13F QoQ Ownership Changes
SUUN Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 11 new · 5 added · 10 reduced · 6 exited
New Positions(11)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 106,788 | +106,788 | $191.4K | +$191.4K | — |
| Marex Group plc | 10,000 | +10,000 | $18.1K | +$18.1K | — |
| Prospera Financial Services Inc | 10,000 | +10,000 | $18.1K | +$18.1K | — |
| RFG Advisory, LLC | 10,000 | +10,000 | $18.1K | +$18.1K | — |
| Baader Bank Aktiengesellschaft | 11,700 | +11,700 | $13.1K | +$13.1K | — |
| Garton & Associates Financial Advisors LLC | 2,800 | +2,800 | $5.1K | +$5.1K | — |
| Kentucky Trust Co | 1,000 | +1,000 | $1.8K | +$1.8K | — |
| Root Financial Partners, LLC | 200 | +200 | $362 | +$362 | — |
| Sound Income Strategies, LLC | 95 | +95 | $153 | +$153 | — |
| Virtu Financial LLC | 34,971 | +34,971 | $63 | +$63 | — |
| HRT FINANCIAL LP | 30,885 | +30,885 | $55 | +$55 | — |
Added To(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 125,263 | +120,863 | $226.7K | +$220.0K | 2746.9% |
| GOLDMAN SACHS GROUP INC | 98,359 | +79,302 | $178.0K | +$148.9K | 416.1% |
| OSAIC HOLDINGS, INC. | 30,500 | +500 | $55.2K | -$4.2K | 1.7% |
| Rockefeller Capital Management L.P. | 800 | +50 | $1.4K | +$300 | 6.7% |
| JPMORGAN CHASE & CO | 218 | +92 | $395 | +$202 | 73.0% |
Reduced(10)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Royal Bank of Canada | 919 | -12,980 | $2.0K | -$19.0K | -93.4% |
| Parallel Advisors, LLC | 27,422 | 0 | $49.6K | +$7.7K | 0.0% |
| Frisch Financial Group, Inc. | 15,000 | 0 | $27.1K | +$4.2K | 0.0% |
| Hardin Capital Partners, LLC | 10,000 | 0 | $18.1K | +$2.8K | 0.0% |
| NATIONAL BANK OF CANADA /FI/ | 1,371 | -36 | $2.3K | +$209 | -2.5% |
| Federation des caisses Desjardins du Quebec | 492 | 0 | $832 | +$96 | 0.0% |
| WELLS FARGO & COMPANY/MN | 250 | 0 | $453 | +$70 | 0.0% |
| MORGAN STANLEY | 80 | 0 | $145 | +$23 | 0.0% |
| TD Waterhouse Canada Inc. | 98 | 0 | $166 | +$20 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 5 | 0 | $9 | +$1 | 0.0% |
Sold Out(6)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 0 | -33,683 | $0 | -$51.5K | — |
| NWF Advisory Services Inc. | 0 | -30,000 | $0 | -$45.9K | — |
| XTX Topco Ltd | 0 | -16,422 | $0 | -$25.1K | — |
| PNC Financial Services Group, Inc. | 0 | -5,000 | $0 | -$7.7K | — |
| CoreCap Advisors, LLC | 0 | -200 | $0 | -$306 | — |
| NewEdge Advisors, LLC | 0 | -11 | $0 | -$17 | — |