Who owns PPI?
Astoria Real Asset ETF · Astoria
56 institutions reported holding PPI, worth $99.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PPI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Astoria Portfolio Advisors LLC. | New York, NY | $30.7M | 1,440,803 | +138,427 shares |
| Hobbs Group Advisors, LLC | Columbia, SC | $17.4M | 816,048 | −1,796 shares |
| First National Advisers, LLC | Omaha, NE | $4.7M | 219,280 | −17,070 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $4.6M | 217,279 | +13,023 shares |
| Vermillion & White Wealth Management Group, LLC | Phoenixville, PA | $4.3M | 200,895 | +4,423 shares |
| LPL Financial LLC | Fort Mill, SC | $4.3M | 201,255 | +39,256 shares |
| Oregon Pacific Wealth Management, LLC | Medford, OR | $3.6M | 167,823 | −4,478 shares |
| PUFF Wealth Management, LLC | Haddonfield, NJ | $3.3M | 156,787 | New position |
| Cascades Capital Asset Management, LLC | Greensboro, NC | $2.1M | 100,151 | +25,325 shares |
| BlackDiamond Wealth Management, LLC | New York, NY | $1.7M | 81,145 | +2,999 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PPI?
56 institutional managers reported holding PPI in Form 13F filings for June 30, 2026, worth $99.1M in total. The largest reported position was held by Astoria Portfolio Advisors LLC., at $30.7M.
Did institutions buy or sell PPI last quarter?
Reported 13F value rose 14.6% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PPI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.