FSUN · Firstsun Capital Bancorp · Shareholders & Ownership
$39.47
+0.99 (+2.57%)
At close · Oct 22
Return incl. dividend (before tax)
Market Cap
$1.79B
Shares
46.58M
Volume · Oct 22
174.07K
Avg daily vol (3M)
315.61K
Every disclosed holder of FSUN in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns FSUN
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 24,639,396 | 52.89% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 12,800,455 | 27.48% |
| Remaining | 9,144,122 | 19.63% |
| Registered funds (N-PORT, not summed) | 6,484,415 | 13.92% |
Shares outstanding: 46,583,973, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of FSUN
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
WELLINGTON MANAGEMENT GROUP LLP
13F
CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,097,274 | ||
| 1.1 |
WELLINGTON MANAGEMENT GROUP LLP
13G
CIK 902219 · Holding company · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
4,097,274 | ||
| 2 |
|
3,504,902 | ||
| 3 |
|
2,559,640 | ||
| 4 |
Fortress Investment Group LLC
13F
CIK 1380393 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,196,449 | ||
| 5 |
CANYON CAPITAL ADVISORS LLC
13F
CIK 1074034 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,931,052 | ||
| 6 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,894,135 | ||
| 6.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
657,594 | ||
| 6.2 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
241,549 | ||
| 6.3 |
Master Small Cap Index Series
Fund
S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
|
46,573 | ||
| 6.4 |
iShares Core S&P Total U.S. Stock Market ETF
Fund
S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
30,027 | ||
| 6.5 |
iShares Russell 3000 ETF
Fund
S000004341 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
6,337 | ||
| 7 |
Karen Hale Young Family Irrevocable Trust U/A/D 5/25/2011
13G
CIK 2044260 · Unknown · Apr 1, 2026
Rule 13d-1(d), exempt investor
|
1,816,000 | ||
| 8 |
Max Alan Hale Family Irrevocable Trust u/a/d 6/1/2011
13G
CIK 2044272 · Unknown · Apr 1, 2026
Rule 13d-1(d), exempt investor
|
1,816,000 | ||
| 9 |
Bay Pond Investors (Bermuda) L.P.
13G
CIK 1034333 · Unknown · Jun 30, 2026
Rule 13d-1(c), passive investor
|
1,797,754 | ||
| 10 |
|
1,783,121 | ||
| 11 |
Dana Hale Nelson Family Irrevocable Trust u/a/d 5-25-2011
13G
CIK 2044224 · Unknown · Apr 1, 2026
Rule 13d-1(d), exempt investor
|
1,616,000 | ||
| 12 |
John J Hale Trust u/a/d 12-1-1996
13G
CIK 2044226 · Unknown · Mar 17, 2026
Rule 13d-1(d), exempt investor
|
1,483,100 | ||
| 13 |
|
1,443,066 | ||
| 14 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,319,161 | ||
| 15 |
|
1,155,399 | ||
| 16 |
STRATEGIC VALUE BANK PARTNERS LLC
13F
CIK 1904067 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,151,160 | ||
| 17 |
Twin Meadow VHC Trust U/A/D 5/25/2011
13G
CIK 2044275 · Unknown · Apr 1, 2026
Rule 13d-1(d), exempt investor
|
1,025,450 | ||
| 18 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
988,049 | ||
| 19 |
|
949,489 | ||
| 19.1 |
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
Fund
S000012325 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
315,671 | ||
| 19.2 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
8,076 | ||
| 19.3 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
629 | ||
| 19.4 |
State Street Balanced Index Fund
Fund
S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
134 | ||
| 20 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
739,703 | ||
| 20.1 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
127,531 | ||
| 20.2 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
120,765 | ||
| 20.3 |
Dimensional US Small Cap Value ETF
Fund
S000075151 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
76,076 | ||
| 20.4 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
72,195 | ||
| 20.5 |
U.S. SMALL CAP VALUE PORTFOLIO
Fund
S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
52,370 | ||
| 21 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
676,961 | ||
| 22 |
Stelac Advisory Services LLC
13F
CIK 1519676 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
623,704 | ||
| 23 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
623,683 | ||
| 23.1 |
Columbia Small Cap Value Discovery Fund
Fund
S000012102 · Registered fund · Jul 31, 2026
COLUMBIA FUNDS SERIES TRUST I, not summed
|
411,046 | ||
| 23.2 |
Columbia Variable Portfolio - Small Cap Value Discovery Fund
Fund
S000012561 · Registered fund · Jun 30, 2026
COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
|
71,034 | ||
| 24 |
MIRABELLA FINANCIAL SERVICES LLP
13F
CIK 1538853 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
623,236 | ||
| 25 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
525,768 | ||
| 25.1 |
Goldman Sachs Small Cap Value Insights Fund
Fund
S000014929 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
7,836 | ||
| 25.2 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
|
6,861 | ||
| 26 |
MALTESE CAPITAL MANAGEMENT LLC
13F
CIK 1040762 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
405,946 | ||
| 27 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
CIK 1164833 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
373,937 | ||
| 27.1 |
Hotchkis and Wiley Small Cap Diversified Value Fund
Fund
S000045868 · Registered fund · Jun 30, 2026
HOTCHKIS & WILEY FUNDS/DE/, not summed
|
96,558 | ||
| 28 |
PRICE T ROWE ASSOCIATES INC /MD/
13F
CIK 80255 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
351,690 | ||
| 28.1 |
T. Rowe Price Financial Services Fund, Inc.
Fund
S000002084 · Registered fund · Jun 30, 2026
T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed
|
177,300 | ||
| 28.2 |
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund
Fund
S000052904 · Registered fund · Jun 30, 2026
T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
|
85,310 | ||
| 28.3 |
T. Rowe Price Extended Equity Market Index Fund
Fund
S000002090 · Registered fund · Jun 30, 2026
T. ROWE PRICE INDEX TRUST, INC., not summed
|
5,275 | ||
| 28.4 |
T. Rowe Price Small-Cap Index Fund
Fund
S000051327 · Registered fund · Jun 30, 2026
T. ROWE PRICE INDEX TRUST, INC., not summed
|
3,756 | ||
| 28.5 |
T. Rowe Price Financials ETF
Fund
S000092021 · Registered fund · Jun 30, 2026
T. Rowe Price Exchange-Traded Funds, Inc., not summed
|
714 | ||
| 29 |
MENDON CAPITAL ADVISORS CORP
13F
CIK 1177043 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
347,747 | ||
| 30 |
MONETA GROUP INVESTMENT ADVISORS LLC
13F
CIK 1120927 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
333,000 | ||
| 31 |
|
329,750 | ||
| 32 |
Curi Capital, LLC
13F
CIK 1332905 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
315,476 | ||
| 32.1 |
RMB Mendon Financial Services Fund
Fund
S000002998 · Registered fund · Jun 30, 2026
RMB Investors Trust, not summed
|
315,000 | ||
| 33 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
300,679 | ||
| 34 |
FIRST FOUNDATION ADVISORS
13F
CIK 1086763 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
290,275 | ||
| 35 |
ALLIANCEBERNSTEIN L.P.
13F
CIK 1109448 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
276,717 | ||
| 36 |
BANC FUNDS CO LLC
13F
CIK 1029311 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
238,031 | ||
| 37 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
236,526 | ||
| 38 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
229,279 | ||
| 38.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
12,644 | ||
| 38.2 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
3,002 | ||
| 38.3 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
570 | ||
| 39 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
220,578 | ||
| 39.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
116,706 | ||
| 39.2 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
60,564 | ||
| 39.3 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
18,078 | ||
| 39.4 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
13,078 | ||
| 40 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
209,893 | ||
| 41 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
CIK 1107261 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
188,389 | ||
| 41.1 |
Omni Small-Cap Value Fund
Fund
S000033567 · Registered fund · Jun 30, 2026
Bridgeway Funds, Inc., not summed
|
63,394 | ||
| 42 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
175,872 | ||
| 43 |
Avantis U.S. Small Cap Value ETF
Fund
S000066459 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
159,012 | ||
| 44 |
|
148,622 | ||
| 45 |
SALZHAUER MICHAEL
13F
CIK 1059543 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
140,987 | ||
| 46 |
Empowered Funds, LLC
13F
CIK 1592828 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
124,995 | ||
| 46.1 |
EA Bridgeway Omni Small-Cap Value ETF
Fund
S000078089 · Registered fund · Jun 30, 2026
EA Series Trust, not summed
|
124,995 | ||
| 47 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
121,277 | ||
| 47.1 |
First Trust Small Cap Core AlphaDEX Fund
Fund
S000017339 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
44,989 | ||
| 47.2 |
First Trust NASDAQ ABA Community Bank Index Fund
Fund
S000026211 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund, not summed
|
15,553 | ||
| 47.3 |
First Trust Small Cap Value AlphaDEX Fund
Fund
S000031807 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
6,047 | ||
| 47.4 |
First Trust Multi Cap Value AlphaDEX Fund
Fund
S000017342 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
1,047 | ||
| 48 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
117,254 | ||
| 49 |
Verition Fund Management LLC
13F
CIK 1454027 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
116,434 | ||
| 50 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
103,115 |
21 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 275 holders
Create a free account to page through every holder, filter by source and group by ultimate parent.
Key facts
CIK
1709442
CUSIP
33767U107
13F (30d)
15 filings
15 filers
Visit website
Investor relations