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SUNS · Sunrise Realty Trust, Inc.

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$7.75 +0.25 (+3.33%) At close · Aug 14
Market Cap
$101.50M
Shares
13.52M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding SUNS

99 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 332,338 $3,133,947 0.00%
Wasatch Micro Cap Value Fund 328,668 $3,099,339 0.91%
VANGUARD TOTAL STOCK MARKET INDEX FUND 332,338 $2,549,032 0.00%
iShares Russell 2000 ETF 264,625 $2,495,414 0.00%
iShares Russell 2000 ETF 256,353 $1,966,228 0.00%
Wasatch Micro Cap Value Fund 239,059 $1,833,583 0.57%
Adara Smaller Companies Fund 194,460 $1,730,694 0.21%
Adara Smaller Companies Fund 150,160 $1,509,108 0.21%
Hoya Capital High Dividend Yield ETF 122,062 $1,086,352 1.04%
VANGUARD EXTENDED MARKET INDEX FUND 110,928 $1,046,051 0.00%
Fidelity Small Cap Index Fund 106,615 $1,002,181 0.00%
iShares Russell 2000 Value ETF 99,044 $933,985 0.01%
Fidelity Small Cap Index Fund 116,784 $874,712 0.00%
VANGUARD EXTENDED MARKET INDEX FUND 110,928 $850,818 0.00%
iShares Russell 2000 Value ETF 96,270 $738,391 0.01%
Fidelity Extended Market Index Fund 76,965 $684,989 0.00%
VANGUARD RUSSELL 2000 INDEX FUND 49,624 $498,721 0.00%
VANGUARD RUSSELL 2000 INDEX FUND 51,755 $460,620 0.00%
iShares Micro-Cap ETF 23,844 $224,849 0.02%
AUER GROWTH 22,000 $221,100 0.38%
iShares Micro-Cap ETF 25,733 $197,372 0.02%
Schwab Small-Cap Index Fund 22,635 $169,536 0.00%
Fidelity Total Market Index Fund 17,488 $155,643 0.00%
Fidelity Series Total Market Index Fund 15,989 $142,302 0.00%
Master Small Cap Index Series 17,966 $137,799 0.00%
Fidelity Small Cap Value Index Fund 13,193 $124,410 0.01%
Fidelity Nasdaq Composite Index Fund 13,466 $119,847 0.00%
Fidelity Small Cap Value Index Fund 15,244 $116,921 0.01%
EQ/2000 Managed Volatility Portfolio 10,927 $83,810 0.00%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 8,873 $83,672 0.00%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 7,788 $69,313 0.01%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 6,562 $65,948 0.01%
Goldman Sachs Absolute Return Tracker Fund 8,267 $63,408 0.00%
EQ/Small Company Index Portfolio 7,616 $58,415 0.00%
VANGUARD BALANCED INDEX FUND 6,648 $50,990 0.00%
Small Cap Index Fund 5,330 $50,262 0.00%
EQ/AB Small Cap Growth Portfolio 6,246 $47,907 0.00%
Small Cap Index Fund 6,172 $47,339 0.00%
Global X Russell 2000 ETF 4,707 $44,246 0.00%
Bridge Builder Small/Mid Cap Value Fund 4,796 $36,785 0.00%
Small Cap Index Fund 4,132 $36,775 0.00%
Nuveen Small Cap Blend Index Fund 4,804 $35,982 0.00%
Global X Russell 2000 ETF 4,596 $34,424 0.00%
ATM Small Cap Managed Volatility Portfolio 4,168 $31,969 0.00%
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO 3,199 $30,167 0.00%
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO 3,199 $24,536 0.00%
Schwab Total Stock Market Index Fund 2,814 $21,077 0.00%
iShares Russell 3000 ETF 2,234 $21,067 0.00%
Small Cap Index Trust 2,247 $17,234 0.00%
iShares Russell 3000 ETF 2,182 $16,736 0.00%
Showing 1–50 of 99 positions
Key facts CIK 2012706 CUSIP 867981102 13F (30d) 69 filings 69 filers Visit website Investor relations

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