Sunoco LPSUN
13F holders, Q4 2025 (December 31)274holders +2
20new positions
22sold out
1famous investor
$52.42avg. 13F price*
At the end of Q4 2025, 274 institutions reported holding Sunoco LP (SUN) in their 13F filings, up 2 from Q3 2025. 20 opened new positions and 22 sold out. The largest holders were Alps Advisors Inc. ($1.3B), Invesco Ltd. ($463.7M) and Goldman Sachs Group Inc. ($307.2M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $14.8M |
| Exits | 22 | $49.8M |
All 13F filers, Q3 2025 → Q4 2025: 5,276,113 shares bought and 3,180,628 shares sold, net +2,095,485 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 274 holders
| Alps Advisors Inc. | 7.59% | Add +3.2% | 24,856,265 | $1.3B |
| Invesco Ltd. | 0.04% | Reduce -1.6% | 8,846,679 | $463.7M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -8.3% | 5,861,688 | $307.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.24% | Reduce -3.1% | 3,081,035 | $161.5M |
| Blackstone Inc. | 0.56% | Add +29.2% | 2,434,594 | $127.6M |
| Energy Income Partners, LLC | 1.86% | Add +2.0% | 1,955,895 | $102.5M |
| FMR LLC | 0.01% | Add +405.5% | 1,848,337 | $96.9M |
| Morgan Stanley | 0.01% | Add +60.5% | 1,639,420 | $85.9M |
| JPMorgan Chase & Co. | 0.01% | Add +266.6% | 1,626,278 | $85.2M |
| Omega Advisors (Leon Cooperman) | 2.82% | No change | 1,620,000 | $84.9M |
| UBS Group AG | 0.01% | Reduce -6.1% | 966,882 | $50.7M |
| Tortoise Capital Advisors, L.L.C. | 0.53% | Reduce -45.0% | 800,665 | $42.0M |
| Infrastructure Capital Advisors, LLC | 6.27% | Add +11.9% | 725,366 | $38.0M |
| Miller Howard Investments Inc. | 1.09% | Reduce -0.8% | 689,269 | $36.1M |
| Recurrent Investment Advisors LLC | 2.63% | Reduce -27.4% | 678,623 | $35.6M |
| Fractal Investments LLC | 4.51% | No change | 616,542 | $32.3M |
| Bowen Hanes & Co. Inc. | 0.79% | No change | 600,000 | $31.4M |
| Neuberger Berman Group LLC | 0.02% | Reduce -17.6% | 588,129 | $30.8M |
| Barclays PLC | 0.01% | Reduce -2.0% | 582,140 | $30.5M |
| Adams Asset Advisors, LLC | 4.00% | No change | 571,547 | $30.0M |
| Raymond James Financial Inc. | 0.01% | Add +0.1% | 382,521 | $20.0M |
| Chickasaw Capital Management LLC | 0.49% | Reduce -0.5% | 227,298 | $11.9M |
| Citigroup Inc. | 0.01% | Reduce -15.8% | 206,856 | $10.8M |
| Wells Fargo & Company | 0.00% | Add +25.4% | 201,360 | $10.6M |
| LPL Financial LLC | 0.00% | Reduce -8.8% | 179,123 | $9.4M |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 177,668 | $9.3M |
| HUB Investment Partners, LLC | 0.24% | Reduce -0.5% | 170,371 | $8.9M |
| Kercheville Advisors, LLC | 2.30% | Add +0.0% | 154,083 | $8.8M |
| Bank of America Corp. | 0.00% | Add +59.8% | 155,020 | $8.1M |
| Hennessy Advisors Inc. | 0.27% | Reduce -6.1% | 145,100 | $7.6M |
| CIBC Private Wealth Group LLC | 0.01% | Add +0.1% | 142,135 | $7.4M |
| Texas Yale Capital Corp. | 0.21% | Add +7.4% | 130,696 | $6.8M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -2.3% | 129,310 | $6.8M |
| Exchange Traded Concepts, LLC | 0.06% | Add +16.7% | 126,679 | $6.6M |
| Waverly Advisors, LLC | 0.05% | Add +65.8% | 125,451 | $6.6M |
| Allianz Asset Management GmbH | 0.01% | No change | 117,800 | $6.2M |
| Susquehanna International Group, LLP | 0.01% | Add +13.6% | 114,594 | $6.0M |
| Susquehanna Portfolio Strategies, LLC | 0.08% | New | 100,364 | $5.3M |
| Summit Financial, LLC | 0.07% | Add +0.0% | 93,206 | $4.9M |
| Waldron Private Wealth LLC | 0.15% | No change | 71,000 | $3.7M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -2.7% | 61,326 | $3.2M |
| BNP Paribas Financial Markets | 0.00% | New | 57,642 | $3.0M |
| First Trust Advisors LP | 0.00% | Reduce -0.4% | 56,418 | $3.0M |
| Cetera Investment Advisers | 0.00% | Add +5.7% | 54,349 | $2.8M |
| Advisors Asset Management, Inc. | 0.05% | Add +4.5% | 54,322 | $2.8M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | No change | 50,730 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +38.0% | 48,088 | $2.5M |
| Mariner, LLC | 0.00% | Reduce -6.5% | 47,852 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.7% | 47,744 | $2.5M |
| IMC-Chicago, LLC | 0.04% | Add +19.8% | 45,818 | $2.4M |
| Sovereign Investment Advisors, LLC | 0.54% | Reduce -4.9% | 41,400 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Add +0.4% | 41,330 | $2.2M |
| Captrust Financial Advisors | 0.00% | Reduce -1.9% | 40,309 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.8% | 39,841 | $2.1M |
| Barnett & Company, Inc. | 1.67% | Reduce -5.9% | 39,583 | $2.1M |
| Glenmede Trust Co. NA | 0.01% | — | 38,800 | $2.0M |
| Gilman Hill Asset Management, LLC | 0.32% | Add +2.8% | 38,674 | $2.0M |
| Creative Planning | 0.00% | Add +2.5% | 38,262 | $2.0M |
| PARK CIRCLE Co | 1.72% | No change | 36,350 | $1.9M |
| TIG Advisors, LLC | 0.09% | New | 35,100 | $1.8M |
| HRT Financial LP | 0.01% | Reduce -75.3% | 32,508 | $1.7M |
| Van Eck Associates Corp. | 0.00% | Add +4.3% | 31,545 | $1.7M |
| MidFirst Bank | 0.13% | — | 30,500 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -0.5% | 30,078 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.5% | 29,521 | $1.5M |
| Empirical Asset Management, LLC | 0.42% | No change | 28,405 | $1.5M |
| ELCO Management Co., LLC | 0.92% | Reduce -0.2% | 27,780 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Add +39.0% | 27,525 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.0% | 27,469 | $1.4M |
| Zurich Insurance Group Ltd | 0.01% | No change | 27,200 | $1.4M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -4.3% | 25,444 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +36.1% | 25,356 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +1.8% | 23,623 | $1.2M |
| Cascade Investment Group, Inc. | 0.80% | Reduce -6.2% | 22,780 | $1.2M |
| Bank of Montreal | 0.00% | New | 21,422 | $1.1M |
| Private Advisor Group, LLC | 0.01% | No change | 21,164 | $1.1M |
| Dividend Assets Capital, LLC | 0.21% | Add +6.5% | 20,763 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.2% | 20,571 | $1.1M |
| American Financial Group Inc. | 0.39% | No change | 20,000 | $1.0M |
| US Bancorp \de | 0.00% | Reduce -0.2% | 18,984 | $995K |
| Focus Financial Network, Inc. | 0.03% | Reduce -4.6% | 18,790 | $985K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.3% | 17,795 | $933K |
| BlackRock, Inc. | 0.00% | Add +0.8% | 17,057 | $894K |
| Focus Partners Wealth | 0.00% | New | 16,911 | $886K |
| Cary Street Partners Financial LLC | 0.02% | No change | 16,569 | $868K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.8% | 16,350 | $857K |
| EP Wealth Advisors, LLC | 0.00% | — | 15,910 | $834K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.1% | 15,848 | $831K |
| McDonald Partners LLC | 0.25% | Add +0.6% | 15,300 | $802K |
| Simplex Trading, LLC | 0.02% | New | 15,199 | $797K |
| Linscomb Wealth, Inc. | 0.03% | No change | 14,740 | $773K |
| Castleark Management LLC | 0.02% | Reduce -48.1% | 14,450 | $757K |
| Caprock Group, LLC | 0.02% | Reduce -33.0% | 14,426 | $756K |
| Mgo One Seven LLC | 0.02% | Reduce -6.3% | 14,333 | $751K |
| Quad-Cities Investment Group, LLC | 0.31% | Add +4.0% | 14,159 | $742K |
| M&T Bank Corp | 0.00% | No change | 13,106 | $687K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.0% | 13,000 | $681K |
| Sigma Planning Corp | 0.02% | Reduce -6.9% | 12,972 | $680K |
| Bokf, NA | 0.01% | No change | 12,183 | $639K |
| M.E. Allison & Co., Inc. | 0.42% | No change | 11,745 | $616K |
| Moors & Cabot, Inc. | 0.03% | No change | 11,624 | $609K |
| International Assets Investment Management, LLC | 0.04% | Add +0.7% | 11,138 | $584K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +11.0% | 11,064 | $580K |
| Brown Advisory Inc. | 0.00% | No change | 10,974 | $575K |
| Quantinno Capital Management LP | 0.00% | Add +12.3% | 10,656 | $558K |
| IHT Wealth Management, LLC | 0.01% | Add +0.5% | 10,602 | $556K |
| DRW Securities, LLC | 0.04% | Reduce -5.9% | 10,597 | $555K |
| Oxbow Advisors, LLC | 0.05% | No change | 10,595 | $555K |
| MML Investors Services, LLC | 0.00% | Reduce -21.7% | 10,464 | $548K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.3% | 10,059 | $527K |
| Tradition Wealth Management, LLC | 0.04% | Add +0.6% | 9,963 | $522K |
| Baldwin Wealth Partners LLC | 0.03% | No change | 9,860 | $517K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -5.0% | 9,758 | $511K |
| Kingsview Wealth Management, LLC | 0.01% | Add +2.1% | 9,720 | $509K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +1.3% | 9,419 | $494K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -8.1% | 9,191 | $482K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.9% | 9,184 | $481K |
| Davidson Trust Co. | 0.20% | No change | 9,000 | $472K |
| PSI Advisors, LLC | 0.12% | Reduce -1.5% | 8,892 | $466K |
| Cypress Capital Group | 0.05% | No change | 8,620 | $452K |
| World Investment Advisors | 0.01% | Add +93.7% | 8,563 | $449K |
| Spirit of America Management Corp. | 0.09% | Reduce -34.6% | 8,500 | $445K |
| Jones Financial Companies LLLP | 0.00% | Add +14.7% | 8,470 | $444K |
| Cohen Capital Management, Inc. | 0.06% | No change | 8,210 | $430K |
| Sfmg, LLC | 0.03% | Add +32.3% | 8,200 | $430K |
| &partners | 0.00% | Add +22.3% | 8,190 | $429K |
| United Advisor Group, LLC | 0.05% | No change | 8,093 | $424K |
| Uhlmann Price Securities, LLC | 0.25% | Reduce -11.2% | 8,020 | $420K |
| Benjamin Edwards Inc. | 0.00% | Add +2.0% | 7,893 | $414K |
| NewEdge Advisors, LLC | 0.00% | Add +7.7% | 7,628 | $400K |
| Midwest Trust Co | 0.01% | No change | 7,595 | $398K |
| Corient Private Wealth LP | 0.00% | Reduce -50.2% | 7,467 | $391K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.9% | 7,396 | $388K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -6.5% | 7,145 | $374K |
| Steel Grove Capital Advisors, LLC | 0.04% | No change | 7,038 | $369K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 6,908 | $362K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -4.9% | 6,873 | $360K |
| Independent Advisor Alliance | 0.01% | Reduce -8.9% | 6,839 | $358K |
| Cary Street Partners Investment Advisory LLC | 0.10% | No change | 6,796 | $356K |
| Independent Financial Group, LLC | 0.01% | Add +23.8% | 6,651 | $349K |
| Sittner & Nelson, LLC | 0.12% | Add +20.0% | 6,000 | $346K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -3.5% | 6,570 | $344K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -0.1% | 6,426 | $337K |
| Avid Wealth Partners LLC | 0.16% | No change | 6,398 | $335K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +49.3% | 6,348 | $333K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 6,260 | $328K |
| Cerity Partners LLC | 0.00% | New | 6,190 | $324K |
| CSS LLC | 0.05% | Add +284.4% | 6,154 | $323K |
| King Luther Capital Management Corp. | 0.00% | No change | 6,143 | $322K |
| Zinnia Wealth Advisory, LLC | 0.35% | — | 6,122 | $321K |
| Abel Hall, LLC | 0.07% | No change | 6,000 | $314K |
| Bank of New York Mellon Corp | 0.00% | Reduce -24.2% | 5,942 | $311K |
| Wedbush Securities Inc. | 0.01% | Add +10.2% | 5,939 | $311K |
| Curi Capital, LLC | 0.01% | Add +20.7% | 5,828 | $305K |
| XML Financial, LLC | 0.02% | Reduce -35.9% | 5,728 | $300K |
| PFG Investments, LLC | 0.01% | Add +0.3% | 5,701 | $299K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +0.9% | 5,684 | $298K |
| Basso Capital Management, L.P. | 0.18% | No change | 5,680 | $298K |
| Diversified Trust Co. | 0.01% | New | 5,659 | $297K |
| MAI Capital Management | 0.00% | Reduce -1.3% | 5,645 | $296K |
| Merit Financial Group, LLC | 0.00% | New | 5,621 | $295K |
| IFG Advisory, LLC | 0.01% | No change | 5,595 | $293K |
| Wealth Alliance, LLC | 0.03% | Reduce -0.3% | 5,536 | $290K |
| Cornerstone Planning Group LLC | 0.05% | Add +8446.5% | 4,957 | $290K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 5,500 | $288K |
| Genesee Capital Advisors, LLC | 0.12% | Add +24.9% | 5,475 | $287K |
| Carnegie Investment Counsel | 0.01% | No change | 5,394 | $283K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -9.2% | 5,233 | $274K |
| Arkadios Wealth Advisors | 0.01% | Reduce -30.8% | 5,158 | $270K |
| Allworth Financial LP | 0.00% | Reduce -4.7% | 5,140 | $269K |
| Ulland Investment Advisors, LLC | 0.21% | Add +150.0% | 5,000 | $262K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -19.1% | 4,983 | $261K |
| Garrett Wealth Advisory Group, LLC | 0.05% | No change | 4,933 | $259K |
| Bridges Investment Management Inc. | 0.00% | No change | 4,927 | $258K |
| Willis Investment Counsel | 0.01% | No change | 4,883 | $256K |
| Evoke Wealth, LLC | 0.00% | New | 4,877 | $256K |
| Crumly & Associates Inc. | 0.05% | No change | 4,711 | $247K |
| Riverchase Wealth Management, LLC | 0.13% | No change | 4,679 | $245K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -17.9% | 4,584 | $240K |
| Whitener Capital Management, Inc. | 0.05% | Add +0.1% | 4,538 | $238K |
| 1900 Wealth Management LLC | 0.02% | Reduce -4.3% | 4,508 | $236K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.0% | 4,439 | $233K |
| Liberty Capital Management, Inc. | 0.04% | No change | 4,384 | $230K |
| Virtus Advisers, LLC | 0.11% | No change | 4,380 | $230K |
| D.A. Davidson & Co. | 0.00% | Reduce -6.1% | 4,348 | $228K |
| Northern Trust Corp. | 0.00% | Add +1.6% | 4,343 | $228K |
| Lee Financial Co | 0.03% | Reduce -83.2% | 4,324 | $227K |
| NFSG Corp | 0.03% | Add +0.2% | 4,257 | $223K |
| Quadrant Private Wealth Management, LLC | 0.04% | Add +0.1% | 4,253 | $223K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -32.6% | 4,190 | $220K |
| Strategic Advocates LLC | 0.06% | Reduce -26.3% | 4,176 | $219K |
| Ethos Financial Group, LLC | 0.02% | No change | 4,142 | $217K |
| Hilton Head Capital Partners, LLC | 0.13% | — | 4,089 | $214K |
| First Trust Capital Management L.P. | 0.01% | New | 3,858 | $202K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,736 | $196K |
| American National Bank & Trust | 0.02% | New | 3,164 | $166K |
| Anchor Investment Management, LLC | 0.01% | No change | 3,000 | $157K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +156.4% | 2,713 | $142K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 2,700 | $142K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +39.4% | 2,477 | $130K |
| Caitlin John, LLC | 0.08% | Add +0.2% | 2,405 | $126K |
| Larson Financial Group LLC | 0.00% | Add +636.0% | 2,208 | $116K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | No change | 2,000 | $105K |
| Aventura Private Wealth, LLC | 0.04% | No change | 1,909 | $100K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,814 | $95K |
| Chung Wu Investment Group, LLC | 0.08% | No change | 1,800 | $94K |
| Resources Management Corp. /CT/ | 0.01% | No change | 1,780 | $93K |
| Global Retirement Partners, LLC | 0.00% | Add +4.7% | 1,710 | $90K |
| Harbour Investments, Inc. | 0.00% | No change | 1,653 | $87K |
| Russell Investments Group, Ltd. | 0.00% | Add +110.3% | 1,569 | $82K |
| Front Row Advisors LLC | 0.02% | No change | 1,350 | $71K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,313 | $69K |
| Cresta Advisors, Ltd. | 0.03% | New | 1,222 | $64K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,200 | $63K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,200 | $63K |
| IFP Advisors, Inc | 0.00% | Add +8.2% | 1,124 | $59K |
| Independence Bank of Kentucky | 0.01% | No change | 1,022 | $54K |
| Key Financial Inc | 0.01% | Add +1.7% | 1,007 | $53K |
| Glen Eagle Advisors, LLC | 0.01% | Add +496.5% | 853 | $45K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 800 | $42K |
| Ancora Advisors LLC | 0.00% | No change | 796 | $42K |
| Harbor Asset Planning, Inc. | 0.03% | No change | 762 | $40K |
| Brandywine Financial Group | 0.09% | — | 750 | $39K |
| Parallel Advisors, LLC | 0.00% | Add +1.6% | 692 | $36K |
| Quent Capital, LLC | 0.00% | No change | 690 | $36K |
| Private Trust Co. NA | 0.00% | No change | 650 | $34K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 626 | $33K |
| Root Financial Partners, LLC | 0.00% | No change | 625 | $33K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 602 | $32K |
| CoreCap Advisors, LLC | 0.00% | No change | 575 | $30K |
| Longfellow Investment Management Co. LLC | 0.01% | No change | 574 | $30K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 572 | $30K |
| CENTRAL TRUST Co | 0.00% | No change | 560 | $29K |
| CNB Bank | 0.01% | No change | 500 | $26K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 500 | $26K |
| Triumph Capital Management | 0.01% | New | 500 | $26K |
| Avalon Trust Co | 0.00% | No change | 500 | $26K |
| Cwm, LLC | 0.00% | Add +10.7% | 455 | $24K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 406 | $21K |
| Bessemer Group Inc. | 0.00% | No change | 400 | $21K |
| 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% | Reduce -6.1% | 291 | $15K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 281 | $15K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -59.9% | 275 | $14K |
| Blue Trust, Inc. | 0.00% | Reduce -1.5% | 268 | $14K |
| KERR FINANCIAL PLANNING Corp | 0.02% | No change | 235 | $14K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 257 | $13K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.7% | 241 | $13K |
| Sunbelt Securities, Inc. | 0.00% | No change | 231 | $12K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +1.4% | 218 | $11K |
| Rossby Financial, LCC | 0.00% | No change | 200 | $10K |
| Assetmark, Inc. | 0.00% | No change | 190 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | Add +116.1% | 188 | $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 |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 146 | $8K |
| Abound Financial, LLC | 0.00% | New | 120 | $6K |
| Arax Advisory Partners | 0.00% | Reduce -50.0% | 110 | $6K |
| Basepoint Wealth LLC | 0.00% | New | 106 | $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 |
| 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 |
| First Horizon Corp. | 0.00% | No change | 57 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 53 | $3K |
| Gables Capital Management Inc. | 0.00% | No change | 40 | $2K |
| SWAN Capital LLC | 0.00% | No change | 37 | $2K |
| Rudius Management LP | 0.00% | No change | 33 | $2K |
| DV Trading LLC | 0.00% | — | 5 | $262 |
| Motiv8 Investments LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is SUN's weight in each manager's 13F, not the share of Sunoco LP the manager owns.