Piper Sandler CosPIPR

13F holders, Q1 2026 (March 31)
378holders +377
53new positions
3sold out
6famous investors
$76.51avg. 13F price*

At the end of Q1 2026, 378 institutions reported holding Piper Sandler Cos (PIPR) in their 13F filings, up 377 from Q4 2025. 53 opened new positions and 3 sold out. The largest holders were BlackRock, Inc. ($798.3M), Vanguard Portfolio Management LLC ($393.0M) and Vanguard Capital Management LLC ($231.4M). 6 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Piper Sandler Cos
CUSIP
724078209
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 378Q1 2026Q2 2026: 417Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions53$181.1M
Exits3$2.7M

All 13F filers, Q4 2025 → Q1 2026: 5,761,468 shares bought and 4,391,086 shares sold, net +1,370,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 378 holders

BlackRock, Inc. 0.01% Add +1.8% 10,428,947 $798.3M
Vanguard Portfolio Management LLC 0.02% — 5,133,533 $393.0M
Vanguard Capital Management LLC 0.01% — 3,022,686 $231.4M
State Street Corp. 0.01% Add +1.8% 2,786,061 $213.3M
Invesco Ltd. 0.02% Reduce -9.0% 2,609,305 $199.7M
Geode Capital Management, LLC 0.01% Add +3.0% 1,631,465 $124.9M
Goldman Sachs Group Inc. 0.01% Add +25.6% 1,467,495 $112.3M
Dimensional Fund Advisors LP 0.02% Add +0.6% 1,375,565 $105.3M
Alliancebernstein L.P. 0.03% Reduce -10.9% 1,138,136 $87.1M
Stephens Investment Management Group LLC 1.18% Add +0.3% 1,119,888 $85.7M
Westwood Holdings Group Inc. 0.62% Add +2.1% 1,111,662 $85.1M
Fisher Asset Management 0.03% Add +67.8% 1,077,988 $82.5M
North Reef Capital Management LP 2.54% Add +17.7% 964,632 $73.8M
GW&K Investment Management, LLC 0.62% Reduce -22.7% 915,843 $70.1M
Charles Schwab Investment Management Inc. 0.01% Add +2.4% 859,462 $65.8M
JPMorgan Chase & Co. 0.00% Reduce -25.6% 877,156 $65.0M
Northern Trust Corp. 0.01% Add +2.4% 754,781 $57.8M
American Century Companies Inc. 0.03% Reduce -7.9% 741,943 $56.8M
Systematic Financial Management LP 1.27% Reduce -3.6% 722,028 $55.3M
Morgan Stanley 0.00% Reduce -11.9% 720,685 $55.2M
Nuveen, LLC 0.01% Add +2.4% 697,596 $53.4M
Jacobs Levy Equity Management, Inc. 0.20% New 634,998 $48.6M
FMR LLC 0.00% Reduce -56.6% 611,109 $46.8M
Bank of New York Mellon Corp 0.01% Reduce -0.8% 570,250 $43.7M
Voya Investment Management LLC 0.05% Add +4.1% 550,240 $42.1M
Mairs & Power Inc. 0.43% Reduce -22.4% 546,090 $41.8M
Loomis Sayles & Co. L P 0.06% Reduce -7.7% 536,352 $41.1M
Lord, Abbett & Co. LLC 0.14% Reduce -1.5% 519,243 $39.7M
Franklin Resources Inc. 0.01% Add +6.5% 511,680 $39.2M
Janus Henderson Group PLC 0.02% Add +133.2% 482,175 $36.9M
Vanguard Fiduciary Trust Co. 0.01% — 473,035 $36.2M
Fiera Capital Corp 0.12% Add +3.1% 446,244 $34.2M
Sei Investments Co. 0.03% Add +50.8% 366,575 $28.1M
Emerald Advisers, LLC 0.87% Add +9.4% 360,578 $27.6M
Envestnet Asset Management Inc. 0.01% Add +2.7% 356,318 $27.3M
Kennedy Capital Management LLC 0.58% Reduce -3.7% 355,651 $27.2M
Balyasny Asset Management L.P. 0.05% Add +1.9% 334,526 $25.6M
Walleye Capital LLC 0.17% New 331,751 $25.4M
Principal Financial Group Inc. 0.01% Add +3.9% 330,719 $25.3M
Citadel Advisors 0.02% Reduce -72.9% 321,388 $24.6M
TimesSquare Capital Management, LLC 0.41% Reduce -16.7% 312,937 $24.0M
Wellington Management Group LLP 0.00% Reduce -10.0% 294,563 $22.5M
Barclays PLC 0.01% Reduce -2.5% 290,026 $22.2M
Bank of America Corp. 0.00% Add +9.1% 284,200 $21.8M
Qube Research & Technologies Ltd 0.03% Add +167.6% 260,958 $20.0M
UBS Group AG 0.00% Add +114.6% 259,965 $19.9M
Prudential Financial Inc. 0.02% Add +155.4% 252,788 $19.4M
Public Sector Pension Investment Board 0.06% Add +5.0% 241,816 $18.5M
Squarepoint Ops LLC 0.04% New 240,935 $18.4M
Neuberger Berman Group LLC 0.01% Reduce -24.7% 229,238 $17.5M
Emerald Mutual Fund Advisers Trust 0.84% Add +14.3% 225,192 $17.2M
Rhumbline Advisers 0.01% Add +19.4% 223,993 $17.1M
Longaeva Partners L.P. 0.78% New 211,601 $16.2M
Trexquant Investment LP 0.11% Add +329.2% 194,495 $14.9M
Ameriprise Financial Inc. 0.00% Reduce -19.7% 188,810 $14.5M
Allspring Global Investments Holdings, LLC 0.02% Add +20.2% 177,965 $13.6M
Arrowstreet Capital, Limited Partnership 0.01% New 167,382 $12.8M
Boston Trust Walden Corp 0.10% New 165,609 $12.7M
Legal & General Group Plc 0.00% Reduce -7.6% 160,991 $12.3M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -24.3% 157,984 $12.1M
Swiss National Bank 0.01% Add +0.3% 140,000 $10.7M
Interval Partners, LP 0.37% Add +29.2% 139,999 $10.7M
Raymond James Financial Inc. 0.00% Add +39.4% 133,842 $10.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.5% 133,134 $10.2M
Creative Planning 0.01% Add +21.7% 128,394 $9.8M
Victory Capital Management Inc. 0.01% Add +222.2% 126,724 $9.7M
WINTON GROUP Ltd 0.34% New 126,448 $9.7M
ExodusPoint Capital Management, LP 0.09% Add +92.5% 116,980 $9.0M
New York State Common Retirement Fund 0.01% Reduce -9.8% 116,744 $8.9M
Cander Asset Management LP 1.47% Add +15.7% 106,823 $8.2M
Freestone Grove Partners LP 0.06% New 104,461 $8.0M
New York State Teachers Retirement System 0.02% Add +4.8% 100,724 $7.7M
Nicholas Investment Partners, LP 0.62% Reduce -47.6% 98,323 $7.5M
Russell Investments Group, Ltd. 0.01% Add +75.1% 95,937 $7.3M
State of Wisconsin Investment Board 0.02% Reduce -9.2% 95,755 $7.3M
Moody Aldrich Partners LLC 1.27% Reduce -1.0% 91,815 $7.0M
Millennium Management 0.01% Reduce -60.4% 88,846 $6.8M
Fred Alger Management, LLC 0.03% Reduce -55.4% 86,856 $6.6M
T. Rowe Price Associates Inc. 0.00% Add +22.9% 79,318 $6.1M
Royal Bank of Canada 0.00% Reduce -19.6% 73,561 $5.6M
Wells Fargo & Company 0.00% Reduce -42.3% 71,985 $5.5M
EFG International AG 0.11% Add +14.0% 68,631 $5.3M
Intech Investment Management LLC 0.05% Add +72.3% 66,555 $5.1M
Farallon Capital Management, L.L.C. 0.03% New 66,000 $5.1M
Deutsche Bank AG 0.00% Add +12.2% 64,892 $5.0M
Bridgewater Associates 0.02% Add +31.4% 63,424 $4.9M
Van Eck Associates Corp. 0.00% Add +3.6% 63,232 $4.8M
Crawford Investment Counsel Inc. 0.08% Add +10.0% 62,460 $4.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 61,116 $4.7M
Natixis Advisors, LLC 0.01% Reduce -14.4% 58,595 $4.5M
Quantinno Capital Management LP 0.01% Add +180.8% 57,202 $4.4M
New Age Alpha Advisors, LLC 0.20% Reduce -3.7% 56,870 $4.4M
Mackenzie Financial Corp. 0.01% Add +1156.4% 55,080 $4.2M
Thrivent Financial for Lutherans 0.01% Add +0.6% 54,920 $4.2M
CI Investments Inc. 0.02% Add +12.9% 55,096 $4.1M
Orion Porfolio Solutions, LLC 0.03% Reduce -19.8% 52,992 $4.1M
Susquehanna International Group, LLP 0.00% Add +1926.8% 49,374 $3.8M
Renaissance Technologies 0.01% New 49,200 $3.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -62.3% 49,084 $3.8M
AQR Capital Management 0.00% Add +72.1% 48,367 $3.7M
State of Alaska, Department of Revenue 0.04% Reduce -1.3% 44,356 $3.4M
Cerity Partners LLC 0.00% Reduce -53.2% 41,666 $3.2M
Vident Advisory, LLC 0.03% Add +474.1% 41,339 $3.2M
LPL Financial LLC 0.00% Add +6.2% 41,145 $3.1M
Engineers Gate Manager LP 0.04% New 39,891 $3.1M
Man Group plc 0.01% Add +167.1% 39,647 $3.0M
Stifel Financial Corp. 0.00% Add +18.2% 39,464 $3.0M
MetLife Investment Management, LLC 0.01% Reduce -1.5% 37,744 $2.9M
James Investment Research, Inc. 0.32% No change 37,536 $2.9M
Truist Financial Corp. 0.00% Reduce -8.7% 37,038 $2.8M
Martingale Asset Management L P 0.07% Reduce -5.7% 36,800 $2.8M
Los Angeles Capital Management LLC 0.01% Add +10591.8% 36,352 $2.8M
Knights of Columbus Asset Advisors LLC 0.15% Reduce -0.7% 34,512 $2.6M
Illinois Municipal Retirement Fund 0.03% Add +4.3% 34,500 $2.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.2% 32,861 $2.5M
Public Employees Retirement System of Ohio 0.01% Add +0.3% 32,528 $2.5M
MML Investors Services, LLC 0.01% Reduce -16.7% 31,565 $2.4M
Louisiana State Employees Retirement System 0.04% Reduce -1.3% 30,000 $2.3M
Future Fund LLC 0.80% Add +25.8% 29,884 $2.3M
Jones Financial Companies LLLP 0.00% Add +3390.9% 30,999 $2.3M
State of New Jersey Common Pension Fund D 0.01% Add +0.9% 27,492 $2.1M
Vanguard Global Advisers, LLC 0.00% — 27,480 $2.1M
Wealthspire Advisors, LLC 0.02% New 26,936 $2.1M
Annex Advisory Services, LLC 0.04% Add +22.6% 26,772 $2.0M
US Bancorp \de 0.00% Reduce -1.9% 26,031 $2.0M
PEAK6 LLC 0.06% Add +312162.5% 24,981 $1.9M
Level Four Advisory Services, LLC 0.06% Add +18.1% 24,210 $1.9M
Cetera Investment Advisers 0.00% Add +16.3% 23,846 $1.8M
Oppenheimer Asset Management Inc. 0.02% Reduce -21.2% 23,633 $1.8M
Harbor Capital Advisors, Inc. 0.14% Reduce -18.2% 23,196 $1.8M
First Trust Advisors LP 0.00% Reduce -2.3% 22,391 $1.7M
Aurdan Capital Management, LLC 0.51% No change 22,112 $1.7M
D.A. Davidson & Co. 0.01% Add +17.9% 22,044 $1.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +56.5% 21,832 $1.7M
Fifth Third Bancorp 0.00% Add +748.2% 21,206 $1.6M
Schonfeld Strategic Advisors LLC 0.01% Reduce -37.7% 20,906 $1.6M
Park Avenue Securities LLC 0.01% New 20,796 $1.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -39.9% 20,793 $1.6M
Quadrature Capital Ltd 0.02% New 20,629 $1.6M
Handelsbanken Fonder AB 0.01% Add +19.7% 20,448 $1.6M
Osaic Holdings, Inc. 0.00% Add +15.1% 19,882 $1.5M
State Board of Administration of Florida Retirement System 0.00% No change 19,736 $1.5M
Glenmede Trust Co. NA 0.01% Add +3.8% 19,631 $1.5M
Amalgamated Bank 0.01% No change 19,467 $1.5M
Arizona State Retirement System 0.01% Reduce -1.7% 19,436 $1.5M
Sit Investment Associates Inc. 0.03% Add +38.7% 19,000 $1.5M
Police & Firemen's Retirement System of New Jersey 0.01% No change 18,988 $1.5M
STRS Ohio 0.01% Add +4.4% 18,800 $1.4M
Nisa Investment Advisors, LLC 0.01% Add +41.0% 18,764 $1.4M
Vanguard Investments Australia, Ltd. 0.00% — 18,505 $1.4M
Integrated Quantitative Investments LLC 0.26% No change 18,452 $1.4M
Magnetar Financial LLC 0.01% New 17,976 $1.4M
Dynamic Technology Lab Private Ltd 0.22% Add +292.0% 17,813 $1.4M
Yousif Capital Management, LLC 0.02% Reduce -2.6% 17,753 $1.4M
Captrust Financial Advisors 0.00% Add +0.5% 17,593 $1.3M
Aquatic Capital Management LLC 0.04% Add +337.6% 17,593 $1.3M
BNP Paribas Financial Markets 0.00% Add +1.7% 17,194 $1.3M
Lighthouse Investment Partners, LLC 0.05% Reduce -44.3% 17,026 $1.3M
HighTower Advisors, LLC 0.00% Add +137.6% 16,795 $1.3M
Legato Capital Management LLC 0.12% Reduce -66.5% 16,748 $1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +1.5% 16,716 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -1.2% 16,616 $1.3M
Dorsey & Whitney Trust CO LLC 0.07% Reduce -12.2% 16,568 $1.3M
Wbi Investments, LLC 0.34% New 16,105 $1.2M
Millington Securities, LLC 0.34% — 16,105 $1.2M
HighMark Wealth Management LLC 0.49% Add +11148.6% 15,748 $1.2M
KLP Kapitalforvaltning As 0.00% Add +3.2% 15,600 $1.2M
Teacher Retirement System of Texas 0.00% Reduce -82.8% 15,484 $1.2M
Oregon Public Employees Retirement Fund 0.02% Add +1.0% 15,352 $1.2M
Vanguard Personalized Indexing Management, LLC 0.01% Add +7.7% 15,180 $1.2M
HSBC Holdings PLC 0.00% Add +23.4% 15,164 $1.2M
Susquehanna Fundamental Investments, LLC 0.04% Reduce -25.9% 14,963 $1.1M
State of Tennessee, Department of Treasury 0.00% No change 14,808 $1.1M
Citigroup Inc. 0.00% Reduce -15.5% 14,594 $1.1M
Caption Management, LLC 0.06% New 14,484 $1.1M
Vestmark Advisory Solutions, Inc. 0.01% Reduce -3.5% 14,238 $1.1M
Mariner, LLC 0.00% Reduce -31.1% 13,822 $1.1M
Benjamin Edwards Inc. 0.01% Add +29.8% 13,759 $1.1M
Pathstone Holdings, LLC 0.00% Add +66.4% 13,696 $1.0M
Evergreen Capital Management LLC 0.02% Add +59.4% 12,952 $991K
PNC Financial Services Group, Inc. 0.00% Reduce -3.9% 12,769 $977K
Gsa Capital Partners LLP 0.06% New 12,368 $947K
Congress Asset Management Co. 0.01% New 12,180 $932K
Amundi 0.00% Add +15.5% 12,148 $930K
Pictet Asset Management Holding SA 0.00% Add +5.1% 11,884 $910K
Holocene Advisors, LP 0.00% New 11,840 $906K
Quadrant Capital Group LLC 0.03% Add +6.0% 11,499 $880K
Capstone Investment Advisors, LLC 0.01% New 11,301 $865K
Campbell & CO Investment Adviser LLC 0.05% Add +11.2% 11,260 $862K
ProShare Advisors LLC 0.00% Reduce -19.9% 10,866 $832K
Janney Montgomery Scott LLC 0.00% Add +36.7% 10,609 $812K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.9% 10,370 $794K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -18.2% 9,875 $756K
Maryland State Retirement & Pension System 0.02% Add +0.7% 9,872 $756K
Tidal Investments LLC 0.00% Add +11.0% 9,628 $737K
Assetmark, Inc. 0.00% Reduce -11.2% 9,393 $719K
First Citizens Bank & Trust Co. 0.02% Reduce -6.9% 9,366 $717K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -6.7% 9,200 $704K
XTX Topco Ltd 0.01% Add +285.5% 9,128 $699K
Mercer Global Advisors Inc. 0.00% Reduce -84.7% 9,091 $696K
O'shaughnessy Asset Management, LLC 0.00% Reduce -55.3% 9,046 $692K
Commonwealth Equity Services, LLC 0.00% No change 8,689 $665K
Farther Finance Advisors, LLC 0.01% Reduce -14.8% 8,592 $658K
Bayban 0.55% No change 8,324 $637K
Public Employees Retirement Association of Colorado 0.00% No change 8,184 $626K
Mutual of America Capital Management LLC 0.01% Add +1.7% 7,736 $592K
Wallace Capital Management Inc. 0.07% No change 7,600 $582K
Bank of Montreal 0.00% Add +9.5% 7,575 $580K
Swiss Life Asset Management Ltd 0.00% Add +209.1% 9,791 $575K
Praxis Investment Management Inc. 0.03% Reduce -3.2% 7,436 $569K
Ensign Peak Advisors, Inc 0.00% Add +53.7% 7,272 $557K
Cresset Asset Management, LLC 0.00% Reduce -31.8% 7,124 $545K
Numerai GP LLC 0.05% Reduce -33.8% 7,049 $540K
Alps Advisors Inc. 0.00% New 7,000 $536K
Acadian Asset Management LLC 0.00% No change 6,752 $516K
OneDigital Investment Advisors LLC 0.01% Reduce -16.9% 6,657 $510K
Xponance LLC 0.00% Add +17.0% 6,466 $495K
Abacus Wealth Partners, LLC 0.04% Add +2.6% 6,388 $489K
Coldstream Capital Management Inc. 0.01% Reduce -23.6% 6,007 $460K
Destination Wealth Management 0.01% Reduce -0.9% 5,956 $456K
Obermeyer Wealth Partners 0.02% No change 5,876 $450K
Ameritas Investment Partners, Inc. 0.01% No change 5,800 $444K
Bayforest Capital Ltd 0.50% New 5,796 $444K
Personal Cfo Solutions, LLC 0.06% Add +23.6% 5,590 $428K
CIBC Bancorp USA Inc. 0.00% — 5,532 $423K
Tarbox Family Office, Inc. 0.07% No change 5,316 $407K
Farmers & Merchants Investments Inc. 0.01% No change 5,240 $401K
HMS Capital Management, LLC 0.15% New 5,191 $397K
M&T Bank Corp 0.00% Reduce -6.3% 5,158 $395K
Elevation Point Wealth Partners, LLC 0.01% New 5,052 $387K
Panagora Asset Management Inc. 0.00% No change 4,972 $381K
Round Rock Advisors LLC 0.06% Add +72.1% 4,894 $375K
Principal Securities, Inc. 0.01% Add +14.5% 4,817 $369K
DGS Capital Management, LLC 0.06% Add +26.8% 4,670 $357K
Tower Research Capital LLC (TRC) 0.01% Add +142.1% 4,648 $356K
Morse Asset Management, Inc 0.07% Reduce -44.1% 4,560 $349K
Royce & Associates LP 0.00% New 4,512 $345K
SG Americas Securities, LLC 0.00% Reduce -96.3% 4,465 $342K
Fiduciary Trust Co 0.00% Reduce -11.6% 4,394 $336K
Choreo, LLC 0.00% Reduce -1.8% 4,359 $334K
Yorktown Management & Research Co Inc 0.27% No change 4,240 $325K
CIBC Asset Management Inc 0.00% Reduce -1.2% 4,232 $324K
Atria Investments, Inc 0.00% Reduce -10.5% 4,088 $313K
Alpine Woods Capital Investors, LLC 0.07% New 4,062 $311K
Aviva PLC 0.00% New 4,008 $307K
Spirepoint Private Client, LLC 0.03% Add +11.1% 3,990 $305K
HB Wealth Management, LLC 0.00% Add +2.5% 3,913 $300K
Brevan Howard Capital Management LP 0.00% New 3,881 $297K
Empowered Funds, LLC 0.00% New 3,804 $291K
QRG Capital Management, Inc. 0.00% Add +18.7% 3,765 $288K
&partners 0.00% Add +48.2% 3,740 $288K
CenterBook Partners LP 0.01% New 3,637 $278K
Corient Private Wealth LP 0.00% New 3,610 $276K
Modus Advisors, LLC 0.08% No change 3,592 $275K
DNB Asset Management AS 0.00% New 3,568 $273K
Concurrent Investment Advisors, LLC 0.00% Add +13.0% 3,416 $261K
Arkadios Wealth Advisors 0.00% Add +2.5% 3,351 $257K
Profund Advisors LLC 0.01% Reduce -38.5% 3,320 $254K
Commerce Bank 0.00% Reduce -9.5% 3,274 $251K
Credit Agricole S A 0.00% Reduce -87.5% 3,204 $245K
Bessemer Group Inc. 0.00% Add +2.1% 3,152 $241K
ZWJ Investment Counsel Inc. 0.01% No change 3,048 $233K
Massar Capital Management, LP 0.05% New 3,036 $232K
Snowden Capital Advisors LLC 0.01% Add +2.7% 3,028 $232K
Journey Strategic Wealth LLC 0.01% Add +1.9% 3,020 $231K
Cary Street Partners Financial LLC 0.01% No change 3,012 $231K
Baird Financial Group, Inc. 0.00% Reduce -85.6% 2,996 $229K
Sowell Financial Services LLC 0.01% Add +18.9% 2,849 $218K
Aster Capital Management (DIFC) Ltd 0.07% Add +177.9% 856 $212K
KBC Group NV 0.00% Add +25.4% 2,648 $203K
Blair William & Co. 0.00% No change 2,628 $201K
Rockefeller Capital Management L.P. 0.00% Add +87.5% 2,595 $199K
Harbour Investments, Inc. 0.00% Add +44.8% 2,432 $186K
Blue Owl Capital Holdings LP 0.05% No change 2,428 $186K
Cwm, LLC 0.00% Add +27.6% 2,358 $181K
Smartleaf Asset Management LLC 0.01% Reduce -30.3% 2,425 $180K
SouthState Bank Corp 0.01% No change 2,060 $158K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +2.0% 1,832 $140K
Horizon Investments, LLC 0.00% Add +118.5% 1,800 $138K
Exchange Traded Concepts, LLC 0.00% Add +118.5% 1,800 $138K
GAMMA Investing LLC 0.01% Reduce -11.9% 1,798 $138K
Kemnay Advisory Services Inc. 0.02% Add +162.3% 1,752 $134K
Wellington-Altus USA Inc. 0.07% Reduce -9.7% 1,604 $116K
Avalon Trust Co 0.01% No change 1,500 $115K
Allworth Financial LP 0.00% Add +17.5% 1,490 $114K
Vestcor Inc 0.00% New 1,487 $114K
IFP Advisors, Inc 0.00% New 1,229 $94K
Blue Trust, Inc. 0.00% Add +6.8% 1,201 $92K
Advisors Asset Management, Inc. 0.00% Add +59.0% 1,196 $92K
Federated Hermes, Inc. 0.00% Add +165.4% 1,104 $85K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +15.4% 1,020 $78K
Salomon & Ludwin, LLC 0.01% Add +95.3% 992 $77K
Mather Group, Llc. 0.00% New 999 $76K
Versant Capital Management, Inc 0.01% Reduce -8.0% 964 $74K
Parallel Advisors, LLC 0.00% Reduce -17.3% 893 $68K
Palladiem, LLC 0.07% Add +2.3% 818 $68K
Missouri Trust & Investment Co 0.02% No change 812 $62K
Ramirez Asset Management, Inc. 0.01% Reduce -50.0% 800 $61K
DHJJ Financial Advisors, Ltd. 0.02% No change 780 $60K
Bartlett & Co. Wealth Management LLC 0.00% No change 744 $58K
CENTRAL TRUST Co 0.00% Add +11.5% 544 $42K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 500 $38K
Parkside Financial Bank & Trust 0.00% Reduce -7.4% 452 $35K
AdvisorNet Financial, Inc 0.00% No change 436 $33K
Private Wealth Asset Management, LLC 0.00% No change 420 $32K
Transamerica Financial Advisors, LLC 0.00% Add +59.6% 415 $32K
Financial Perspectives, Inc 0.01% No change 412 $32K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +77.6% 412 $32K
Costello Asset Management, INC 0.01% New 400 $31K
Nomura Asset Management Co. Ltd. 0.00% No change 400 $31K
Steward Partners Investment Advisory, LLC 0.00% Reduce -40.4% 384 $29K
Twin Peaks Wealth Advisors, LLC 0.01% New 380 $29K
Advisory Services Network, LLC 0.00% New 376 $29K
EverSource Wealth Advisors, LLC 0.00% Add +18.2% 350 $27K
MassMutual Private Wealth & Trust, FSB 0.00% Add +6.5% 328 $25K
NewEdge Advisors, LLC 0.00% Reduce -8.9% 328 $25K
MJT & Associates Financial Advisory Group, Inc. 0.02% No change 320 $24K
Bogart Wealth, LLC 0.00% No change 320 $24K
MAI Capital Management 0.00% No change 272 $21K
Covestor Ltd 0.01% Reduce -53.7% 261 $20K
Cedar Mountain Advisors, LLC 0.00% Add +611.1% 256 $20K
Bare Financial Services, Inc 0.00% Add +39.5% 173 $13K
Root Financial Partners, LLC 0.00% Reduce -8.5% 150 $11K
Birchwood Financial Partners, Inc. 0.01% No change 148 $11K
Rothschild Investment LLC 0.00% Add +37.0% 148 $11K
GHP Investment Advisors, Inc. 0.00% Reduce -0.7% 147 $11K
WPG Advisers, LLC 0.01% Reduce -15.4% 132 $10K
International Assets Investment Management, LLC 0.00% No change 124 $10K
Kilter Group LLC 0.00% New 123 $9K
Ballast Advisors LLC 0.00% New 120 $9K
Lake Street Private Wealth, LLC 0.00% New 116 $9K
Sound Income Strategies, LLC 0.00% Add +1.9% 110 $8K
First Pacific Financial 0.00% Add +17.4% 108 $8K
Accent Capital Management, LLC 0.00% New 104 $8K
Cary Street Partners Investment Advisory LLC 0.00% Add +3.0% 103 $8K
Nvest Wealth Strategies, Inc. 0.01% No change 100 $8K
CVA Family Office, LLC 0.00% Add +400.0% 100 $8K
Essential Partners LLC 0.00% Add +4700.0% 96 $7K
Vermillion Wealth Management, Inc. 0.00% No change 92 $7K
Bell Investment Advisors, Inc 0.00% No change 88 $7K
Marquette Asset Management, LLC 0.00% New 88 $7K
Larson Financial Group LLC 0.00% Reduce -51.2% 84 $6K
Keating Financial Advisory Services, Inc. 0.00% Add +220.8% 77 $6K
Zions Bancorporation, National Association 0.00% Add +825.0% 74 $6K
Basepoint Wealth LLC 0.00% Add +2.9% 70 $5K
Fortitude Family Office, LLC 0.00% Add +65.6% 53 $4K
Salem Investment Counselors Inc. 0.00% New 52 $4K
Whittier Trust Co. of Nevada Inc. 0.00% Add +140.0% 48 $4K
Albion Financial Group 0.00% No change 48 $4K
WealthCollab, LLC 0.00% No change 44 $3K
Creative Financial Designs Inc. 0.00% No change 44 $3K
Signature Equity Partners, LLC 0.00% Add +5.0% 42 $3K
Owl Creek Wealth Partners LLC 0.00% — 40 $3K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -72.2% 40 $3K
Cullen/Frost Bankers, Inc. 0.00% Add +4.2% 25 $2K
Physician Wealth Advisors, Inc. 0.00% Add +100.0% 24 $2K
Ankerstar Wealth, LLC 0.00% No change 24 $2K
Rialto Wealth Management, LLC 0.00% Add +66.7% 20 $2K
SJS Investment Consulting Inc. 0.00% Add +150.0% 20 $2K
Basecamp Wealth Advisors LLC 0.00% No change 16 $1K
True Wealth Design, LLC 0.00% No change 12 $919
Park Place Capital Corp 0.00% No change 12 $919
North Star Investment Management Corp. 0.00% Reduce -62.5% 12 $919
SBI Securities Co., Ltd. 0.00% No change 12 $919
Gilpin Wealth Management, LLC 0.00% Add +100.0% 8 $613
Huntington National Bank 0.00% New 8 $612
Abound Wealth Management 0.00% No change 8 $579
Cornerstone Planning Group LLC 0.00% New 7 $563
American Capital Advisory, LLC 0.00% New 4 $307
TD Capital Management LLC 0.00% No change 4 $307
TFC Financial Management, Inc. 0.00% No change 4 $307
Bay Harbor Wealth Management, LLC 0.00% Reduce -50.0% 4 $306
Curio Wealth, LLC 0.00% New 4 $306
TD Private Client Wealth LLC 0.00% New 4 $306
Hughes Financial Services, LLC 0.00% New 4 $306
Dunhill Financial, LLC 0.00% New 1 $104
Danske Bank A/S 0.00% Reduce -80.0% 80 $0
Avion Wealth 0.00% No change 4 $0

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