PPI INVESTMENT MANAGERS SER TR I: institutional ownership and insider trading
58 funds reported holding $99.2M of INVESTMENT MANAGERS SER TR I in their latest 13F filings; in Q2 2026 funds net bought $8.64M, with 11 new positions and 3 funds selling out.
Largest institutional holders of PPI
- Astoria Portfolio Advisors LLC. — $30.7M
- Hobbs Group Advisors, LLC — $17.4M
- First National Advisers, LLC — $4.67M
- Janney Montgomery Scott LLC — $4.63M
- Vermillion & White Wealth Management Group, LLC — $4.29M
- LPL Financial LLC — $4.28M
- PUFF WEALTH MANAGEMENT, LLC — $3.60M
- Oregon Pacific Wealth Management, LLC — $3.25M
- Cascades Capital Asset Management, LLC — $2.13M
- BlackDiamond Wealth Management, LLC — $1.74M
5%+ owners
- First National Advisers, LLC: 23.5% (Schedule 13G, filed Sep 8, 2026)