SUNS · Sunrise Realty Trust, Inc. · Shareholders & Ownership

$6.41 +0.15 (+2.40%)

Market Cap

$83.93M

13.52M

Volume · Oct 22 39.89K Avg daily vol (3M) 81.06K

Every disclosed holder of SUNS 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.

How the holder list picks a filing →

Who Owns SUNS

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	67	3,171,414	23.46%	Yes
Insiders (Forms 3, 4, 5)	7	6,390,709	47.28%	Yes
13D/G-only blocks	3	1,381,298	10.22%	Yes
Remaining	—	2,572,430	19.03%	Rest
Registered funds (N-PORT, not summed)	30	1,015,541	7.51%	No

Shares outstanding: 13,515,851, the issuer's latest cover-page count restated onto today's split basis.

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 SUNS

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	TANNENBAUM LEONARD M Insider CIK 1200461 · Aug 13, 2026 Director, 10% Owner, issuer-wide	3,189,235	23.60%	—	Aug 13, 2026	Director, 10% Owner, issuer-wide
1.1	Leonard M. Tannenbaum 13D CIK 1200461 · Unknown · Dec 30, 2025 not summed	3,656,865	27.06%	+265,611	Dec 30, 2025	not summed
2	Tannenbaum Robyn Insider CIK 1842694 · Feb 19, 2026 President and CIO, issuer-wide	3,071,126	22.72%	—	Feb 19, 2026	President and CIO, issuer-wide
3	Philadelphia Financial Management of San Francisco, LLC 13G CIK 1351407 · Registered investment adviser · Jan 28, 2025 Rule 13d-1(c), passive investor	687,470	5.09%	—	Jan 28, 2025	Rule 13d-1(c), passive investor
4	WASATCH ADVISORS LP 13G CIK 814133 · Registered investment adviser · Dec 31, 2025 Rule 13d-1(b), qualified institution	593,828	4.39%	-140,951	Dec 31, 2025	Rule 13d-1(b), qualified institution
5	Pacific Ridge Capital Partners, LLC 13F CIK 1591546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	529,714	3.92%	+126,679	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	442,653	3.28%	-7,261	Jun 30, 2026	carried, not yet filed for the newest quarter
7	GRATIA CAPITAL, LLC 13F CIK 1599793 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	339,355	2.51%	-99,461	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	320,930	2.37%	-11,408	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Adara Smaller Companies Fund Fund S000047045 · Registered fund · May 31, 2026 RBB Fund, Inc., not summed	194,460	1.44%	+36,680	May 31, 2026	RBB Fund, Inc., not summed
10	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	160,032	1.18%	-8,677	Jun 30, 2026	carried, not yet filed for the newest quarter
11	RBF Capital, LLC 13F CIK 1134621 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	152,283	1.13%	+152,283	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Penserra Capital Management LLC 13F CIK 1593324 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	148,222	1.10%	+26,944	Jun 30, 2026	carried, not yet filed for the newest quarter
13	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	131,404	0.97%	-514,084	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	33,994	0.25%	+8,261	Jun 30, 2026	iShares Trust, not summed
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	128,015	0.95%	-177,900	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Hoya Capital High Dividend Yield ETF Fund S000073033 · Registered fund · May 31, 2026 ETF Series Solutions, not summed	122,062	0.90%	+5,333	May 31, 2026	ETF Series Solutions, not summed
16	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	110,527	0.82%	-401	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	Caption Management, LLC 13G CIK 1706766 · Registered investment adviser · Dec 31, 2025 Rule 13d-1(b), qualified institution	100,000	0.74%	-1,044,300	Dec 31, 2025	Rule 13d-1(b), qualified institution
18	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	77,685	0.57%	+77,685	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	76,751	0.57%	+25,800	Jun 30, 2026	carried, not yet filed for the newest quarter
20	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	65,479	0.48%	+65,479	Jun 30, 2026	carried, not yet filed for the newest quarter
21	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	63,165	0.47%	+45,376	Jun 30, 2026	carried, not yet filed for the newest quarter
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	61,645	0.46%	+14,226	Jun 30, 2026	carried, not yet filed for the newest quarter
23	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	60,898	0.45%	+60,898	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	60,064	0.44%	-3,523	Jun 30, 2026	carried, not yet filed for the newest quarter
25	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	58,151	0.43%	-2,951	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	18,546	0.14%	+10,279	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
26	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	52,523	0.39%	+572	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	51,755	0.38%	+1,484	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
28	CORSAIR CAPITAL MANAGEMENT, L.P. 13F CIK 1276470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	50,704	0.38%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
29	SEDRISH BRIAN Insider CIK 2027461 · Feb 19, 2026 Director, Chief Executive Officer, issuer-wide	50,639	0.37%	+14,276	Feb 19, 2026	Director, Chief Executive Officer, issuer-wide
30	GatePass Capital, LLC 13F CIK 2087399 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	49,100	0.36%	-27,600	Jun 30, 2026	carried, not yet filed for the newest quarter
31	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	49,000	0.36%	+4,700	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Mariner, LLC 13F CIK 1373442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	46,816	0.35%	+27,907	Jun 30, 2026	carried, not yet filed for the newest quarter
33	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	40,942	0.30%	-106,598	Jun 30, 2026	carried, not yet filed for the newest quarter
34	PRELUDE CAPITAL MANAGEMENT, LLC 13F CIK 1387508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	36,000	0.27%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
35	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	29,512	0.22%	+29,512	Jun 30, 2026	carried, not yet filed for the newest quarter
36	STIFEL FINANCIAL CORP 13F CIK 720672 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	29,091	0.22%	-50,919	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Hetzel Brandon Insider CIK 1969899 · Aug 12, 2026 CFO and Treasurer, issuer-wide	26,000	0.19%	+713	Aug 12, 2026	CFO and Treasurer, issuer-wide
38	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	23,481	0.17%	-52,562	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Bond Jodi Hanson Insider CIK 1705973 · Feb 19, 2026 Director, issuer-wide	22,299	0.17%	+1,071	Feb 19, 2026	Director, issuer-wide
40	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,291	0.16%	+21,291	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,239	0.16%	+21,239	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Fagan James C. Insider CIK 1981751 · Feb 19, 2026 Director, issuer-wide	20,504	0.15%	+1,071	Feb 19, 2026	Director, issuer-wide
43	OSAIC HOLDINGS, INC. 13F CIK 1677044 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	16,352	0.12%	-46	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Curi Capital, LLC 13F CIK 1332905 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,305	0.11%	+2,605	Jun 30, 2026	carried, not yet filed for the newest quarter
45	JONES FINANCIAL COMPANIES LLLP 13F CIK 815917 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	14,775	0.11%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
46	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	13,860	0.10%	-1,368	Jun 30, 2026	carried, not yet filed for the newest quarter
47	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	13,577	0.10%	+1,121	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Register Financial Advisors LLC 13F CIK 1962636 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,700	0.09%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
49	FRANK ALEXANDER C Insider CIK 1226177 · Feb 19, 2026 Director, issuer-wide	10,906	0.08%	+1,071	Feb 19, 2026	Director, issuer-wide
50	MERCER GLOBAL ADVISORS INC /ADV 13F CIK 853758 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,711	0.08%	+671	Jun 30, 2026	carried, not yet filed for the newest quarter

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 101 holders

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Key facts CIK 2012706 CUSIP 867981102 13F (30d) 6 filings 6 filers Visit website Investor relations