SUNS Sunrise Realty Trust, Inc. - Common Stock
$7.78
Price · Aug 18, 2026
Fundamentals as of Aug 6, 2026
52W Range
$7–$12
10% of range
Analyst Rating
BUY
10 analysts
Price Target
$11
+40% upside
P/E (TTM)
8.4
ROE
6.6%
Net Profit Margin
56.3%
SUNS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$7.78
Market Cap
$105M
P/E (TTM)
8.4
EPS (TTM)
$0.93
Revenue (TTM)
$22M
Div Yield
14.3%
ROE
6.6%
Debt/Equity
—
52W Range
$7 – $12
SUNS Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
$22M
2024-12-31
→
2025-12-31
EPS
$0.93
2024-12-31
→
2025-12-31
Free Cash Flow
—
Margins
56.3%
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
SUNS
Peer Median
P/E (TTM)
8.4
7.5
P/S (TTM)
4.9
1.5
P/B
0.6
0.5
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
SUNS
Peer Median
Net Profit Margin
56.3%
15.7%
ROA
3.9%
0.80%
ROE
6.6%
6.1%
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
SUNS
Peer Median
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
SUNS
Peer Median
Revenue YoY
103.0%
—
EPS YoY
-7.0%
—
Net Income YoY
76.8%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
SUNS
Peer Median
Payout Ratio
123.7%
—
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
14.3%
Payout Ratio
123.7%
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| June 30, 2026 | $0.3000 |
| March 31, 2026 | $0.3000 |
| Dec. 31, 2025 | $0.3000 |
| Sept. 30, 2025 | $0.3000 |
| June 30, 2025 | $0.3000 |
| March 31, 2025 | $0.3000 |
| Dec. 31, 2024 | $0.4200 |
| Sept. 30, 2024 | $0.2100 |
SUNS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
10 analysts
- Strong Buy 3 30.0%
- Buy 5 50.0%
- Hold 2 20.0%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
4 analysts · 2026-08-14
Median
$11.00
← Below all targets
$7.78
Low
$8.00
High
$13.50
Median target
$11.00
+41.4%
Mean target
$10.88
+39.8%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-0.03%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $0.23 | $0.28 | -0.05% |
| March 31, 2026 | $0.32 | $0.26 | 0.06% |
| Dec. 31, 2025 | $0.12 | $0.30 | -0.18% |
| Sept. 30, 2025 | $0.30 | $0.29 | 0.01% |
| June 30, 2025 | $0.25 | $0.28 | -0.03% |
| March 31, 2025 | $0.27 | $0.27 | 0.00% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| SUNS | $127M | 10.1 | 103.0% | 56.3% | 6.6% | — |
| MITT | — | — | — | — | — | — |
| AOMR | — | — | — | — | — | — |
| SEVN | $201M | 8.9 | -16.7% | 52.5% | 5.2% | — |
| CHMI | $94M | -28.3 | 38924.1% | 61.3% | 3.0% | — |
| ACR | — | 711.3 | -4.2% | — | — | — |
| RPT | $126M | -46.1 | 65.7% | 9.6% | 0.55% | — |
| GPMT | $114M | -2.1 | -3.2% | — | -7.0% | — |
| LOAN | $53M | 10.3 | -10.5% | 59.0% | 11.8% | — |
| LFT | $74M | -10.1 | -39.3% | -10.9% | -1.2% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 11
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Revenue | $22M | $11M | |
| SG&A Expense | $3M | $1M | |
| Operating Expenses | $7M | $4M | |
| Interest Income | $26M | $11M | |
| Pretax Income | $12M | $7M | |
| Income Tax | $0 | $0 | |
| Net Income | $12M | $7M | |
| EPS (Basic) | $0.93 | $1.01 | |
| EPS (Diluted) | $0.93 | $1.00 | |
| Shares (Basic) | 12,742,894 | 6,800,841 | |
| Shares (Diluted) | 12,774,328 | 6,835,797 |
Balance Sheet 9
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Cash & Equivalents | $6M | $185M | |
| Total Assets | $310M | $318M | |
| Total Liabilities | $128M | $203M | |
| Common Stock | $134.2K | $70.0K | |
| Paid-in Capital | $187M | $115M | |
| Retained Earnings | $-5M | $-954.3K | |
| Stockholders' Equity | $182M | $114M | |
| Liabilities + Equity | $310M | $318M | |
| Shares Outstanding | 13,420,986 | 7,004,676 |
Cash Flow 9
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Stock-based Comp | $1M | $326.9K | |
| Operating Cash Flow | $-3M | $2M | |
| Investing Cash Flow | $-153M | $-125M | |
| Stock Issued | $73M | $0 | |
| Net Stock Activity | $73M | · | |
| Dividends Paid | $15M | $1M | |
| Financing Cash Flow | $-22M | $277M | |
| Net Change in Cash | $-178M | $153M | |
| Taxes Paid | $0 | $0 |
Profitability 4
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Net Margin | 56.3% | 64.6% | |
| Pretax Margin | 56.3% | 64.6% | |
| ROA | 3.9% | 3.9% | |
| ROE | 6.6% | 6.1% |
Efficiency 1
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 |
Growth Rates 3
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Revenue YoY | 103.0% | · | |
| EPS YoY | -7.0% | · | |
| Net Income YoY | 76.8% | · |
Valuation (TTM) 12
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Revenue TTM | $22M | $11M | |
| Net Income TTM | $12M | $7M | |
| Market Cap | $127M | $99M | |
| P/E | 10.1 | 14.1 | |
| P/S | 5.9 | 9.3 | |
| P/B | 0.7 | 0.9 | |
| P / Tangible Book | 0.7 | 0.9 | |
| P / Cash Flow | -36.9 | 60.1 | |
| Dividend Yield | 11.9% | 1.5% | |
| Earnings Yield | 9.9% | 7.1% | |
| Payout Ratio | 123.7% | 21.2% | |
| Annual Payout | $15M | $1M |
Income Statement 11
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6M | $7M | $5M | $6M | $6M | $5M | $3M | $3M | $2M | $2M | |
| SG&A Expense | $809.8K | $743.1K | $829.4K | $654.3K | $660.0K | $753.1K | $697.2K | $572.2K | $21.0K | $543 | |
| Operating Expenses | $2M | $3M | $2M | $2M | $2M | $1M | $2M | $1M | $394.0K | $264.0K | |
| Interest Income | $9M | $10M | $7M | $7M | $7M | $5M | $4M | $3M | $2M | $2M | |
| Pretax Income | $3M | $4M | $2M | $4M | $3M | $3M | $2M | $2M | $2M | $2M | |
| Income Tax | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Net Income | $3M | $4M | $2M | $4M | $3M | $3M | $2M | $2M | $2M | $2M | |
| EPS (Basic) | $0.23 | $0.32 | $0.11 | $0.30 | $0.25 | $0.27 | $0.27 | $0.26 | $0.22 | $0.26 | |
| EPS (Diluted) | $0.23 | $0.32 | $0.11 | $0.30 | $0.25 | $0.27 | $0.27 | $0.25 | $0.22 | $0.26 | |
| Shares (Basic) | 13,329,968 | 13,319,225 | -24,947,974 | 13,247,030 | 13,235,823 | 11,208,015 | -13,777,723 | 6,800,500 | 6,889,032 | 6,889,032 | |
| Shares (Diluted) | 13,346,375 | 13,325,211 | -24,990,536 | 13,284,086 | 13,259,762 | 11,221,016 | -13,768,172 | 6,825,905 | 6,889,032 | 6,889,032 |
Balance Sheet 9
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $6M | $6M | $6M | $6M | $6M | $2M | $185M | $70M | $11M | · | |
| Total Assets | $331M | $330M | $310M | $259M | $256M | $234M | $318M | $168M | $49M | · | |
| Total Liabilities | $149M | $148M | $128M | $74M | $72M | $50M | $203M | $56M | $570.4K | · | |
| Common Stock | $135.2K | $135.2K | $134.2K | $134.2K | $134.2K | $134.2K | $70.0K | $69.3K | $1 | · | |
| Paid-in Capital | $187M | $187M | $187M | $187M | $187M | $187M | $115M | $115M | $45M | · | |
| Retained Earnings | $-6M | $-5M | $-5M | $-3M | $-3M | $-2M | $-954.3K | $-3M | $4M | · | |
| Stockholders' Equity | $182M | $183M | $182M | $185M | $184M | $185M | $114M | $112M | $49M | · | |
| Liabilities + Equity | $331M | $330M | $310M | $259M | $256M | $234M | $318M | $168M | $49M | · | |
| Shares Outstanding | 13,517,402 | 13,519,655 | 13,420,986 | 13,420,986 | 13,421,176 | 13,421,494 | 7,004,676 | 6,925,395 | 100 | · |
Cash Flow 9
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $297.5K | $370.0K | $256.2K | $260.3K | $259.1K | $243.6K | $178.3K | $148.6K | $0 | $0 | |
| Operating Cash Flow | $371.0K | $1M | $-2M | $-656.3K | $-322.7K | $-914.6K | $-1M | $-513.1K | $2M | $1M | |
| Investing Cash Flow | $2M | $-15M | $-48M | $3M | $-13M | $-96M | $-31M | $-56M | $9M | $-46M | |
| Stock Issued | $0 | $0 | $0 | $0 | $0 | $73M | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | $0 | · | · | · | $73M | · | · | · | · | |
| Dividends Paid | $4M | $4M | $4M | $4M | $4M | $3M | $1M | $0 | $0 | $0 | |
| Financing Cash Flow | $-2M | $13M | $50M | $-3M | $17M | $-86M | $147M | $116M | $0 | $14M | |
| Net Change in Cash | $-65.3K | $-786.5K | $898.0K | $-24.3K | $4M | $-183M | $114M | $59M | $11M | $-31M | |
| Taxes Paid | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
Profitability 4
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 52.9% | 58.2% | · | 67.0% | 59.2% | 67.0% | · | 54.7% | 76.5% | · | |
| Pretax Margin | 52.9% | 58.2% | · | 67.0% | 59.2% | 67.0% | · | 54.7% | · | · | |
| ROA | 1.1% | 1.5% | · | 1.9% | 2.2% | 2.6% | · | 2.1% | 6.1% | · | |
| ROE | 1.7% | 2.3% | · | 2.7% | 2.9% | 3.4% | · | 3.1% | 6.2% | · |
Efficiency 1
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.1 | · |
Valuation (TTM) 10
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $25M | $24M | · | $20M | $15M | $12M | · | · | · | · | |
| Net Income TTM | $15M | $15M | · | $12M | $10M | $8M | · | · | · | · | |
| Market Cap | $107M | $104M | · | $139M | $142M | $149M | · | $100M | · | · | |
| P/E | 7.2 | 6.7 | · | 9.7 | 10.7 | 11.1 | · | · | · | · | |
| P/S | 4.3 | 4.4 | · | 7.1 | 9.2 | 12.6 | · | · | · | · | |
| P/B | 0.6 | 0.6 | · | 0.8 | 0.8 | 0.8 | · | 0.9 | · | · | |
| P / Tangible Book | 0.6 | 0.6 | · | 0.8 | 0.8 | 0.8 | · | 0.9 | · | · | |
| P / Cash Flow | · | 89.0 | · | · | · | -162.5 | · | · | · | · | |
| Earnings Yield | 13.9% | 14.9% | · | 10.3% | 9.3% | 9.0% | · | · | · | · | |
| Payout Ratio | · | 94.7% | · | · | · | 94.9% | · | · | · | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|
| Revenue | $22M | $11M | — |
| Net Income | $12M | $7M | — |
| Diluted EPS | $0.93 | $1.00 | — |
Latest News Recent headlines mentioning this company
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Institutional owners (13F) 77 filers · $29.2M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 21 (+5 vs prior Q) | 21 (+12 vs prior Q) | 20 (0 vs prior Q) | 21 (0 vs prior Q) | -113K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $4,869,605 | 516,395 | 16.69% | Shares |
| Pacific Ridge Capital Partners, LLC | $4,184,741 | 529,714 | 14.34% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $3,496,959 | 442,653 | 11.98% | Shares |
| WASATCH ADVISORS LP | $2,801,230 | 365,219 | 9.60% | Shares |
| GRATIA CAPITAL, LLC | $2,680,904 | 339,355 | 9.19% | Shares |
| RAYMOND JAMES FINANCIAL INC | $1,260,303 | 159,532 | 4.32% | Shares |
| RBF Capital, LLC | $1,203,036 | 152,283 | 4.12% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $825,854 | 104,467 | 2.83% | Shares |
| MILLENNIUM MANAGEMENT LLC | $613,712 | 77,685 | 2.10% | Shares |
| Quantinno Capital Management LP | $606,333 | 76,751 | 2.08% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $489,882 | 62,010 | 1.68% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $481,094 | 60,898 | 1.65% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $474,506 | 60,064 | 1.63% | Shares |
| AMERIPRISE FINANCIAL INC | $414,932 | 52,523 | 1.42% | Shares |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $400,562 | 50,704 | 1.37% | Shares |
| GatePass Capital, LLC | $387,890 | 49,100 | 1.33% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $387,100 | 49,000 | 1.33% | Shares |
| Mariner, LLC | $369,848 | 46,816 | 1.27% | Shares |
| STATE STREET CORP | $335,724 | 40,942 | 1.15% | Shares |
| PRELUDE CAPITAL MANAGEMENT, LLC | $284,400 | 36,000 | 0.97% | Shares |
| JANE STREET GROUP, LLC | $250,612 | 31,723 | 0.86% | Shares |
| GOLDMAN SACHS GROUP INC | $237,205 | 30,026 | 0.81% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $233,145 | 29,512 | 0.80% | Shares |
| STIFEL FINANCIAL CORP | $229,825 | 29,091 | 0.79% | Shares |
| NORTHERN TRUST CORP | $183,375 | 23,212 | 0.63% | Shares |
| MARSHALL WACE, LLP | $168,199 | 21,291 | 0.58% | Shares |
| Qube Research & Technologies Ltd | $167,788 | 21,239 | 0.57% | Shares |
| BlackRock, Inc. | $144,594 | 18,303 | 0.50% | Shares |
| HSBC HOLDINGS PLC | $133,332 | 10,658 | 0.46% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $124,406 | 14,775 | 0.43% | Shares |
| BARCLAYS PLC | $105,607 | 13,368 | 0.36% | Shares |
| Register Financial Advisors LLC | $92,430 | 11,700 | 0.32% | Shares |
| CITADEL ADVISORS LLC | $90,850 | 11,500 | 0.31% | Call option |
| MERCER GLOBAL ADVISORS INC /ADV | $84,617 | 10,711 | 0.29% | Shares |
| Cetera Investment Advisers | $81,006 | 10,254 | 0.28% | Shares |
| Spire Wealth Management | $44,224 | 5,598 | 0.15% | Shares |
| RHUMBLINE ADVISERS | $42,193 | 5,341 | 0.14% | Shares |
| Vanguard Global Advisers, LLC | $41,033 | 5,194 | 0.14% | Shares |
| UBS Group AG | $25,596 | 3,240 | 0.09% | Shares |
| JPMORGAN CHASE & CO | $25,440 | 3,000 | 0.09% | Shares |
| Tower Research Capital LLC (TRC) | $20,264 | 2,565 | 0.07% | Shares |
| Russell Investments Group, Ltd. | $17,878 | 2,263 | 0.06% | Shares |
| OSAIC HOLDINGS, INC. | $17,657 | 2,235 | 0.06% | Shares |
| Arax Advisory Partners | $8,508 | 1,077 | 0.03% | Shares |
| NATIONAL BANK OF CANADA /FI/ | $7,702 | 975 | 0.03% | Shares |
| CWM, LLC | $7,701 | 1,004 | 0.03% | Shares |
| FMR LLC | $6,336 | 802 | 0.02% | Shares |
| NFSG Corp | $3,152 | 399 | 0.01% | Shares |
| Integrated Wealth Concepts LLC | $2,998 | 379 | 0.01% | Shares |
| MORGAN STANLEY | $2,726 | 345 | 0.01% | Shares |
| Curi Capital, LLC | $2,460 | 300 | 0.01% | Shares |
| Nuveen Asset Management, LLC | $1,309 | 93 | 0.00% | Shares |
| Penserra Capital Management LLC | $1,170 | 148,222 | 0.00% | Shares |
| Allworth Financial LP | $1,138 | 144 | 0.00% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $1,122 | 142 | 0.00% | Shares |
| Essential Partners LLC | $1,067 | 135 | 0.00% | Shares |
| Larson Financial Group LLC | $980 | 124 | 0.00% | Shares |
| Optiver Holding B.V. | $806 | 102 | 0.00% | Shares |
| IFP Advisors, Inc | $743 | 94 | 0.00% | Shares |
| GAMMA Investing LLC | $656 | 83 | 0.00% | Shares |
| Medallion Wealth Advisors, LLC | $387 | 49 | 0.00% | Shares |
| ROTHSCHILD INVESTMENT LLC | $316 | 40 | 0.00% | Shares |
| Lindbrook Capital, LLC | $310 | 28 | 0.00% | Shares |
| Farther Finance Advisors, LLC | $292 | 37 | 0.00% | Shares |
| Fortitude Family Office, LLC | $158 | 20 | 0.00% | Shares |
| True Wealth Design, LLC | $151 | 19 | 0.00% | Shares |
| Caitong International Asset Management Co., Ltd | $87 | 11 | 0.00% | Shares |
| HRT FINANCIAL LP | $83 | 10,564 | 0.00% | Shares |
| EverSource Wealth Advisors, LLC | $71 | 9 | 0.00% | Shares |
| Crewe Advisors LLC | $56 | 7 | 0.00% | Shares |
| SJS Investment Consulting Inc. | $56 | 7 | 0.00% | Shares |
| Clearstead Advisors, LLC | $16 | 2 | 0.00% | Shares |
| State of Alaska, Department of Revenue | $9 | 1,198 | 0.00% | Shares |
| JPL Wealth Management, LLC | $8 | 1 | 0.00% | Shares |
| WELLS FARGO & COMPANY/MN | $7 | 1 | 0.00% | Shares |
| Covestor Ltd | $2 | 196 | 0.00% | Shares |
| ROYAL BANK OF CANADA | $0 | 63 | 0.00% | Shares |
Company insiders 3 insiders · 0 officers · 0 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Leonard M. Tannenbaum | — | Aug. 13, 2026 P | 3,142,719 | 8 | 0 | $1,385,229 |
| Brandon Hetzel | — | Aug. 12, 2026 P | 26,000 | 1 | 0 | $5,405 |
| Alexander C Frank | — | March 7, 2025 P | 9,137 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Leonard M. Tannenbaum ×6 filings | Jan. 2, 2026 | 27.20% | Amendment | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 9 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| RIET · ETF Series Solutions | 1.04% | 122,062 NS | May 31, 2026 | N-PORT |
| IWC · iShares Trust | 0.02% | 33,994 SH | Aug. 8, 2026 | Daily |
| RSSL · Global X Funds | 0.00% | 4,596 NS | April 30, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.00% | 479 NS | May 31, 2026 | N-PORT |
| UWM · ProShares Trust | 0.00% | 374 NS | May 31, 2026 | N-PORT |
| URTY · ProShares Trust | 0.00% | 376 NS | May 31, 2026 | N-PORT |
| HDG · ProShares Trust | 0.00% | 9 NS | May 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 110,527 SH | Aug. 8, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 320,930 SH | Aug. 8, 2026 | Daily |