Piper Sandler CosPIPR
13F holders, Q2 2026 (June 30)417holders +39
72new positions
43sold out
7famous investors
$72.39avg. 13F price*
At the end of Q2 2026, 417 institutions reported holding Piper Sandler Cos (PIPR) in their 13F filings, up 39 from Q1 2026. 72 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($799.3M), Vanguard Portfolio Management LLC ($375.2M) and Invesco Ltd. ($227.3M). 7 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Piper Sandler Cos
- CUSIP
- 724078209
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $74.0M |
| Exits | 43 | $72.4M |
All 13F filers, Q1 2026 → Q2 2026: 5,722,456 shares bought and 4,836,424 shares sold, net +886,031 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 417 holders
| BlackRock, Inc. | 0.01% | Add +5.9% | 11,048,611 | $799.3M |
| Vanguard Portfolio Management LLC | 0.02% | Add +1.0% | 5,186,683 | $375.2M |
| Invesco Ltd. | 0.02% | Add +20.4% | 3,141,984 | $227.3M |
| Vanguard Capital Management LLC | 0.00% | Add +0.5% | 3,038,326 | $219.8M |
| State Street Corp. | 0.01% | Add +4.8% | 2,919,922 | $211.2M |
| Geode Capital Management, LLC | 0.01% | Add +6.7% | 1,741,263 | $126.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +10.1% | 1,616,193 | $116.9M |
| Dimensional Fund Advisors LP | 0.02% | Add +3.5% | 1,424,002 | $103.0M |
| North Reef Capital Management LP | 3.74% | Add +40.0% | 1,350,000 | $97.7M |
| Westwood Holdings Group Inc. | 0.68% | Add +11.3% | 1,237,090 | $89.5M |
| Stephens Investment Management Group LLC | 0.89% | Add +2.6% | 1,148,867 | $83.1M |
| Alliancebernstein L.P. | 0.03% | Reduce -4.8% | 1,083,098 | $82.9M |
| Fisher Asset Management | 0.02% | Reduce -1.5% | 1,061,539 | $76.8M |
| American Century Companies Inc. | 0.03% | Add +25.9% | 934,379 | $67.6M |
| Norges Bank | 0.01% | — | 889,117 | $64.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.3% | 861,940 | $62.4M |
| GW&K Investment Management, LLC | 0.49% | Reduce -6.0% | 861,276 | $62.3M |
| Northern Trust Corp. | 0.01% | Add +6.5% | 803,760 | $58.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.3% | 751,863 | $54.8M |
| Systematic Financial Management LP | 1.02% | Reduce -2.1% | 706,867 | $51.1M |
| Morgan Stanley | 0.00% | Reduce -13.8% | 621,305 | $44.9M |
| Nuveen, LLC | 0.01% | Reduce -12.1% | 613,110 | $44.4M |
| Bank of New York Mellon Corp | 0.01% | Add +0.5% | 573,217 | $41.5M |
| Voya Investment Management LLC | 0.04% | Reduce -0.6% | 547,144 | $39.6M |
| Mairs & Power Inc. | 0.36% | Reduce -0.3% | 544,505 | $39.4M |
| Franklin Resources Inc. | 0.01% | Add +0.3% | 513,020 | $37.1M |
| Loomis Sayles & Co. L P | 0.05% | Reduce -6.7% | 500,598 | $36.2M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +3.3% | 488,682 | $35.4M |
| Jupiter Topco LLC | 0.01% | — | 478,652 | $34.6M |
| Jacobs Levy Equity Management, Inc. | 0.12% | Reduce -28.9% | 451,724 | $32.7M |
| Boston Trust Walden Corp | 0.24% | Add +163.9% | 437,008 | $31.6M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +124.3% | 399,189 | $28.8M |
| Azora Capital LP | 1.16% | New | 380,367 | $27.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.1% | 356,790 | $25.8M |
| Emerald Advisers, LLC | 0.60% | Reduce -2.9% | 350,159 | $25.3M |
| Kennedy Capital Management LLC | 0.44% | Reduce -2.9% | 345,329 | $25.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.0% | 330,579 | $23.9M |
| Sei Investments Co. | 0.02% | Reduce -17.5% | 302,293 | $21.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +80.6% | 302,222 | $21.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +9.1% | 284,656 | $20.6M |
| TimesSquare Capital Management, LLC | 0.28% | Reduce -15.4% | 264,791 | $19.2M |
| Neuberger Berman Group LLC | 0.01% | Add +13.0% | 259,078 | $18.7M |
| Fiera Capital Corp | 0.07% | Reduce -42.7% | 255,778 | $18.5M |
| Bank of America Corp. | 0.00% | Reduce -17.4% | 234,806 | $17.0M |
| Public Sector Pension Investment Board | 0.04% | Reduce -4.0% | 232,134 | $16.8M |
| Creative Planning | 0.01% | Add +80.2% | 231,297 | $16.7M |
| Emerald Mutual Fund Advisers Trust | 0.57% | No change | 225,192 | $16.3M |
| Bessemer Group Inc. | 0.02% | Add +6887.6% | 220,249 | $15.9M |
| Mackenzie Financial Corp. | 0.01% | Add +271.0% | 204,362 | $14.8M |
| UBS Group AG | 0.00% | Reduce -24.2% | 196,957 | $14.2M |
| Barclays PLC | 0.00% | Reduce -34.1% | 191,197 | $13.8M |
| Wellington Management Group LLP | 0.00% | Reduce -35.5% | 190,115 | $13.8M |
| Squarepoint Ops LLC | 0.03% | Reduce -22.4% | 186,993 | $13.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.4% | 176,777 | $12.8M |
| Rhumbline Advisers | 0.01% | Reduce -23.1% | 172,290 | $12.5M |
| Legal & General Group Plc | 0.00% | Add +3.8% | 167,094 | $12.1M |
| Renaissance Technologies | 0.01% | Add +204.6% | 149,840 | $10.8M |
| Raymond James Financial Inc. | 0.00% | Add +5.3% | 141,005 | $10.2M |
| Swiss National Bank | 0.01% | Reduce -0.4% | 139,500 | $10.1M |
| Citadel Advisors | 0.01% | Reduce -57.2% | 137,589 | $10.0M |
| FMR LLC | 0.00% | Reduce -78.0% | 134,514 | $9.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.9% | 134,292 | $9.7M |
| Wells Fargo & Company | 0.00% | Add +84.0% | 132,465 | $9.6M |
| WINTON GROUP Ltd | 0.31% | Add +3.3% | 130,560 | $9.4M |
| Interval Partners, LP | 0.30% | Reduce -8.3% | 128,354 | $9.3M |
| Millennium Management | 0.01% | Add +39.5% | 123,963 | $9.0M |
| New York State Common Retirement Fund | 0.01% | Add +2.5% | 119,644 | $8.7M |
| OP Asset Management Ltd | 0.09% | New | 115,629 | $8.4M |
| Victory Capital Management Inc. | 0.00% | Reduce -8.9% | 115,478 | $8.4M |
| New York State Teachers Retirement System | 0.01% | Add +4.8% | 105,594 | $7.6M |
| Nicholas Investment Partners, LP | 0.48% | Add +5.1% | 103,379 | $7.5M |
| Susquehanna Fundamental Investments, LLC | 0.14% | Add +578.1% | 101,470 | $7.3M |
| Cander Asset Management LP | 1.32% | Reduce -8.3% | 97,903 | $7.1M |
| Axiom Investors LLC | 0.06% | Reduce -28.5% | 95,230 | $6.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +18.5% | 93,982 | $6.8M |
| Teacher Retirement System of Texas | 0.02% | Add +479.6% | 89,743 | $6.5M |
| Prudential Financial Inc. | 0.01% | Reduce -64.8% | 89,040 | $6.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -7.7% | 88,410 | $6.4M |
| California State Teachers Retirement System | 0.01% | New | 83,203 | $6.0M |
| XTX Topco Ltd | 0.08% | Add +784.6% | 80,751 | $5.8M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +271.4% | 77,634 | $5.6M |
| Crawford Investment Counsel Inc. | 0.09% | Add +24.1% | 77,533 | $5.6M |
| Deutsche Bank AG | 0.00% | Add +17.5% | 76,224 | $5.5M |
| Moody Aldrich Partners LLC | 0.94% | Reduce -21.5% | 72,085 | $5.2M |
| Royal Bank of Canada | 0.00% | Reduce -2.3% | 71,870 | $5.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +17.1% | 71,595 | $5.2M |
| Man Group plc | 0.01% | Add +80.6% | 71,588 | $5.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -55.6% | 70,119 | $5.1M |
| EFG International AG | 0.09% | Reduce -1.8% | 67,385 | $4.9M |
| AQR Capital Management | 0.00% | Add +39.2% | 67,312 | $4.9M |
| Ensign Peak Advisors, Inc | 0.01% | Add +815.0% | 66,535 | $4.8M |
| Van Eck Associates Corp. | 0.00% | Add +4.5% | 66,087 | $4.8M |
| Jump Financial, LLC | 0.05% | New | 63,827 | $4.6M |
| Intech Investment Management LLC | 0.04% | Reduce -6.7% | 62,114 | $4.5M |
| Fred Alger Management, LLC | 0.01% | Reduce -30.1% | 60,717 | $4.4M |
| Natixis Advisors, LLC | 0.00% | Add +1.1% | 59,255 | $4.3M |
| Quantinno Capital Management LP | 0.01% | Add +3.2% | 59,034 | $4.3M |
| CI Investments Inc. | 0.01% | Add +1.6% | 55,953 | $4.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +2.2% | 54,143 | $3.9M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Add +176.8% | 54,080 | $3.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +8.8% | 53,383 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -3.0% | 53,252 | $3.9M |
| Lord, Abbett & Co. LLC | 0.01% | Reduce -90.5% | 49,597 | $3.6M |
| Aquatic Capital Management LLC | 0.12% | Add +179.9% | 49,252 | $3.6M |
| Algert Global LLC | 0.04% | New | 48,059 | $3.5M |
| Cerity Partners LLC | 0.00% | Add +13.3% | 47,211 | $3.4M |
| Brevan Howard Capital Management LP | 0.05% | Add +1106.0% | 46,806 | $3.4M |
| Citigroup Inc. | 0.00% | Add +217.6% | 46,351 | $3.4M |
| Vident Advisory, LLC | 0.02% | Add +7.6% | 44,468 | $3.2M |
| First Trust Advisors LP | 0.00% | Add +94.3% | 43,496 | $3.1M |
| Holocene Advisors, LP | 0.01% | Add +266.0% | 43,330 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +34.8% | 42,557 | $3.1M |
| Public Employees Retirement System of Ohio | 0.01% | Add +27.8% | 41,572 | $3.0M |
| MetLife Investment Management, LLC | 0.01% | Add +9.0% | 41,127 | $3.0M |
| LPL Financial LLC | 0.00% | Reduce -0.4% | 40,967 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -2.8% | 38,343 | $2.8M |
| James Investment Research, Inc. | 0.28% | No change | 37,536 | $2.7M |
| Future Fund LLC | 0.77% | Add +23.8% | 36,990 | $2.7M |
| Martingale Asset Management L P | 0.06% | No change | 36,800 | $2.7M |
| Illinois Municipal Retirement Fund | 0.03% | Add +5.7% | 36,478 | $2.6M |
| Truist Financial Corp. | 0.00% | Reduce -2.8% | 35,985 | $2.6M |
| Horizon Investments, LLC | 0.03% | Add +1889.8% | 35,817 | $2.6M |
| Wbi Investments, LLC | 0.64% | Add +120.1% | 35,449 | $2.6M |
| Knights of Columbus Asset Advisors LLC | 0.13% | Add +0.7% | 34,735 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +5.7% | 32,762 | $2.5M |
| Trexquant Investment LP | 0.02% | Reduce -82.3% | 34,383 | $2.5M |
| Adage Capital Partners Gp, L.L.C. | 0.00% | New | 34,006 | $2.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +53.1% | 33,429 | $2.4M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -65.2% | 33,354 | $2.4M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -24.9% | 33,287 | $2.4M |
| Voleon Capital Management LP | 0.04% | New | 32,802 | $2.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.9% | 32,569 | $2.4M |
| NorthCrest Asset Manangement, LLC | 0.06% | Reduce -2.6% | 32,079 | $2.4M |
| One Capital Management, LLC | 0.06% | New | 29,884 | $2.3M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.3% | 29,600 | $2.1M |
| Lazard Asset Management LLC | 0.00% | New | 29,348 | $2.1M |
| Annex Advisory Services, LLC | 0.03% | Add +2.5% | 27,455 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.3% | 27,141 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -45.1% | 27,081 | $2.0M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -0.4% | 26,840 | $1.9M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -4.7% | 26,191 | $1.9M |
| HSBC Holdings PLC | 0.00% | Add +67.1% | 25,339 | $1.9M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -29.5% | 25,632 | $1.9M |
| US Bancorp \de | 0.00% | Reduce -2.8% | 25,308 | $1.8M |
| Oliver Luxxe Assets LLC | 0.26% | Reduce -41.4% | 24,597 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +16.6% | 24,242 | $1.8M |
| Bridgewater Associates | 0.01% | Reduce -62.1% | 24,018 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | Add +61.4% | 23,905 | $1.7M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -1.8% | 23,764 | $1.7M |
| Harbor Capital Advisors, Inc. | 0.11% | Add +0.4% | 23,286 | $1.7M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -2.6% | 23,011 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Add +3.4% | 22,786 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Add +29.5% | 22,264 | $1.6M |
| Aurdan Capital Management, LLC | 0.41% | No change | 22,112 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +9.5% | 21,775 | $1.6M |
| STRS Ohio | 0.01% | Add +14.4% | 21,500 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -10.7% | 21,300 | $1.5M |
| Fifth Third Bancorp | 0.00% | Reduce -1.0% | 20,992 | $1.5M |
| Handelsbanken Fonder AB | 0.00% | Add +2.5% | 20,948 | $1.5M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +9.9% | 20,861 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Add +0.0% | 20,803 | $1.5M |
| Lido Advisors, LLC | 0.01% | New | 20,527 | $1.5M |
| Sit Investment Associates Inc. | 0.03% | Add +5.5% | 20,050 | $1.4M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 19,736 | $1.4M |
| Arizona State Retirement System | 0.01% | Reduce -1.3% | 19,179 | $1.4M |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 18,505 | $1.3M |
| Amalgamated Bank | 0.01% | Reduce -6.3% | 18,238 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +3.4% | 18,192 | $1.3M |
| Glenmede Trust Co. NA | 0.01% | Reduce -7.7% | 18,115 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Add +1.7% | 18,053 | $1.3M |
| New Age Alpha Advisors, LLC | 0.05% | Reduce -69.4% | 17,424 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +13.8% | 17,274 | $1.2M |
| Legato Capital Management LLC | 0.10% | Add +2.3% | 17,140 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.06% | Add +48.4% | 16,707 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 16,616 | $1.2M |
| Entropy Technologies, LP | 0.05% | New | 16,027 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -4.1% | 16,025 | $1.2M |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -14.7% | 16,005 | $1.2M |
| SummitTX Capital, L.P. | 0.03% | New | 15,944 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +74.1% | 15,748 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | No change | 15,600 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 15,352 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -8.3% | 15,197 | $1.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 14,530 | $1.1M |
| Cinctive Capital Management LP | 0.04% | New | 14,387 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Add +3.7% | 14,263 | $1.0M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -4.3% | 13,628 | $986K |
| Pathstone Holdings, LLC | 0.00% | Reduce -3.0% | 13,284 | $961K |
| Landscape Capital Management, L.L.C. | 0.06% | New | 13,074 | $946K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 12,763 | $923K |
| Quadrant Capital Group LLC | 0.02% | Reduce -1.8% | 11,298 | $817K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -5.4% | 11,237 | $813K |
| Vise Technologies, Inc. | 0.01% | New | 11,226 | $812K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.9% | 10,778 | $780K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +8.6% | 10,728 | $776K |
| Amundi | 0.00% | Reduce -12.7% | 10,605 | $767K |
| Tidal Investments LLC | 0.00% | Add +8.9% | 10,488 | $759K |
| First Citizens Bank & Trust Co. | 0.01% | Add +8.9% | 10,199 | $738K |
| ProShare Advisors LLC | 0.00% | Reduce -7.5% | 10,047 | $727K |
| Maryland State Retirement & Pension System | 0.01% | No change | 9,872 | $714K |
| Assetmark, Inc. | 0.00% | Add +2.8% | 9,657 | $699K |
| HighTower Advisors, LLC | 0.00% | Reduce -44.7% | 9,293 | $672K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2285.7% | 9,161 | $663K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -2.2% | 9,001 | $651K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.2% | 8,966 | $649K |
| Evergreen Capital Management LLC | 0.01% | Reduce -31.0% | 8,941 | $647K |
| Bridgefront Capital, LLC | 0.17% | New | 8,899 | $644K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.2% | 8,802 | $637K |
| Maridea Wealth Management LLC | 0.07% | New | 8,523 | $617K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.8% | 8,436 | $610K |
| Bayban | 0.46% | No change | 8,324 | $602K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,184 | $592K |
| Bank of Montreal | 0.00% | Add +3.6% | 7,849 | $568K |
| Freestone Grove Partners LP | 0.00% | Reduce -92.5% | 7,827 | $566K |
| Engineers Gate Manager LP | 0.01% | Reduce -80.6% | 7,756 | $561K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.0% | 7,739 | $560K |
| Wallace Capital Management Inc. | 0.06% | No change | 7,600 | $550K |
| SG Americas Securities, LLC | 0.00% | Add +68.5% | 7,523 | $544K |
| Praxis Investment Management Inc. | 0.03% | No change | 7,436 | $538K |
| Alps Advisors Inc. | 0.00% | Add +1.4% | 7,101 | $514K |
| Twinbeech Capital LP | 0.09% | New | 7,089 | $513K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +592.4% | 7,062 | $511K |
| OneDigital Investment Advisors LLC | 0.00% | Add +5.3% | 7,013 | $507K |
| Xponance LLC | 0.00% | Add +7.9% | 6,977 | $505K |
| Coldstream Capital Management Inc. | 0.01% | Add +10.3% | 6,625 | $479K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +10.7% | 6,419 | $464K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.0% | 39,109 | $464K |
| Fieldview Capital Management, LLC | 0.13% | New | 6,250 | $452K |
| Destination Wealth Management | 0.01% | Add +0.1% | 5,960 | $431K |
| Obermeyer Wealth Partners | 0.02% | No change | 5,876 | $425K |
| M&T Bank Corp | 0.00% | Add +12.0% | 5,777 | $418K |
| CIBC Bancorp USA Inc. | 0.00% | Add +2.4% | 5,666 | $410K |
| Parcion Private Wealth LLC | 0.02% | Add +2.8% | 5,599 | $405K |
| Summit Global Investments | 0.02% | New | 5,580 | $404K |
| Aviva PLC | 0.00% | Add +39.3% | 5,583 | $404K |
| Personal Cfo Solutions, LLC | 0.06% | Reduce -0.1% | 5,582 | $404K |
| Heritage Wealth Management, Inc. | 0.10% | New | 5,544 | $401K |
| HMS Capital Management, LLC | 0.15% | Add +4.3% | 5,412 | $391K |
| Tarbox Family Office, Inc. | 0.06% | No change | 5,316 | $385K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 5,240 | $379K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +2.7% | 5,188 | $375K |
| Dark Forest Capital Management LP | 0.02% | New | 5,117 | $370K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 5,100 | $369K |
| &partners | 0.00% | Add +35.7% | 5,076 | $367K |
| Principal Securities, Inc. | 0.00% | Add +4.2% | 5,020 | $363K |
| Virtu Financial LLC | 0.01% | New | 4,980 | $360K |
| Panagora Asset Management Inc. | 0.00% | No change | 4,972 | $360K |
| Round Rock Advisors LLC | 0.05% | No change | 4,894 | $354K |
| Marshall Wace, LLP | 0.00% | New | 4,880 | $353K |
| Atria Investments, Inc | 0.00% | Add +18.8% | 4,857 | $351K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -52.4% | 4,658 | $337K |
| Royce & Associates LP | 0.00% | Add +0.0% | 4,513 | $326K |
| Choreo, LLC | 0.00% | Add +2.9% | 4,487 | $325K |
| Regions Financial Corp. | 0.00% | New | 4,435 | $321K |
| State of Wyoming | 0.03% | New | 4,428 | $320K |
| Fiduciary Trust Co | 0.00% | Add +0.6% | 4,419 | $320K |
| Gsa Capital Partners LLP | 0.02% | Reduce -64.3% | 4,411 | $319K |
| Yorktown Management & Research Co Inc | 0.19% | No change | 4,240 | $307K |
| Spirepoint Private Client, LLC | 0.02% | Add +5.8% | 4,221 | $305K |
| HB Wealth Management, LLC | 0.00% | Add +6.7% | 4,175 | $302K |
| CIBC Asset Management Inc | 0.00% | Reduce -2.0% | 4,146 | $300K |
| Baird Financial Group, Inc. | 0.00% | Add +30.7% | 3,917 | $283K |
| Tudor Investment Corporation | 0.00% | New | 3,895 | $282K |
| QRG Capital Management, Inc. | 0.00% | Add +2.9% | 3,874 | $280K |
| Cresset Asset Management, LLC | 0.00% | Reduce -46.0% | 3,844 | $278K |
| Snowden Capital Advisors LLC | 0.01% | Add +26.9% | 3,843 | $278K |
| Alpine Woods Capital Investors, LLC | 0.06% | Reduce -8.0% | 3,738 | $270K |
| Savant Capital, LLC | 0.00% | New | 3,608 | $269K |
| Quantbot Technologies LP | 0.01% | New | 3,690 | $267K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +5.2% | 3,594 | $260K |
| Modus Advisors, LLC | 0.06% | No change | 3,592 | $260K |
| Profund Advisors LLC | 0.01% | Add +7.5% | 3,570 | $258K |
| DNB Asset Management AS | 0.00% | No change | 3,568 | $258K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -98.9% | 3,533 | $256K |
| Abacus Wealth Partners, LLC | 0.03% | Reduce -46.1% | 3,444 | $249K |
| Ethic Inc. | 0.00% | Reduce -23.0% | 3,427 | $248K |
| Corient Private Wealth LP | 0.00% | Reduce -89.8% | 3,427 | $248K |
| Nykredit A/S | 0.00% | — | 3,415 | $247K |
| Arkadios Wealth Advisors | 0.00% | Add +1.4% | 3,398 | $246K |
| ZWJ Investment Counsel Inc. | 0.01% | Add +10.0% | 3,354 | $243K |
| Credit Agricole S A | 0.00% | No change | 3,204 | $232K |
| Signaturefd, LLC | 0.00% | Add +77.1% | 3,181 | $230K |
| Diametric Capital, LP | 0.02% | New | 3,058 | $221K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 3,055 | $221K |
| Cary Street Partners Financial LLC | 0.00% | No change | 3,012 | $218K |
| Axq Capital, LP | 0.02% | New | 2,888 | $209K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -38.2% | 2,874 | $208K |
| iA Global Asset Management Inc. | 0.00% | New | 2,753 | $199K |
| KBC Group NV | 0.00% | No change | 2,648 | $192K |
| Smartleaf Asset Management LLC | 0.01% | No change | 2,425 | $176K |
| Harbour Investments, Inc. | 0.00% | No change | 2,432 | $176K |
| Blue Owl Capital Holdings LP | 0.03% | No change | 2,428 | $176K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -10.6% | 2,319 | $168K |
| Exchange Traded Concepts, LLC | 0.00% | Add +17.9% | 2,123 | $154K |
| SouthState Bank Corp | 0.01% | No change | 2,060 | $149K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +7.8% | 1,975 | $143K |
| GAMMA Investing LLC | 0.01% | Add +4.1% | 1,871 | $135K |
| Wellington-Altus USA Inc. | 0.09% | No change | 1,604 | $123K |
| Advisors Asset Management, Inc. | 0.00% | Add +33.3% | 1,594 | $115K |
| Parallel Advisors, LLC | 0.00% | Add +72.0% | 1,536 | $111K |
| Avalon Trust Co | 0.01% | No change | 1,500 | $109K |
| Vestcor Inc | 0.00% | No change | 1,487 | $108K |
| Federated Hermes, Inc. | 0.00% | Add +31.0% | 1,446 | $105K |
| Investors Research Corp | 0.02% | Add +2.6% | 1,400 | $101K |
| Versant Capital Management, Inc | 0.01% | Add +40.3% | 1,352 | $98K |
| Allworth Financial LP | 0.00% | Reduce -16.1% | 1,250 | $90K |
| Blue Trust, Inc. | 0.00% | Add +0.4% | 1,206 | $87K |
| IFP Advisors, Inc | 0.00% | Reduce -21.4% | 1,200 | $87K |
| Bayforest Capital Ltd | 0.08% | Reduce -80.2% | 1,146 | $83K |
| Institute for Wealth Management, LLC. | 0.01% | New | 1,068 | $77K |
| Mather Group, Llc. | 0.00% | No change | 999 | $72K |
| Global Retirement Partners, LLC | 0.00% | — | 920 | $67K |
| Simplex Trading, LLC | 0.00% | New | 870 | $63K |
| Arax Advisory Partners | 0.00% | New | 850 | $61K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 800 | $58K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 780 | $56K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 744 | $54K |
| AdvisorNet Financial, Inc | 0.00% | Add +45.9% | 636 | $46K |
| CENTRAL TRUST Co | 0.00% | No change | 544 | $39K |
| Parkside Financial Bank & Trust | 0.00% | Add +13.1% | 511 | $37K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 500 | $36K |
| Covestor Ltd | 0.02% | Add +83.5% | 479 | $35K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -73.1% | 472 | $34K |
| Morse Asset Management, Inc | 0.01% | Reduce -90.3% | 440 | $32K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -56.5% | 432 | $31K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 420 | $30K |
| Financial Perspectives, Inc | 0.01% | No change | 412 | $30K |
| Costello Asset Management, INC | 0.01% | No change | 400 | $29K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -7.5% | 384 | $28K |
| UMB Bank, n.a. | 0.00% | New | 383 | $28K |
| Whittier Trust Co. | 0.00% | New | 368 | $27K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +9.4% | 359 | $26K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | No change | 320 | $23K |
| Bogart Wealth, LLC | 0.00% | No change | 320 | $23K |
| NewEdge Advisors, LLC | 0.00% | Reduce -21.0% | 259 | $19K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 256 | $19K |
| Sterling Capital Management LLC | 0.00% | Reduce -43.7% | 248 | $18K |
| Toronto Dominion Bank | 0.00% | New | 228 | $16K |
| Bare Financial Services, Inc | 0.00% | Add +28.3% | 222 | $16K |
| Salem Investment Counselors Inc. | 0.00% | Add +300.0% | 208 | $15K |
| Persistent Asset Partners Ltd | 0.00% | New | 173 | $13K |
| Clearstead Advisors, LLC | 0.00% | New | 167 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 149 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -57.4% | 149 | $11K |
| Birchwood Financial Partners, Inc. | 0.01% | No change | 148 | $11K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 147 | $11K |
| HighMark Wealth Management LLC | 0.00% | Reduce -99.1% | 143 | $10K |
| Rothschild Investment LLC | 0.00% | Reduce -5.4% | 140 | $10K |
| International Assets Investment Management, LLC | 0.00% | No change | 124 | $9K |
| Zions Bancorporation, National Association | 0.00% | Add +50.0% | 111 | $8K |
| CVA Family Office, LLC | 0.00% | Add +7.0% | 107 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | New | 106 | $8K |
| Accent Capital Management, LLC | 0.00% | No change | 104 | $8K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +1.0% | 104 | $8K |
| WPG Advisers, LLC | 0.00% | Reduce -22.7% | 102 | $7K |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 100 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 96 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +22.1% | 94 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 88 | $6K |
| Marquette Asset Management, LLC | 0.00% | No change | 88 | $6K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 84 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | New | 84 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 84 | $6K |
| Danske Bank A/S | 0.00% | No change | 80 | $6K |
| Basepoint Wealth LLC | 0.00% | No change | 70 | $5K |
| Private Wealth Management Group, LLC | 0.00% | New | 68 | $5K |
| Signature Equity Partners, LLC | 0.00% | Add +52.4% | 64 | $5K |
| Kilter Group LLC | 0.00% | Reduce -54.5% | 56 | $4K |
| Fortitude Family Office, LLC | 0.00% | Reduce -1.9% | 52 | $4K |
| Owl Creek Wealth Partners LLC | 0.00% | Add +25.0% | 50 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 48 | $4K |
| Albion Financial Group | 0.00% | No change | 48 | $3K |
| WealthCollab, LLC | 0.00% | No change | 44 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 44 | $3K |
| Dakota Community Bank & Trust NA | 0.01% | New | 40 | $3K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 36 | $3K |
| William B. Walkup & Associates, Inc. | 0.00% | New | 35 | $3K |
| Fiduciary Financial Advisors | 0.00% | New | 36 | $3K |
| Johnson Financial Group, Inc. | 0.00% | New | 32 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 32 | $2K |
| Quarry LP | 0.00% | New | 31 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 30 | $2K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -69.6% | 28 | $2K |
| HM Payson & Co. | 0.00% | New | 24 | $2K |
| Ankerstar Wealth, LLC | 0.00% | No change | 24 | $2K |
| Horizon Financial Services, LLC | 0.00% | New | 24 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | New | 24 | $2K |
| IFG Advisory, LLC | 0.00% | New | 24 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -40.0% | 24 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 20 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -5.0% | 19 | $1K |
| Creative Capital Management Investments LLC | 0.00% | New | 16 | $1K |
| Trust Co. of Vermont | 0.00% | — | 16 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +225.0% | 13 | $940 |
| Atlatl Advisers LLC | 0.00% | New | 12 | $868 |
| Park Place Capital Corp | 0.00% | No change | 12 | $868 |
| North Star Investment Management Corp. | 0.00% | No change | 12 | $868 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 12 | $868 |
| SBI Securities Co., Ltd. | 0.00% | No change | 12 | $868 |
| Essential Partners LLC | 0.00% | Reduce -91.7% | 8 | $579 |
| CGC Financial Services, LLC | 0.00% | New | 8 | $579 |
| Huntington National Bank | 0.00% | No change | 8 | $579 |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -25.0% | 6 | $435 |
| HFM Investment Advisors, LLC | 0.00% | New | 6 | $435 |
| SHP Wealth Management | 0.00% | New | 5 | $362 |
| Hughes Financial Services, LLC | 0.00% | Add +25.0% | 5 | $362 |
| True Wealth Design, LLC | 0.00% | Reduce -66.7% | 4 | $290 |
| TD Capital Management LLC | 0.00% | No change | 4 | $290 |
| TFC Financial Management, Inc. | 0.00% | No change | 4 | $290 |
| Davis Capital Management | 0.00% | New | 4 | $289 |
| TD Private Client Wealth LLC | 0.00% | No change | 4 | $289 |
| LRI Investments, LLC | 0.00% | New | 4 | $289 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $145 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $73 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $72 |
| Avion Wealth | 0.00% | No change | 4 | $0 |
| Navigoe, LLC | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is PIPR's weight in each manager's 13F, not the share of Piper Sandler Cos the manager owns.