FSUN · Firstsun Capital Bancorp

$40.92 +0.28 (+0.69%) At close · Sep 4

Russell 2000 member Rebalance outlook locked

Market Cap

$1.91B

46.58M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 165

Total Value: $955,998,129

Total Shares: 24,651,837

Showing 1–100 of 165 holdings by value · page 1 of 2

Institutional Ownership Trend

16 quarters

Superinvestors Holding FSUN

All superinvestors →

Mario Gabelli $240,319

Holder Concentration

Across 165 13F filers · Δ vs Mar 31, 2026

Top Holder

16.6%

−8.6 pts

Top 5

46.4%

−2.1 pts

Top 10

63.2%

−0.5 pts

HHI

605

Broadly held−253

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +33

Institutional value: +129.7%

Shares held: +115.9%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega WELLINGTON MANAGEMENT GROUP LLP	+1,216,889	4,097,274
Mega BlackRock, Inc.	+1,006,903	1,894,135
Mega VANGUARD CAPITAL MANAGEMENT LLC	+704,099	1,319,161
Mega AMERIPRISE FINANCIAL INC	+469,951	623,683
Mega STATE STREET CORP	+419,532	949,489

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega TWO SIGMA INVESTMENTS, LP	−216,042	97,802
Mega CITADEL ADVISORS LLC	−70,204	90,508
Mega BARCLAYS PLC	−65,446	25,833
Mega WELLS FARGO & COMPANY/MN	−15,745	21,129
Mega MORGAN STANLEY	−15,512	91,383

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Fortress Investment Group LLC	2,196,449	$85,178,292
Small CANYON CAPITAL ADVISORS LLC	1,931,052	$74,886,196
Small STRATEGIC VALUE BANK PARTNERS LLC	1,151,160	$44,641,984
Mid MONETA GROUP INVESTMENT ADVISORS LLC	333,000	$12,913,740
Mid FIRST FOUNDATION ADVISORS	290,275	$11,256,864

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large Assenagon Asset Management S.A.	88,518	$3,227,366
Mega MILLENNIUM MANAGEMENT LLC	72,003	$2,625,229
Large Man Group plc	44,090	$1,607,521
Large PRUDENTIAL FINANCIAL INC	36,615	$1,334,982
Large MARSHALL WACE, LLP	35,343	$1,288,605

Filter: New 57 Increased 82 Reduced 21 Sold out 24 Unchanged 5

Showing 100 of 165

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

WELLINGTON MANAGEMENT GROUP LLP

$158,892,285

16.62%

4,097,274

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wellington Management Company LLP	4,097,274	$158,892,285	100.0%	Defined

Fortress Investment Group LLC

$85,178,292

8.91%

2,196,449

CANYON CAPITAL ADVISORS LLC

$74,886,196

7.83%

1,931,052

BlackRock, Inc.

$73,454,550

7.68%

1,894,135

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	21,869	$848,079	1.2%	Sole
BlackRock Asset Management Canada Ltd	90	$3,490	0.0%	Sole
BlackRock Investment Management, LLC	70,864	$2,748,105	3.7%	Sole
BLACKROCK ADVISORS LLC	56,934	$2,207,900	3.0%	Sole
BlackRock Fund Advisors	952,307	$36,930,465	50.3%	Sole
BlackRock Institutional Trust Company, N.A.	729,983	$28,308,740	38.5%	Sole
BlackRock Fund Managers Ltd.	4,498	$174,432	0.2%	Sole
BlackRock Asset Management Ireland Ltd	24,806	$961,976	1.3%	Sole
BlackRock Asset Management Schweiz AG	4,403	$170,748	0.2%	Sole
Aperio Group, LLC	28,381	$1,100,615	1.5%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$51,157,063

5.35%

1,319,161

STRATEGIC VALUE BANK PARTNERS LLC

$44,641,984

4.67%

1,151,160

STATE STREET CORP

$36,821,183

3.85%

949,489

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	949,489	$36,821,183	100.0%	Defined

DIMENSIONAL FUND ADVISORS LP

$28,685,680

3.00%

739,703

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	3,737	$144,920	0.5%	Defined
DFA Australia Ltd.	9,336	$362,050	1.3%	Defined
Dimensional Ireland Ltd	21,543	$835,437	2.9%	Defined
Held directly	705,087	$27,343,273	95.3%	Sole

GEODE CAPITAL MANAGEMENT, LLC

$26,252,547

2.75%

676,961

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	97,109	$3,765,887	14.3%	Defined
Held directly	579,852	$22,486,660	85.7%	Defined

Stelac Advisory Services LLC

$24,187,241

2.53%

623,704

AMERIPRISE FINANCIAL INC

$24,186,425

2.53%

623,683

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	623,319	$24,172,310	99.9%	Defined
Ameriprise Financial Services, LLC	364	$14,115	0.1%	Defined

MIRABELLA FINANCIAL SERVICES LLP

$24,169,092

2.53%

623,236

GOLDMAN SACHS GROUP INC

$20,389,282

2.13%

525,768

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	222,277	$8,619,902	42.3%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	303,491	$11,769,380	57.7%	Defined

MALTESE CAPITAL MANAGEMENT LLC

$15,742,584

1.65%

405,946

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Malta Hedge Fund II, L.P.	175,323	$6,799,025	43.2%	Defined
Malta Opportunity Fund LP	168,992	$6,553,509	41.6%	Defined
Held directly	61,631	$2,390,050	15.2%	Sole

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

$14,501,276

1.52%

373,937

PRICE T ROWE ASSOCIATES INC /MD/

$13,638,537

1.43%

351,690

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	25,739	$998,158	7.3%	Defined
Held directly	325,951	$12,640,379	92.7%	Sole

MENDON CAPITAL ADVISORS CORP

$13,485,627

1.41%

347,747

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ELCO Management Co., LLC	7,123	$276,229	2.0%	Sole
Hurricane Capital Partners Ltd	25,624	$993,698	7.4%	Sole
Held directly	315,000	$12,215,700	90.6%	Sole

MONETA GROUP INVESTMENT ADVISORS LLC

$12,913,740

1.35%

333,000

Curi Capital, LLC

$12,234,158

1.28%

315,476

FIRST FOUNDATION ADVISORS

$11,256,864

1.18%

290,275

ALLIANCEBERNSTEIN L.P.

$10,731,085

1.12%

276,717

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	276,717	$10,731,085	100.0%	Defined

BANC FUNDS CO LLC

$9,230,842

0.97%

238,031

AMERICAN CENTURY COMPANIES INC

$9,172,478

0.96%

236,526

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	236,526	$9,172,478	100.0%	Defined

NORTHERN TRUST CORP

$8,891,437

0.93%

229,279

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	212,795	$8,252,189	92.8%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	12,565	$487,270	5.5%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	3,919	$151,978	1.7%	Other

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$8,554,014

0.89%

220,578

VANGUARD PORTFOLIO MANAGEMENT LLC

$8,139,650

0.85%

209,893

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$7,305,725

0.76%

188,389

VANGUARD FIDUCIARY TRUST CO

$6,820,316

0.71%

175,872

SALZHAUER MICHAEL

$5,467,475

0.57%

140,987

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Salzhauer Henry	140,987	$5,467,475	100.0%	Other

Empowered Funds, LLC

$4,847,306

0.51%

124,995

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Bridgeway Capital Management, LLC	124,995	$4,847,306	100.0%	Other

FIRST TRUST ADVISORS LP

$4,703,122

0.49%

121,277

Verition Fund Management LLC

$4,515,310

0.47%

116,434

BANK OF AMERICA CORP /DE/

$3,998,799

0.42%

103,115

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	55,059	$2,135,188	53.4%	Defined
BOFA SECURITIES, INC.	48,056	$1,863,611	46.6%	Defined

TWO SIGMA INVESTMENTS, LP

$3,792,761

0.40%

97,802

Quantinno Capital Management LP

$3,777,559

0.40%

97,410

EJF Capital LP

$3,758,790

0.39%

96,926

MORGAN STANLEY

$3,543,829

0.37%

91,383

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	22	$853	0.0%	Defined
MORGAN STANLEY & CO. LLC	10,727	$415,993	11.7%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	23,452	$909,468	25.7%	Defined
MORGAN STANLEY AIP GP LP	133	$5,157	0.1%	Defined
MORGAN STANLEY INVESTMENT MANAGEMENT INC	348	$13,495	0.4%	Defined
Morgan Stanley Investment Management LTD	4,982	$193,201	5.5%	Defined
MORGAN STANLEY SMITH BARNEY LLC	5,374	$208,403	5.9%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	46,345	$1,797,259	50.7%	Defined

Gator Capital Management, LLC

$3,536,193

0.37%

91,186

CITADEL ADVISORS LLC

$3,509,900

0.37%

90,508

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	86,645	$3,360,093	95.7%	Defined
Held directly	3,863	$149,807	4.3%	Defined

Access Investment Management LLC

$3,387,045

0.35%

87,340

ExodusPoint Capital Management, LP

$3,301,418

0.35%

85,132

MARTINGALE ASSET MANAGEMENT L P

$3,146,686

0.33%

81,142

Bank of New York Mellon Corp

$3,127,839

0.33%

80,656

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	38,426	$1,490,160	47.6%	Defined
The Bank of New York Mellon	42,230	$1,637,679	52.4%	Defined

Black Maple Capital Management LP

$2,696,916

0.28%

69,544

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

$2,494,794

0.26%

64,332

CALDWELL SUTTER CAPITAL, INC.

$2,362,167

0.25%

60,912

Nuveen, LLC

$2,268,474

0.24%

58,496

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	6,409	$248,541	11.0%	Defined
TEACHERS ADVISORS, LLC joint	52,087	$2,019,933	89.0%	Defined

AQR CAPITAL MANAGEMENT LLC

$2,190,796

0.23%

56,493

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	6	$232	0.0%	Other
Compound Planning, Inc.	2	$77	0.0%	Other
Arax Advisory Partners	285	$11,052	0.5%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	374	$14,503	0.7%	Other
Stokes Family Office, LLC	150	$5,817	0.3%	Other
Held directly	55,676	$2,159,115	98.6%	Defined

Swiss National Bank

$2,059,218

0.22%

53,100

Invesco Ltd.

$2,006,669

0.21%

51,745

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	3,360	$130,299	6.5%	Defined
Invesco Trust Co joint	9,981	$387,063	19.3%	Defined
Invesco Capital Management LLC	38,404	$1,489,307	74.2%	Defined

CenterBook Partners LP

$1,893,355

0.20%

48,823

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$1,816,261

0.19%

46,835

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	46,835	$1,816,261	100.0%	Other

UBS Group AG

$1,668,469

0.17%

43,024

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,455	$56,424	3.4%	Defined
UBS AG	41,569	$1,612,045	96.6%	Defined

CITIGROUP INC

$1,639,267

0.17%

42,271

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	2,442	$94,700	5.8%	Defined
Citigroup Financial Products Inc. joint	39,829	$1,544,567	94.2%	Defined

GABELLI FUNDS LLC

$1,420,472

0.15%

36,629

ALLSTATE CORP

$1,356,989

0.14%

34,992

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ALLSTATE INVESTMENTS LLC	34,992	$1,356,989	100.0%	Sole

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$1,206,949

0.13%

31,123

RHUMBLINE ADVISERS

$1,191,321

0.12%

30,720

Legal & General Group Plc

$1,136,602

0.12%

29,309

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	2,419	$93,808	8.3%	Defined
Legal & General Investment Management Ltd joint	26,890	$1,042,794	91.7%	Defined

SEI INVESTMENTS CO

$1,093,402

0.11%

28,195

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	45	$1,745	0.2%	Sole
SEI TRUST CO	28,150	$1,091,657	99.8%	Sole

BARCLAYS PLC

$1,001,803

0.10%

25,833

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	24,763	$960,309	95.9%	Defined
BARCLAYS CAPITAL INC.	1,070	$41,494	4.1%	Defined

DEUTSCHE BANK AG\

$957,361

0.10%

24,687

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	24,687	$957,361	100.0%	Defined

NAPLES GLOBAL ADVISORS, LLC

$926,531

0.10%

23,892

BNP PARIBAS ARBITRAGE, SA

$925,678

0.10%

23,870

FLC Capital Advisors

$923,972

0.10%

23,826

D. E. Shaw & Co., Inc.

$906,947

0.09%

23,387

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	23,387	$906,947	100.0%	Defined

Balyasny Asset Management L.P.

$903,302

0.09%

23,293

CreativeOne Wealth, LLC

$843,038

0.09%

21,739

STRS OHIO

$829,892

0.09%

21,400

Oppenheimer & Close, LLC

$820,197

0.09%

21,150

WELLS FARGO & COMPANY/MN

$819,380

0.09%

21,129

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	20,710	$803,133	98.0%	Defined
WELLS FARGO CLEARING SERVICES, LLC	264	$10,237	1.2%	Defined
Wells Fargo Securities, LLC	155	$6,010	0.7%	Defined

Numerai GP LLC

$743,994

0.08%

19,185

GROUP ONE TRADING LLC

$739,844

0.08%

19,078

Y-Intercept (Hong Kong) Ltd

$721,501

0.08%

18,605

Allspring Global Investments Holdings, LLC

$714,211

0.07%

18,417

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Allspring Funds Management, LLC reporting on behalf of Morgan Stanley Smith Barney, LLC	9	$349	0.0%	Defined
Allspring Global Investments, LLC reporting on behalf of UBS ASSET MANAGEMENT AMERICAS INC	18,408	$713,862	100.0%	Defined

SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

$709,790

0.07%

18,303

Rafferty Asset Management, LLC

$694,278

0.07%

17,903

VANGUARD ASSET MANAGEMENT, Ltd

$687,220

0.07%

17,721

PRIVATE MANAGEMENT GROUP INC

$685,048

0.07%

17,665

Daytona Street Capital LLC

$620,480

0.06%

16,000

COMMONWEALTH EQUITY SERVICES, LLC

$601,012

0.06%

15,498

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$572,741

0.06%

14,769

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	14,769	$572,741	100.0%	Defined

MetLife Investment Management, LLC

$562,387

0.06%

14,502

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	14,502	$562,387	100.0%	Defined

MERCER GLOBAL ADVISORS INC /ADV

$544,897

0.06%

14,051

BARR E S & CO

$542,920

0.06%

14,000

Susquehanna Portfolio Strategies, LLC

$537,762

0.06%

13,867

Engineers Gate Manager LP

$525,236

0.05%

13,544

Creative Planning

$521,746

0.05%

13,454

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	150	$5,817	1.1%	Defined
Held directly	13,304	$515,929	98.9%	Sole

Corient Private Wealth LLC

$517,363

0.05%

13,341

Walleye Capital LLC

$512,749

0.05%

13,222

Jupiter Topco LLC

$505,458

0.05%

13,034

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JANUS HENDERSON INVESTORS UK Ltd	13,034	$505,458	100.0%	Defined

Russell Investments Group, Ltd.

$478,816

0.05%

12,347

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	12,347	$478,816	100.0%	Defined

Polymer Capital Management (US) LLC

$477,304

0.05%

12,308

JPMORGAN CHASE & CO

$448,218

0.05%

11,558

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	10,350	$401,373	89.5%	Defined
J.P. Morgan Investment Management Inc.	1,062	$41,184	9.2%	Defined
J.P. Morgan Securities plc	146	$5,661	1.3%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$444,884

0.05%

11,472

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	11,472	$444,884	100.0%	Defined

Inscription Capital, LLC

$405,173

0.04%

10,448

Squarepoint Ops LLC

$384,930

0.04%

9,926

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	9,926	$384,930	100.0%	Defined

Vanguard Global Advisers, LLC

$352,355

0.04%

9,086

SG Americas Securities, LLC

$351,850

0.04%

9,073

KLP KAPITALFORVALTNING AS

$333,508

0.03%

8,600

Key facts CIK 1709442 CUSIP 33767U107 13F (30d) 125 filings 125 filers Visit website Investor relations