AI Holders Summary · Q1 2026

311 institutions reported SUN in Q1 2026. ALPS ADVISORS INC leads at 40.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

ALPS ADVISORS INC

CIK 0001376113

$1.6B24.7M7.54%Q1 2026 02

Invesco Ltd.

CIK 0000914208

$575M8.9M0.06%Q1 2026 03

GOLDMAN SACHS GROUP INC

CIK 0000886982

$359M5.5M0.04%Q1 2026 04

FMR LLC

CIK 0000315066

$236M3.6M0.01%Q1 2026 05

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

CIK 0001705339

$210M3.2M0.28%Q1 2026 06

Energy Income Partners, LLC

CIK 0001388814

$124M1.9M1.99%Q1 2026 07

COOPERMAN LEON G

CIK 0000898382

$105M1.6M3.45%Q1 2026 08

JPMORGAN CHASE & CO

CIK 0000019617

$100M1.5M0.01%Q1 2026 09

MORGAN STANLEY

CIK 0000895421

$72M1.1M0.00%Q1 2026 10

Recurrent Investment Advisors LLC

CIK 0001803146

$67M1.0M4.02%Q1 2026 11

INFRASTRUCTURE CAPITAL ADVISORS, LLC

CIK 0001621802

$63M973K4.40%Q1 2026 12

UBS Group AG

CIK 0001610520

$62M960K0.01%Q1 2026 13

Blackstone Inc.

CIK 0001393818

$58M894K0.23%Q1 2026 14

MILLER HOWARD INVESTMENTS INC /NY

CIK 0000903947

$53M816K1.45%Q1 2026 15

TORTOISE CAPITAL ADVISORS, L.L.C.

CIK 0001280965

$53M815K0.55%Q1 2026 16

BARCLAYS PLC

CIK 0000312069

$52M795K0.01%Q1 2026 17

Fractal Investments LLC

CIK 0001843590

$46M682K5.31%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

Neuberger Berman Group LLC

CIK 0001465109

$37M576K0.03%Q1 2026

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