AI Holders Summary · Q2 2026

324 institutions reported SUN in Q2 2026. ALPS ADVISORS INC leads at 40.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

ALPS ADVISORS INC

CIK 0001376113

$1.6B24.4M7.73%Q2 2026 02

Invesco Ltd.

CIK 0000914208

$597M8.8M0.05%Q2 2026 03

GOLDMAN SACHS GROUP INC

CIK 0000886982

$388M5.7M0.03%Q2 2026 04

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

CIK 0001705339

$203M3.0M0.24%Q2 2026 05

FMR LLC

CIK 0000315066

$175M2.6M0.01%Q2 2026 06

MORGAN STANLEY

CIK 0000895421

$173M2.6M0.01%Q2 2026 07

Energy Income Partners, LLC

CIK 0001388814

$119M1.8M1.88%Q2 2026 08

JPMORGAN CHASE & CO

CIK 0000019617

$112M1.6M0.01%Q2 2026 09

Recurrent Investment Advisors LLC

CIK 0001803146

$78M1.1M4.82%Q2 2026 10

UBS Group AG

CIK 0001610520

$72M1.1M0.01%Q2 2026 11

INFRASTRUCTURE CAPITAL ADVISORS, LLC

CIK 0001621802

$67M996K3.93%Q2 2026 12

MILLER HOWARD INVESTMENTS INC /NY

CIK 0000903947

$66M974K1.74%Q2 2026 13

Blackstone Inc.

CIK 0001393818

$58M855K0.18%Q2 2026 14

TORTOISE CAPITAL ADVISORS, L.L.C.

CIK 0001280965

$53M779K0.53%Q2 2026 15

BARCLAYS PLC

CIK 0000312069

$47M692K0.01%Q2 2026 16

Fractal Investments LLC

CIK 0001843590

$46M682K5.31%Q2 2026 17

Neuberger Berman Group LLC

CIK 0001465109

$39M579K0.03%Q2 2026 18

BOWEN HANES & CO INC

CIK 0001077583

$39M600K0.95%Q1 2026 19

Adams Asset Advisors, LLC

CIK 0001386929

$38M566K4.33%Q2 2026 20

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$25M377K0.01%Q2 2026

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