Piper Sandler Companies · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust | — | $3.63M | 1.06% | 47,448 NS | $343.40M | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $3.54M | 0.18% | 46,272 NS | $1.95B | FIGI |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $3.52M | 0.34% | 46,044 NS | $1.04B | FIGI |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | — | $3.36M | 0.37% | 43,952 NS | $916.61M | FIGI |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | FESM | $3.31M | 0.08% | 43,304 NS | $4.10B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $3.03M | 0.19% | 39,520 NS | $1.59B | FIGI |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | — | $2.93M | 0.55% | 38,300 NS | $529.26M | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $2.87M | 0.00% | 37,552 NS | $58.89B | FIGI |
| AMG GW&K Small Cap Value Fund AMG Funds | — | $2.78M | 1.38% | 36,256 NS | $201.78M | FIGI |
| NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust | — | $2.77M | 1.05% | 36,184 NS | $264.04M | FIGI |
| Small Cap Core Portfolio Bernstein Fund Inc | — | $2.53M | 0.35% | 33,068 NS | $713.80M | FIGI |
| NAA SMID CAP VALUE FUND New Age Alpha Funds Trust | — | $2.53M | 0.89% | 33,024 NS | $282.63M | FIGI |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | — | $2.50M | 0.70% | 32,680 NS | $358.29M | FIGI |
| Variable Portfolio - Partners Small Cap Growt… Columbia Funds Variable Series Trust II | — | $2.49M | 0.75% | 32,519 NS | $332.70M | FIGI |
| Small Cap Index Fund Northern Funds | — | $2.47M | 0.18% | 32,280 NS | $1.38B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $2.47M | 0.01% | 32,212 NS | $30.28B | FIGI |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | — | $2.42M | 0.43% | 31,672 NS | $562.61M | FIGI |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund… | — | $2.41M | 0.89% | 31,500 NS | $272.16M | FIGI |
| VOYA SMALLCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | — | $2.38M | 1.42% | 31,052 NS | $166.92M | FIGI |
| Timothy Plan Small Cap Value Fund Timothy Plan | — | $2.37M | 1.44% | 30,988 NS | $165.09M | FIGI |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | — | $2.33M | 0.02% | 30,400 NS | $12.51B | FIGI |
| FundX Future Fund Opportunities ETF FundX Investment Trust | FFOX | $2.29M | 1.16% | 29,884 NS | $196.65M | FIGI |
| Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Var… | — | $2.21M | 1.41% | 28,884 NS | $157.25M | FIGI |
| NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust | — | $2.18M | 0.48% | 28,432 NS | $458.14M | FIGI |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | — | $2.13M | 0.32% | 27,830 NS | $668.68M | FIGI |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | JHSC | $2.13M | 0.32% | 27,782 NS | $665.18M | FIGI |
| JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS | — | $2.10M | 2.68% | 27,424 NS | $78.28M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $1.90M | 0.07% | 24,804 NS | $2.63B | FIGI |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | — | $1.80M | 0.33% | 23,536 NS | $538.24M | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $1.79M | 0.09% | 23,440 NS | $1.90B | FIGI |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $1.76M | 0.34% | 23,052 NS | $525.94M | FIGI |
| Carillon Chartwell Small Cap Fund Carillon Series Trust | — | $1.74M | 0.92% | 22,724 NS | $189.72M | FIGI |
| Diversified Equity Master Portfolio Master Investment Portfolio | — | $1.73M | 0.06% | 22,576 NS | $2.98B | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $1.68M | 0.18% | 21,968 NS | $956.61M | FIGI |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | — | $1.64M | 0.46% | 21,480 NS | $359.35M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $1.62M | 0.17% | 21,124 NS | $962.08M | FIGI |
| SMALL CAP EQUITY FUND GuideStone Funds | — | $1.59M | 0.19% | 20,788 NS | $823.49M | FIGI |
| NICHOLAS PARTNERS SMALL CAP GROWTH FUND ADVISORS' INNER CIRCLE III | — | $1.47M | 0.99% | 19,232 NS | $149.33M | FIGI |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | — | $1.42M | 0.34% | 18,584 NS | $423.00M | FIGI |
| Victory RS Select Growth Fund Victory Portfolios | — | $1.41M | 1.85% | 18,400 NS | $76.05M | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $1.39M | 0.18% | 18,192 NS | $768.54M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $1.38M | 0.01% | 18,012 NS | $17.05B | FIGI |
| Invesco Global Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | — | $1.26M | 0.81% | 16,484 NS | $155.87M | FIGI |
| AMG TimesSquare Small Cap Growth Fund AMG Funds | — | $1.16M | 1.24% | 15,140 NS | $93.54M | FIGI |
| NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust | — | $1.15M | 0.89% | 14,964 NS | $128.81M | FIGI |
| Carillon Chartwell Small Cap Growth Fund Carillon Series Trust | — | $1.14M | 0.88% | 14,872 NS | $128.69M | FIGI |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | DGRW | $1.09M | 0.01% | 14,228 NS | $15.37B | FIGI |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | — | $1.09M | 0.63% | 14,220 NS | $174.05M | FIGI |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | — | $1.08M | 0.40% | 14,088 NS | $271.71M | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $1.07M | 0.18% | 14,024 NS | $584.32M | FIGI |