PIPER SANDLER COMPANIES (PIPR) — Institutional Holders, Q2 2026 (page 4)
424 institutional investment managers reported a PIPR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PIPR 13F holders ranked 301–400 of 424
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | WELLINGTON-ALTUS USA#301 · 1,604 sh | 1,604 | $122.8K | 0.09% | 0.0% |
| 302 | Advisors Asset Management#302 · 1,594 sh | 1,594 | $115.3K | <0.01% | +33.3% |
| 303 | Parallel Advisors#303 · 1,536 sh | 1,536 | $111.1K | <0.01% | +72.0% |
| 304 | Avalon#304 · 1,500 sh | 1,500 | $108.5K | <0.01% | 0.0% |
| 305 | Vestcor#305 · 1,487 sh | 1,487 | $108.0K | <0.01% | 0.0% |
| 306 | FEDERATED HERMES#306 · 1,446 sh | 1,446 | $104.6K | <0.01% | +31.0% |
| 307 | Investors Research#307 · 1,400 sh | 1,400 | $101.3K | — | 0.0% |
| 308 | Versant Capital Management#308 · 1,352 sh | 1,352 | $97.8K | — | +40.2% |
| 309 | Allworth Financial#309 · 1,250 sh | 1,250 | $90.4K | <0.01% | -16.1% |
| 310 | Ronald Blue#310 · 1,206 sh | 1,206 | $87.2K | — | +0.4% |
| 311 | IFP Advisors#311 · 1,200 sh | 1,200 | $86.8K | — | -21.8% |
| 312 | Integrated Wealth Concepts#312 · 1,197 sh | 1,197 | $86.6K | <0.01% | New |
| 313 | Bayforest Capital Ltd#313 · 1,146 sh | 1,146 | $82.9K | 0.08% | -80.2% |
| 314 | Institute for Wealth Management#314 · 1,068 sh | 1,068 | $77.3K | <0.01% | New |
| 315 | Parkside Financial Bank#315 · 1,022 sh | 1,022 | $73.9K | <0.01% | +126.1% |
| 316 | MATHER GROUP#316 · 999 sh | 999 | $72.3K | — | 0.0% |
| 317 | Global Retirement Partners#317 · 920 sh | 920 | $66.6K | <0.01% | — |
| 318 | Harvest Fund Management , Ltd#318 · 912 sh | 912 | $66.0K | <0.01% | 0.0% |
| 319 | SIMPLEX TRADING#319 · 870 sh | 870 | $62.9K | 0.00% | New |
| 320 | SRS Capital Advisors#320 · 850 sh | 850 | $61.5K | <0.01% | New |
| 321 | Ramirez Asset Management#321 · 800 sh | 800 | $57.9K | <0.01% | 0.0% |
| 322 | DHJJ Financial Advisors, Ltd.#322 · 780 sh | 780 | $56.4K | — | 0.0% |
| 323 | BARTLETT & WEALTH MANAGEMENT#323 · 744 sh | 744 | $53.8K | <0.01% | 0.0% |
| 324 | AdvisorNet Financial#324 · 636 sh | 636 | $46.0K | — | +45.9% |
| 325 | CENTRAL#325 · 544 sh | 544 | $39.4K | <0.01% | 0.0% |
| 326 | Mitsubishi UFJ Asset Management , Ltd.#326 · 500 sh | 500 | $36.2K | 0.00% | 0.0% |
| 327 | Covestor Ltd#327 · 479 sh | 479 | $35.0K | 0.02% | +83.5% |
| 328 | Kemnay Advisory Services#328 · 472 sh | 472 | $34.1K | <0.01% | -73.1% |
| 329 | Morse Asset Management#329 · 440 sh | 440 | $31.8K | <0.01% | -90.4% |
| 330 | Salomon & Ludwin#330 · 432 sh | 432 | $31.2K | <0.01% | -56.5% |
| 331 | Private Wealth Asset Management#331 · 420 sh | 420 | $30.4K | <0.01% | 0.0% |
| 332 | Financial Perspectives#332 · 412 sh | 412 | $29.8K | <0.01% | 0.0% |
| 333 | Costello Asset Management#333 · 400 sh | 400 | $28.9K | <0.01% | 0.0% |
| 334 | Transamerica Financial Advisors#334 · 384 sh | 384 | $27.8K | <0.01% | -7.5% |
| 335 | UMB Bank, n.a.#335 · 383 sh | 383 | $27.7K | <0.01% | New |
| 336 | WHITTIER#336 · 368 sh | 368 | $26.8K | <0.01% | New |
| 337 | MassMutual Private Wealth & , FSB#337 · 359 sh | 359 | $26.0K | — | +9.5% |
| 338 | Bogart Wealth#338 · 320 sh | 320 | $23.1K | <0.01% | 0.0% |
| 339 | MJT & Associates Financial Advisory Group#339 · 320 sh | 320 | $23.1K | — | 0.0% |
| 340 | NewEdge Advisors#340 · 259 sh | 259 | $18.7K | <0.01% | New |
| 341 | Cedar Mountain Advisors#341 · 256 sh | 256 | $18.5K | — | 0.0% |
| 342 | Sterling Capital Management#342 · 248 sh | 248 | $17.9K | — | -45.1% |
| 343 | TORONTO DOMINION BANK#343 · 228 sh | 228 | $16.5K | 0.00% | New |
| 344 | Bare Financial Services#344 · 222 sh | 222 | $16.1K | <0.01% | +28.3% |
| 345 | SALEM INVESTMENT COUNSELORS#345 · 208 sh | 208 | $15.0K | — | +300.0% |
| 346 | Persistent Asset Partners Ltd#346 · 173 sh | 173 | $12.5K | <0.01% | New |
| 347 | Clearstead Advisors#347 · 167 sh | 167 | $12.1K | <0.01% | New |
| 348 | Federation des caisses Desjardins du Quebec#348 · 149 sh | 149 | $10.8K | 0.00% | New |
| 349 | EverSource Wealth Advisors#349 · 149 sh | 149 | $10.8K | <0.01% | -92.0% |
| 350 | Birchwood Financial Partners#350 · 148 sh | 148 | $10.7K | <0.01% | 0.0% |
| 351 | GHP Investment Advisors#351 · 147 sh | 147 | $10.7K | — | 0.0% |
| 352 | HighMark Wealth Management#352 · 143 sh | 143 | $10.4K | <0.01% | -99.1% |
| 353 | ROTHSCHILD INVESTMENT#353 · 140 sh | 140 | $10.1K | <0.01% | -5.4% |
| 354 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#354 · 124 sh | 124 | $8.9K | <0.01% | 0.0% |
| 355 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#355 · 111 sh | 111 | $8.0K | <0.01% | +50.0% |
| 356 | CVA Family Office#356 · 107 sh | 107 | $7.7K | <0.01% | +7.0% |
| 357 | JFS WEALTH ADVISORS#357 · 106 sh | 106 | $7.7K | <0.01% | New |
| 358 | CARY STREET PARTNERS INVESTMENT ADVISORY#358 · 104 sh | 104 | $7.5K | <0.01% | +1.0% |
| 359 | Accent Capital Management#359 · 104 sh | 104 | $7.5K | <0.01% | New |
| 360 | WPG Advisers#360 · 102 sh | 102 | $7.4K | <0.01% | -22.7% |
| 361 | Nvest Wealth Strategies#361 · 100 sh | 100 | $7.2K | — | 0.0% |
| 362 | DiNuzzo Private Wealth#362 · 96 sh | 96 | $6.9K | — | New |
| 363 | Keating Financial Advisory Services#363 · 94 sh | 94 | $6.8K | <0.01% | +22.1% |
| 364 | Marquette Asset Management#364 · 88 sh | 88 | $6.4K | — | 0.0% |
| 365 | Bell Investment Advisors#365 · 88 sh | 88 | $6.4K | <0.01% | 0.0% |
| 366 | Larson Financial Group#366 · 84 sh | 84 | $6.1K | <0.01% | 0.0% |
| 367 | Prestige Wealth Management Group#367 · 84 sh | 84 | $6.1K | <0.01% | New |
| 368 | Silver Grove Financial Group#368 · 84 sh | 84 | $6.1K | <0.01% | New |
| 369 | DANSKE BANK A/S#369 · 80 sh | 80 | $5.8K | 0.00% | 0.0% |
| 370 | Basepoint Wealth#370 · 70 sh | 70 | $5.1K | <0.01% | 0.0% |
| 371 | Private Wealth Management Group#371 · 68 sh | 68 | $4.9K | — | New |
| 372 | Signature Equity Partners#372 · 64 sh | 64 | $4.6K | <0.01% | +52.4% |
| 373 | Kilter Group#373 · 56 sh | 56 | $4.1K | <0.01% | -54.5% |
| 374 | Fortitude Family Office#374 · 52 sh | 52 | $3.8K | — | -1.9% |
| 375 | Owl Creek Wealth Partners#375 · 50 sh | 50 | $3.6K | — | +25.0% |
| 376 | WHITTIER OF NEVADA#376 · 48 sh | 48 | $3.6K | <0.01% | 0.0% |
| 377 | ALBION FINANCIAL GROUP#377 · 48 sh | 48 | $3.5K | — | 0.0% |
| 378 | WealthCollab#378 · 44 sh | 44 | $3.2K | <0.01% | 0.0% |
| 379 | CREATIVE FINANCIAL DESIGNS#379 · 44 sh | 44 | $3.2K | <0.01% | 0.0% |
| 380 | Dakota Community Bank & NA#380 · 40 sh | 40 | $2.9K | — | New |
| 381 | Provenance Wealth Advisors#381 · 36 sh | 36 | $2.6K | <0.01% | New |
| 382 | William B. Walkup & Associates#382 · 35 sh | 35 | $2.5K | <0.01% | New |
| 383 | ACTION POINT FINANCIAL PLANNING#383 · 36 sh | 36 | $2.5K | <0.01% | New |
| 384 | Johnson Financial Group#384 · 32 sh | 32 | $2.3K | <0.01% | New |
| 385 | CoreCap Advisors#385 · 32 sh | 32 | $2.3K | — | New |
| 386 | Quarry#386 · 31 sh | 31 | $2.2K | <0.01% | New |
| 387 | Continuum Advisory#387 · 30 sh | 30 | $2.2K | <0.01% | New |
| 388 | Vermillion Wealth Management#388 · 28 sh | 28 | $2.0K | — | -69.6% |
| 389 | HM PAYSON#389 · 24 sh | 24 | $1.7K | 0.00% | New |
| 390 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#390 · 24 sh | 24 | $1.7K | 0.00% | -40.0% |
| 391 | HORIZON FINANCIAL SERVICES#391 · 24 sh | 24 | $1.7K | <0.01% | New |
| 392 | IFG Advisory#392 · 24 sh | 24 | $1.7K | <0.01% | New |
| 393 | Cape Investment Advisory#393 · 24 sh | 24 | $1.7K | — | New |
| 394 | Ankerstar Wealth#394 · 24 sh | 24 | $1.7K | <0.01% | 0.0% |
| 395 | SJS Investment Consulting#395 · 20 sh | 20 | $1.4K | — | 0.0% |
| 396 | Rialto Wealth Management#396 · 19 sh | 19 | $1.4K | <0.01% | -5.0% |
| 397 | OF VERMONT#397 · 16 sh | 16 | $1.2K | — | — |
| 398 | Creative Capital Management Investments#398 · 16 sh | 16 | $1.2K | <0.01% | New |
| 399 | Bay Harbor Wealth Management#399 · 13 sh | 13 | $940.00 | <0.01% | +225.0% |
| 400 | North Star Investment Management#400 · 12 sh | 12 | $868.00 | 0.00% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.