | Add +13.3% | 3,179,502 | $159.0M |
| Energy Income Partners, LLC | 1.85% | Add +1.7% | 1,916,858 | $95.9M |
| Blackstone Inc. | 0.40% | Add +4.9% | 1,883,976 | $94.2M |
| Omega Advisors (Leon Cooperman) | 2.53% | Add +10.2% | 1,620,000 | $81.0M |
| Tortoise Capital Advisors, L.L.C. | 0.94% | Add +3.7% | 1,456,902 | $72.9M |
| UBS Group AG | 0.01% | Reduce -10.5% | 1,030,006 | $51.5M |
| Morgan Stanley | 0.00% | Reduce -8.0% | 1,021,720 | $51.1M |
| Recurrent Investment Advisors LLC | 3.58% | Add +0.1% | 934,137 | $46.7M |
| Neuberger Berman Group LLC | 0.03% | Add +6.4% | 713,303 | $35.7M |
| Miller Howard Investments Inc. | 1.06% | Add +0.6% | 694,880 | $34.8M |
| Infrastructure Capital Advisors, LLC | 6.04% | Reduce -34.0% | 648,427 | $33.9M |
| Clearbridge Investments, LLC | 0.03% | No change | 662,929 | $33.2M |
| Fractal Investments LLC | 4.45% | No change | 616,542 | $30.8M |
| Bowen Hanes & Co. Inc. | 0.75% | No change | 600,000 | $30.0M |
| Barclays PLC | 0.01% | Add +33.7% | 593,970 | $29.7M |
| Adams Asset Advisors, LLC | 3.75% | No change | 571,547 | $28.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -42.5% | 443,616 | $22.2M |
| Raymond James Financial Inc. | 0.01% | Add +4.4% | 382,059 | $19.1M |
| FMR LLC | 0.00% | Add +1411.5% | 365,630 | $18.3M |
| Citigroup Inc. | 0.01% | Reduce -0.8% | 245,550 | $12.3M |
| Chickasaw Capital Management LLC | 0.47% | Add +58.2% | 228,429 | $11.4M |
| LPL Financial LLC | 0.00% | Add +3.0% | 196,329 | $9.8M |
| Royal Bank of Canada | 0.00% | Add +13.4% | 180,215 | $9.0M |
| HUB Investment Partners, LLC | 0.31% | Reduce -17.2% | 171,134 | $8.6M |
| Wells Fargo & Company | 0.00% | Reduce -0.5% | 160,554 | $8.0M |
| Hennessy Advisors Inc. | 0.27% | Reduce -7.4% | 154,500 | $7.7M |
| Kercheville Advisors, LLC | 2.33% | Add +0.0% | 154,082 | $7.7M |
| CIBC Private Wealth Group LLC | 0.01% | Add +12.5% | 142,055 | $7.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +2.8% | 132,394 | $6.6M |
| HRT Financial LP | 0.02% | Add +74.8% | 131,336 | $6.6M |
| Texas Yale Capital Corp. | 0.19% | Add +34.3% | 121,716 | $6.1M |
| Allianz Asset Management GmbH | 0.01% | Reduce -19.5% | 117,800 | $5.9M |
| Exchange Traded Concepts, LLC | 0.05% | Reduce -5.5% | 108,556 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Add +96.1% | 100,918 | $5.0M |
| Bank of America Corp. | 0.00% | Reduce -41.8% | 97,031 | $4.9M |
| Summit Financial, LLC | 0.07% | Reduce 0.0% | 93,180 | $4.7M |
| ING Groep NV | 0.03% | Reduce -49.1% | 93,100 | $4.7M |
| Duff & Phelps Investment Management Co. | 0.05% | Reduce -19.7% | 91,000 | $4.6M |
| Waverly Advisors, LLC | 0.04% | Reduce -2.6% | 75,655 | $3.8M |
| Waldron Private Wealth LLC | 0.14% | No change | 71,000 | $3.6M |
| Osaic Holdings, Inc. | 0.00% | Add +20.7% | 67,904 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -2.9% | 63,035 | $3.2M |
| First Trust Advisors LP | 0.00% | Add +23.8% | 56,661 | $2.8M |
| Advisors Asset Management, Inc. | 0.04% | Add +2.8% | 51,957 | $2.6M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Add +0.8% | 50,730 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +43.2% | 51,418 | $2.6M |
| Mariner, LLC | 0.00% | Add +3.3% | 51,177 | $2.6M |
| Sovereign Investment Advisors, LLC | 0.59% | No change | 43,522 | $2.2M |
| Barnett & Company, Inc. | 1.63% | Reduce -0.6% | 42,083 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.3% | 40,968 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Add +9.8% | 41,148 | $2.1M |
| Captrust Financial Advisors | 0.00% | Reduce -1.7% | 41,082 | $2.1M |
| Glenmede Investment Management, LP | 0.01% | Add +0.7% | 39,088 | $2.0M |
| IMC-Chicago, LLC | 0.03% | New | 38,251 | $1.9M |
| Gilman Hill Asset Management, LLC | 0.29% | Add +63.5% | 37,629 | $1.9M |
| Creative Planning | 0.00% | Add +1.9% | 37,347 | $1.9M |
| PARK CIRCLE Co | 1.58% | No change | 36,350 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.4% | 34,834 | $1.7M |
| Westwood Holdings Group Inc. | 0.01% | Add +18.3% | 34,335 | $1.7M |
| Finer Wealth Management, Inc. | 0.77% | Reduce -6.6% | 30,780 | $1.5M |
| Van Eck Associates Corp. | 0.00% | Reduce -10.4% | 30,255 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -6.0% | 30,240 | $1.5M |
| Empirical Asset Management, LLC | 0.39% | Reduce -0.3% | 28,405 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.3% | 28,255 | $1.4M |
| Castleark Management LLC | 0.04% | No change | 27,840 | $1.4M |
| ELCO Management Co., LLC | 0.73% | Add +6.3% | 27,830 | $1.4M |
| Zurich Insurance Group Ltd | 0.01% | No change | 27,200 | $1.4M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -2.8% | 26,582 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.1% | 26,412 | $1.3M |
| Lee Financial Co | 0.16% | Add +573.1% | 25,705 | $1.3M |
| Cascade Investment Group, Inc. | 0.80% | Reduce -2.4% | 24,275 | $1.2M |
| Truist Financial Corp. | 0.00% | New | 23,211 | $1.2M |
| Caprock Group, LLC | 0.03% | — | 21,530 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.9% | 22,409 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +0.1% | 21,164 | $1.1M |
| American Financial Group Inc. | 0.39% | Add +2.6% | 20,000 | $1.0M |
| Cresset Asset Management, LLC | 0.00% | Add +25.1% | 19,809 | $991K |
| Focus Financial Network, Inc. | 0.04% | Add +2.6% | 19,691 | $985K |
| Dividend Assets Capital, LLC | 0.17% | Reduce -11.3% | 19,488 | $975K |
| US Bancorp \de | 0.00% | Add +0.2% | 19,024 | $951K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -70.0% | 18,983 | $949K |
| Rockefeller Capital Management L.P. | 0.00% | Add +24.4% | 18,634 | $932K |
| BlackRock, Inc. | 0.00% | Reduce -0.0% | 16,923 | $846K |
| Cary Street Partners Financial LLC | 0.02% | Add +2.8% | 16,569 | $829K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.4% | 15,900 | $795K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.5% | 15,866 | $793K |
| Mgo One Seven LLC | 0.02% | Add +133.0% | 15,297 | $765K |
| McDonald Partners LLC | 0.23% | Reduce -1.9% | 15,206 | $760K |
| Corient Private Wealth LP | 0.00% | Add +14.3% | 15,005 | $750K |
| Linscomb Wealth, Inc. | 0.03% | No change | 14,740 | $737K |
| Sigma Planning Corp | 0.02% | Reduce -14.6% | 13,928 | $697K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -19.0% | 13,833 | $692K |
| Quad-Cities Investment Group, LLC | 0.29% | Add +0.3% | 13,618 | $681K |
| MML Investors Services, LLC | 0.00% | Reduce -4.5% | 13,358 | $668K |
| M&T Bank Corp | 0.00% | No change | 13,106 | $655K |
| Spirit of America Management Corp. | 0.13% | Reduce -3.7% | 13,000 | $650K |
| Bokf, NA | 0.01% | Reduce -0.9% | 12,183 | $609K |
| Orange Investment Advisors, Inc. | 0.06% | Reduce -0.3% | 12,000 | $600K |
| Hilltop Holdings Inc. | 0.03% | Reduce -1.1% | 11,802 | $590K |
| M.E. Allison & Co., Inc. | 0.41% | No change | 11,745 | $587K |
| International Assets Investment Management, LLC | 0.05% | No change | 11,061 | $587K |
| Moors & Cabot, Inc. | 0.03% | Reduce -24.6% | 11,624 | $581K |
| DRW Securities, LLC | 0.03% | New | 11,264 | $553K |
| Virtu Financial LLC | 0.03% | Reduce -14.0% | 10,970 | $549K |
| Brown Advisory Inc. | 0.00% | Reduce -9.9% | 10,974 | $549K |
| Oxbow Advisors, LLC | 0.05% | No change | 10,595 | $530K |
| IHT Wealth Management, LLC | 0.01% | Add +2.4% | 10,552 | $528K |
| Wolverine Trading, LLC | 0.01% | Add +75.7% | 10,523 | $523K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -1.8% | 10,273 | $514K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.3% | 10,027 | $501K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 10,000 | $500K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.9% | 9,971 | $499K |
| Tradition Wealth Management, LLC | 0.04% | Add +0.6% | 9,902 | $495K |
| Baldwin Wealth Partners LLC | 0.03% | Reduce -13.2% | 9,860 | $493K |
| Jane Street Group, LLC | 0.00% | Reduce -79.3% | 9,704 | $485K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.7% | 9,515 | $476K |
| Quantinno Capital Management LP | 0.00% | New | 9,491 | $475K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.1% | 9,357 | $468K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -1.0% | 9,297 | $465K |
| Uhlmann Price Securities, LLC | 0.28% | Add +2.9% | 9,036 | $452K |
| PSI Advisors, LLC | 0.12% | Reduce -2.0% | 9,031 | $452K |
| Davidson Trust Co. | 0.19% | No change | 9,000 | $450K |
| XML Financial, LLC | 0.04% | Reduce -3.1% | 8,939 | $447K |
| Cypress Capital Group | 0.05% | No change | 8,620 | $431K |
| Cohen Capital Management, Inc. | 0.06% | No change | 8,210 | $411K |
| United Advisor Group, LLC | 0.05% | No change | 8,093 | $405K |
| Bank of New York Mellon Corp | 0.00% | Add +59.4% | 7,840 | $392K |
| Benjamin Edwards Inc. | 0.00% | Reduce -0.0% | 7,740 | $387K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +291.1% | 7,645 | $382K |
| Midwest Trust Co | 0.00% | No change | 7,595 | $380K |
| Steel Grove Capital Advisors, LLC | 0.04% | No change | 7,038 | $377K |
| Independent Advisor Alliance | 0.01% | Reduce -18.9% | 7,504 | $375K |
| Oppenheimer & Co. Inc. | 0.00% | Add +1.4% | 7,466 | $373K |
| Jones Financial Companies LLLP | 0.00% | Add +23.2% | 7,383 | $373K |
| Arkadios Wealth Advisors | 0.01% | Add +0.7% | 7,452 | $373K |
| WealthPLAN Partners, LLC | 0.05% | Add +0.2% | 7,226 | $361K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.1% | 7,080 | $354K |
| Mercer Global Advisors Inc. | 0.00% | No change | 6,901 | $345K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.3% | 6,809 | $341K |
| Cary Street Partners Investment Advisory LLC | 0.14% | Add +11.1% | 6,796 | $340K |
| &partners | 0.00% | Add +43.6% | 6,697 | $335K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -0.7% | 6,432 | $322K |
| Avid Wealth Partners LLC | 0.16% | No change | 6,398 | $320K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.1% | 6,218 | $311K |
| Sfmg, LLC | 0.02% | New | 6,200 | $310K |
| CWA Asset Management Group, LLC | 0.01% | Add +50.8% | 6,161 | $308K |
| King Luther Capital Management Corp. | 0.00% | No change | 6,143 | $307K |
| Abel Hall, LLC | 0.12% | New | 6,000 | $300K |
| Capital Advisors Inc. | 0.00% | Reduce -19.1% | 5,872 | $294K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -16.3% | 5,762 | $288K |
| MAI Capital Management | 0.00% | Add +2.3% | 5,717 | $286K |
| PFG Investments, LLC | 0.01% | Add +0.3% | 5,686 | $284K |
| Basso Capital Management, L.P. | 0.19% | No change | 5,680 | $284K |
| Strategic Advocates LLC | 0.07% | Reduce -5.2% | 5,668 | $283K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +16.0% | 5,635 | $282K |
| IFG Advisory, LLC | 0.01% | Reduce -59.3% | 5,595 | $280K |
| HighPoint Advisor Group LLC | 0.01% | No change | 5,584 | $279K |
| Wealth Alliance, LLC | 0.03% | Reduce -0.2% | 5,550 | $278K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 5,500 | $275K |
| L.M. Kohn & Company | 0.32% | No change | 5,400 | $270K |
| Wedbush Securities Inc. | 0.01% | Reduce -43.1% | 5,391 | $270K |
| Carnegie Investment Counsel | 0.01% | Reduce -7.8% | 5,394 | $270K |
| Allworth Financial LP | 0.00% | Add +3.0% | 5,392 | $270K |
| Independent Financial Group, LLC | 0.01% | Reduce -5.8% | 5,373 | $269K |
| Mutual Advisors, LLC | 0.01% | No change | 4,622 | $251K |
| Sittner & Nelson, LLC | 0.09% | No change | 5,000 | $250K |
| Garrett Wealth Advisory Group, LLC | 0.05% | No change | 4,933 | $247K |
| Bridges Investment Management Inc. | 0.00% | No change | 4,927 | $246K |
| XTX Topco Ltd | 0.01% | New | 4,896 | $245K |
| Willis Investment Counsel | 0.01% | No change | 4,883 | $244K |
| Curi Capital, LLC | 0.00% | Add +0.4% | 4,829 | $242K |
| 1900 Wealth Management LLC | 0.02% | Add +0.8% | 4,712 | $236K |
| Crumly & Associates Inc. | 0.05% | No change | 4,711 | $236K |
| Riverchase Wealth Management, LLC | 0.13% | New | 4,679 | $234K |
| Citizens Financial Group Inc. | 0.00% | No change | 4,639 | $232K |
| D.A. Davidson & Co. | 0.00% | No change | 4,631 | $232K |
| Whitener Capital Management, Inc. | 0.05% | Add +0.6% | 4,535 | $227K |
| Alpine Associates Management Inc. | 0.01% | New | 4,457 | $223K |
| World Investment Advisors | 0.00% | Reduce -1.8% | 4,420 | $221K |
| Liberty Capital Management, Inc. | 0.04% | No change | 4,384 | $219K |
| Genesee Capital Advisors, LLC | 0.10% | New | 4,382 | $219K |
| Virtus Advisers, LLC | 0.12% | No change | 4,380 | $219K |
| Founders Financial Alliance, LLC | 0.04% | New | 4,363 | $218K |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 4,274 | $214K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 4,253 | $213K |
| NFSG Corp | 0.03% | Add +0.2% | 4,250 | $213K |
| Quadrant Private Wealth Management, LLC | 0.04% | Add +5.2% | 4,249 | $212K |
| Ethos Financial Group, LLC | 0.02% | No change | 4,142 | $207K |
| Crescent Grove Advisors, LLC | 0.02% | Reduce -90.7% | 4,040 | $202K |
| Pinnacle Financial Partners Inc | 0.00% | New | 4,000 | $200K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,736 | $187K |
| Anchor Investment Management, LLC | 0.01% | No change | 3,000 | $150K |
| Advisory Services Network, LLC | 0.00% | New | 2,685 | $134K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,666 | $133K |
| Icon Wealth Advisors, LLC | 0.01% | Add +5.4% | 2,574 | $129K |
| Caitlin John, LLC | 0.08% | New | 2,400 | $120K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -59.4% | 2,104 | $105K |
| Ulland Investment Advisors, LLC | 0.08% | New | 2,000 | $100K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | No change | 2,000 | $100K |
| Aventura Private Wealth, LLC | 0.04% | No change | 1,909 | $95K |
| Chung Wu Investment Group, LLC | 0.07% | No change | 1,800 | $90K |
| Resources Management Corp. /CT/ | 0.01% | No change | 1,780 | $89K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -5.7% | 1,777 | $89K |
| Harbour Investments, Inc. | 0.00% | Add +211.9% | 1,653 | $83K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,633 | $82K |
| CSS LLC | 0.01% | New | 1,601 | $80K |
| Front Row Advisors LLC | 0.02% | No change | 1,350 | $68K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -4.8% | 1,313 | $66K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,200 | $60K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,200 | $60K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,058 | $53K |
| IFP Advisors, Inc | 0.00% | Reduce -48.4% | 1,039 | $52K |
| Independence Bank of Kentucky | 0.01% | No change | 1,022 | $51K |
| Key Financial Inc | 0.01% | Add +1.8% | 990 | $50K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 800 | $40K |
| Ancora Advisors LLC | 0.00% | New | 796 | $40K |
| Harbor Asset Planning, Inc. | 0.03% | No change | 762 | $38K |
| Russell Investments Group, Ltd. | 0.00% | No change | 746 | $37K |
| Quent Capital, LLC | 0.00% | New | 690 | $35K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 685 | $34K |
| Parallel Advisors, LLC | 0.00% | Add +1.5% | 681 | $34K |
| Private Trust Co. NA | 0.00% | No change | 650 | $33K |
| Principal Securities, Inc. | 0.00% | Reduce -51.7% | 641 | $32K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 626 | $31K |
| Root Financial Partners, LLC | 0.00% | New | 625 | $31K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 602 | $30K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.3% | 575 | $29K |
| Longfellow Investment Management Co. LLC | 0.01% | No change | 574 | $29K |
| CENTRAL TRUST Co | 0.00% | No change | 560 | $28K |
| CNB Bank | 0.01% | No change | 500 | $25K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 500 | $25K |
| Avalon Trust Co | 0.00% | No change | 500 | $25K |
| Cwm, LLC | 0.00% | Add +4.8% | 411 | $21K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 406 | $20K |
| Bessemer Group Inc. | 0.00% | Reduce -70.6% | 400 | $20K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 330 | $17K |
| Huntington National Bank | 0.00% | No change | 330 | $17K |
| Lanark Financial, Inc. | 0.00% | Add +16.5% | 310 | $16K |
| Larson Financial Group LLC | 0.00% | No change | 300 | $15K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +7.7% | 281 | $14K |
| Blue Trust, Inc. | 0.00% | New | 272 | $14K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 257 | $13K |
| KERR FINANCIAL PLANNING Corp | 0.02% | — | 235 | $13K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.7% | 237 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 231 | $12K |
| Arax Advisory Partners | 0.00% | New | 220 | $11K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +1.9% | 215 | $11K |
| Rossby Financial, LCC | 0.00% | No change | 200 | $10K |
| Assetmark, Inc. | 0.00% | No change | 190 | $10K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 181 | $9K |
| Coastline Trust Co | 0.00% | No change | 180 | $9K |
| Wolff Wiese Magana LLC | 0.01% | No change | 176 | $9K |
| Pineridge Advisors LLC | 0.00% | Add +1.7% | 176 | $9K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 146 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 143 | $7K |
| 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 |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -95.3% | 87 | $4K |
| Hilltop National Bank | 0.00% | No change | 80 | $4K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 80 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 79 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -93.6% | 58 | $3K |
| First Horizon Corp. | 0.00% | — | 57 | $3K |
| Gables Capital Management Inc. | 0.00% | No change | 40 | $2K |
| SWAN Capital LLC | 0.00% | Reduce -50.0% | 37 | $2K |
| Global Wealth Strategies & Associates | 0.00% | No change | 33 | $2K |
| Rudius Management LP | 0.00% | No change | 33 | $2K |
"% of holder's portfolio" is SUN's weight in each manager's 13F, not the share of Sunoco LP the manager owns.