Sunoco LPSUN
13F holders, Q2 2026 (June 30)303holders +8
29new positions
21sold out
2famous investors
$67.51avg. 13F price*
At the end of Q2 2026, 303 institutions reported holding Sunoco LP (SUN) in their 13F filings, up 8 from Q1 2026. 29 opened new positions and 21 sold out. The largest holders were Alps Advisors Inc. ($1.6B), Invesco Ltd. ($597.3M) and Goldman Sachs Group Inc. ($387.6M). 2 famous investors held it, including Leon Cooperman (0.4% of Omega Advisors (Leon Cooperman)'s portfolio) and 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $28.1M |
| Exits | 21 | $17.2M |
All 13F filers, Q1 2026 → Q2 2026: 3,186,972 shares bought and 3,842,472 shares sold, net −655,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 303 holders
| Alps Advisors Inc. | 7.73% | Reduce -1.0% | 24,435,476 | $1.6B |
| Invesco Ltd. | 0.05% | Reduce -0.1% | 8,848,627 | $597.3M |
| Goldman Sachs Group Inc. | 0.04% | Add +3.9% | 5,742,514 | $387.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.24% | Reduce -6.7% | 3,011,045 | $203.2M |
| FMR LLC | 0.01% | Reduce -28.9% | 2,587,682 | $174.7M |
| Morgan Stanley | 0.01% | Add +130.2% | 2,559,034 | $172.7M |
| Energy Income Partners, LLC | 1.88% | Reduce -7.0% | 1,768,784 | $119.4M |
| JPMorgan Chase & Co. | 0.01% | Add +8.6% | 1,634,270 | $112.0M |
| Recurrent Investment Advisors LLC | 4.82% | Add +11.8% | 1,149,434 | $77.6M |
| UBS Group AG | 0.01% | Add +10.4% | 1,059,451 | $71.5M |
| Infrastructure Capital Advisors, LLC | 9.17% | Add +2.4% | 995,794 | $67.2M |
| Miller Howard Investments Inc. | 1.74% | Add +19.3% | 974,109 | $65.8M |
| Blackstone Inc. | 0.19% | Reduce -4.5% | 854,595 | $57.7M |
| Tortoise Capital Advisors, L.L.C. | 0.53% | Reduce -4.5% | 778,973 | $52.6M |
| Barclays PLC | 0.01% | Reduce -12.9% | 692,085 | $46.7M |
| Fractal Investments LLC | 5.31% | Add +10.6% | 682,002 | $46.0M |
| Neuberger Berman Group LLC | 0.03% | Add +0.5% | 579,385 | $39.1M |
| Bowen Hanes & Co. Inc. | 0.95% | No change | 600,000 | $39.0M |
| Adams Asset Advisors, LLC | 4.42% | No change | 565,822 | $38.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.7% | 377,488 | $25.5M |
| Allianz Asset Management GmbH | 0.02% | Add +12.4% | 369,073 | $24.9M |
| ING Groep NV | 0.09% | Add +62.8% | 267,000 | $18.0M |
| Bank of America Corp. | 0.00% | Add +16.2% | 237,704 | $16.0M |
| Omega Advisors (Leon Cooperman) | 0.43% | Reduce -86.0% | 225,994 | $15.3M |
| Royal Bank of Canada | 0.00% | Add +7.9% | 205,519 | $13.9M |
| Wells Fargo & Company | 0.00% | Reduce -8.3% | 204,739 | $13.8M |
| Chickasaw Capital Management LLC | 0.47% | Reduce -5.2% | 192,465 | $13.0M |
| Citigroup Inc. | 0.01% | Reduce -21.6% | 187,155 | $12.6M |
| HRT Financial LP | 0.02% | Add +153.5% | 182,411 | $12.3M |
| LPL Financial LLC | 0.00% | Reduce -1.0% | 175,491 | $11.8M |
| Kercheville Advisors, LLC | 3.27% | Add +3.3% | 159,086 | $10.7M |
| Sanctuary Advisors, LLC | 0.05% | Add +0.3% | 155,101 | $10.5M |
| BNP Paribas Financial Markets | 0.01% | Add +33.8% | 154,870 | $10.5M |
| CIBC Bancorp USA Inc. | 0.01% | Add +4.7% | 148,090 | $10.0M |
| HUB Investment Partners, LLC | 0.18% | Add +0.7% | 145,379 | $9.8M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -1.3% | 136,702 | $9.2M |
| Texas Yale Capital Corp. | 0.20% | Add +1.3% | 134,896 | $9.1M |
| Waverly Advisors, LLC | 0.05% | Add +1.1% | 133,448 | $9.0M |
| Exchange Traded Concepts, LLC | 0.04% | Reduce -11.9% | 106,281 | $7.2M |
| Susquehanna Portfolio Strategies, LLC | 0.10% | Add +3.3% | 91,587 | $6.2M |
| Thoroughbred Financial Services, LLC | 0.28% | New | 86,000 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.5% | 82,908 | $5.6M |
| Summit Financial, LLC | 0.06% | Reduce -6.1% | 76,531 | $5.2M |
| Waldron Private Wealth LLC | 0.17% | No change | 71,000 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +3.7% | 62,593 | $4.2M |
| Cetera Investment Advisers | 0.00% | Reduce -0.7% | 62,112 | $4.2M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -2.2% | 59,126 | $4.0M |
| Advisors Asset Management, Inc. | 0.06% | Add +4.1% | 58,376 | $3.9M |
| Kayne Anderson Capital Advisors LP | 0.08% | New | 57,396 | $3.9M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.58% | No change | 56,800 | $3.8M |
| Mariner, LLC | 0.00% | Add +1.6% | 52,636 | $3.6M |
| AlTi Global, Inc. | 0.07% | New | 51,254 | $3.5M |
| Gilman Hill Asset Management, LLC | 0.47% | Add +3.7% | 50,349 | $3.4M |
| Toronto Dominion Bank | 0.01% | New | 49,798 | $3.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -21.3% | 49,066 | $3.3M |
| Cresset Asset Management, LLC | 0.01% | Add +0.6% | 47,416 | $3.2M |
| Captrust Financial Advisors | 0.00% | Add +2.2% | 45,344 | $3.1M |
| Sovereign Investment Advisors, LLC | 0.55% | No change | 43,522 | $2.9M |
| Crescent Grove Advisors, LLC | 0.24% | Add +55.9% | 41,884 | $2.8M |
| Barnett & Company, Inc. | 1.89% | Reduce -4.3% | 37,883 | $2.6M |
| First Trust Advisors LP | 0.00% | Reduce -8.2% | 37,191 | $2.5M |
| PARK CIRCLE Co | 2.16% | No change | 36,350 | $2.5M |
| Linscomb Wealth, Inc. | 0.10% | No change | 35,058 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 32,097 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +184.9% | 31,305 | $2.1M |
| MidFirst Bank | 0.15% | No change | 30,500 | $2.1M |
| Westwood Holdings Group Inc. | 0.02% | Reduce -11.2% | 30,496 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -3.2% | 29,669 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.4% | 28,856 | $1.9M |
| Glenmede Trust Co. NA | 0.01% | Reduce -18.1% | 28,680 | $1.9M |
| Truist Financial Corp. | 0.00% | Add +0.5% | 28,628 | $1.9M |
| MML Investors Services, LLC | 0.00% | Add +239.2% | 27,888 | $1.9M |
| Zurich Insurance Group Ltd | 0.01% | No change | 27,200 | $1.8M |
| Empirical Asset Management, LLC | 0.41% | Reduce -3.3% | 27,084 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +28.0% | 26,912 | $1.8M |
| ELCO Management Co., LLC | 0.77% | Reduce -1.9% | 26,587 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.4% | 25,877 | $1.7M |
| Van Eck Associates Corp. | 0.00% | Reduce -51.7% | 25,709 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -27.2% | 25,204 | $1.7M |
| Bison Wealth, LLC | 0.15% | Add +634.1% | 23,859 | $1.6M |
| Dividend Assets Capital, LLC | 0.30% | Add +7.9% | 23,098 | $1.6M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.4% | 22,138 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +4.5% | 22,114 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +31.0% | 22,024 | $1.5M |
| Citadel Advisors | 0.00% | New | 21,633 | $1.5M |
| Cascade Investment Group, Inc. | 0.82% | Reduce -1.4% | 21,580 | $1.5M |
| IHT Wealth Management, LLC | 0.03% | Add +81.4% | 20,271 | $1.4M |
| American Financial Group Inc. | 0.48% | No change | 20,000 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +35.4% | 19,030 | $1.3M |
| Virtu Financial LLC | 0.04% | New | 18,971 | $1.3M |
| US Bancorp \de | 0.00% | No change | 18,884 | $1.3M |
| BlackRock, Inc. | 0.00% | Add +0.0% | 17,144 | $1.2M |
| Focus Financial Network, Inc. | 0.03% | Reduce -1.7% | 16,594 | $1.1M |
| Cary Street Partners Financial LLC | 0.02% | No change | 16,569 | $1.1M |
| Arax Advisory Partners | 0.01% | New | 16,129 | $1.1M |
| Jump Financial, LLC | 0.01% | New | 15,900 | $1.1M |
| Austin Wealth Management, LLC | 0.22% | New | 13,934 | $1.0M |
| Creative Planning | 0.00% | Reduce -58.0% | 15,270 | $1.0M |
| Quad-Cities Investment Group, LLC | 0.37% | Add +7.3% | 15,230 | $1.0M |
| McDonald Partners LLC | 0.25% | No change | 15,100 | $1.0M |
| Mgo One Seven LLC | 0.02% | Add +2.8% | 15,068 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.2% | 15,043 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.5% | 14,968 | $1.0M |
| Castleark Management LLC | 0.03% | No change | 14,450 | $975K |
| Janney Montgomery Scott LLC | 0.00% | Add +12.4% | 14,002 | $945K |
| IFG Advisory, LLC | 0.03% | Add +69.7% | 13,846 | $935K |
| Caprock Group, LLC | 0.02% | Reduce -2.1% | 13,001 | $878K |
| Sigma Planning Corp | 0.02% | Reduce -5.1% | 12,233 | $826K |
| Bokf, NA | 0.01% | No change | 12,183 | $822K |
| Pallas Capital Advisors LLC | 0.03% | New | 12,116 | $818K |
| M&T Bank Corp | 0.00% | Reduce -8.3% | 12,014 | $811K |
| M.E. Allison & Co., Inc. | 0.46% | No change | 11,745 | $793K |
| EP Wealth Advisors, LLC | 0.00% | Add +86.5% | 11,540 | $779K |
| Quantinno Capital Management LP | 0.00% | Add +20.2% | 11,406 | $770K |
| Larson Financial Group LLC | 0.02% | Add +2.5% | 11,178 | $755K |
| International Assets Investment Management, LLC | 0.04% | Reduce -0.8% | 10,976 | $744K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -37.3% | 10,599 | $715K |
| Oxbow Advisors, LLC | 0.06% | Reduce -4.3% | 10,595 | $715K |
| Jones Financial Companies LLLP | 0.00% | Add +8.2% | 10,722 | $713K |
| Moors & Cabot, Inc. | 0.03% | Reduce -10.9% | 10,301 | $695K |
| Tradition Wealth Management, LLC | 0.04% | Add +0.5% | 10,071 | $680K |
| Baldwin Wealth Partners LLC | 0.04% | No change | 9,860 | $666K |
| GWN Securities Inc. | 0.11% | New | 9,821 | $663K |
| Cerity Partners LLC | 0.00% | Add +69.7% | 9,686 | $654K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -2.9% | 9,441 | $647K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.7% | 9,470 | $639K |
| Brown Advisory Inc. | 0.00% | Reduce -6.9% | 9,199 | $621K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +16.1% | 9,099 | $614K |
| Davidson Trust Co. | 0.24% | No change | 9,000 | $608K |
| Cypress Capital Group | 0.05% | No change | 8,620 | $582K |
| PSI Advisors, LLC | 0.13% | Reduce -3.0% | 8,535 | $576K |
| Spirit of America Management Corp. | 0.11% | No change | 8,500 | $574K |
| Midwest Trust Co | 0.01% | No change | 8,482 | $573K |
| SG Americas Securities, LLC | 0.00% | New | 8,447 | $570K |
| Sfmg, LLC | 0.03% | No change | 8,300 | $560K |
| Cohen Capital Management, Inc. | 0.08% | No change | 8,210 | $554K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -53.1% | 8,004 | $540K |
| Bank of New York Mellon Corp | 0.00% | Reduce -21.3% | 7,887 | $532K |
| Uhlmann Price Securities, LLC | 0.02% | Reduce -0.7% | 7,810 | $527K |
| United Advisor Group, LLC | 0.06% | Reduce -4.6% | 7,723 | $521K |
| &partners | 0.00% | Reduce -20.6% | 7,616 | $514K |
| Benjamin Edwards Inc. | 0.00% | Reduce -3.9% | 7,589 | $512K |
| MAI Capital Management | 0.00% | Add +38.0% | 7,584 | $512K |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.1% | 7,571 | $511K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +8.3% | 7,490 | $506K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -9.3% | 7,448 | $503K |
| Ameritas Advisory Services, LLC | 0.01% | New | 7,230 | $488K |
| Corient Private Wealth LP | 0.00% | New | 7,202 | $486K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -0.3% | 7,170 | $484K |
| Steel Grove Capital Advisors, LLC | 0.04% | No change | 7,038 | $475K |
| Curi Capital, LLC | 0.01% | No change | 6,986 | $472K |
| WealthPLAN Partners, LLC | 0.09% | Add +0.1% | 6,883 | $465K |
| Cary Street Partners Investment Advisory LLC | 0.09% | No change | 6,796 | $459K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +1.2% | 6,473 | $437K |
| Ulland Investment Advisors, LLC | 0.32% | Add +29.0% | 6,450 | $435K |
| Avid Wealth Partners LLC | 0.21% | No change | 6,398 | $432K |
| Wedbush Securities Inc. | 0.01% | Add +2.8% | 6,110 | $412K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.8% | 6,015 | $406K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -34.0% | 6,007 | $405K |
| Sittner & Nelson, LLC | 0.13% | No change | 6,000 | $405K |
| Vaquero Private Wealth, Ltd. | 0.08% | — | 6,000 | $405K |
| Abel Hall, LLC | 0.07% | No change | 6,000 | $405K |
| PFG Investments, LLC | 0.02% | Add +4.2% | 5,951 | $402K |
| DRW Securities, LLC | 0.02% | New | 5,876 | $397K |
| Diversified Trust Co. | 0.01% | No change | 5,827 | $393K |
| Zinnia Wealth Advisory, LLC | 0.40% | Reduce -4.4% | 5,771 | $390K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -49.6% | 5,771 | $390K |
| Corps Capital Advisors, LLC | 0.31% | No change | 5,725 | $386K |
| CSS LLC | 0.05% | Reduce -8.1% | 5,654 | $382K |
| Independent Advisor Alliance | 0.01% | Reduce -17.5% | 5,640 | $381K |
| World Investment Advisors | 0.01% | Reduce -39.8% | 5,782 | $377K |
| Cornerstone Planning Group LLC | 0.05% | Reduce -1.1% | 4,816 | $366K |
| Arkadios Wealth Advisors | 0.01% | Add +2.4% | 5,340 | $360K |
| Carnegie Investment Counsel | 0.01% | Reduce -0.0% | 5,263 | $355K |
| Genesee Capital Advisors, LLC | 0.11% | No change | 4,958 | $335K |
| Garrett Wealth Advisory Group, LLC | 0.05% | No change | 4,933 | $333K |
| Bridges Investment Management Inc. | 0.00% | No change | 4,927 | $333K |
| Willis Investment Counsel | 0.02% | No change | 4,883 | $330K |
| Allworth Financial LP | 0.00% | Reduce -5.3% | 4,871 | $329K |
| Crumly & Associates Inc. | 0.06% | No change | 4,711 | $318K |
| King Luther Capital Management Corp. | 0.00% | No change | 4,693 | $317K |
| Riverchase Wealth Management, LLC | 0.15% | No change | 4,679 | $316K |
| Regal Investment Advisors LLC | 0.02% | Reduce -5.3% | 4,611 | $311K |
| Independent Financial Group, LLC | 0.01% | Reduce -35.0% | 4,558 | $308K |
| Lee Financial Co | 0.04% | No change | 4,530 | $306K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -7.9% | 4,528 | $306K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.4% | 4,420 | $298K |
| Liberty Capital Management, Inc. | 0.05% | — | 4,384 | $296K |
| Founders Financial Alliance, LLC | 0.04% | Add +0.1% | 4,378 | $296K |
| NFSG Corp | 0.04% | Add +1.1% | 4,308 | $291K |
| Quadrant Private Wealth Management, LLC | 0.06% | Add +0.1% | 4,259 | $287K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.3% | 4,248 | $287K |
| Whitener Capital Management, Inc. | 0.06% | Reduce -3.1% | 4,172 | $282K |
| Ethos Financial Group, LLC | 0.02% | No change | 4,142 | $280K |
| Wealth Alliance, LLC | 0.02% | Reduce -27.1% | 4,008 | $271K |
| Capital Advisors Inc. | 0.00% | No change | 3,932 | $265K |
| IMC-Chicago, LLC | 0.00% | Reduce -65.2% | 3,913 | $264K |
| HighPoint Advisor Group LLC | 0.01% | No change | 3,905 | $264K |
| Atria Investments, Inc | 0.00% | New | 3,873 | $261K |
| Moneco Advisors, LLC | 0.02% | Add +0.9% | 3,805 | $257K |
| Kanawha Capital Management LLC | 0.02% | No change | 3,800 | $257K |
| Blair William & Co. | 0.00% | Add +0.3% | 3,775 | $255K |
| Inscription Capital, LLC | 0.02% | No change | 3,740 | $252K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,736 | $252K |
| Lido Advisors, LLC | 0.00% | Reduce -39.0% | 3,733 | $252K |
| Perryman Financial Advisory Inc. | 0.03% | No change | 3,732 | $252K |
| Stonebridge Financial Group, LLC | 0.03% | — | 3,721 | $251K |
| Summit Wealth Partners, LLC | 0.04% | No change | 3,716 | $251K |
| Northern Trust Corp. | 0.00% | No change | 3,706 | $250K |
| Tyche Wealth Partners LLC | 0.04% | No change | 3,705 | $250K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 3,670 | $248K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +0.6% | 3,661 | $247K |
| Wealth Alliance Advisory Group, LLC | 0.04% | No change | 3,654 | $247K |
| First Trust Capital Management L.P. | 0.01% | Reduce -5.3% | 3,652 | $247K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -34.2% | 3,619 | $244K |
| Tidal Investments LLC | 0.00% | New | 3,606 | $243K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 3,540 | $239K |
| DAVENPORT & Co LLC | 0.00% | No change | 3,540 | $239K |
| Global Retirement Partners, LLC | 0.00% | — | 3,514 | $237K |
| Roundview Capital LLC | 0.01% | New | 3,513 | $237K |
| Barr E S & Co. | 0.01% | No change | 3,500 | $236K |
| Foster Victor Wealth Advisors, LLC | 0.01% | New | 3,087 | $223K |
| XML Financial, LLC | 0.02% | No change | 3,300 | $223K |
| Legacy Wealth Advisors, LLC | 0.10% | No change | 3,284 | $222K |
| Cyndeo Wealth Partners, LLC | 0.01% | No change | 3,171 | $214K |
| Arrow Investment Advisors, LLC | 0.21% | Reduce -1.4% | 3,159 | $213K |
| Novare Capital Management LLC | 0.01% | No change | 3,140 | $212K |
| State of Wyoming | 0.02% | New | 3,120 | $211K |
| Stephens Inc. | 0.00% | New | 3,022 | $204K |
| Hourglass Capital, LLC | 0.04% | New | 3,003 | $203K |
| Anchor Investment Management, LLC | 0.02% | No change | 3,000 | $203K |
| Fruth Investment Management | 0.05% | New | 3,000 | $202K |
| Quantum Private Wealth, LLC | 0.05% | New | 2,982 | $201K |
| American National Bank & Trust | 0.02% | No change | 2,964 | $200K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.2% | 2,929 | $198K |
| Harbour Investments, Inc. | 0.00% | No change | 2,779 | $188K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,666 | $180K |
| Hilton Head Capital Partners, LLC | 0.08% | Add +2.8% | 2,388 | $161K |
| Huntington National Bank | 0.00% | Add +83.5% | 2,198 | $148K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | No change | 2,000 | $135K |
| Caitlin John, LLC | 0.07% | Reduce -12.0% | 1,943 | $131K |
| Aventura Private Wealth, LLC | 0.04% | No change | 1,909 | $129K |
| Chung Wu Investment Group, LLC | 0.08% | No change | 1,800 | $122K |
| Front Row Advisors LLC | 0.03% | No change | 1,350 | $99K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.3% | 1,415 | $96K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,311 | $88K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,200 | $81K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,200 | $81K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 1,196 | $81K |
| IFP Advisors, Inc | 0.00% | Reduce -36.8% | 1,101 | $74K |
| Quent Capital, LLC | 0.00% | No change | 1,075 | $73K |
| Key Financial Inc | 0.01% | Add +1.4% | 1,036 | $70K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,027 | $69K |
| Compass Financial Management LLC | 0.01% | — | 807 | $60K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -13.0% | 838 | $57K |
| Harbor Asset Planning, Inc. | 0.04% | No change | 762 | $51K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -98.6% | 730 | $50K |
| Parallel Advisors, LLC | 0.00% | Add +1.3% | 710 | $48K |
| Private Trust Co. NA | 0.00% | No change | 650 | $44K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 626 | $42K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 602 | $41K |
| CoreCap Advisors, LLC | 0.00% | No change | 575 | $39K |
| CENTRAL TRUST Co | 0.00% | No change | 560 | $38K |
| CNB Bank | 0.01% | No change | 500 | $34K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 500 | $34K |
| Triumph Capital Management | 0.01% | No change | 500 | $34K |
| Avalon Trust Co | 0.00% | No change | 500 | $34K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 406 | $27K |
| Bessemer Group Inc. | 0.00% | No change | 400 | $27K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 330 | $22K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -51.6% | 328 | $22K |
| Geneos Wealth Management Inc. | 0.00% | Add +17.6% | 288 | $19K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 281 | $19K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 257 | $17K |
| Lanark Financial, Inc. | 0.00% | Reduce -10.5% | 248 | $17K |
| KERR FINANCIAL PLANNING Corp | 0.02% | No change | 235 | $16K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 218 | $15K |
| Assetmark, Inc. | 0.00% | No change | 190 | $13K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 188 | $13K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 181 | $12K |
| Coastline Trust Co | 0.00% | No change | 180 | $12K |
| Entrust Financial LLC | 0.01% | New | 166 | $11K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 146 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 143 | $10K |
| Abound Financial, LLC | 0.00% | No change | 120 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 114 | $8K |
| Basepoint Wealth LLC | 0.00% | Add +1.9% | 110 | $7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 107 | $7K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 100 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 93 | $6K |
| Hilltop National Bank | 0.00% | No change | 80 | $5K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 80 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 79 | $5K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 76 | $5K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 65 | $4K |
| Strategic Advocates LLC | 0.01% | No change | 56 | $4K |
| First Horizon Corp. | 0.00% | Reduce -12.3% | 50 | $3K |
| Gables Capital Management Inc. | 0.00% | No change | 40 | $3K |
| SWAN Capital LLC | 0.00% | No change | 37 | $2K |
| Longfellow Investment Management Co. LLC | 0.00% | No change | 22 | $1K |
| Markowski Investments | 0.00% | — | 11 | $709 |
| Institute for Wealth Management, LLC. | 0.00% | New | 1 | $68 |
| Mather Group, Llc. | 0.00% | New | 1 | $67 |
"% of holder's portfolio" is SUN's weight in each manager's 13F, not the share of Sunoco LP the manager owns.