Fund shareholders of Piper Sandler Cos
ISIN US7240781002 · United States · LEI QUQDBTUSOAKFEVMRMF78
- Fund shareholders
- 64
- Of which ETFs
- 27 37 other funds
- Value held
- 332.6M $
Other securities from the same issuer : Piper Sandler Cos (US7240782091)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 219,082 | 64.7M $ | 0.98 % | as of Feb 28, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 87,213 | 25.8M $ | 0.06 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 86,693 | 25.6M $ | 0.17 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 80,711 | 23.9M $ | 0.12 % | as of Feb 28, 2026 ↗ |
| Voya Small Cap Growth Fund Voya Equity Trust | 76,629 | 22.6M $ | 1.22 % | as of Feb 28, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 57,018 | 16.9M $ | 0.31 % | as of Feb 28, 2026 ↗ |
| Neuberger Small Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 42,530 | 12.6M $ | 2.59 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust | 38,810 | 11.5M $ | 0.94 % | as of Feb 28, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 34,744 | 10.3M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 30,976 | 9.2M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Fidelity Advisor Small Cap Fund Fidelity Advisor Series I | 30,200 | 8.9M $ | 0.40 % | as of Feb 28, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 29,542 | 8.7M $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Small Cap Dynamic Growth Fund John Hancock Funds II | 27,565 | 8.1M $ | 1.57 % | as of Feb 28, 2026 ↗ |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 26,480 | 7.8M $ | 0.31 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 24,613 | 7.3M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 20,637 | 6.1M $ | 0.65 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust | 20,630 | 6.1M $ | 1.44 % | as of Feb 28, 2026 ↗ |
| Lord Abbett Growth Opportunities Fund LORD ABBETT RESEARCH FUND INC | 17,475 | 5.2M $ | 0.75 % | as of Feb 28, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 16,836 | 5M $ | 0.29 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 16,034 | 4.7M $ | 0.33 % | as of Feb 28, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 13,279 | 3.9M $ | 0.32 % | as of Feb 28, 2026 ↗ |
| Small Cap Growth Fund VALIC Co I | 11,542 | 3.4M $ | 0.63 % | as of Feb 28, 2026 ↗ |
| Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II | 10,318 | 3M $ | 1.24 % | as of Feb 28, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 10,026 | 3M $ | 0.33 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust | 9,924 | 2.9M $ | 1.80 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 9,770 | 2.9M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 7,041 | 2.1M $ | 0.17 % | as of Feb 28, 2026 ↗ |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 6,551 | 1.9M $ | 0.08 % | as of Feb 28, 2026 ↗ |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,485 | 1.9M $ | 0.22 % | as of Feb 28, 2026 ↗ |
| Column Small Cap Select Fund Trust for Professional Managers | 5,626 | 1.7M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 5,619 | 1.7M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 5,323 | 1.6M $ | 0.09 % | as of Feb 28, 2026 ↗ |
| Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II | 4,701 | 1.4M $ | 0.36 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 4,509 | 1.3M $ | 0.15 % | as of Feb 28, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 3,890 | 1.1M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,777 | 820.7K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,655 | 784.7K $ | 0.41 % | as of Feb 28, 2026 ↗ |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 2,518 | 744.2K $ | 0.33 % | as of Feb 28, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 1,611 | 476.1K $ | 0.09 % | as of Feb 28, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 1,428 | 422K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,391 | 411.1K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII | 1,388 | 410.2K $ | 0.90 % | as of Feb 28, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 1,310 | 387.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Global Small Cap Fund American Century World Mutual Funds, Inc. | 1,280 | 378.3K $ | 0.52 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,084 | 320.4K $ | 0.11 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,080 | 319.2K $ | 0.09 % | as of Feb 28, 2026 ↗ |
| Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 1,011 | 298.8K $ | 1.26 % | as of Feb 28, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 844 | 249.4K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 758 | 224K $ | 0.14 % | as of Feb 28, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 739 | 218.4K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 739 | 218.4K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 563 | 166.4K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 542 | 160.2K $ | 0.30 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 523 | 154.6K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 421 | 124.4K $ | 0.12 % | as of Feb 28, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 412 | 121.8K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 301 | 89K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 276 | 81.6K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Adasina Social Justice All Cap Global ETF Tidal Trust I | 271 | 80.1K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 182 | 53.8K $ | 0.22 % | as of Feb 28, 2026 ↗ |
| American Century Small Cap Growth Insights ETF American Century ETF Trust | 121 | 35.8K $ | 0.40 % | as of Feb 28, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 18 | 5.3K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 14 | 4.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 6 | 1.8K $ | 0.16 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Neuberger Small Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 2.59 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust | 1.80 % | as of Feb 28, 2026 ↗ |
| Small Cap Dynamic Growth Fund John Hancock Funds II | 1.57 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust | 1.44 % | as of Feb 28, 2026 ↗ |
| Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 1.26 % | as of Feb 28, 2026 ↗ |
| Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II | 1.24 % | as of Feb 28, 2026 ↗ |
| Voya Small Cap Growth Fund Voya Equity Trust | 1.22 % | as of Feb 28, 2026 ↗ |
| Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 0.98 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust | 0.94 % | as of Feb 28, 2026 ↗ |
| First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII | 0.90 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 64 | -299 | 1,125,285 | -86.5 % |
| 2026Q1 | 363 | +9 | 8,358,127 | -1.2 % |
| 2025Q4 | 354 | +21 | 8,462,022 | -2.5 % |
| 2025Q3 | 333 | -3 | 8,679,334 | +3.1 % |
| 2025Q2 | 336 | -5 | 8,421,598 | -1.8 % |
| 2025Q1 | 341 | -7 | 8,571,780 | -1.9 % |
| 2024Q4 | 348 | +20 | 8,736,795 | +5.5 % |
| 2024Q3 | 328 | +41 | 8,281,941 | +3.0 % |
| 2024Q2 | 287 | +17 | 8,040,590 | +8.3 % |
| 2024Q1 | 270 | -7 | 7,422,958 | -1.7 % |
| 2023Q4 | 277 | 7,549,608 |
Institutional managers
18 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| Greenwich Wealth Management LLC | 416,769 | 31.9K $ | as of Mar 31, 2026 |
| AXIOM INVESTORS LLC /DE | 136,708 | 10.5M $ | as of Mar 31, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | 68,920 | 5.3M $ | as of Mar 31, 2026 |
| Oliver Luxxe Assets LLC | 43,077 | 3.3M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 37,534 | 289K $ | as of Mar 31, 2026 |
| NorthCrest Asset Manangement, LLC | 33,820 | 2.6M $ | as of Mar 31, 2026 |
| Corient Private Wealth LLC | 30,750 | 2.4M $ | as of Mar 31, 2026 |
| Y-Intercept (Hong Kong) Ltd | 20,051 | 1.5M $ | as of Mar 31, 2026 |
| Truepoint, Inc. | 7,776 | 595.3K $ | as of Mar 31, 2026 |
| SCHULHOFF & CO INC | 6,432 | 492.4K $ | as of Mar 31, 2026 |
| Parcion Private Wealth LLC | 5,592 | 428.1K $ | as of Mar 31, 2026 |
| Ethic Inc. | 4,570 | 349.9K $ | as of Mar 31, 2026 |
| SIGNATUREFD, LLC | 1,844 | 141.2K $ | as of Mar 31, 2026 |
| Investors Research Corp | 1,400 | 107.2K $ | as of Mar 31, 2026 |
| Harvest Fund Management Co., Ltd | 912 | 70 $ | as of Mar 31, 2026 |
| Sterling Capital Management LLC | 452 | 34.6K $ | as of Mar 31, 2026 |
| IFP Advisors, Inc | 306 | 23.4K $ | as of Mar 31, 2026 |
| HUNTINGTON NATIONAL BANK | 1 | 299 $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Piper Sandler Cos". https://titelia.com/en/stocks/piper-sandler-cos-US7240781002