Sunoco: ALPS/Alerian report 11.93% stake (24.4M)
Sunoco ownership disclosure: ALPS Advisors, Inc. and Alerian MLP ETF report shared voting and dispositive power over 24,435,476 common units, representing 11.93% of the class.
Sentiment and the balance of points
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Rhea-AI Filing Summary
Sunoco ownership disclosure: ALPS Advisors, Inc. and Alerian MLP ETF report shared voting and dispositive power over 24,435,476 common units, representing 11.93% of the class. The filing states the securities are owned by funds advised by ALPS and that ALPS disclaims beneficial ownership. The filing is signed by Matthew Sutula on 07/06/2026.
Insights
ALPS/Alerian disclose a material passive stake of 11.93% in Sunoco.
The statement lists 24,435,476 common units and shows shared voting and dispositive powers for both ALPS Advisors and the Alerian MLP ETF. The filing clarifies that the units are owned by funds to which ALPS provides advice and that ALPS disclaims beneficial ownership.
Implications depend on fund trading decisions; subsequent filings would show changes in ownership or voting intent.
Key Figures
Key Terms
Schedule 13G/A regulatory
beneficial ownership regulatory
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does ALPS Advisors / Alerian MLP ETF hold in Sunoco (SUN)?
Who is the reporting person on the Schedule 13G/A for SUN?
Does ALPS claim direct beneficial ownership of Sunoco units?
When was the Schedule 13G/A signed for Sunoco (SUN)?
AI-generated analysis. How Rhea-AI works. Not financial advice.