Funds holding Sunrise Realty Trust Inc
73 funds declare a position · 10 ETFs and 63 other funds · 14.5M $ · US8679811021
Funds report on different dates: each line carries its own.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 332,338 | 2.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 256,353 | 2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST | 239,059 | 1.8M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| Adara Smaller Companies Fund RBB Fund, Inc. | 157,780 | 1.5M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Hoya Capital High Dividend Yield ETF ETF Series Solutions | 116,729 | 1.1M $ | 1.10 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 116,784 | 874.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 110,928 | 850.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 96,270 | 738.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 56,827 | 532.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 50,271 | 471K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| AUER GROWTH Unified Series Trust | 22,000 | 206.1K $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| iShares Micro-Cap ETF iShares Trust | 25,733 | 197.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 22,635 | 169.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 17,488 | 163.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 17,966 | 137.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 14,324 | 134.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 15,244 | 116.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 9,302 | 87.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 10,927 | 83.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 7,428 | 69.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 8,267 | 63.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,100 | 62.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 7,616 | 58.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 6,648 | 51K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 6,246 | 47.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 6,172 | 47.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 4,132 | 38.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 4,804 | 36K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 4,596 | 34.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 4,168 | 32K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,199 | 24.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,065 | 23.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 2,814 | 21.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 2,247 | 17.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 2,182 | 16.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,930 | 14.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,836 | 14.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,623 | 12.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,527 | 11.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,489 | 11.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,329 | 10K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 933 | 8.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,165 | 8.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 887 | 8.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 1,088 | 8.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 951 | 7.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 875 | 6.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 842 | 6.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 796 | 6.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 627 | 5.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 626 | 5.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 773 | 5.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ProShares Russell 2000 High Income ETF ProShares Trust | 442 | 4.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 539 | 4.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 455 | 3.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 459 | 3.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 352 | 2.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 328 | 2.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 308 | 2.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 209 | 1.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 200 | 1.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ULTRA SMALL CAP PROFUND ProFunds | 115 | 861.4 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 52 | 398.8 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 52 | 389.5 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 41 | 314.5 $ | as of Mar 31, 2026 · Original filing | |
| PROFUND VP ULTRA SMALL CAP ProFunds | 34 | 260.8 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PROFUND VP SMALL CAP ProFunds | 26 | 199.4 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Russell 2000 Fund Rydex Series Funds | 24 | 184.1 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SMALL-CAP PROFUND ProFunds | 19 | 142.3 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 14 | 107.4 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ProShares Hedge Replication ETF ProShares Trust | 10 | 93.7 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 3 | 23 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 1 | 9.4 $ | 0.00 % | as of Feb 28, 2026 · Original filing |