STOCK TITAN

ALPS & Alerian MLP ETF hold 11.93% of Sunoco (NYSE: SUN)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

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.

Positive

  • None.

Negative

  • None.

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.

Units reported 24,435,476 shares Common Units Representing Limited Partner Interests
Percent of class 11.93% Percent of class reported in Item 4
CUSIP 86765K109 Identifier for the common units
Signature date 07/06/2026 Signed by Matthew Sutula, Chief Compliance Officer
Schedule 13G/A regulatory
"Amendment No. 8 schedule 13G/A disclosure"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficial ownership regulatory
"AAI disclaims beneficial ownership of such securities"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
shared dispositive power financial
"Shared Dispositive Power 24,435,476.00"
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FAQ

What stake does ALPS Advisors / Alerian MLP ETF hold in Sunoco (SUN)?

They report shared voting and dispositive power over 24,435,476 common units, equal to 11.93% of the class. The filing attributes ownership to funds advised by ALPS and notes that ALPS disclaims beneficial ownership of those securities.

Who is the reporting person on the Schedule 13G/A for SUN?

The filing identifies (1) ALPS Advisors, Inc. and (2) Alerian MLP ETF as reporting persons. Both list the principal office at 1290 Broadway, Suite 1000, Denver, CO, and include the CUSIP for the common units as 86765K109.

Does ALPS claim direct beneficial ownership of Sunoco units?

No. The filing states the securities are owned by funds advised by ALPS Advisors and expressly disclaims beneficial ownership by ALPS. It explains ALPS has voting and/or investment power over shares held by those funds.

When was the Schedule 13G/A signed for Sunoco (SUN)?

The document is signed by Matthew Sutula, Chief Compliance Officer, with signature dates of 07/06/2026. The filing is labeled Amendment No. 8 and references the reported ownership figures in the schedule.





86765K109

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



ALPS Advisors, Inc.
Signature:/s/ Matthew Sutula
Name/Title:Matthew Sutula, Chief Compliance Officer
Date:07/06/2026
Alerian MLP ETF
Signature:/s/ Matthew Sutula
Name/Title:Matthew Sutula, Chief Compliance Officer
Date:07/06/2026

Comments accompanying signature: After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.