SCHEDULE: Alerian MLP ETF Reports 15.74% Stake in Sunoco LP
Beneficial Ownership Report (Schedule 13G Amendment)
Alerian MLP ETF and ALPS Advisors, Inc. have filed an Amendment No. 5 to Schedule 13G, reporting a combined beneficial ownership of 15.74% in Sunoco LP as of September 30, 2025.
Summary
- Alerian MLP ETF and ALPS Advisors, Inc. jointly reported beneficial ownership of 24,089,484 common units representing limited partner interests in Sunoco LP.
- This aggregate amount represents 15.74% of Sunoco LP's outstanding common units.
- The filing is an Amendment No. 5 to a Schedule 13G, indicating an update to a previously reported passive stake.
- The securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Sunoco LP.
Sentiment
Score: 5
Explanation: This is a routine beneficial ownership disclosure (Schedule 13G Amendment No. 5) by an institutional investor, indicating a passive stake in the issuer. It does not contain information that would typically alter market sentiment significantly.
Future Outlook
NA
Management Comments
- The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11.
Industry Context
Schedule 13G filings are standard disclosures by institutional investors or passive shareholders who acquire more than 5% of a company's stock, indicating their stake is for investment purposes rather than to influence control. This filing reflects an ongoing passive investment in Sunoco LP, a master limited partnership typically operating in the energy sector.
Key Dates
| Date | Description |
|---|---|
| 09/30/2025 | Date of event which requires the filing of this statement |
| 10/01/2025 | Date of filing and certification by Matthew Sutula, Chief Compliance Officer for both reporting persons |
Keywords
Sunoco LP, MLP, Alerian MLP ETF, ALPS Advisors, Beneficial Ownership, Schedule 13G, Limited Partner Interests, Energy Sector, Investment Fund
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