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Disclosery

PPLI PEOPLE INC

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COM NEW (common), issuer CIK 1800227

330 managers (340 13F filers) reported a position in PPLI shares at 2026-06-30, 68,903,522 shares in all. 54 filers opened a position and 46 filers sold out during the quarter.

Managers
330
13F filers
340
New
54
Added
97
Reduced
118
Sold out
46
Shares held by filers
68,903,522

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC4,898$226K<0.01%new13F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp4,863$225K<0.01%new13F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC4,844$224K<0.01%new13F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC4,840$223K<0.01%new13F-HRTimelineGroup
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…4,837$223K<0.01%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,802$222K<0.01%new13F-HRTimelineGroup
HERITAGE INVESTORS MANAGEMENT CORP4,794$221K0.01%-11,84413F-HRTimeline
Persistent Asset Partners Ltd4,763$220K0.07%new13F-HRTimeline
Abel Hall, LLC4,736$219K0.04%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC4,659$215K0.01%-1,30513F-HRTimelineGroup
XPONANCE LLC4,453$206K<0.01%new13F-HRTimeline
Optas, LLC4,402$203K0.03%new13F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…4,390$203K0.01%new13F-HRTimelineGroup
Bayforest Capital Ltd4,126$190K0.18%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,822$176K<0.01%-1,21213F-HRTimelineGroup
Nykredit A/Sin group Nykredit A/S3,805$176K<0.01%13F-HRTimelineGroup
GAMMA Investing LLC3,522$163K0.01%+65513F-HRTimeline
Centiva Capital, LP3,457$160K0.01%-7,04913F-HRTimeline
Geneos Wealth Management Inc.3,000$138K<0.01%013F-HRTimeline
KBC Group NVin group KBC Group NV2,382$110K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC2,364$109K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,314$107K<0.01%+19213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Farther Finance Advisors, LLC1,950$90K<0.01%+61913F-HRTimeline
Sterling Capital Management LLC1,909$88.1K<0.01%-26313F-HRTimeline
Essential Partners LLC1,557$71.9K0.03%-5013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,540$71.1K<0.01%-6713F-HRTimelineGroup
STRS OHIO1,338$61.8K<0.01%-21013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,247$55.8K<0.01%+53213F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…1,035$47.8K<0.01%-2613F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.948$43.8K<0.01%+2913F-HRTimeline
Parallel Advisors, LLC869$40.1K<0.01%+25613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…847$39.1K<0.01%-2,34313F-HRTimelineGroup
Graticule Asia Macro Advisors LLC845$39K<0.01%new13F-HRTimeline
Fulcrum Asset Management LLP826$38.3K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC826$38.1K0.01%+2113F-HRTimeline
UMB Bank, n.a.821$37.9K<0.01%+913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…759$35.1K<0.01%+19113F-HRTimelineGroup
Global Retirement Partners, LLC744$34.3K<0.01%13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD710$32.8K<0.01%-1,22013F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC672$31K<0.01%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …667$30.8K<0.01%-11013F-HRTimelineGroup
Salomon & Ludwin, LLC630$28.9K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…613$28.2K<0.01%013F-HRTimeline
SIGNATUREFD, LLC605$27.9K<0.01%+16013F-HRTimeline
ROTHSCHILD INVESTMENT LLC573$26.4K<0.01%+4713F-HRTimeline
Larson Financial Group LLC539$24.9K<0.01%+52013F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC486$22.4K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC485$22.4K<0.01%-48113F-HRTimeline
Covestor Ltd476$22K0.01%-3013F-HRTimeline
Caldwell Trust Co475$21.9K<0.01%013F-HRTimeline
Versant Capital Management, Inc441$20.4K<0.01%+33213F-HRTimeline
Riverview Trust Co379$17.5K0.02%013F-HRTimeline
WHITTIER TRUST CO362$17.1K<0.01%013F-HRTimeline
True Wealth Design, LLC341$15.7K<0.01%+7213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO334$15.4K<0.01%013F-HRTimelineGroup
Quarry LP321$14.8K<0.01%-62413F-HRTimeline
Bare Financial Services, Inc308$14.2K<0.01%+26313F-HRTimeline
Capital Advisors, Ltd. LLC308$14K<0.01%013F-HRTimeline
DANSKE BANK A/S300$13.8K<0.01%013F-HRTimeline
Quent Capital, LLC283$13.1K<0.01%+6713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…279$12.9K<0.01%+813F-HRTimelineGroup
FINANCIAL CONSULATE, INC250$11.5K<0.01%013F-HRTimeline
Marquette Asset Management, LLC245$11.3K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC210$9.69K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc210$9.69K<0.01%+313F-HRTimeline
Bollard Group LLC169$8K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC167$7.74K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC165$7.62K<0.01%+10913F-HRTimeline
Aster Capital Management (DIFC) Ltd144$6.65K<0.01%-29,32113F-HR/ATimeline
SBI Securities Co., Ltd.135$6.23K<0.01%-10213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC133$6.14K<0.01%+13013F-HRTimeline
Pinnacle Bancorp, Inc.130$6K<0.01%-6013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.128$5.91K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC125$5.77K<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC124$5.75K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc120$5.54K<0.01%013F-HRTimeline
Sachetta, LLC116$5.36K<0.01%+9413F-HRTimeline
MassMutual Private Wealth & Trust, FSB105$4.85K<0.01%+10013F-HRTimeline
Cedar Mountain Advisors, LLC103$4.75K<0.01%013F-HRTimeline
CoreCap Advisors, LLC77$3.55K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…70$3.23K<0.01%-1213F-HRTimeline
Beacon Financial Strategies CORP69$3.19K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…68$3.14K<0.01%-213F-HRTimeline
ENTRUST FINANCIAL LLC61$2.82K<0.01%013F-HRTimeline
TRUST CO OF VERMONT55$2.54K<0.01%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC55$2.54K<0.01%013F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding55$2.54K-6,353Timeline
Signature Resources Capital Management,…54$2.49K<0.01%013F-HRTimeline
Torren Management, LLC52$2.4K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.51$2.35K<0.01%013F-HRTimeline
Activest Wealth Management47$2.17K<0.01%+713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…42$1.94K<0.01%-1613F-HRTimelineGroup
Retirement Wealth Solutions LLC41$1.89K<0.01%+513F-HRTimeline
Hartford Financial Management Inc.40$1.85K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC40$1.85K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC39$1.8K<0.01%013F-HRTimeline
NFSG Corp34$1.57K<0.01%013F-HRTimeline
Noble Wealth Management PBC33$1.52K<0.01%new13F-HRTimeline
Kilter Group LLC32$1.48K<0.01%-113F-HRTimeline
Boreal Capital Management LLC30$1.39K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.30$1.39K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.29$1.33K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK28$1.29K<0.01%013F-HRTimelineGroup
ALERUS FINANCIAL NA28$1.29K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.27$1.25K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC25$1.19K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC24$1.04K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.22$1.02K<0.01%+213F-HRTimeline
American Capital Advisory, LLC21$970<0.01%+1013F-HRTimeline
LRI Investments, LLC21$969<0.01%013F-HRTimeline
North Star Investment Management Corp.19$877<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD15$692<0.01%new13F-HRTimeline
SWAN Capital LLC15$692<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC13$600<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.12$554<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC12$554<0.01%new13F-HRTimeline
Trust Co12$554<0.01%013F-HRTimeline
Rialto Wealth Management, LLC12$554<0.01%new13F-HRTimeline
Cromwell Holdings LLC10$462<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC8$370<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC7$324<0.01%+113F-HRTimeline
SHP Wealth Management7$323<0.01%+413F-HRTimeline
PlanVest Financial, Inc6$277<0.01%013F-HRTimeline
Davis Capital Management3$138<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.3$138<0.01%new13F-HRTimeline
IFG Advisory, LLC2$92<0.01%new13F-HRTimeline
Dunhill Financial, LLC1$59<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$47<0.01%013F-HR/ATimeline
Evolution Advisers, Inc.8$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Helikon Investments Ltd and 1 other reporting person reported 7,857,290 PPLI shares, 11.44% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-06. 0001172661-26-004408

    Accepted , ingested

  • HighSage Ventures LLC and 1 other reporting person reported 5,394,779 PPLI shares, 7.9% of the class, as of 2026-09-25, in a 13D filed 2026-09-29. 0000905148-26-004287

    Accepted , ingested