Position in PIPR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$25,810,188
-$1,465,954 QoQ
Shares Held
356,790
+0.1% QoQ
Ownership
0.505%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#35
of 415 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,919,177,389 across 31 Capital Markets names. PIPR ranks #11 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,093,632 | $646,692,833 | |
| 2 | SCHW |
Schwab Charles Corp
|
5,571,968 | $514,125,487 | |
| 3 | GS |
Goldman Sachs Group Inc
|
292,463 | $295,788,304 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
290,125 | $81,722,410 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
937,891 | $81,634,032 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
531,618 | $53,310,653 | |
| 7 | SF |
Stifel Financial Corp
|
638,582 | $44,553,866 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
288,794 | $38,735,939 |
All Filings in PIPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,810,188 | 356,790 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $27,276,142 | 356,318 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $29,470,861 | 86,753 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $31,515,366 | 90,825 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $22,943,669 | 82,549 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $19,349,180 | 78,128 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $17,799,332 | 59,341 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,397,122 | 57,775 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $13,140,405 | 57,090 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,833,584 | 54,580 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,551,924 | 54,623 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,914,454 | 54,466 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,730,528 | 36,597 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,071,739 | 36,590 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,254,598 | 40,361 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,216,099 | 40,253 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,428,748 | 39,068 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,180,043 | 39,467 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,218,944 | 40,440 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,935,545 | 35,646 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $4,568,674 | 35,263 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,661,323 | 33,391 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,258,565 | 32,295 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,995,674 | 27,338 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $303,549 | 5,131 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $259,879 | 5,139 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||