PPI(PPI)
PPI
Institutional Ownership
Top 64 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Sound Income Strategies, LLC | -- | Sep 30, 26 | -34.27K | -- |
| Astoria Portfolio Advisors LLC. | 1.44M | Jun 30, 26 | +138.43K | 32.73% |
| Hobbs Group Advisors, LLC | 816.05K | Jun 30, 26 | -1.80K | 18.54% |
| First National Advisers, LLC | 219.28K | Jun 30, 26 | -17.07K | 4.98% |
| Janney Montgomery Scott LLC | 217.28K | Jun 30, 26 | +13.02K | 4.94% |
| LPL Financial LLC | 201.25K | Jun 30, 26 | +39.26K | 4.57% |
| Vermillion & White Wealth Management Group, LLC | 200.90K | Jun 30, 26 | +4.42K | 4.56% |
| Oregon Pacific Wealth Management, LLC | 167.82K | Jun 30, 26 | -4.48K | 3.81% |
| Cascades Capital Asset Management, LLC | 100.15K | Jun 30, 26 | +25.32K | 2.28% |
| BlackDiamond Wealth Management Inc. | 81.14K | Jun 30, 26 | +3.00K | 1.84% |
| Ashton Thomas Private Wealth, LLC | 79.94K | Jun 30, 26 | +31.21K | 1.82% |
| Latitude Advisors, LLC | 78.65K | Jun 30, 26 | +1.20K | 1.79% |
| Onyx Bridge Wealth Group LLC | 69.02K | Jun 30, 26 | +4.88K | 1.57% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 67.28K | Jun 30, 26 | -5.94K | 1.53% |
| CARY STREET PARTNERS FINANCIAL LLC | 62.67K | Jun 30, 26 | +62.67K | 1.42% |
| Brinker Capital Investments, LLC | 51.66K | Jun 30, 26 | +8.59K | 1.17% |
| Financial Services Advisory Inc | 40.93K | Jun 30, 26 | -605 | 0.93% |
| Pensionmark Financial Group, LLC | 39.72K | Jun 30, 26 | -- | 0.90% |
| FLOW TRADERS U.S. LLC | 32.74K | Jun 30, 26 | +32.74K | 0.74% |
| Ellis Investment Partners, LLC | 31.36K | Jun 30, 26 | +133 | 0.71% |
| BLUEDOOR PRIVATE WEALTH, LLC | 30.51K | Jun 30, 26 | +2.75K | 0.69% |
| WADDELL & ASSOCIATES, LLC | 30.10K | Jun 30, 26 | -- | 0.68% |
| RAYMOND JAMES FINANCIAL INC | 29.80K | Jun 30, 26 | -323 | 0.68% |
| Strait & Sound Wealth Management LLC | 29.13K | Jun 30, 26 | +3 | 0.66% |
| ADVISOR GROUP HOLDINGS, INC. | 19.69K | Jun 30, 26 | +610 | 0.45% |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 18.89K | Jun 30, 26 | -290 | 0.43% |
| SAR WEALTH MANAGEMENT GROUP, LLC | 18.01K | Jun 30, 26 | +99 | 0.41% |
| Belpointe Asset Management LLC | 17.03K | Jun 30, 26 | -13.32K | 0.39% |
| GeoWealth Management, LLC | 16.16K | Jun 30, 26 | +676 | 0.37% |
| Equitable Holdings, Inc. | 16.14K | Jun 30, 26 | +16.14K | 0.37% |
| Stillwater Private Wealth, LLC | 14.47K | Jun 30, 26 | +14.47K | 0.33% |
| HRT FINANCIAL LP | 12.73K | Jun 30, 26 | +12.73K | 0.29% |
| REAP Financial Group, LLC | 11.63K | Jun 30, 26 | -5.06K | 0.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 11.26K | Jun 30, 26 | -580 | 0.26% |
| Clark Asset Management, LLC | 11.24K | Jun 30, 26 | -- | 0.26% |
| FIFTH THIRD BANCORP | 9.99K | Jun 30, 26 | -115 | 0.23% |
| JANE STREET GROUP, LLC | 9.88K | Jun 30, 26 | +9.88K | 0.22% |
| HARBOUR INVESTMENTS, INC. | 8.54K | Jun 30, 26 | -200 | 0.19% |
| Millstone Evans Group, LLC | 7.43K | Jun 30, 26 | -- | 0.17% |
| MORGAN STANLEY | 2.50K | Jun 30, 26 | +1.57K | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.36K | Jun 30, 26 | +2.36K | 0.05% |
| IFG Advisory, LLC | 1.72K | Jun 30, 26 | +1.72K | 0.04% |
| NBC SECURITIES, INC. | 1.48K | Jun 30, 26 | +1.48K | 0.03% |
| Parallel Advisors, LLC | 1.00K | Jun 30, 26 | -- | 0.02% |
| Integrated Wealth Concepts LLC | 928 | Jun 30, 26 | +928 | 0.02% |
| EVOLUTION WEALTH MANAGEMENT INC. | 770 | Jun 30, 26 | -- | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 533 | Jun 30, 26 | +533 | 0.01% |
| Bogart Wealth, LLC | 400 | Jun 30, 26 | -- | 0.01% |
| Covestor Ltd | 208 | Jun 30, 26 | +23 | 0.00% |
| Smartleaf Asset Management LLC | 140 | Jun 30, 26 | -- | 0.00% |
| UBS Group AG | 18 | Jun 30, 26 | -- | 0.00% |
| SIMPLEX TRADING, LLC | 3 | Jun 30, 26 | +3 | 0.00% |
| SRS Capital Advisors, Inc. | 3 | Jun 30, 26 | +3 | 0.00% |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -26.69K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -709 | -- |
| ASSETMARK, INC | -- | Jun 30, 26 | -857 | -- |
| COMERICA BANK | 10.07K | Dec 31, 25 | +26 | 0.23% |
| Orion Portfolio Solutions, LLC | 35.31K | Mar 31, 25 | +5.85K | 0.80% |
| Raymond James Financial Services Advisors, Inc. | 31.89K | Sep 30, 24 | -616 | 0.72% |
| RAYMOND JAMES & ASSOCIATES | -- | Sep 30, 24 | -12.47K | -- |
| KLR INVESTMENT ADVISORS, LLC | 29.26K | Mar 31, 24 | -5.16K | 0.66% |
| Truadvice, LLC | 33.86K | Sep 30, 23 | +19.12K | 0.77% |
| Laurel Wealth Advisors, Inc. | 8.94K | Dec 31, 22 | -2.08K | 0.20% |
| American Portfolios Advisors | 4.80K | Sep 30, 22 | -1.30K | 0.11% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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