ALPS Advisors Reports 11.39% Stake in Sunoco LP
Sunoco LP
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Filing Summary
13G/A Filing Alert: Sunoco LP (SUN) Filer: ALPS Advisors, Inc. / Alerian MLP ETF Ownership: 23,323,043 units (11.39%) Event Date: September 30, 2026 Nature: Passive Institutional Holding (Rule 13d-1(b))
Comprehensive Analysis
Executive Summary
On October 7, 2026, ALPS Advisors, Inc. and Alerian MLP ETF filed Amendment No. 9 to Schedule 13G with the SEC regarding Sunoco LP (SUN). The filing discloses shared beneficial ownership of 23,323,043 Common Units, representing 11.39% of the outstanding class as of September 30, 2026.
Filer & Ownership Details
- Reporting Entities: ALPS Advisors, Inc. (Investment Adviser) and Alerian MLP ETF (Investment Company).
- Sole Voting / Dispositive Power: 0 units.
- Shared Voting / Dispositive Power: 23,323,043 units.
- Class Percentage: 11.39%.
- Certification: Filed under Rule 13d-1(b), certifying that the units are held in the ordinary course of business without intent to influence or change corporate control.
Market Significance
This filing represents a routine amended disclosure by a passive institutional asset manager and ETF provider (Alerian MLP ETF). Because it reflects passive portfolio management and index tracking rather than activist accumulation, its market and trading impact is considered low.
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Important Disclaimer
This content is drawn from public SEC filings and may contain errors. It is for informational purposes only and is not investment, legal, or tax advice.
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