Among active 13F managers last quarter, 14 opened and 13 added, while 5 reduced; the largest holder to move was Caldwell Sutter Capital, Inc. (−1.1%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
72 tracked 13F filers disclose a position in PPIH as of the latest SEC 13F filings, a combined $122.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 508K | $15.2M | ▼−8.4% Reduced · −46K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | 424K | $11.6M | ▲10× Added · +384K sh | Q2 2026 | |
| 3 | Dimensional Fund Advisors LP | 388K | $11.6M | ▼−8.3% Reduced · −35K sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 343K | $9.3M | ▲+6.0% Added · +19K sh | Q2 2026 | |
| 5 | Caldwell Sutter Capital, Inc. | 232K | $6.3M | ▼−1.1% Reduced · −3K sh | Q2 2026 | |
| 6 | Renaissance Technologies LLC | 209K | $6.2M | ▲+39% Added · +59K sh | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 201K | $5.5M | ▲+116% Added · +108K sh | Q2 2026 | |
| 8 | Millennium Management LLC | 173K | $5.2M | ▲+305% Added · +130K sh | Q1 2026 | |
| 9 | Arrowstreet Capital, Limited Partnership | 155K | $4.6M | ▲+122% Added · +85K sh | Q1 2026 | |
| 10 | Morgan Stanley | 153K | $4.6M | ▲+3.9% Added · +6K sh | Q1 2026 | |
| 11 | American Century Companies Inc | 149K | $4.4M | ▲+69% Added · +61K sh | Q1 2026 | |
| 12 | Susquehanna International Group, LLP | 125K | $3.7M | ▼−19% Reduced · −30K sh | Q1 2026 | |
| 13 | Jacobs Levy Equity Management, Inc | 117K | $3.2M | ▲New +117K sh | Q2 2026 | |
| 14 | State Street Corp | 84K | $2.3M | ▲+113% Added · +44K sh | Q2 2026 | |
| 15 | Bridgeway Capital Management, LLC | 75K | $2.0M | ▲+10% Added · +7K sh | Q2 2026 | |
| 16 | Shufro Rose & Co LLC | 70K | $1.9M | —Held | Q2 2026 | |
| 17 | Jane Street Group, LLC | 60K | $1.8M | ▼−28% Reduced · −24K sh | Q1 2026 | |
| 18 | Vanguard Fiduciary Trust Co | 57K | $1.6M | ▲+20% Added · +10K sh | Q2 2026 | |
| 19 | Qube Research & Technologies Ltd | 52K | $1.6M | ▲+77% Added · +23K sh | Q1 2026 | |
| 20 | Vanguard Portfolio Management LLC | 52K | $1.4M | ▲New +52K sh | Q2 2026 | |
| 21 | JPMorgan Chase & Co | 49K | $1.4M | ▲+53% Added · +17K sh | Q1 2026 | |
| 22 | Russell Investments Group, Ltd. | 45K | $1.3M | ▲+1.4% Added · +637 sh | Q1 2026 | |
| 23 | Lazard Asset Management LLC | 42K | $1.3M | ▲New +42K sh | Q1 2026 | |
| 24 | BNP Paribas Financial Markets | 41K | $1.2M | ▲+179% Added · +26K sh | Q1 2026 | |
| 25 | UBS Group AG | 40K | $1.2M | ▲+199% Added · +27K sh | Q1 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, 14 funds opened a new position in PPIH and 13 added to an existing one, while 5 reduced. 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 | Their position there |
|---|---|---|
| JPMorgan Chase & CoJPM | 34 funds | $5.4B |
| Costco Wholesale CorpCOST | 34 funds | $5.1B |
| Nvidia CorpNVDA | 33 funds | $40.5B |
| Apple IncAAPL | 33 funds | $33.3B |
| Microsoft CorpMSFT | 33 funds | $31.4B |
| Alphabet Inc-CL CGOOG | 33 funds | $17.1B |
| Chevron CorpCVX | 33 funds | $4.9B |
| Berkshire Hathaway Inc-CL BBRK/B | 33 funds | $3.3B |
| Bristol-Myers Squibb CoBMY | 33 funds | $2.3B |
| Amazon.com IncAMZN | 32 funds | $26.4B |
| Alphabet Inc-CL AGOOGL | 32 funds | $20.0B |
| Mastercard Inc - AMA | 32 funds | $8.3B |
Ranked by how many of PPIH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PPIH.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 1, 2024 | Boiter Cynthia | Director | Sell (S) 3 lots, same day | 1K | $16K |
| Oct 1, 2024 | Walker Jerome T. | Director | Sell (S) 3 lots, same day | 1K | $19K |
| Oct 1, 2024 | Brown David B | Director | Sell (S) 3 lots, same day | 1K | $16K |
| Jul 9, 2024 | Boiter Cynthia | Director | Sell (S) | 1K | $10K |
| Jul 9, 2024 | Brown David B | Director | Sell (S) | 1K | $10K |
| Dec 20, 2023 | Brown David B | Director | Sell (S) 3 lots, same day | 2K | $19K |
| Dec 20, 2023 | Boiter Cynthia | Director | Sell (S) 3 lots, same day | 2K | $19K |
| Oct 6, 2023 | Walker Jerome T. | Director | Buy (P) | 2K | $11K |
| Sep 26, 2023 | Walker Jerome T. | Director | Buy (P) | 1K | $9K |
| Sep 20, 2023 | McNally Robert Joseph | Director | Buy (P) 6 lots, same day | 6K | $50K |
| Nov 16, 2022 | Boiter Cynthia | Director | Sell (S) | 1K | $12K |
| Nov 16, 2022 | Brown David B | Director | Sell (S) | 1K | $12K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
The cross-source read for PPIH was unavailable for this render. The API and MCP tool answer it live.
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for PPIH
This stock 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/PPIH/capital-change-brief"
Use Arkolith's capital_change_brief for PPIH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PPIH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.