Filing Research | RUN - SUNRUN INC Institutional Holdings

Snapshot holdings

50 / 68 loaded

#		Instrument	quantity
1	ARDSLEY ADVISORY PARTNERS LP	Shares	1.6MSH	$21.4M
2	Fideuram Asset Management (Ireland) dac	Shares	235.0KSH	$3.1M
3	REX Advisers, LLC	Shares	133.4KSH	$1.8M
4	Assenagon Asset Management S.A.	Shares	115.9KSH	$1.6M
5	Louisiana State Employees Retirement System	Shares	104.5KSH	$1.4M
6	Ballentine Partners, LLC	Shares	75.5KSH	$1.0M
7	Police & Firemen's Retirement System of New Jersey	Shares	68.9KSH	$922.5K
8	DRIVE WEALTH MANAGEMENT, LLC	Shares	68.6KSH	$918.5K
9	Mirae Asset Global Investments Co., Ltd.	Shares	65.0KSH	$869.7K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	63.5KSH	$849.0K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	56.6KSH	$756.9K
12	Sequoia Financial Advisors, LLC	Shares	44.4KSH	$593.7K
13	Abacus Wealth Partners, LLC	Shares	44.0KSH	$589.0K
14	GUIDANCE CAPITAL, INC	Shares	36.6KSH	$444.6K
15	B. Riley Wealth Advisors, Inc.	Shares	30.3KSH	$407.8K
16	Curated Wealth Partners LLC	Shares	1.7KSH	$351.4K
17	Y-Intercept (Hong Kong) Ltd	Shares	19.8KSH	$264.4K
18	GAMMA Investing LLC	Shares	17.6KSH	$235.6K
19	GREENLEAF TRUST	Shares	16.1KSH	$215.9K
20	Crossmark Global Holdings, Inc.	Shares	15.2KSH	$202.9K
21	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	Shares	14.6KSH	$195.3K
22	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	13.6KSH	$182.3K
23	Pekao Towarzystwo Funduszy Inwestycyjnych S.A.	Shares	8.9KSH	$119.3K
24	SIGNATUREFD, LLC	Shares	6.5KSH	$86.9K
25	REX Advisers, LLC	PUT	266.8KSH	$78.7K
26	REX Advisers, LLC	CALL	266.8KSH	$61.4K
27	First Pacific Financial	Shares	1.7KSH	$22.7K
28	EverSource Wealth Advisors, LLC	Shares	1.5KSH	$19.6K
29	Golden State Wealth Management, LLC	Shares	1.4KSH	$19.0K
30	Handelsbanken Fonder AB	Shares	1.3MSH	$17.6K
31	SBI Securities Co., Ltd.	Shares	1.3KSH	$16.8K
32	Farther Finance Advisors, LLC	Shares	1.2KSH	$16.4K
33	Center for Financial Planning, Inc.	Shares	1.1KSH	$14.8K
34	Perkins Coie Trust Co	Shares	1.0KSH	$13.4K
35	MassMutual Private Wealth & Trust, FSB	Shares	988SH	$13.2K
36	Ritter Daniher Financial Advisory LLC / DE	Shares	820SH	$11.0K
37	Versant Capital Management, Inc	Shares	466SH	$6.2K
38	True Wealth Design, LLC	Shares	309SH	$4.1K
39	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	196SH	$2.6K
40	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	187.7KSH	$2.5K
41	Physician Wealth Advisors, Inc.	Shares	163SH	$2.2K
42	CoreCap Advisors, LLC	Shares	150SH	$2.0K
43	Fortitude Family Office, LLC	Shares	119SH	$1.6K
44	FARMERS & MERCHANTS INVESTMENTS INC	Shares	110SH	$1.5K
45	SJS Investment Consulting Inc.	Shares	88SH	$1.2K
46	JFS WEALTH ADVISORS, LLC	Shares	88SH	$1.2K
47	State of Alaska, Department of Revenue	Shares	78.6KSH	$1.1K
48	AMALGAMATED BANK	Shares	63.9KSH	$856
49	Creative Capital Management Investments LLC	Shares	62SH	$830
50	Torren Management, LLC	Shares	47SH	$629

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Manager changes2026-06-30 vs 2026-03-31

50 / 75 loaded

#		Instrument
1	ARDSLEY ADVISORY PARTNERS LP added	Shares	+465.0K	+$6.0M	$21.4M
2	Fideuram Asset Management (Ireland) dac new	Shares	+235.0K	+$3.1M	$3.1M
3	REX Advisers, LLC new	Shares	+133.4K	+$1.8M	$1.8M
4	Sequoia Financial Advisors, LLC new	Shares	+44.4K	+$593.7K	$593.7K
5	Curated Wealth Partners LLC new	Shares	+1.7K	+$351.4K	$351.4K
6	Y-Intercept (Hong Kong) Ltd new	Shares	+19.8K	+$264.4K	$264.4K
7	DRIVE WEALTH MANAGEMENT, LLC added	Shares	+13.4K	+$169.6K	$918.5K
8	REX Advisers, LLC new	PUT	+266.8K	+$78.7K	$78.7K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+6.2K	+$71.3K	$922.5K
10	Abacus Wealth Partners, LLC added	Shares	+5.2K	+$62.1K	$589.0K
11	REX Advisers, LLC new	CALL	+266.8K	+$61.4K	$61.4K
12	Louisiana State Employees Retirement System added	Shares	+1.6K	+$2.9K	$1.4M
13	MassMutual Private Wealth & Trust, FSB added	Shares	+156	+$1.9K	$13.2K
14	Fortitude Family Office, LLC added	Shares	+98	+$1.3K	$1.6K
15	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+922	+$1.1K	$849.0K
16	Creative Capital Management Investments LLC new	Shares	+62	+$830	$830
17	SJS Investment Consulting Inc. added	Shares	+58	+$771	$1.2K
18	JFS WEALTH ADVISORS, LLC added	Shares	+49	+$649	$1.2K
19	Versant Capital Management, Inc added	Shares	+53	+$635	$6.2K
20	FINANCIAL CONSULATE, INC new	Shares	+36	+$482	$482
21	SIGNATUREFD, LLC added	Shares	+118	+$431	$86.9K
22	Physician Wealth Advisors, Inc. added	Shares	+29	+$363	$2.2K
23	True Wealth Design, LLC added	Shares	+28	+$324	$4.1K
24	Davis Capital Management new	Shares	+13	+$174	$174
25	LRI Investments, LLC new	Shares	+8	+$107	$107
26	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+8	+$103	$442
27	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+9.2K	+$91	$2.5K
28	IFP Advisors, Inc added	Shares	+2	+$20	$562
29	Activest Wealth Management unchanged	Shares	0	$0	$0
30	Crewe Advisors LLC unchanged	Shares	0	$0	$41
31	SYCOMORE ASSET MANAGEMENT unchanged	Shares	0	$0	$3
32	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	-$1	$81
33	Investors Research Corp unchanged	Shares	0	-$1	$67
34	GHP Investment Advisors, Inc. unchanged	Shares	0	-$2	$134
35	Blue Trust, Inc. unchanged	Shares	0	-$5	$348
36	West Branch Capital LLC unchanged	Shares	0	-$5	$402
37	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$7	$536
38	Torren Management, LLC unchanged	Shares	0	-$8	$629
39	Abound Wealth Management trimmed	Shares	-1	-$15	$148
40	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$20	$1.5K
41	CoreCap Advisors, LLC unchanged	Shares	0	-$27	$2.0K
42	AMALGAMATED BANK trimmed	Shares	-2.6K	-$46	$856
43	DiNuzzo Private Wealth, Inc. trimmed	Shares	-8	-$113	$335
44	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	-$148	$11.0K
45	Perkins Coie Trust Co unchanged	Shares	0	-$180	$13.4K
46	Center for Financial Planning, Inc. unchanged	Shares	0	-$199	$14.8K
47	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$203	$2.6K
48	Cedar Mountain Advisors, LLC trimmed	Shares	-26	-$356	$214
49	Golden State Wealth Management, LLC trimmed	Shares	-10	-$391	$19.0K
50	Vermillion Wealth Management, Inc. exited	Shares	-34	-$461	$0

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