Position in PIPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,286,506
-$198,941 QoQ
Shares Held
59,255
+1.1% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#97
of 415 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NATIXIS ADVISORS, LLC holds $1,039,645,681 across 22 Capital Markets names. PIPR ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
267,047 | $270,083,324 | |
| 2 | MS |
Morgan Stanley
|
1,287,190 | $269,074,197 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,252,011 | $207,793,053 | |
| 4 | MC |
Moelis & Co
|
1,721,484 | $112,619,483 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
647,299 | $56,340,904 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
383,961 | $51,500,688 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
244,866 | $24,555,162 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
47,540 | $13,391,067 |
All Filings in PIPR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,286,506 | 59,255 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,485,447 | 58,595 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $5,812,438 | 17,110 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $7,305,180 | 21,053 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,406,210 | 19,451 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,369,465 | 17,643 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $5,256,023 | 17,523 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $5,630,222 | 19,838 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $4,223,849 | 18,351 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $3,070,640 | 15,470 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $2,675,161 | 15,298 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $2,223,243 | 15,300 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,839,757 | 14,233 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $2,002,775 | 14,449 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,620,865 | 12,450 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $1,179,686 | 11,263 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,264,757 | 11,157 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,518,037 | 11,566 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,924,159 | 10,779 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $1,464,491 | 10,577 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||