43 tracked 13F filers disclose a position in PPI as of the latest SEC 13F filings, a combined $84.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Astoria Portfolio Advisors LLC. | $30.7M | 1.4M | ▲+11% Added · +138K sh | Q2 2026 | |
| 2 | Hobbs Group Advisors, LLC | $17.4M | 816K | ▼−0.2% Reduced · −2K sh | Q2 2026 | |
| 3 | First National Advisers, LLC | $4.7M | 219K | ▼−7.2% Reduced · −17K sh | Q2 2026 | |
| 4 | Vermillion & White Wealth Management Group, LLC | $4.3M | 201K | ▲+2.3% Added · +4K sh | Q2 2026 | |
| 5 | Oregon Pacific Wealth Management, LLC | $3.6M | 168K | ▼−2.6% Reduced · −4K sh | Q2 2026 | |
| 6 | LPL Financial LLC | $3.4M | 162K | ▲+66% Added · +64K sh | Q1 2026 | |
| 7 | Cascades Capital Asset Management, LLC | $2.1M | 100K | ▲+34% Added · +25K sh | Q2 2026 | |
| 8 | BlackDiamond Wealth Management, LLC | $1.7M | 81K | ▲+3.8% Added · +3K sh | Q2 2026 | |
| 9 | Ashton Thomas Private Wealth, LLC | $1.7M | 80K | ▲+64% Added · +31K sh | Q2 2026 | |
| 10 | Latitude Advisors, LLC | $1.7M | 79K | ▲+1.6% Added · +1K sh | Q2 2026 | |
| 11 | Onyx Bridge Wealth Group LLC | $1.5M | 69K | ▲+7.6% Added · +5K sh | Q2 2026 | |
| 12 | SILVERLAKE WEALTH MANAGEMENT LLC | $1.4M | 67K | ▼−8.1% Reduced · −6K sh | Q2 2026 | |
| 13 | Orion Porfolio Solutions, LLC | $896K | 43K | ▼−22% Reduced · −12K sh | Q1 2026 | |
| 14 | FSA WEALTH PARTNERS, INC. | $871K | 41K | ▼−1.4% Reduced · −605 sh | Q2 2026 | |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $821K | 39K | ▲+140% Added · +23K sh | Q2 2026 | |
| 16 | Sound Income Strategies, LLC | $729K | 34K | ▲+664% Added · +30K sh | Q2 2026 | |
| 17 | Ellis Investment Partners, LLC | $668K | 31K | ▲+0.4% Added · +133 sh | Q2 2026 | |
| 18 | BLUEDOOR PRIVATE WEALTH, LLC | $650K | 31K | ▲+9.9% Added · +3K sh | Q2 2026 | |
| 19 | Belpointe Asset Management LLC | $631K | 30K | ▲+128% Added · +17K sh | Q1 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $627K | 30K | ▼~0% Reduced · −10 sh | Q1 2026 | |
| 21 | WADDELL & ASSOCIATES, LLC | $641K | 30K | —Held | Q2 2026 | |
| 22 | Strait & Sound Wealth Management LLC | $620K | 29K | ▲~0% Added · +3 sh | Q2 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $397K | 19K | ▲+12% Added · +2K sh | Q1 2026 | |
| 24 | WOODWARD DIVERSIFIED CAPITAL, LLC | $402K | 19K | ▼−1.5% Reduced · −290 sh | Q2 2026 | |
| 25 | Bison Wealth, LLC | $392K | 18K | ▼−5.7% Reduced · −1K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in PPI and 7 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 22 funds | $4.6B |
| APPLE INCAAPL | 22 funds | $3.1B |
| AMAZON.COM INCAMZN | 22 funds | $2.4B |
| MICROSOFT CORPMSFT | 22 funds | $1.8B |
| ALPHABET INC-CL AGOOGL | 22 funds | $1.4B |
| BROADCOM INCAVGO | 22 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 22 funds | $1.1B |
| TESLA INCTSLA | 22 funds | $1.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 22 funds | $906.4M |
| JOHNSON & JOHNSONJNJ | 22 funds | $739.6M |
| MERCK & CO. INC.MRK | 22 funds | $605.5M |
Ranked by how many of PPI's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for PPI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PPI/capital-change-brief"
Use Arkolith's capital_change_brief for PPI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PPI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.