Creative Planning

Position in PIPR — Piper Sandler Companies

CIK 1540235 OVERLAND PARK, KS

Position in PIPR

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$9,828,560

+$7,588,598 QoQ

Shares Held

128,394

+386.8% QoQ

Ownership

0.181%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 1.0218546037976852.ToString("F0")% Shared 0.ToString("F0")% None 98.97814539620231.ToString("F0")%

Financial Services · as of Mar 31, 2026

Creative Planning holds $387,671,260 across 40 Capital Markets names. PIPR ranks #5 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	138,077	$116,811,760
2	MS	Morgan Stanley	480,544	$79,083,126
3	SCHW	Schwab Charles Corp	739,717	$69,518,603
4	SF	Stifel Financial Corp	151,185	$11,175,595
5	PIPR	Piper Sandler Companies This page	128,394	$9,828,560
6	HOOD	Robinhood Markets, Inc.	139,448	$9,663,746
7	MRX	Marex Group Ltd	208,711	$9,304,336
8	TW	Tradeweb Markets Inc.	74,797	$8,800,615

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,828,560	128,394	+386.8%	Shares	Defined	2026-05-12
2025-12-31	$2,239,962	26,375	+26.6%	Shares	Sole	2026-02-17
2025-09-30	$1,807,296	20,834	+42.3%	Shares	Defined	2025-11-14
2025-06-30	$1,017,329	14,641	+15.7%	Shares	Sole	2025-08-08
2025-03-31	$783,162	12,649	+11.3%	Shares	Sole	2025-05-15
2024-12-31	$852,457	11,368	+22.4%	Shares	Defined	2025-02-14
2024-09-30	$658,935	9,287	+34.8%	Shares	Defined	2024-10-11
2024-06-30	$396,351	6,888	+20.9%	Shares	Sole	2024-08-15
2024-03-31	$282,698	5,697	+56.3%	Shares	Sole	2024-05-13
2023-12-31	$159,305	3,644	+12.4%	Shares	Defined	2024-02-14
2023-09-30	$117,736	3,241	+29.4%	Shares	Defined	2023-11-16
2023-06-30	$80,916	2,504	-7.2%	Shares	Sole	2023-07-21
2023-03-31	$93,457	2,697	-6.3%	Shares	Sole	2023-05-15
2022-12-31	$93,671	2,878	-7.0%	Shares	Sole	2023-02-10
2022-09-30	$80,990	3,093	+19.8%	Shares	Sole	2022-11-03
2022-06-30	$73,173	2,582	+13.6%	Shares	Sole	2022-08-15
2022-03-31	$74,550	2,272	+1.9%	Shares	Sole	2022-05-16
2021-12-31	$99,474	2,229	+5.3%	Shares	Sole	2022-02-11
2021-09-30	$73,279	2,117	+0.6%	Shares	Sole	2021-11-10
2021-06-30	$68,180	2,105	+1.0%	Shares	Sole	2021-08-04
2021-03-31	$57,127	2,084	+3.7%	Shares	Sole	2021-04-30
2020-12-31	$50,702	2,010	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.