OneDigital Investment Advisors LLC

Position in PIPR — Piper Sandler Companies

CIK 1690370 OVERLAND PARK, KS

Position in PIPR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$507,320

-$2,273 QoQ

Shares Held

7,013

+5.3% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#227

of 415 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $24,461,148 across 9 Capital Markets names. PIPR ranks #7 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	97,300	$8,468,992
2	SCHW	Schwab Charles Corp	57,720	$5,325,824
3	MS	Morgan Stanley	18,450	$3,856,788
4	GS	Goldman Sachs Group Inc	3,359	$3,397,191
5	MC	Moelis & Co	19,164	$1,253,708
6	HOOD	Robinhood Markets, Inc.	9,005	$903,021
7	PIPR	Piper Sandler Companies This page	7,013	$507,320
8	SF	Stifel Financial Corp	6,466	$451,132

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$507,320	7,013	+5.3%	Shares	Sole	2026-08-07
2026-03-31	$509,593	6,657	+232.4%	Shares	Sole	2026-05-08
2025-12-31	$680,439	2,003	-9.4%	Shares	Sole	2026-02-13
2025-09-30	$767,194	2,211	+9.6%	Shares	Sole	2025-11-10
2025-06-30	$560,604	2,017	+2.4%	Shares	Sole	2025-08-07
2025-03-31	$487,890	1,970	+1.9%	Shares	Sole	2025-04-29
2024-12-31	$580,103	1,934	-11.1%	Shares	Sole	2025-02-13
2024-09-30	$617,570	2,176	+2.7%	Shares	Sole	2024-11-06
2024-06-30	$487,500	2,118	—	Shares	Sole	2024-08-02
No filing history on record for this holder in this stock.