Sunrise Realty Trust Inc (SUNS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

Sort by

Geode Capital Management, LLC

DECREASED

Shares114,896 from 128,015

Change-13,119 (-10%)

Value$739.2K (-$272.6K)

Filed 2026-11-06

GatePass Capital, LLC

DECREASED

Shares16,100 from 49,100

Change-33,000 (-67%)

Value$103.5K (-$284.4K)

Filed 2026-11-09

Barclays PLC

DECREASED

Shares13,391 from 13,860

Change-469 (-3%)

Value$86.1K (-$23.4K)

Filed 2026-11-06

UNCHANGED

Shares11,700 from 11,700

Change0 (0%)

Value$75.2K (-$17.2K)

Filed 2026-10-23

Spire Wealth Management

UNCHANGED

Shares5,598 from 5,598

Change0 (0%)

Value$36.0K (-$8.2K)

Filed 2026-10-30

State of Alaska, Department of Revenue

UNCHANGED

Shares1,198 from 1,198

Change0 (0%)

Value$7 (-$2)

Filed 2026-10-15

Nfsg Corp

UNCHANGED

Shares399 from 399

Change0 (0%)

Value$2.6K (-$586)

Filed 2026-10-15

Russell Investments Group, Ltd.

DECREASED

Shares361 from 2,263

Change-1,902 (-84%)

Value$2.3K (-$15.6K)

Filed 2026-11-06

Ascentis Independent Advisors

NEW

Shares285

Change+285

Value$1.8K

Filed 2026-11-03

Allworth Financial LP

UNCHANGED

Shares144 from 144

Change0 (0%)

Value$1.1K ($0)

Filed 2026-11-06

Larson Financial Group LLC

UNCHANGED

Shares124 from 124

Change0 (0%)

Value$797 (-$183)

Filed 2026-11-05

Essential Partners LLC

DECREASED

Shares47 from 135

Change-88 (-65%)

Value$302 (-$765)

Filed 2026-10-14

IFP Advisors, Inc

DECREASED

Shares24 from 94

Change-70 (-74%)

Value$154 (-$589)

Filed 2026-10-16

Caitong International Asset Management Co., Ltd

INCREASED

Shares12 from 11

Change+1 (+9%)

Value$77 (-$10)

Filed 2026-10-29

Farther Finance Advisors, LLC

DECREASED

Shares6 from 37

Change-31 (-84%)

Value$39 (-$253)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

DECREASED

Shares4 from 97

Change-93 (-96%)

Value$26 (-$741)

Filed 2026-11-04

SJS Investment Consulting Inc.

DECREASED

Shares1 from 7

Change-6 (-86%)

Value$7 (-$49)

Filed 2026-10-26

Covestor Ltd

CLOSED

Shares0 from 196

Change-196 (-100%)

Value$0 (-$2)

Filed 2026-10-30

Gamma Investing LLC

CLOSED

Shares0 from 83

Change-83 (-100%)

Value$0 (-$656)

Filed 2026-10-08

Fortitude Family Office, LLC

CLOSED

Shares0 from 20

Change-20 (-100%)

Value$0 (-$158)

Filed 2026-10-14

True Wealth Design, LLC

CLOSED

Shares0 from 19

Change-19 (-100%)

Value$0 (-$151)

Filed 2026-10-13

Clearstead Advisors, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$16)

Filed 2026-11-06

Pacific Ridge Capital Partners, LLC

N/A

Shares— from 529,714

Change-529,714 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 442,653

Change-442,653 (-100%)

Value—

Gratia Capital, LLC

N/A

Shares— from 339,355

Change-339,355 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 160,032

Change-160,032 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 152,283

Change-152,283 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 148,222

Change-148,222 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 131,404

Change-131,404 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 77,685

Change-77,685 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 76,751

Change-76,751 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 65,479

Change-65,479 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 63,165

Change-63,165 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 61,645

Change-61,645 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 60,898

Change-60,898 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 60,064

Change-60,064 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 58,151

Change-58,151 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 52,523

Change-52,523 (-100%)

Value—

Corsair Capital Management, L.P.

N/A

Shares— from 50,704

Change-50,704 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 49,000

Change-49,000 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 46,816

Change-46,816 (-100%)

Value—

State Street Corp

N/A

Shares— from 40,942

Change-40,942 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 36,000

Change-36,000 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 29,512

Change-29,512 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 29,091

Change-29,091 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 23,481

Change-23,481 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 21,291

Change-21,291 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 21,239

Change-21,239 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 16,352

Change-16,352 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 15,305

Change-15,305 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 14,775

Change-14,775 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 13,577

Change-13,577 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 10,711

Change-10,711 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 10,658

Change-10,658 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 10,564

Change-10,564 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 10,254

Change-10,254 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 8,418

Change-8,418 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 5,341

Change-5,341 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 5,194

Change-5,194 (-100%)

Value—

UBS Group AG

N/A

Shares— from 3,513

Change-3,513 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,665

Change-2,665 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,077

Change-1,077 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 975

Change-975 (-100%)

Value—

FMR LLC

N/A

Shares— from 802

Change-802 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 142

Change-142 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 102

Change-102 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 49

Change-49 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 40

Change-40 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Geode Capital Management, LLC	DECREASED	114,896	128,015	-13,119	-10%	$1.0M	$739.2K	-$272.6K	2026-11-06
GatePass Capital, LLC	DECREASED	16,100	49,100	-33,000	-67%	$387.9K	$103.5K	-$284.4K	2026-11-09
Barclays PLC	DECREASED	13,391	13,860	-469	-3%	$109.5K	$86.1K	-$23.4K	2026-11-06
Register Financial Advisors LLC	UNCHANGED	11,700	11,700	0	0%	$92.4K	$75.2K	-$17.2K	2026-10-23
Spire Wealth Management	UNCHANGED	5,598	5,598	0	0%	$44.2K	$36.0K	-$8.2K	2026-10-30
State of Alaska, Department of Revenue	UNCHANGED	1,198	1,198	0	0%	$9	$7	-$2	2026-10-15
Nfsg Corp	UNCHANGED	399	399	0	0%	$3.2K	$2.6K	-$586	2026-10-15
Russell Investments Group, Ltd.	DECREASED	361	2,263	-1,902	-84%	$17.9K	$2.3K	-$15.6K	2026-11-06
Ascentis Independent Advisors	NEW	285	—	+285	—	—	$1.8K	—	2026-11-03
Allworth Financial LP	UNCHANGED	144	144	0	0%	$1.1K	$1.1K	$0	2026-11-06
Larson Financial Group LLC	UNCHANGED	124	124	0	0%	$980	$797	-$183	2026-11-05
Essential Partners LLC	DECREASED	47	135	-88	-65%	$1.1K	$302	-$765	2026-10-14
IFP Advisors, Inc	DECREASED	24	94	-70	-74%	$743	$154	-$589	2026-10-16
Caitong International Asset Management Co., Ltd	INCREASED	12	11	+1	+9%	$87	$77	-$10	2026-10-29
Farther Finance Advisors, LLC	DECREASED	6	37	-31	-84%	$292	$39	-$253	2026-10-08
EverSource Wealth Advisors, LLC	DECREASED	4	97	-93	-96%	$767	$26	-$741	2026-11-04
SJS Investment Consulting Inc.	DECREASED	1	7	-6	-86%	$56	$7	-$49	2026-10-26
Covestor Ltd	CLOSED	0	196	-196	-100%	$2	$0	-$2	2026-10-30
Gamma Investing LLC	CLOSED	0	83	-83	-100%	$656	$0	-$656	2026-10-08
Fortitude Family Office, LLC	CLOSED	0	20	-20	-100%	$158	$0	-$158	2026-10-14
True Wealth Design, LLC	CLOSED	0	19	-19	-100%	$151	$0	-$151	2026-10-13
Clearstead Advisors, LLC	CLOSED	0	2	-2	-100%	$16	$0	-$16	2026-11-06
Pacific Ridge Capital Partners, LLC	N/A	—	529,714	-529,714	-100%	$4.2M	—	—	—
Vanguard Capital Management LLC	N/A	—	442,653	-442,653	-100%	$3.5M	—	—	—
Gratia Capital, LLC	N/A	—	339,355	-339,355	-100%	$2.7M	—	—	—
Raymond James Financial Inc	N/A	—	160,032	-160,032	-100%	$1.3M	—	—	—
RBF Capital, LLC	N/A	—	152,283	-152,283	-100%	$1.2M	—	—	—
Penserra Capital Management LLC	N/A	—	148,222	-148,222	-100%	$1.2M	—	—	—
BlackRock, Inc.	N/A	—	131,404	-131,404	-100%	$1.0M	—	—	—
Millennium Management LLC	N/A	—	77,685	-77,685	-100%	$613.7K	—	—	—
Quantinno Capital Management LP	N/A	—	76,751	-76,751	-100%	$606.3K	—	—	—
Jane Street Group, LLC	N/A	—	65,479	-65,479	-100%	$517.3K	—	—	—
AQR Capital Management LLC	N/A	—	63,165	-63,165	-100%	$499.0K	—	—	—
Morgan Stanley	N/A	—	61,645	-61,645	-100%	$487.0K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	60,898	-60,898	-100%	$481.1K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	60,064	-60,064	-100%	$474.5K	—	—	—
Goldman Sachs Group Inc	N/A	—	58,151	-58,151	-100%	$459.4K	—	—	—
Ameriprise Financial Inc	N/A	—	52,523	-52,523	-100%	$414.9K	—	—	—
Corsair Capital Management, L.P.	N/A	—	50,704	-50,704	-100%	$400.6K	—	—	—
Renaissance Technologies LLC	N/A	—	49,000	-49,000	-100%	$387.1K	—	—	—
Mariner, LLC	N/A	—	46,816	-46,816	-100%	$369.8K	—	—	—
State Street Corp	N/A	—	40,942	-40,942	-100%	$335.7K	—	—	—
Prelude Capital Management, LLC	N/A	—	36,000	-36,000	-100%	$284.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	29,512	-29,512	-100%	$233.1K	—	—	—
Stifel Financial Corp	N/A	—	29,091	-29,091	-100%	$229.8K	—	—	—
Northern Trust Corp	N/A	—	23,481	-23,481	-100%	$185.5K	—	—	—
Marshall Wace, LLP	N/A	—	21,291	-21,291	-100%	$168.2K	—	—	—
Qube Research & Technologies Ltd	N/A	—	21,239	-21,239	-100%	$167.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	16,352	-16,352	-100%	$129.2K	—	—	—
Curi Capital, LLC	N/A	—	15,305	-15,305	-100%	$125.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	14,775	-14,775	-100%	$124.4K	—	—	—
Royal Bank of Canada	N/A	—	13,577	-13,577	-100%	$107.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	10,711	-10,711	-100%	$84.6K	—	—	—
HSBC Holdings PLC	N/A	—	10,658	-10,658	-100%	$133.3K	—	—	—
HRT Financial LP	N/A	—	10,564	-10,564	-100%	$83.0K	—	—	—
Cetera Investment Advisers	N/A	—	10,254	-10,254	-100%	$81.0K	—	—	—
JPMorgan Chase & Co	N/A	—	8,418	-8,418	-100%	$71.4K	—	—	—
Rhumbline Advisers	N/A	—	5,341	-5,341	-100%	$42.2K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	5,194	-5,194	-100%	$41.0K	—	—	—
UBS Group AG	N/A	—	3,513	-3,513	-100%	$27.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,665	-2,665	-100%	$21.1K	—	—	—
Arax Advisory Partners	N/A	—	1,077	-1,077	-100%	$8.5K	—	—	—
National Bank of Canada	N/A	—	975	-975	-100%	$7.7K	—	—	—
FMR LLC	N/A	—	802	-802	-100%	$6.3K	—	—	—
BNP Paribas Financial Markets	N/A	—	142	-142	-100%	$1.1K	—	—	—
Optiver Holding B.V.	N/A	—	102	-102	-100%	$806	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	49	-49	-100%	$387	—	—	—
Rothschild Investment LLC	N/A	—	40	-40	-100%	$316	—	—	—
Crewe Advisors LLC	N/A	—	7	-7	-100%	$56	—	—	—
JPL Wealth Management, LLC	N/A	—	1	-1	-100%	$8	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$7	—	—	—

Showing 71 of 71 institutions