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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Lois Frankel · $1.0K–$15.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-10-10Lois Frankel D–FL-22SaleTraded 09-08 +32d$1K–$15K
2019-09-03Lois Frankel D–FL-22Sale · partial (partial sale)Traded 07-30 +35d$1K–$15K
2018-08-13Josh Gottheimer D–NJ-5SaleTraded 2017-12-28 LATE·228d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
366BARCLAYS PLC$01
367HARBOUR INVESTMENTS, INC.$01
368JONES FINANCIAL COMPANIES LLLP$01
369Clearstead Advisors, LLC$01
370Capital International, Inc./CA/$01
371GROUP ONE TRADING LLC$01
372HEARTLAND ADVISORS INC$01
373ONTARIO TEACHERS PENSION PLAN BOARD$01
374VIRGINIA RETIREMENT SYSTEMS ET Al$01
375CIBC WORLD MARKETS CORP$01
376GATEWAY INVESTMENT ADVISERS LLC$01
377NOMURA HOLDINGS INC$01
378TWO SIGMA INVESTMENTS, LP$01
379CIBC Private Wealth Group LLC$01
380Magnetar Financial LLC$01
381Mariner, LLC$01
382NORGES BANK$01
383AMG National Trust Bank$01
384CAPSTONE INVESTMENT ADVISORS, LLC$01
385Alyeska Investment Group, L.P.$01
386HRT FINANCIAL LP$01
387Johnson Financial Group, Inc.$01
388TCTC Holdings, LLC$01
389Skandinaviska Enskilda Banken AB (publ)$01
390Illinois Municipal Retirement Fund$01
391Baader Bank Aktiengesellschaft$01
392Capula Management Ltd$01
393Capital International Investors$01
394LDR Capital Management LLC$01
395Private Advisor Group, LLC$01
396LMR Partners LLP$01
397Point72 Asset Management, L.P.$01
398True North Advisors, LLC$01
399Man Group plc$01
400Schonfeld Strategic Advisors LLC$01
401Hunting Hill Global Capital, LLC$01
402Holocene Advisors, LP$01
403DV Trading LLC$01
404Bridgefront Capital, LLC$01
405ExodusPoint Capital Management, LP$01
406West Branch Capital LLC$01
407Global Retirement Partners, LLC$01
408Truvestments Capital LLC$01
409Pasadena Private Wealth, LLC$01
410Cresset Asset Management, LLC$01
411Y-Intercept (Hong Kong) Ltd$01
412IEQ CAPITAL, LLC$01
413Osmosis Investment Management UK Ltd$01
414CBIZ Investment Advisory Services, LLC$01
415Americana Partners, LLC$01
416Hunter Perkins Capital Management, LLC$01
417Vanderbilt University$01
418Kestra Advisory Services, LLC$01
419Interchange Capital Partners, LLC$01
420Spire Wealth Management$01
421Activest Wealth Management$01
422AlphaQuest LLC$01
423SageView Advisory Group, LLC$01
424Warwick Investment Management, Inc.$01
425Dunhill Financial, LLC$01
426Delta Global Management LP$01
427Envestnet Portfolio Solutions, Inc.$01
428PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$01
429IMG Wealth Management, Inc.$01
430Wealth Watch Advisors, INC$01
431CAXTON ASSOCIATES LLP$01
432Fairtree Asset Management (Pty) Ltd$01
433Rakuten Investment Management, Inc.$01
434Wealth Enhancement Trust Services, Inc.$01
435Cander Asset Management LP$01
436Eurizon SLJ Capital Ltd$01
437Reflection Asset Management$01
438Fideuram Asset Management (Ireland) dac$01
Truncated by Public Filings. The published aggregate ranks the top 438 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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