Piper Sandler CosPIPR

13F holders, Q4 2025 (December 31)
418holders +37
58new positions
30sold out
6famous investors
$339.51avg. 13F price*

At the end of Q4 2025, 418 institutions reported holding Piper Sandler Cos (PIPR) in their 13F filings, up 37 from Q3 2025. 58 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($870.2M), Vanguard Group Inc. ($723.0M) and Invesco Ltd. ($243.5M). 6 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
Piper Sandler Cos
CUSIP
724078100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 284Q1 2024Q2 2024: 311Q2 2024Q3 2024: 334Q3 2024Q4 2024: 350Q4 2024Q1 2025: 358Q1 2025Q2 2025: 356Q2 2025Q3 2025: 381Q3 2025Q4 2025: 418Q4 2025Q1 2026: 18Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions58$104.3M
Exits30$45.6M

All 13F filers, Q3 2025 → Q4 2025: 998,469 shares bought and 891,843 shares sold, net +106,626 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 418 holders

BlackRock, Inc. 0.01% Add +2.3% 2,561,480 $870.2M
Vanguard Group Inc. 0.01% Add +0.8% 2,128,150 $723.0M
Invesco Ltd. 0.02% Add +0.3% 716,829 $243.5M
State Street Corp. 0.01% Reduce -0.1% 683,921 $232.3M
Geode Capital Management, LLC 0.01% Reduce -0.1% 395,876 $134.5M
FMR LLC 0.01% Reduce -35.0% 352,411 $119.7M
Dimensional Fund Advisors LP 0.02% Reduce -1.4% 341,805 $116.1M
Alliancebernstein L.P. 0.03% Add +3.8% 319,241 $108.4M
Citadel Advisors 0.07% Add +86.9% 296,770 $100.8M
GW&K Investment Management, LLC 0.87% Reduce -4.1% 296,342 $100.7M
JPMorgan Chase & Co. 0.01% Add +6.4% 294,624 $100.1M
Goldman Sachs Group Inc. 0.01% Reduce -9.3% 291,977 $99.2M
Stephens Investment Management Group LLC 1.23% Reduce -0.1% 279,037 $94.8M
Westwood Holdings Group Inc. 0.76% Reduce -3.5% 272,055 $92.4M
Norges Bank 0.01% — 233,255 $79.2M
Charles Schwab Investment Management Inc. 0.01% Add +0.0% 209,807 $71.3M
North Reef Capital Management LP 2.80% Add +35.1% 204,900 $69.6M
Morgan Stanley 0.00% Add +17.1% 204,613 $69.5M
American Century Companies Inc. 0.03% Reduce -18.8% 201,369 $68.4M
Systematic Financial Management LP 1.50% Reduce -1.1% 187,275 $63.6M
Northern Trust Corp. 0.01% Reduce -6.1% 184,351 $62.6M
Mairs & Power Inc. 0.57% Reduce -4.7% 175,861 $59.7M
Nuveen, LLC 0.02% Add +4.9% 170,242 $57.8M
Fisher Asset Management 0.02% Reduce -2.9% 160,616 $54.6M
Driehaus Capital Management LLC 0.35% Add +86.5% 152,006 $51.6M
Loomis Sayles & Co. L P 0.06% Reduce -4.5% 145,277 $49.4M
Bank of New York Mellon Corp 0.01% Reduce -7.2% 143,679 $48.8M
Voya Investment Management LLC 0.05% Reduce -17.0% 132,153 $44.9M
Lord, Abbett & Co. LLC 0.14% Reduce -25.1% 131,766 $44.8M
Franklin Resources Inc. 0.01% Reduce -40.2% 120,125 $40.8M
Fiera Capital Corp 0.12% Add +32.5% 108,167 $36.7M
Greenwich Wealth Management LLC 1.58% Reduce -0.0% 104,200 $35.4M
TimesSquare Capital Management, LLC 0.48% Add +13.3% 93,893 $31.9M
Kennedy Capital Management LLC 0.66% Add +11.8% 92,339 $31.4M
Envestnet Asset Management Inc. 0.01% Reduce -4.5% 86,753 $29.5M
Emerald Advisers, LLC 0.86% New 82,407 $28.0M
Balyasny Asset Management L.P. 0.05% Reduce -25.7% 82,052 $27.9M
Wellington Management Group LLP 0.00% Reduce -26.1% 81,786 $27.8M
Principal Financial Group Inc. 0.01% Reduce -1.0% 79,606 $27.0M
Neuberger Berman Group LLC 0.02% Add +19.5% 76,111 $25.9M
Barclays PLC 0.01% Reduce -15.6% 74,360 $25.3M
Bank of America Corp. 0.00% Add +6.5% 65,135 $22.1M
Sei Investments Co. 0.02% Add +4.3% 60,785 $20.6M
Ameriprise Financial Inc. 0.00% Reduce -2.3% 58,779 $20.0M
Public Sector Pension Investment Board 0.07% Reduce -11.3% 57,558 $19.6M
Millennium Management 0.01% Add +99.4% 56,052 $19.0M
Axiom Investors LLC 0.16% Reduce -12.7% 52,547 $17.9M
Healthcare of Ontario Pension Plan Trust Fund 0.03% New 52,140 $17.7M
Janus Henderson Group PLC 0.01% Reduce -24.8% 51,697 $17.6M
Emerald Mutual Fund Advisers Trust 0.81% New 49,246 $16.7M
Fred Alger Management, LLC 0.06% Reduce -7.2% 48,672 $16.5M
Nicholas Investment Partners, LP 1.32% Add +3.4% 46,905 $15.9M
Rhumbline Advisers 0.01% Reduce -3.7% 46,895 $15.9M
Legal & General Group Plc 0.00% Reduce -6.3% 43,549 $14.8M
Allspring Global Investments Holdings, LLC 0.02% Reduce -17.6% 37,013 $13.0M
Swiss National Bank 0.01% Add +1.4% 34,880 $11.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.8% 32,779 $11.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +35.1% 32,533 $11.1M
Castleark Management LLC 0.32% Add +16.6% 32,456 $11.0M
New York State Common Retirement Fund 0.01% Reduce -0.9% 32,340 $11.0M
Verition Fund Management LLC 0.06% Add +278.1% 31,899 $10.8M
Wells Fargo & Company 0.00% Add +43.0% 31,213 $10.6M
SG Americas Securities, LLC 0.01% Add +956.0% 30,528 $10.4M
UBS Group AG 0.00% Add +9.9% 30,284 $10.3M
Interval Partners, LP 0.22% Add +80.8% 27,095 $9.2M
State of Wisconsin Investment Board 0.02% Add +2.8% 26,376 $9.0M
Creative Planning 0.01% Add +26.6% 26,375 $9.0M
Prudential Financial Inc. 0.01% Add +6.9% 24,745 $8.4M
Qube Research & Technologies Ltd 0.01% New 24,384 $8.3M
New York State Teachers Retirement System 0.02% Reduce -0.4% 24,020 $8.2M
Raymond James Financial Inc. 0.00% Reduce -6.3% 24,011 $8.2M
Moody Aldrich Partners LLC 1.47% Reduce -4.6% 23,190 $7.9M
Cander Asset Management LP 1.45% — 23,080 $7.8M
Royal Bank of Canada 0.00% Add +1.3% 22,887 $7.8M
Teacher Retirement System of Texas 0.03% Add +7.7% 22,541 $7.7M
Cerity Partners LLC 0.01% Add +95.3% 22,266 $7.6M
King Luther Capital Management Corp. 0.03% Reduce -8.2% 19,844 $6.7M
Natixis Advisors, LLC 0.01% Reduce -18.7% 17,110 $5.8M
California State Teachers Retirement System 0.01% Add +0.9% 16,842 $5.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -12.1% 16,644 $5.7M
Orion Porfolio Solutions, LLC 0.04% Reduce -9.2% 16,526 $5.6M
T. Rowe Price Associates Inc. 0.00% Add +3.9% 16,130 $5.5M
Lisanti Capital Growth, LLC 1.28% Reduce -0.3% 15,910 $5.4M
Van Eck Associates Corp. 0.00% New 15,252 $5.2M
ExodusPoint Capital Management, LP 0.06% Reduce -48.9% 15,191 $5.2M
EFG International AG 0.10% — 15,045 $5.1M
New Age Alpha Advisors, LLC 0.22% Add +1783.0% 14,763 $5.0M
Deutsche Bank AG 0.00% Add +3.1% 14,465 $4.9M
Crawford Investment Counsel Inc. 0.08% Add +3.6% 14,200 $4.8M
Russell Investments Group, Ltd. 0.01% Reduce -36.0% 13,698 $4.7M
Thrivent Financial for Lutherans 0.01% Add +13.8% 13,651 $4.6M
Legato Capital Management LLC 0.36% Add +43.5% 12,483 $4.2M
CI Investments Inc. 0.02% Add +36.1% 12,195 $4.1M
Bridgewater Associates 0.01% New 12,063 $4.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -8.9% 10,877 $4.0M
Trexquant Investment LP 0.03% New 11,330 $3.8M
State of Alaska, Department of Revenue 0.04% Add +24.1% 11,229 $3.8M
Cinctive Capital Management LP 0.20% Reduce -15.9% 10,381 $3.5M
Truist Financial Corp. 0.00% Reduce -58.3% 10,137 $3.4M
Oliver Luxxe Assets LLC 0.51% Reduce -0.0% 9,913 $3.4M
Victory Capital Management Inc. 0.00% Add +123.2% 9,833 $3.3M
Martingale Asset Management L P 0.08% Reduce -2.1% 9,758 $3.3M
LPL Financial LLC 0.00% Add +8.3% 9,686 $3.3M
Intech Investment Management LLC 0.03% Add +36.0% 9,658 $3.3M
MetLife Investment Management, LLC 0.02% Reduce -6.6% 9,579 $3.3M
MML Investors Services, LLC 0.01% Add +4.6% 9,474 $3.2M
James Investment Research, Inc. 0.35% Reduce -15.8% 9,375 $3.2M
NorthCrest Asset Manangement, LLC 0.07% Add +0.1% 8,475 $3.1M
Knights of Columbus Asset Advisors LLC 0.17% Reduce -2.9% 8,688 $3.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.3% 8,654 $2.9M
Schonfeld Strategic Advisors LLC 0.01% Add +174.7% 8,388 $2.8M
Stifel Financial Corp. 0.00% Reduce -0.3% 8,350 $2.8M
Illinois Municipal Retirement Fund 0.04% Reduce -3.0% 8,267 $2.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.2% 8,115 $2.8M
Public Employees Retirement System of Ohio 0.01% Add +0.4% 8,108 $2.8M
Lighthouse Investment Partners, LLC 0.09% Reduce -3.6% 7,635 $2.6M
Louisiana State Employees Retirement System 0.04% No change 7,600 $2.6M
Oppenheimer Asset Management Inc. 0.03% Reduce -5.3% 7,501 $2.5M
Harbor Capital Advisors, Inc. 0.19% Add +6.0% 7,088 $2.4M
AQR Capital Management 0.00% Add +0.8% 7,027 $2.4M
D. E. Shaw & Co. 0.00% New 6,917 $2.3M
State of New Jersey Common Pension Fund D 0.01% Add +2.5% 6,811 $2.3M
US Bancorp \de 0.00% Reduce -1.3% 6,633 $2.3M
Virtu Financial LLC 0.08% Add +384.4% 6,442 $2.2M
Credit Agricole S A 0.01% No change 6,401 $2.2M
Lido Advisors, LLC 0.01% No change 6,075 $2.1M
Future Fund LLC 0.64% Add +43.2% 5,941 $2.0M
One Capital Management, LLC 0.06% Add +43.2% 5,941 $2.0M
First Trust Advisors LP 0.00% Reduce -15.3% 5,731 $1.9M
Aurdan Capital Management, LLC 0.58% No change 5,528 $1.9M
Annex Advisory Services, LLC 0.04% New 5,461 $1.9M
Baird Financial Group, Inc. 0.00% Add +697.5% 5,192 $1.8M
Cetera Investment Advisers 0.00% Reduce -5.7% 5,125 $1.7M
Level Four Advisory Services, LLC 0.06% Reduce -2.0% 5,124 $1.7M
Quantinno Capital Management LP 0.00% Add +24.1% 5,092 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Reduce -2.1% 5,058 $1.7M
Susquehanna Fundamental Investments, LLC 0.06% New 5,049 $1.7M
Mariner, LLC 0.00% Reduce -46.4% 5,013 $1.7M
Arizona State Retirement System 0.01% Reduce -5.9% 4,943 $1.7M
State Board of Administration of Florida Retirement System 0.00% No change 4,934 $1.7M
Yousif Capital Management, LLC 0.02% Reduce -12.6% 4,556 $1.7M
Comerica Bank 0.01% Reduce -15.9% 4,918 $1.7M
Amalgamated Bank 0.01% Add +1.0% 4,862 $1.7M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -3.1% 4,747 $1.6M
Glenmede Trust Co. NA 0.01% — 4,730 $1.6M
Dorsey & Whitney Trust CO LLC 0.08% Reduce -43.2% 4,717 $1.6M
D.A. Davidson & Co. 0.01% Reduce -0.3% 4,676 $1.6M
Integrated Quantitative Investments LLC 0.34% Add +17.4% 4,616 $1.6M
STRS Ohio 0.01% No change 4,500 $1.5M
Captrust Financial Advisors 0.00% Add +0.1% 4,376 $1.5M
Citigroup Inc. 0.00% Reduce -36.9% 4,320 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -0.9% 4,318 $1.5M
Handelsbanken Fonder AB 0.00% No change 4,272 $1.5M
BNP Paribas Financial Markets 0.00% Reduce -6.8% 4,225 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% Add +1.9% 4,204 $1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.7% 4,119 $1.4M
Oregon Public Employees Retirement Fund 0.02% Add +1.2% 3,801 $1.3M
KLP Kapitalforvaltning As 0.01% Add +2.2% 3,780 $1.3M
State of Tennessee, Department of Treasury 0.00% Reduce -24.6% 3,702 $1.3M
Man Group plc 0.00% Add +19.4% 3,711 $1.3M
Vestmark Advisory Solutions, Inc. 0.02% New 3,688 $1.3M
Twinbeech Capital LP 0.09% New 3,600 $1.2M
Vanguard Personalized Indexing Management, LLC 0.01% Add +5.0% 3,523 $1.2M
Picton Mahoney Asset Management 0.01% New 3,514 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 3,488 $1.2M
Sit Investment Associates Inc. 0.02% No change 3,425 $1.2M
Calamos Advisors LLC 0.01% Reduce -44.6% 3,404 $1.2M
ProShare Advisors LLC 0.00% Add +3.4% 3,393 $1.2M
Nisa Investment Advisors, LLC 0.00% Reduce -1.7% 3,326 $1.1M
PNC Financial Services Group, Inc. 0.00% Reduce -32.8% 3,323 $1.1M
Fox Run Management, L.L.C. 0.17% New 3,305 $1.1M
HSBC Holdings PLC 0.00% Reduce -72.5% 3,071 $1.0M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -0.5% 3,019 $1.0M
Cookson Peirce & Co. Inc. 0.04% New 2,868 $974K
Pictet Asset Management Holding SA 0.00% Add +9.4% 2,828 $961K
Vise Technologies, Inc. 0.02% Add +37.8% 2,743 $932K
Quadrant Capital Group LLC 0.03% Reduce -0.9% 2,712 $921K
Numerai GP LLC 0.11% New 2,661 $904K
Benjamin Edwards Inc. 0.01% Add +8.9% 2,650 $901K
Assetmark, Inc. 0.00% Reduce -4.8% 2,643 $898K
Amundi 0.00% Reduce -9.7% 2,629 $893K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.7% 2,616 $889K
Cresset Asset Management, LLC 0.00% Add +42.0% 2,610 $887K
Campbell & CO Investment Adviser LLC 0.04% New 2,531 $860K
Farther Finance Advisors, LLC 0.01% Add +14.0% 2,522 $857K
First Citizens Bank & Trust Co. 0.02% Reduce -1.6% 2,516 $855K
Robertson Stephens Wealth Management, LLC 0.02% New 2,464 $837K
Maryland State Retirement & Pension System 0.02% Add +2.3% 2,450 $832K
Mercer Global Advisors Inc. 0.00% Add +772.3% 14,837 $793K
Commonwealth Equity Services, LLC 0.00% Add +3.9% 2,171 $738K
Tidal Investments LLC 0.00% Add +2.4% 2,168 $736K
Bayban 0.62% — 2,081 $707K
Pathstone Holdings, LLC 0.00% Add +1.9% 2,058 $699K
Public Employees Retirement Association of Colorado 0.00% No change 2,046 $695K
Morse Asset Management, Inc 0.14% No change 2,040 $693K
Evergreen Capital Management LLC 0.02% Reduce -6.1% 2,032 $690K
OneDigital Investment Advisors LLC 0.01% Reduce -9.4% 2,003 $681K
Coldstream Capital Management Inc. 0.01% Add +1.0% 1,965 $667K
Truepoint, Inc. 0.01% No change 1,944 $660K
Janney Montgomery Scott LLC 0.00% New 1,940 $659K
Praxis Investment Management Inc. 0.04% No change 1,920 $652K
Mutual of America Capital Management LLC 0.01% Add +2.1% 1,901 $646K
Wallace Capital Management Inc. 0.08% No change 1,900 $645K
Vident Advisory, LLC 0.01% Reduce -18.7% 1,800 $612K
HighTower Advisors, LLC 0.00% Reduce -37.0% 1,767 $600K
Bank of Montreal 0.00% Reduce -1.5% 1,730 $588K
Regions Financial Corp. 0.00% Add +2.9% 1,720 $584K
Acadian Asset Management LLC 0.00% Add +783.8% 1,688 $573K
Schulhoff & Co. Inc. 0.23% Reduce -0.6% 1,608 $546K
Abacus Wealth Partners, LLC 0.05% New 1,556 $529K
Destination Wealth Management 0.01% No change 1,502 $510K
Obermeyer Wealth Partners 0.02% No change 1,469 $499K
Ameritas Investment Partners, Inc. 0.01% Reduce -0.8% 1,450 $493K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +29.7% 1,411 $479K
Heritage Wealth Management, Inc. 0.13% Add +13.5% 1,386 $471K
Xponance LLC 0.00% Add +0.3% 1,382 $469K
M&T Bank Corp 0.00% Add +93.7% 1,377 $467K
Parcion Private Wealth LLC 0.03% Add +0.5% 1,372 $466K
Banque Pictet & Cie SA 0.00% Reduce -19.0% 1,357 $461K
Profund Advisors LLC 0.01% Add +69.6% 1,350 $459K
Tarbox Family Office, Inc. 0.07% Reduce -1.8% 1,329 $451K
Farmers & Merchants Investments Inc. 0.01% Reduce -7.1% 1,310 $445K
Ethic Inc. 0.01% Reduce -0.3% 1,270 $432K
HighPoint Advisor Group LLC 0.01% Reduce -3.0% 1,246 $423K
Panagora Asset Management Inc. 0.00% No change 1,243 $422K
Fiduciary Trust Co 0.00% Reduce -0.2% 1,242 $422K
Corient Private Wealth LP 0.00% Add +16.7% 1,202 $408K
Ensign Peak Advisors, Inc 0.00% Reduce -66.0% 1,183 $402K
Abel Hall, LLC 0.09% New 1,168 $397K
Voleon Capital Management LP 0.01% Reduce -49.3% 1,167 $396K
Cibc World Markets Corp. 0.00% — 1,158 $393K
Voloridge Investment Management, LLC 0.00% New 1,157 $393K
Atria Investments, Inc 0.00% Add +52.5% 1,142 $388K
Dynamic Technology Lab Private Ltd 0.09% New 1,136 $386K
Personal Cfo Solutions, LLC 0.06% Add +22.1% 1,131 $384K
Choreo, LLC 0.00% Reduce -1.3% 1,110 $381K
Mackenzie Financial Corp. 0.00% Add +0.8% 1,096 $375K
CIBC Asset Management Inc 0.00% New 1,071 $364K
Yorktown Management & Research Co Inc 0.29% No change 1,060 $360K
Sequoia Financial Advisors, LLC 0.00% Add +29.7% 1,052 $357K
Principal Securities, Inc. 0.01% Add +0.1% 1,052 $357K
Jane Street Group, LLC 0.00% Reduce -55.3% 1,016 $345K
Aquatic Capital Management LLC 0.01% New 1,005 $341K
Kestra Advisory Services, LLC 0.00% Reduce -5.7% 1,004 $341K
Hopwood Nicholas Hunter 0.11% — 1,000 $340K
HB Wealth Management, LLC 0.00% Add +13.2% 954 $324K
Caxton Associates LLP 0.01% No change 935 $318K
DGS Capital Management, LLC 0.05% New 921 $313K
Commerce Bank 0.00% Reduce -0.4% 904 $307K
Modus Advisors, LLC 0.08% Reduce -25.0% 898 $305K
Spirepoint Private Client, LLC 0.03% Add +4.3% 898 $305K
Crossmark Global Holdings, Inc. 0.00% Add +40.5% 881 $299K
Smartleaf Asset Management LLC 0.01% Add +20.7% 870 $298K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -79.8% 867 $295K
Arkadios Wealth Advisors 0.01% New 817 $277K
Canandaigua National Bank & Trust Co. 0.02% Reduce -4.1% 798 $271K
QRG Capital Management, Inc. 0.00% Add +37.0% 793 $269K
Swiss Life Asset Management Ltd 0.00% No change 792 $269K
JMN Financial LLC 0.27% — 791 $269K
Bessemer Group Inc. 0.00% Add +3.2% 772 $263K
ZWJ Investment Counsel Inc. 0.01% Reduce -0.4% 762 $259K
Concurrent Investment Advisors, LLC 0.00% Add +9.9% 756 $257K
Cary Street Partners Financial LLC 0.01% New 753 $256K
Journey Strategic Wealth LLC 0.01% No change 741 $252K
Snowden Capital Advisors LLC 0.01% Reduce -5.8% 737 $250K
Focus Partners Wealth 0.00% New 733 $249K
Two Sigma Investments, LP 0.00% New 720 $245K
Round Rock Advisors LLC 0.04% New 711 $242K
Investors Research Corp 0.04% No change 700 $238K
Forum Financial Management, LP 0.00% No change 661 $225K
Blair William & Co. 0.00% No change 657 $223K
Scientech Research LLC 0.14% New 656 $223K
Farringdon Capital, Ltd. 0.05% New 653 $222K
&partners 0.00% New 631 $217K
Fifth Third Bancorp 0.00% Add +0.8% 625 $212K
BOS Asset Management, LLC 0.06% No change 621 $211K
CIBC Private Wealth Group LLC 0.00% Reduce -20.7% 619 $210K
Sanctuary Advisors, LLC 0.00% New 615 $209K
Susquehanna International Group, LLP 0.00% Reduce -68.6% 609 $207K
Blue Owl Capital Holdings LP 0.06% No change 607 $206K
Sage Rhino Capital LLC 0.04% Reduce -1.8% 599 $203K
Sowell Financial Services LLC 0.01% Reduce -3.7% 599 $203K
XTX Topco Ltd 0.01% New 592 $201K
KBC Group NV 0.00% No change 528 $179K
SouthState Bank Corp 0.01% No change 515 $175K
GAMMA Investing LLC 0.01% Add +17.8% 510 $173K
Tower Research Capital LLC (TRC) 0.00% Reduce -67.4% 480 $163K
Cwm, LLC 0.00% Add +17.9% 462 $157K
Pinnacle Wealth Planning Services, Inc. 0.02% New 449 $153K
Wellington-Altus USA Inc. 0.11% — 444 $151K
Signaturefd, LLC 0.00% Add +22.4% 442 $150K
Harbour Investments, Inc. 0.00% Add +0.2% 420 $143K
Ramirez Asset Management, Inc. 0.02% No change 400 $136K
Avalon Trust Co 0.01% No change 375 $127K
Rockefeller Capital Management L.P. 0.00% Add +71.3% 346 $118K
Allworth Financial LP 0.00% Add +21.0% 317 $108K
IFP Advisors, Inc 0.00% No change 305 $104K
Blue Trust, Inc. 0.00% Reduce -4.1% 281 $95K
Hantz Financial Services, Inc. 0.00% Reduce -93.1% 274 $93K
Parallel Advisors, LLC 0.00% Add +54.3% 270 $92K
Versant Capital Management, Inc 0.01% Add +8.7% 262 $89K
Harvest Fund Management Co., Ltd 0.00% No change 228 $77K
Jones Financial Companies LLLP 0.00% Add +47.0% 222 $75K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -99.4% 221 $75K
Torren Management, LLC 0.04% — 208 $71K
Horizon Investments, LLC 0.00% New 206 $70K
Exchange Traded Concepts, LLC 0.00% New 206 $70K
Missouri Trust & Investment Co 0.02% No change 203 $69K
Palladiem, LLC 0.07% — 200 $69K
DHJJ Financial Advisors, Ltd. 0.02% No change 195 $66K
Advisors Asset Management, Inc. 0.00% Add +97.9% 188 $64K
Bartlett & Co. Wealth Management LLC 0.00% No change 186 $63K
Greenline Wealth Management LLC 0.06% — 175 $60K
Caitong International Asset Management Co., Ltd 0.01% Add +544.4% 174 $59K
Global Retirement Partners, LLC 0.00% Add +4175.0% 171 $58K
Kemnay Advisory Services Inc. 0.01% New 167 $57K
Steward Partners Investment Advisory, LLC 0.00% Add +5.2% 161 $55K
Geneos Wealth Management Inc. 0.00% No change 159 $54K
Arax Advisory Partners 0.00% Reduce -28.3% 152 $52K
Wealth Preservation Advisors, LLC 0.03% No change 151 $51K
Covestor Ltd 0.03% Reduce -13.5% 141 $48K
Salomon & Ludwin, LLC 0.00% Add +8.6% 127 $46K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 125 $44K
Parkside Financial Bank & Trust 0.00% Add +7.0% 122 $41K
CENTRAL TRUST Co 0.00% No change 122 $41K
Sterling Capital Management LLC 0.00% Add +165.1% 114 $39K
AdvisorNet Financial, Inc 0.00% No change 109 $37K
Private Wealth Asset Management, LLC 0.00% No change 105 $36K
Federated Hermes, Inc. 0.00% Add +73.3% 104 $35K
Financial Perspectives, Inc 0.01% No change 103 $35K
Danske Bank A/S 0.00% No change 100 $34K
Nomura Asset Management Co. Ltd. 0.00% No change 100 $34K
Whittier Trust Co. 0.00% No change 92 $34K
UMB Bank, n.a. 0.00% Add +55.2% 90 $31K
NewEdge Advisors, LLC 0.00% Reduce -10.9% 90 $31K
Los Angeles Capital Management LLC 0.00% New 85 $28K
MJT & Associates Financial Advisory Group, Inc. 0.02% No change 80 $27K
Bogart Wealth, LLC 0.00% No change 80 $27K
Aster Capital Management (DIFC) Ltd 0.01% Add +1440.0% 77 $26K
MassMutual Private Wealth & Trust, FSB 0.00% Add +1.3% 77 $26K
EverSource Wealth Advisors, LLC 0.00% Add +89.7% 74 $25K
MAI Capital Management 0.00% Add +100.0% 68 $23K
Transamerica Financial Advisors, LLC 0.00% Add +12.1% 65 $22K
Spire Wealth Management 0.00% No change 59 $20K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 58 $20K
University of Texas/Texas Am Investment Management Co. 0.00% New 50 $17K
Eastern Bank 0.00% Reduce -72.7% 50 $17K
Larson Financial Group LLC 0.00% Add +13.2% 43 $15K
Root Financial Partners, LLC 0.00% Add +7.9% 41 $14K
SageView Advisory Group, LLC 0.00% New 41 $14K
WPG Advisers, LLC 0.01% No change 39 $13K
Birchwood Financial Partners, Inc. 0.01% — 37 $13K
GHP Investment Advisors, Inc. 0.00% No change 37 $13K
Northwestern Mutual Wealth Management Co. 0.00% Add +1100.0% 36 $12K
HighMark Wealth Management LLC 0.00% No change 35 $12K
Bare Financial Services, Inc 0.00% Add +6.9% 31 $11K
International Assets Investment Management, LLC 0.00% New 31 $11K
Sound Income Strategies, LLC 0.00% New 27 $10K
Rothschild Investment LLC 0.00% Add +8.0% 27 $9K
Optiver Holding B.V. 0.00% Reduce -64.9% 26 $9K
NCP Inc. 0.01% New 25 $8K
Nvest Wealth Strategies, Inc. 0.01% — 25 $8K
DiNuzzo Private Wealth, Inc. 0.00% No change 25 $8K
Cary Street Partners Investment Advisory LLC 0.00% New 25 $8K
Vermillion Wealth Management, Inc. 0.00% Add +228.6% 23 $8K
First Pacific Financial 0.00% New 23 $8K
Bell Investment Advisors, Inc 0.00% No change 22 $7K
JFS Wealth Advisors, LLC 0.00% Add +22.2% 22 $7K
Clearstead Advisors, LLC 0.00% No change 22 $7K
Prestige Wealth Management Group LLC 0.00% No change 19 $6K
Quarry LP 0.00% New 18 $6K
Basepoint Wealth LLC 0.00% New 17 $6K
Private Wealth Management Group, LLC 0.00% No change 17 $6K
Vermillion & White Wealth Management Group, LLC 0.00% No change 15 $5K
Albion Financial Group 0.00% No change 12 $4K
Altshuler Shaham Ltd 0.00% Reduce -7.7% 12 $4K
Optima Capital LLC 0.00% New 11 $4K
WealthCollab, LLC 0.00% No change 11 $4K
Creative Financial Designs Inc. 0.00% No change 11 $4K
Signature Equity Partners, LLC 0.00% — 10 $4K
Laurel Wealth Advisors LLC 0.00% New 10 $3K
Dakota Community Bank & Trust NA 0.01% No change 10 $3K
Elyxium Wealth, LLC 0.00% New 10 $3K
Cedar Mountain Advisors, LLC 0.00% No change 9 $3K
Provenance Wealth Advisors, LLC 0.00% No change 9 $3K
Fortitude Family Office, LLC 0.00% Reduce -11.1% 8 $3K
North Star Investment Management Corp. 0.00% New 8 $3K
Johnson Financial Group, Inc. 0.00% No change 8 $3K
CoreCap Advisors, LLC 0.00% New 8 $3K
Glen Eagle Advisors, LLC 0.00% No change 7 $2K
Twin Tree Management, LP 0.00% Reduce -41.7% 7 $2K
Cullen/Frost Bankers, Inc. 0.00% No change 6 $2K
HM Payson & Co. 0.00% No change 6 $2K
Ankerstar Wealth, LLC 0.00% — 6 $2K
Keating Financial Advisory Services, Inc. 0.00% — 6 $2K
Motiv8 Investments LLC 0.00% New 6 $2K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -16.7% 5 $2K
Cape Investment Advisory, Inc. 0.00% No change 5 $2K
CVA Family Office, LLC 0.00% No change 5 $2K
Basecamp Wealth Advisors LLC 0.00% — 4 $1K
Trust Co. of Vermont 0.00% No change 4 $1K
True Wealth Design, LLC 0.00% No change 3 $1K
Rialto Wealth Management, LLC 0.00% No change 3 $1K
Physician Wealth Advisors, Inc. 0.00% No change 3 $1K
Park Place Capital Corp 0.00% No change 3 $1K
Huntington National Bank 0.00% Reduce -57.1% 3 $1K
SBI Securities Co., Ltd. 0.00% No change 3 $1K
HFM Investment Advisors, LLC 0.00% No change 2 $680
SJS Investment Consulting Inc. 0.00% No change 2 $680
Turning Point Benefit Group, Inc. 0.00% No change 2 $679
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 2 $679
Zions Bancorporation, National Association 0.00% New 2 $679
Abound Wealth Management 0.00% Add +100.0% 2 $643
PEAK6 LLC 0.00% No change 2 $517
Gilpin Wealth Management, LLC 0.00% — 1 $340
TD Capital Management LLC 0.00% New 1 $340
TFC Financial Management, Inc. 0.00% No change 1 $340
Avion Wealth 0.00% No change 1 $0

"% of holder's portfolio" is PIPR's weight in each manager's 13F, not the share of Piper Sandler Cos the manager owns.