Position in PIPR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,732,024
+$6,903,464 QoQ
Shares Held
231,297
+80.1% QoQ
Ownership
0.327%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#47
of 415 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Creative Planning holds $497,699,973 across 41 Capital Markets names. PIPR ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
149,075 | $150,769,982 | |
| 2 | MS |
Morgan Stanley
|
522,699 | $109,264,998 | |
| 3 | SCHW |
Schwab Charles Corp
|
746,571 | $68,886,106 | |
| 4 | PIPR |
Piper Sandler Companies
This page
|
231,297 | $16,732,024 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
160,249 | $16,069,768 | |
| 6 | MRX |
Marex Group Ltd
|
220,288 | $13,426,552 | |
| 7 | EVR |
Evercore Inc.
|
31,231 | $10,663,512 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
189,341 | $9,463,262 |
All Filings in PIPR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,732,024 | 231,297 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $9,828,560 | 128,394 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $8,959,851 | 26,375 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,229,189 | 20,834 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,069,319 | 14,641 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,132,651 | 12,649 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,409,831 | 11,368 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,635,743 | 9,287 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,585,409 | 6,888 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,130,796 | 5,697 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $637,226 | 3,644 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $470,949 | 3,241 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $323,667 | 2,504 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $373,831 | 2,697 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $374,686 | 2,878 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $323,960 | 3,093 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $292,695 | 2,582 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $298,200 | 2,272 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $397,898 | 2,229 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $293,119 | 2,117 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $272,723 | 2,105 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $228,510 | 2,084 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $202,809 | 2,010 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||