Envestnet Portfolio Solutions, Inc.

Position in PIPR — Piper Sandler Companies

CIK 1998033 BERWYN, PA

Position in PIPR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$776,063

+$20,132 QoQ

Shares Held

10,728

+8.6% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#198

of 415 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $37,489,390 across 11 Capital Markets names. PIPR ranks #7 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	17,422	$17,620,088
2	MS	Morgan Stanley	43,573	$9,108,499
3	SCHW	Schwab Charles Corp	36,912	$3,405,870
4	IBKR	Interactive Brokers Group, Inc.	31,052	$2,702,766
5	HOOD	Robinhood Markets, Inc.	15,529	$1,557,248
6	LPLA	LPL Financial Holdings Inc.	3,452	$972,359
7	PIPR	Piper Sandler Companies This page	10,728	$776,063
8	HLI	Houlihan Lokey, Inc.	3,339	$447,860

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$776,063	10,728	+8.6%	Shares	Sole	2026-07-20
2026-03-31	$755,931	9,875	+227.1%	Shares	Sole	2026-04-29
2025-12-31	$1,025,584	3,019	-0.5%	Shares	Sole	2026-02-06
2025-09-30	$1,053,114	3,035	-6.7%	Shares	Sole	2025-10-30
2025-06-30	$903,860	3,252	+61.4%	Shares	Sole	2025-07-25
2025-03-31	$499,034	2,015	+11.6%	Shares	Sole	2025-04-21
2024-12-31	$541,409	1,805	+10.8%	Shares	Sole	2025-02-10
2024-09-30	$462,326	1,629	+2.5%	Shares	Sole	2024-10-31
2024-06-30	$365,740	1,589	-1.7%	Shares	Sole	2024-07-16
2024-03-31	$320,759	1,616	-5.8%	Shares	Sole	2024-05-06
2023-12-31	$300,076	1,716	+5.7%	Shares	Sole	2024-02-07
2023-09-30	$235,983	1,624	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.