Public record / Tickers / SUI

SUI — SUN COMMUNITIES INC†

Both disclosure regimes on one name: who in Congress filed about SUI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
3
all PTR rows naming SUI
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-10
filed 2023-10-10
13F holders
438
top-438 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Lois Frankel · $1.0K–$15.0K

SELL · traded 2023-09-08 → filed 2023-10-10. Ranked over every SUI row by the provable lower bound, never a point estimate.

No member disclosed SUI in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated SUI rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SUI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SUI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-10-10Lois Frankel D–FL-22SELLTraded 09-08 +32d$1K–$15K
2019-09-03Lois Frankel D–FL-22SELL partial (partial sale)Traded 07-30 +35d$1K–$15K
2018-08-13Josh Gottheimer D–NJ-5SELLTraded 2017-12-28 LATE·228d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in SUI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed SUI in the trailing 12 months.

Congress ↔ notable managers · SUI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · SUN CMNTYS INC

Merged timeline of congressional filings and notable-manager moves on SUI
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FTRIM−7,848 sh
2026-05-14Caxton Associates 13FEXIT−1,676 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of SUI for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.6B1
2VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B1
3WELLINGTON MANAGEMENT GROUP LLP$736M1
4VANGUARD CAPITAL MANAGEMENT LLC$687M1
5STATE STREET CORP$662M1
6FMR LLC$628M1
7DIMENSIONAL FUND ADVISORS LP$228M1
8Daiwa Securities Group Inc.$223M1
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC$192M1
10UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$190M1
11DEUTSCHE BANK AG\$156M1
12Nuveen, LLC$142M1
13Legal & General Group Plc$136M1
14NORTHERN TRUST CORP$131M1
15CANADA PENSION PLAN INVESTMENT BOARD$130M1
16MORGAN STANLEY$102M1
17SEI INVESTMENTS CO$97.2M1
18VANGUARD FIDUCIARY TRUST CO$92.0M1
19HSBC HOLDINGS PLC$75.8M1
20CITADEL ADVISORS LLC$73.0M1
21BANK OF AMERICA CORP /DE/$71.6M1
22SUSQUEHANNA INTERNATIONAL GROUP, LLP$64.2M1
23Qube Research & Technologies Ltd$53.9M1
24BALYASNY ASSET MANAGEMENT L.P.$53.1M1
25Swiss National Bank$45.7M1
26Vision Capital Corp$41.7M1
27AMERICAN CENTURY COMPANIES INC$41.0M1
28Amundi$39.3M1
29APG Asset Management US Inc.$39.1M1
30UBS Group AG$37.5M1
31FIRST TRUST ADVISORS LP$35.5M1
32Land & Buildings Investment Management, LLC$34.7M1
33CRAMER ROSENTHAL MCGLYNN LLC$33.8M1
34PRUDENTIAL FINANCIAL INC$33.3M1
35FRANKLIN RESOURCES INC$33.0M1
36Invesco Ltd.$32.8M1
37Universal- Beteiligungs- und Servicegesellschaft mbH$32.7M1
38CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$32.4M1
39Mitsubishi UFJ Asset Management Co., Ltd.$28.4M1
40VANGUARD ASSET MANAGEMENT, Ltd$27.9M1
41Asset Management One Co., Ltd.$27.9M1
42NOMURA ASSET MANAGEMENT CO LTD$27.6M1
43CITIGROUP INC$25.0M1
44Arbejdsmarkedets Tillaegspension$24.8M1
45Quantinno Capital Management LP$24.2M1
46Aberdeen Group plc$24.1M1
47SCHRODER INVESTMENT MANAGEMENT GROUP$24.0M1
48JACOBS LEVY EQUITY MANAGEMENT, INC$23.5M1
49PRIVATE MANAGEMENT GROUP INC$22.7M1
50ENVESTNET ASSET MANAGEMENT INC$22.2M1
51MILLENNIUM MANAGEMENT LLC$22.1M1
52ALLIANCEBERNSTEIN L.P.$21.8M1
53HEITMAN REAL ESTATE SECURITIES LLC$21.7M1
54State of New Jersey Common Pension Fund D$20.8M1
55BNP Paribas Asset Management Holding S.A.$20.1M1
56ROYAL BANK OF CANADA$20.0M1
57Hudson Bay Capital Management LP$19.4M1
58Korea Investment CORP$18.8M1
59WELLS FARGO & COMPANY/MN$18.3M1
60Vanguard Investments Australia, Ltd.$18.1M1
61Swedbank AB$17.9M1
62PRINCIPAL FINANCIAL GROUP INC$16.6M1
63Woodline Partners LP$16.3M1
64Allianz Asset Management GmbH$15.6M1
65CI INVESTMENTS INC.$15.0M1
66AQR CAPITAL MANAGEMENT LLC$14.3M1
67Mitsubishi UFJ Trust & Banking Corp$14.3M1
68STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$14.3M1
69Zurcher Kantonalbank (Zurich Cantonalbank)$13.6M1
701832 Asset Management L.P.$13.3M1
71MACQUARIE GROUP LTD$13.2M1
72AVIVA PLC$13.2M1
73Allspring Global Investments Holdings, LLC$13.1M1
74CHILTON CAPITAL MANAGEMENT LLC$12.7M1
75MEEDER ASSET MANAGEMENT INC$12.3M1
76ArrowMark Colorado Holdings LLC$12.3M1
77RAYMOND JAMES FINANCIAL INC$12.2M1
78Corient Private Wealth LLC$11.9M1
79HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$11.0M1
80FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$10.4M1
81Tidal Investments LLC$10.1M1
82STATE OF WISCONSIN INVESTMENT BOARD$9.9M1
83Lighthouse Investment Partners, LLC$9.2M1
84Squarepoint Ops LLC$8.7M1
85Resona Asset Management Co.,Ltd.$8.6M1
86AEW CAPITAL MANAGEMENT L P$8.4M1
87JANE STREET GROUP, LLC$8.2M1
88Vanguard Global Advisers, LLC$7.3M1
89VICTORY CAPITAL MANAGEMENT INC$7.1M1
90COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$7.0M1
91Investment Management Corp of Ontario$6.9M1
92APG Asset Management N.V.$6.5M1
93Pictet Asset Management Holding SA$6.1M1
94TD ASSET MANAGEMENT INC$6.1M1
95Gotham Asset Management, LLC$6.1M1
96Tredje AP-fonden$6.1M1
97OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$6.0M1
98ROYAL LONDON ASSET MANAGEMENT LTD$5.8M1
99STOREBRAND ASSET MANAGEMENT AS$5.7M1
100SEB Asset Management AB$5.7M1
101NATIXIS$5.6M1
102Sumitomo Mitsui DS Asset Management Company, Ltd$5.4M1
103IFM Investors Pty Ltd$5.1M1
104TEACHER RETIREMENT SYSTEM OF TEXAS$5.1M1
105MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.9M1
106Presima Securities ULC$4.6M1
107NISSAY ASSET MANAGEMENT CORP /JAPAN$4.4M1
108Arizona State Retirement System$4.2M1
109CIBC Bancorp USA Inc.$4.1M1
110MERCER GLOBAL ADVISORS INC /ADV$4.1M1
111Metis Global Partners, LLC$4.0M1
112ANCHOR CAPITAL ADVISORS LLC$4.0M1
113RENAISSANCE TECHNOLOGIES LLC$3.8M1
114Ensign Peak Advisors, Inc$3.8M1
115NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$3.7M1
116Eurizon Capital SGR S.p.A.$3.7M1
117EASTERLY INVESTMENT PARTNERS LLC$3.7M1
118DAVENPORT & Co LLC$3.6M1
119Vestmark Advisory Solutions, Inc.$3.6M1
120Federation des caisses Desjardins du Quebec$3.6M1
121SummitTX Capital, L.P.$3.5M1
122LPL Financial LLC$3.5M1
123UniSuper Management Pty Ltd$3.5M1
124Jain Global LLC$3.4M1
125Janus Henderson Group Ltd.$3.2M1
126BANK OF MONTREAL /CAN/$3.0M1
127OPPENHEIMER ASSET MANAGEMENT INC.$3.0M1
128Cerity Partners LLC$3.0M1
129Advisors Asset Management, Inc.$2.8M1
130NEOS Investment Management LLC$2.8M1
131Greenland Capital Management LP$2.8M1
132FIRST NATIONAL BANK OF OMAHA$2.6M1
133Steward Partners Investment Advisory, LLC$2.6M1
134Harvest Portfolios Group Inc.$2.6M1
135Inspire Investing, LLC$2.6M1
136Andra AP-fonden$2.6M1
137New Age Alpha Advisors, LLC$2.6M1
138Utah Retirement Systems$2.5M1
139Fieldview Capital Management, LLC$2.4M1
140XPONANCE LLC$2.4M1
141INTECH INVESTMENT MANAGEMENT LLC$2.2M1
142Northwest & Ethical Investments L.P.$2.2M1
143BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.1M1
144TORONTO DOMINION BANK$2.1M1
145Paralel Advisors LLC$2.0M1
146First National Advisers, LLC$1.9M1
147Sophron Capital Management L.P.$1.8M1
148Taproot Management LP$1.8M1
149M&T BANK CORP$1.8M1
150Tacita Capital Inc$1.8M1
151Parallax Volatility Advisers, L.P.$1.8M1
152Creative Planning$1.7M1
153NORDEA INVESTMENT MANAGEMENT AB$1.6M1
154OP Asset Management Ltd$1.6M1
155Wealthfront Advisers LLC$1.5M1
156Cannon Global Investment Management, LLC$1.5M1
157WORLDQUANT MILLENNIUM ADVISORS LLC$1.4M1
158WINTON GROUP Ltd$1.4M1
159Swiss Life Asset Management Ltd$1.4M1
160Pathstone Holdings, LLC$1.4M1
161Cascade Investment Advisors, Inc.$1.3M1
162Cetera Investment Advisers$1.3M1
163Focus Partners Advisor Solutions, LLC$1.3M1
164AZZAD ASSET MANAGEMENT INC /ADV$1.2M1
165OSAIC HOLDINGS, INC.$1.2M1
166FEDERATED HERMES, INC.$1.2M1
167Verition Fund Management LLC$1.2M1
168TRUIST FINANCIAL CORP$1.2M1
169National Pension Service$1.2M1
170VOYA INVESTMENT MANAGEMENT LLC$1.2M1
171WBH ADVISORY INC$1.2M1
172Summit Trail Advisors, LLC$1.2M1
173MACKENZIE FINANCIAL CORP$1.1M1
174Naviter Wealth, LLC$1.1M1
175Rare Wolf Capital LLC$1.1M1
176Orion Porfolio Solutions, LLC$1.1M1
177BANK OF NOVA SCOTIA$1.1M1
178CRAWFORD INVESTMENT COUNSEL INC$1.0M1
179Sanctuary Advisors, LLC$1.0M1
180Rockefeller Capital Management L.P.$1.0M1
181STIFEL FINANCIAL CORP$982K1
182Quadrature Capital Ltd$958K1
183Freestone Grove Partners LP$956K1
184Candriam S.C.A.$954K1
185Vinva Investment Management Ltd$947K1
186Focus Partners Wealth$914K1
187FIL Ltd$879K1
188Vanguard Personalized Indexing Management, LLC$850K1
189Hazelview Securities Inc.$846K1
190DRW Securities, LLC$834K1
191CIBC Asset Management Inc$823K1
192Van Hulzen Asset Management, LLC$795K1
193NewEdge Wealth, LLC$786K1
194Avanza Fonder AB$783K1
195Maryland State Retirement & Pension System$774K1
196Robeco Institutional Asset Management B.V.$768K1
197BLAIR WILLIAM & CO/IL$766K1
198DoubleLine ETF Adviser LP$758K1
199OMERS ADMINISTRATION Corp$741K1
200TOKIO MARINE ASSET MANAGEMENT CO LTD$732K1
201CHOREO, LLC$708K1
202HB Wealth Management, LLC$696K1
203GeoWealth Management, LLC$691K1
204LRT Capital Management, LLC$677K1
205Norinchukin Bank, The$661K1
206FIFTH THIRD BANCORP$648K1
207Cambria Investment Management, L.P.$609K1
208Balboa Wealth Partners$587K1
209SkyOak Wealth, LLC$578K1
210CWM, LLC$571K1
211ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$561K1
212Central Pacific Bank - Trust Division$561K1
213UNITED CAPITAL FINANCIAL ADVISORS, LLC$553K1
214Mirae Asset Global Investments Co., Ltd.$548K1
215MML INVESTORS SERVICES, LLC$536K1
216Engineers Gate Manager LP$528K1
217Farringdon Capital, Ltd.$526K1
218US BANCORP \DE\$525K1
219Union Bancaire Privee, UBP SA$524K1
220Baird Financial Group, Inc.$516K1
221WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$514K1
222Banco Santander, S.A.$514K1
223ABN AMRO INVESTMENT SOLUTIONS$506K1
224Sequoia Financial Advisors, LLC$495K1
225AIA Group Ltd$492K1
226Summit Wealth Group, LLC$490K1
227Vident Advisory, LLC$488K1
228PRUDENTIAL PLC$475K1
229Havemeyer Place LP$470K1
230Tower Research Capital LLC (TRC)$466K1
231North Dakota State Investment Board$451K1
232CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$436K1
233Empowered Funds, LLC$435K1
234Braeburn Wealth Management LLC$432K1
235Canal Capital Management, LLC$429K1
236D.A. DAVIDSON & CO.$424K1
237South Shore Capital Advisors$423K1
238COMMONWEALTH EQUITY SERVICES, LLC$406K1
239COMMERCE BANK$405K1
240Meiji Yasuda Asset Management Co Ltd.$399K1
241QRG CAPITAL MANAGEMENT, INC.$398K1
242Frec Markets, Inc.$385K1
243Advisory Alpha, LLC$378K1
244BRASADA CAPITAL MANAGEMENT, LP$367K1
245Weiss Asset Management LP$365K1
246Discipline Wealth Solutions, LLC$362K1
247ASR Vermogensbeheer N.V.$356K1
248Lantern Wealth Advisors, LLC$353K1
249OFI INVEST ASSET MANAGEMENT$351K1
250Brevan Howard Capital Management LP$343K1
251MQS Management LLC$322K1
252CREDIT AGRICOLE S A$319K1
253HighTower Advisors, LLC$314K1
254MITCHELL MCLEOD PUGH & WILLIAMS INC$307K1
255O'SHAUGHNESSY ASSET MANAGEMENT, LLC$306K1
256QUADRANT CAPITAL GROUP LLC$306K1
257NATIONAL BANK OF CANADA /FI/$305K1
258Safe Harbor Family Capital, LLC$300K1
259MASSACHUSETTS FINANCIAL SERVICES CO /MA/$297K1
260Callan Family Office, LLC$293K1
261Chicago Partners Investment Group LLC$285K1
262Polymer Capital Management (US) LLC$280K1
263PANAGORA ASSET MANAGEMENT INC$280K1
264REGIONS FINANCIAL CORP$269K1
265COLDSTREAM CAPITAL MANAGEMENT INC$262K1
266Machina Capital S.A.S.$256K1
267Impact Investors, Inc$255K1
268FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$251K1
269PURSUE WEALTH PARTNERS LLC$251K1
270Legacy Wealth Asset Management, LLC$243K1
271World Investment Advisors$241K1
272ZWJ INVESTMENT COUNSEL INC$239K1
273EXCHANGE TRADED CONCEPTS, LLC$236K1
274Purpose Unlimited Inc.$231K1
275Cetera Trust Company, N.A$224K1
276OpenArc Corporate Advisory, LLC$224K1
277Siemens Fonds Invest GmbH$221K1
278Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$217K1
279RB Capital Management, LLC$217K1
280Snowden Capital Advisors LLC$211K1
281Arax Advisory Partners$204K1
282&PARTNERS$203K1
283BAILARD, INC.$202K1
284TWO SIGMA SECURITIES, LLC$201K1
285SIGNATUREFD, LLC$147K1
286MATHER GROUP, LLC.$147K1
287Walleye Trading LLC$143K1
288BFSG, LLC$135K1
289Quarry LP$114K1
290Itau Unibanco Holding S.A.$94.0K1
291Bank Julius Baer & Co. Ltd, Zurich$71.3K1
292Avalon Trust Co$63.9K1
293NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$61.3K1
294TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$59.2K1
295PROSPERITY BANCSHARES INC$49.3K1
296SJS Investment Consulting Inc.$47.1K1
297Smartleaf Asset Management LLC$42.7K1
298Global X Japan Co., Ltd.$42.6K1
299Larson Financial Group LLC$36.8K1
300Allworth Financial LP$36.5K1
301Aster Capital Management (DIFC) Ltd$32.3K1
302MAI Capital Management$31.1K1
303CANADA LIFE ASSURANCE Co$29.1K1
304Salomon & Ludwin, LLC$24.8K1
305Key FInancial Inc$24.6K1
306ASSETMARK, INC$24.4K1
307BLUELINE ADVISORS LLC$21.3K1
308Financial Network Wealth Advisors LLC$18.4K1
309DekaBank Deutsche Girozentrale$14.1K1
310Measured Wealth Private Client Group, LLC$13.9K1
311Blue Trust, Inc.$13.6K1
312TD Capital Management LLC$12.6K1
313Scarborough Advisors, LLC$12.6K1
314SIMPLEX TRADING, LLC$12.2K1
315Parkside Financial Bank & Trust$11.6K1
316True Wealth Design, LLC$11.1K1
317JFS WEALTH ADVISORS, LLC$10.0K1
318Valued Wealth Advisors LLC$9.8K1
319Owl Creek Wealth Partners LLC$9.4K1
320State of Alaska, Department of Revenue$7.7K1
321Treasurer of the State of North Carolina$6.6K1
322Kemnay Advisory Services Inc.$6.2K1
323CVA Family Office, LLC$5.7K1
324TD Waterhouse Canada Inc.$5.1K1
325Vestcor Inc$5.0K1
326Physician Wealth Advisors, Inc.$4.5K1
327UMB Bank, n.a.$3.9K1
328KBC Group NV$3.8K1
329Aurora Investment Managers, LLC.$3.5K1
330Clearstead Trust, LLC$3.0K1
331Investors Research Corp$2.8K1
332INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.7K1
333THRIVENT FINANCIAL FOR LUTHERANS$2.7K1
334Keating Financial Advisory Services, Inc.$2.6K1
335Cromwell Holdings LLC$2.5K1
336Pinnacle Wealth Planning Services, Inc.$2.5K1
337CENTRAL TRUST Co$2.4K1
338FINANCIAL CONSULATE, INC$2.4K1
339ELEVATION WEALTH PARTNERS, LLC$2.3K1
340Sachetta, LLC$2.0K1
341Key Capital Management, INC$1.9K1
342Ilmarinen Mutual Pension Insurance Co$1.6K1
343MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd$1.6K1
344Dogwood Wealth Management LLC$1.5K1
345Annis Gardner Whiting Capital Advisors, LLC$1.4K1
346NATIXIS ADVISORS, LLC$1.4K1
347MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.1K1
348Manchester Capital Management LLC$8821
349PEAPACK GLADSTONE FINANCIAL CORP$8131
350CALDWELL SUTTER CAPITAL, INC.$7561
351PARK AVENUE SECURITIES LLC$6331
352Leonteq Securities AG$6301
353MV CAPITAL MANAGEMENT, INC.$6301
354Penserra Capital Management LLC$6091
355SouthState Bank Corp$5041
356Bell Investment Advisors, Inc$5041
357Rialto Wealth Management, LLC$5041
358Transamerica Financial Advisors, LLC$3811
359GHP Investment Advisors, Inc.$2521
360TFC Financial Management, Inc.$1261
361Cassaday & Co Wealth Management LLC$1261
362BOK Financial Private Wealth, Inc.$441
363Capital Analysts, LLC$291
364Capital Advisors, Ltd. LLC$21
365VANGUARD GROUP INC— value not disclosed1
366BARCLAYS PLC— value not disclosed1
367HARBOUR INVESTMENTS, INC.— value not disclosed1
368JONES FINANCIAL COMPANIES LLLP— value not disclosed1
369Clearstead Advisors, LLC— value not disclosed1
370Capital International, Inc./CA/— value not disclosed1
371GROUP ONE TRADING LLC— value not disclosed1
372HEARTLAND ADVISORS INC— value not disclosed1
373ONTARIO TEACHERS PENSION PLAN BOARD— value not disclosed1
374VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
375CIBC WORLD MARKETS CORP— value not disclosed1
376GATEWAY INVESTMENT ADVISERS LLC— value not disclosed1
377NOMURA HOLDINGS INC— value not disclosed1
378TWO SIGMA INVESTMENTS, LP— value not disclosed1
379CIBC Private Wealth Group LLC— value not disclosed1
380Magnetar Financial LLC— value not disclosed1
381Mariner, LLC— value not disclosed1
382NORGES BANK— value not disclosed1
383AMG National Trust Bank— value not disclosed1
384CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
385Alyeska Investment Group, L.P.— value not disclosed1
386HRT FINANCIAL LP— value not disclosed1
387Johnson Financial Group, Inc.— value not disclosed1
388TCTC Holdings, LLC— value not disclosed1
389Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
390Illinois Municipal Retirement Fund— value not disclosed1
391Baader Bank Aktiengesellschaft— value not disclosed1
392Capula Management Ltd— value not disclosed1
393Capital International Investors— value not disclosed1
394LDR Capital Management LLC— value not disclosed1
395Private Advisor Group, LLC— value not disclosed1
396LMR Partners LLP— value not disclosed1
397Point72 Asset Management, L.P.— value not disclosed1
398True North Advisors, LLC— value not disclosed1
399Man Group plc— value not disclosed1
400Schonfeld Strategic Advisors LLC— value not disclosed1
401Hunting Hill Global Capital, LLC— value not disclosed1
402Holocene Advisors, LP— value not disclosed1
403DV Trading LLC— value not disclosed1
404Bridgefront Capital, LLC— value not disclosed1
405ExodusPoint Capital Management, LP— value not disclosed1
406West Branch Capital LLC— value not disclosed1
407Global Retirement Partners, LLC— value not disclosed1
408Truvestments Capital LLC— value not disclosed1
409Pasadena Private Wealth, LLC— value not disclosed1
410Cresset Asset Management, LLC— value not disclosed1
411Y-Intercept (Hong Kong) Ltd— value not disclosed1
412IEQ CAPITAL, LLC— value not disclosed1
413Osmosis Investment Management UK Ltd— value not disclosed1
414CBIZ Investment Advisory Services, LLC— value not disclosed1
415Americana Partners, LLC— value not disclosed1
416Hunter Perkins Capital Management, LLC— value not disclosed1
417Vanderbilt University— value not disclosed1
418Kestra Advisory Services, LLC— value not disclosed1
419Interchange Capital Partners, LLC— value not disclosed1
420Spire Wealth Management— value not disclosed1
421Activest Wealth Management— value not disclosed1
422AlphaQuest LLC— value not disclosed1
423SageView Advisory Group, LLC— value not disclosed1
424Warwick Investment Management, Inc.— value not disclosed1
425Dunhill Financial, LLC— value not disclosed1
426Delta Global Management LP— value not disclosed1
427Envestnet Portfolio Solutions, Inc.— value not disclosed1
428PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC— value not disclosed1
429IMG Wealth Management, Inc.— value not disclosed1
430Wealth Watch Advisors, INC— value not disclosed1
431CAXTON ASSOCIATES LLP— value not disclosed1
432Fairtree Asset Management (Pty) Ltd— value not disclosed1
433Rakuten Investment Management, Inc.— value not disclosed1
434Wealth Enhancement Trust Services, Inc.— value not disclosed1
435Cander Asset Management LP— value not disclosed1
436Eurizon SLJ Capital Ltd— value not disclosed1
437Reflection Asset Management— value not disclosed1
438Fideuram Asset Management (Ireland) dac— value not disclosed1
Truncated by Public Filings. Every one of the 364 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SUI

RETAINED WINDOW · ACTIVE HITS

Zero hits on SUI in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for SUI · financials and macro

Financials — as filed PLANNED

SUI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SUI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing