Fund shareholders of Piper Sandler Cos
ISIN US7240782091 · United States · LEI QUQDBTUSOAKFEVMRMF78
- Fund shareholders
- 375
- Of which ETFs
- 79 296 other funds
- Value held
- ≈ 2.4B $ 2.4B $ · 14.9M SEK
This issuer has other securities: Piper Sandler Cos (US7240781002)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Small Cap Growth Fund VALIC Co I | 50,555 | 4M $ | 0.73 % | as of May 31, 2026 ↗ |
| MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS | 50,511 | 3.7M $ | 0.59 % | as of Jun 30, 2026 ↗ |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 49,789 | 3.8M $ | 0.28 % | as of Jul 31, 2026 ↗ |
| Mairs & Power Small Cap Fund Trust for Professional Managers | 49,564 | 3.6M $ | 1.33 % | as of Jun 30, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 48,772 | 3.5M $ | 0.16 % | as of Jun 30, 2026 ↗ |
| LKCM Small Cap Equity Fund LKCM Funds | 46,887 | 3.4M $ | 0.93 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 46,367 | 3.5M $ | 1.33 % | as of Jul 31, 2026 ↗ |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 46,088 | 3.3M $ | 0.26 % | as of Jun 30, 2026 ↗ |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 44,376 | 3.2M $ | 0.26 % | as of Jun 30, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 43,413 | 3.4M $ | 0.34 % | as of May 31, 2026 ↗ |
| Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II | 42,930 | 3.1M $ | 0.88 % | as of Jun 30, 2026 ↗ |
| Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II | 42,720 | 3.3M $ | 1.41 % | as of May 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 41,920 | 3M $ | 0.16 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 41,417 | 3.2M $ | 0.25 % | as of May 31, 2026 ↗ |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 40,992 | 3M $ | 0.27 % | as of Jun 30, 2026 ↗ |
| Timothy Plan Small Cap Value Fund TIMOTHY PLAN | 40,121 | 2.9M $ | 1.55 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 39,870 | 3.1M $ | 0.02 % | as of May 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 39,792 | 3M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 39,600 | 3M $ | 0.46 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 39,498 | 3.1M $ | 0.01 % | as of May 31, 2026 ↗ |
| FundX Future Fund Opportunities ETF FundX Investment Trust | 36,990 | 2.7M $ | 1.11 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 36,845 | 2.8M $ | 0.12 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 36,652 | 2.7M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 36,617 | 2.8M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| AMG GW&K Small Cap Value Fund AMG Funds | 36,174 | 2.6M $ | 1.10 % | as of Jun 30, 2026 ↗ |
| WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust | 35,977 | 2.7M $ | 2.44 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 35,773 | 2.6M $ | 0.16 % | as of Jun 30, 2026 ↗ |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 34,750 | 2.5M $ | 0.44 % | as of Jun 30, 2026 ↗ |
| Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST | 34,464 | 2.6M $ | 0.85 % | as of Jul 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 33,861 | 2.6M $ | 0.17 % | as of Jul 31, 2026 ↗ |
| NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust | 33,526 | 2.4M $ | 0.68 % | as of Jun 30, 2026 ↗ |
| Vident U.S. Equity Strategy ETF ETF Series Solutions | 33,364 | 2.6M $ | 0.38 % | as of May 31, 2026 ↗ |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 33,219 | 2.6M $ | 0.35 % | as of May 31, 2026 ↗ |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 33,074 | 2.4M $ | 0.56 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 32,955 | 2.4M $ | 0.29 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 32,608 | 2.4M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST | 32,300 | 2.3M $ | 0.70 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III | 32,188 | 2.4M $ | 1.16 % | as of Jul 31, 2026 ↗ |
| First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 31,856 | 2.3M $ | 0.31 % | as of Jun 30, 2026 ↗ |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 31,700 | 2.4M $ | 0.28 % | as of Jul 31, 2026 ↗ |
| Catholic Responsible Investments Small-Mid Cap Equity Fund Catholic Responsible Investments Funds | 30,772 | 2.3M $ | 0.40 % | as of Jul 31, 2026 ↗ |
| VOYA SMALLCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 30,613 | 2.2M $ | 1.02 % | as of Jun 30, 2026 ↗ |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 29,694 | 2.1M $ | 0.29 % | as of Jun 30, 2026 ↗ |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 29,299 | 2.3M $ | 0.12 % | as of May 31, 2026 ↗ |
| Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 29,269 | 2.1M $ | 1.08 % | as of Jun 30, 2026 ↗ |
| Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I | 29,143 | 2.1M $ | 0.29 % | as of Jun 30, 2026 ↗ |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 28,756 | 2.1M $ | 0.66 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 27,969 | 2.2M $ | 0.16 % | as of May 31, 2026 ↗ |
| Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II | 27,958 | 2M $ | 0.54 % | as of Jun 30, 2026 ↗ |
| JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS | 27,424 | 2M $ | 2.16 % | as of Jun 30, 2026 ↗ |
| Carillon Chartwell Small Cap Fund Carillon Series Trust | 27,295 | 2M $ | 0.78 % | as of Jun 30, 2026 ↗ |
| Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 26,556 | 2M $ | 1.24 % | as of Jul 31, 2026 ↗ |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 25,674 | 2M $ | 0.08 % | as of May 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 25,440 | 1.8M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 25,308 | 1.8M $ | 0.27 % | as of Jun 30, 2026 ↗ |
| NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust | 25,122 | 1.8M $ | 0.32 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 24,935 | 1.9M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 24,684 | 1.8M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 23,314 | 1.7M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 23,299 | 1.8M $ | 1.04 % | as of Jul 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 23,107 | 1.8M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 22,593 | 1.6M $ | 0.26 % | as of Jun 30, 2026 ↗ |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 22,390 | 1.6M $ | 0.26 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 22,252 | 1.6M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 21,428 | 1.6M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 21,245 | 1.6M $ | 0.17 % | as of Jul 31, 2026 ↗ |
| Carillon Chartwell Small Cap Growth Fund Carillon Series Trust | 21,172 | 1.5M $ | 0.78 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 20,545 | 1.6M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 20,448 | 14.9M SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 20,123 | 1.6M $ | 0.56 % | as of May 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 20,084 | 1.5M $ | 0.16 % | as of Jun 30, 2026 ↗ |
| NICHOLAS PARTNERS SMALL CAP GROWTH FUND ADVISORS' INNER CIRCLE III | 19,232 | 1.4M $ | 0.72 % | as of Jun 30, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 19,194 | 1.4M $ | 0.31 % | as of Jun 30, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 18,988 | 1.4M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Allspring Special Global Small Cap Fund ALLSPRING FUNDS TRUST | 18,760 | 1.4M $ | 1.25 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 18,732 | 1.5M $ | 0.15 % | as of May 31, 2026 ↗ |
| ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS | 18,307 | 1.4M $ | 0.58 % | as of Jul 31, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 18,259 | 1.4M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 18,123 | 1.3M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Transamerica Small Cap Value TRANSAMERICA FUNDS | 18,100 | 1.4M $ | 1.22 % | as of Jul 31, 2026 ↗ |
| NYLIM Fiera SMID Growth Fund NYLIM FUNDS TRUST | 18,065 | 1.4M $ | 0.68 % | as of Jul 31, 2026 ↗ |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 17,877 | 1.3M $ | 0.27 % | as of Jun 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 17,872 | 1.3M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 17,812 | 1.4M $ | 0.19 % | as of Jul 31, 2026 ↗ |
| Victory RS Select Growth Fund Victory Portfolios | 16,970 | 1.2M $ | 1.35 % | as of Jun 30, 2026 ↗ |
| Invesco Global Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 16,300 | 1.2M $ | 0.66 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Value Fund Penn Series Funds Inc | 15,823 | 1.1M $ | 0.70 % | as of Jun 30, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 15,649 | 1.2M $ | 0.01 % | as of May 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 15,635 | 1.1M $ | 0.16 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 15,590 | 1.2M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 14,477 | 1.1M $ | 0.14 % | as of May 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 14,017 | 1M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 13,496 | 976.3K $ | 0.24 % | as of Jun 30, 2026 ↗ |
| Small Cap Special Values Fund VALIC Co I | 13,417 | 1.1M $ | 0.61 % | as of May 31, 2026 ↗ |
| AMG TimesSquare Small Cap Growth Fund AMG Funds | 13,140 | 950.5K $ | 0.85 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 12,517 | 948.8K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II | 12,211 | 883.3K $ | 0.60 % | as of Jun 30, 2026 ↗ |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 12,184 | 881.4K $ | 0.15 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 11,852 | 857.4K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 11,708 | 847K $ | 0.01 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust | 2.44 % | as of Jul 31, 2026 ↗ |
| JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS | 2.16 % | as of Jun 30, 2026 ↗ |
| WBI BullBear Value 3000 ETF Absolute Shares Trust | 2.14 % | as of Jun 30, 2026 ↗ |
| JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS | 2.05 % | as of Jun 30, 2026 ↗ |
| WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust | 1.98 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust | 1.80 % | as of May 31, 2026 ↗ |
| SA Invesco Growth Opportunities Portfolio SUNAMERICA SERIES TRUST | 1.77 % | as of Jul 31, 2026 ↗ |
| Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust | 1.59 % | as of Jul 31, 2026 ↗ |
| WBI BullBear Yield 3000 ETF Absolute Shares Trust | 1.56 % | as of Jun 30, 2026 ↗ |
| Invesco Small Cap Growth Portfolio Brighthouse Funds Trust I | 1.55 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 374 | +67 | 33,034,386 | +16.2 % |
| 2026Q2 | 307 | 28,434,668 |
Institutional managers
366 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 10,428,947 | 798.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,786,061 | 213.3M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 2,609,305 | 199.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,631,465 | 124.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,467,495 | 112.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,375,565 | 105.3M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 1,138,136 | 87.1M $ | as of Mar 31, 2026 |
| Stephens Investment Management Group LLC | 1,119,888 | 85.7M $ | as of Mar 31, 2026 |
| WESTWOOD HOLDINGS GROUP INC | 1,111,662 | 85.1M $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 1,077,988 | 82.5M $ | as of Mar 31, 2026 |
| North Reef Capital Management LP | 964,632 | 73.8M $ | as of Mar 31, 2026 |
| GW&K Investment Management, LLC | 915,843 | 70.1K $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 877,156 | 65M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 859,462 | 65.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 754,781 | 57.8M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 741,943 | 56.8M $ | as of Mar 31, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 722,028 | 55.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 720,685 | 55.2M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 697,596 | 53.4M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 634,998 | 48.6M $ | as of Mar 31, 2026 |
| FMR LLC | 611,109 | 46.8M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 570,250 | 43.7M $ | as of Mar 31, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | 550,240 | 42.1M $ | as of Mar 31, 2026 |
| MAIRS & POWER INC | 546,090 | 41.8M $ | as of Mar 31, 2026 |
| LOOMIS SAYLES & CO L P | 536,352 | 41.1M $ | as of Mar 31, 2026 |
Declared shareholders of Piper Sandler Cos
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 5.03 % | 3,576,376 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Piper Sandler Cos". https://titelia.com/en/stocks/piper-sandler-cos-US7240782091