As of the latest SEC filings, Sunrise Realty Trust, Inc. (SUNS) is held by 77 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $2,549,032.46 in market value, representing a significant portion of its portfolio.
Funds holding Sunrise Realty Trust, Inc. (SUNS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SUNS
- CIK:
- 0002012706
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,549,032.46 | 332,338 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $1,966,227.51 | 256,353 | Mar 31, 2026 | May 28, 2026 |
|
WGMVX
Wasatch Micro Cap Value Fund
|
MF | Independent / Boutique | 0.57% | $1,833,582.53 | 239,059 | Mar 31, 2026 | May 5, 2026 |
|
-
Adara Smaller Companies Fund
|
ETF | Independent / Boutique | 0.19% | $1,478,398.60 | 157,780 | Feb 28, 2026 | Apr 28, 2026 |
|
RIET
Hoya Capital High Dividend Yield ETF
|
ETF | Independent / Boutique | 1.10% | $1,093,750.73 | 116,729 | Feb 28, 2026 | Apr 27, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $874,712.16 | 116,784 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $850,817.76 | 110,928 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $738,390.90 | 96,270 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $532,468.99 | 56,827 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $471,039.27 | 50,271 | Feb 28, 2026 | Apr 28, 2026 |
|
AUERX
AUER GROWTH
|
MF | Independent / Boutique | 0.28% | $206,140.00 | 22,000 | Feb 28, 2026 | Apr 28, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.02% | $197,372.11 | 25,733 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $169,536.15 | 22,635 | Apr 30, 2026 | Jun 25, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $163,862.56 | 17,488 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.00% | $137,799.22 | 17,966 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $134,215.88 | 14,324 | Feb 28, 2026 | Apr 24, 2026 |
|
FISVX
Fidelity Small Cap Value Index Fund
|
MF | Fidelity | 0.01% | $116,921.48 | 15,244 | Mar 31, 2026 | May 26, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $87,159.74 | 9,302 | Feb 28, 2026 | Apr 24, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.00% | $83,810.09 | 10,927 | Mar 31, 2026 | May 26, 2026 |
|
VTWV
VANGUARD RUSSELL 2000 VALUE INDEX FUND
|
ETF | Vanguard | 0.01% | $69,600.36 | 7,428 | Feb 28, 2026 | Apr 28, 2026 |
|
GARTX
Goldman Sachs Absolute Return Tracker Fund
|
MF | Goldman Sachs | 0.00% | $63,407.89 | 8,267 | Mar 31, 2026 | May 26, 2026 |
|
-
LVIP SSGA Small-Cap Index Fund
|
ETF | Independent / Boutique | 0.00% | $62,127.00 | 8,100 | Mar 31, 2026 | May 18, 2026 |
|
-
EQ/Small Company Index Portfolio
|
ETF | Independent / Boutique | 0.00% | $58,414.72 | 7,616 | Mar 31, 2026 | May 26, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $50,990.16 | 6,648 | Mar 31, 2026 | May 28, 2026 |
|
-
EQ/AB Small Cap Growth Portfolio
|
ETF | Independent / Boutique | 0.00% | $47,906.82 | 6,246 | Mar 31, 2026 | May 26, 2026 |
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