Position in PIPR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$103,012,302
-$2,287,197 QoQ
Shares Held
1,424,002
+3.5% QoQ
Ownership
2.01%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#8
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 7%
None 4%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $6,615,956,269 across 37 Capital Markets names. PIPR ranks #13 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,872,835 | $1,894,129,132 | |
| 2 | MS |
Morgan Stanley
|
7,023,920 | $1,468,280,235 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,309,493 | $582,176,917 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,789,915 | $279,772,674 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
820,595 | $231,145,198 | |
| 6 | SF |
Stifel Financial Corp
|
2,902,428 | $202,502,398 | |
| 7 | SNEX |
StoneX Group Inc.
|
2,479,350 | $195,868,649 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
6,987,744 | $191,324,429 |
All Filings in PIPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,012,302 | 1,424,002 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $105,299,499 | 1,375,565 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $116,114,574 | 341,805 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $120,233,768 | 346,505 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $107,051,368 | 385,160 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $100,531,135 | 405,924 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $136,359,067 | 454,606 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $137,039,926 | 482,858 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $112,475,100 | 488,661 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $98,713,242 | 497,321 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $88,543,673 | 506,340 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $72,726,054 | 500,489 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $64,276,342 | 497,264 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $67,127,573 | 484,291 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $62,675,416 | 481,415 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $50,144,692 | 478,754 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $54,980,845 | 485,011 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $63,697,987 | 485,318 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $86,295,839 | 483,423 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $66,614,075 | 481,107 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $62,310,327 | 480,938 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $53,810,627 | 490,749 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $52,125,040 | 516,601 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $41,047,024 | 562,288 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $36,270,108 | 613,085 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $30,783,526 | 608,731 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||