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Disclosery

PPLI PEOPLE INC

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COM NEW (common), issuer CIK 1800227

329 managers (336 13F filers) reported a position in PPLI shares at 2025-03-31, 69,038,900 shares in all. 46 filers opened a position and 62 filers sold out during the quarter.

Managers
329
13F filers
336
New
46
Added
114
Reduced
108
Sold out
62
Shares held by filers
69,038,900

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding6,635$305K+6,580Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,353$292K<0.01%+3,79113F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …7,671$290K0.04%-12,64913F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,234$286K<0.01%+1,15313F-HRTimelineGroup
Geneos Wealth Management Inc.6,150$283K<0.01%+4,62013F-HRTimeline
Vinva Investment Management Ltd3,818$281K0.01%new13F-HRTimeline
Ethic Inc.7,153$281K0.01%+39913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,867$270K<0.01%new13F-HR/ATimelineGroup
Virtu Financial LLCin group Virtu Financial LLC5,702$262K0.01%new13F-HRTimelineGroup
Proficio Capital Partners LLC5,489$252K0.02%+17113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,481$252K0.01%new13F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …5,402$248K<0.01%new13F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP5,390$248K0.01%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,373$247K<0.01%-41613F-HRTimelineGroup
Clear Harbor Asset Management, LLC5,320$244K0.02%-4,14613F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al5,300$243K<0.01%13F-HRTimeline
Diametric Capital, LP6,104$231K0.27%new13F-HRTimeline
Crossmark Global Holdings, Inc.4,968$228K<0.01%-2313F-HRTimeline
AR ASSET MANAGEMENT INC4,925$226K0.05%013F-HRTimeline
Atria Investments, Inc4,775$219K<0.01%new13F-HRTimeline
LPL Financial LLC4,722$217K<0.01%-29413F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…4,476$207K0.01%new13F-HRTimelineGroup
FIFTH LANE CAPITAL, LP4,500$207K0.9%new13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC4,409$203K0.02%-11,25013F-HRTimeline
Sterling Capital Management LLC4,191$193K<0.01%-28013F-HRTimeline
Hurley Capital, LLC3,654$168K0.13%new13F-HRTimeline
Asset Management One Co., Ltd.3,555$163K<0.01%new13F-HRTimeline
KBC Group NVin group KBC Group NV3,278$151K<0.01%013F-HRTimelineGroup
AlphaQuest LLC3,187$146K0.02%+1,25313F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.2,787$128K<0.01%-22713F-HRTimelineGroup
Allworth Financial LP3,433$121K<0.01%+9613F-HRTimeline
Covestor Ltd2,378$110K0.07%+62213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,234$103K<0.01%+40113F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC2,118$97K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,832$84.2K<0.01%-70113F-HRTimelineGroup
State of Wyoming1,454$66.8K0.01%+16213F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…1,337$61.4K<0.01%+3113F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.1,277$58.7K0.04%-3113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,250$57.4K<0.01%-43013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,120$51.5K<0.01%+39013F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich939$43.1K<0.01%+8713F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…867$39.8K<0.01%+83513F-HRTimelineGroup
True Wealth Design, LLC862$39.6K0.02%+85613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC855$39K<0.01%-10013F-HRTimelineGroup
Hexagon Capital Partners LLC810$37.2K0.01%+1013F-HRTimeline
GAMMA Investing LLC757$34.8K<0.01%+52013F-HR/ATimeline
UMB Bank, n.a.700$32.2K<0.01%+18013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lindbrook Capital, LLC685$31.5K<0.01%-10913F-HRTimeline
Versant Capital Management, Inc680$31.2K0.01%+36913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…626$28.8K<0.01%+50713F-HRTimelineGroup
Parallel Advisors, LLC624$28.7K<0.01%+58313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…605$27.8K<0.01%013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC581$26.7K<0.01%+42913F-HRTimeline
First Horizon Advisors, Inc.540$24.8K<0.01%+11613F-HRTimeline
Manchester Capital Management LLC525$24.1K<0.01%013F-HRTimeline
Riverview Trust Co505$23.2K0.02%013F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC486$22.3K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…485$22.3K<0.01%-40913F-HRTimeline
Caldwell Trust Co475$21.8K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management438$20.1K<0.01%-49313F-HRTimelineGroup
SIGNATUREFD, LLC429$19.7K<0.01%-13813F-HRTimeline
MAI Capital Management422$19.4K<0.01%-4213F-HRTimeline
SVB WEALTH LLC421$19.3K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC420$19.3K<0.01%013F-HR/ATimeline
Walleye Capital LLCgroup of 2 filers holding458$17.3K-32,785Timeline
COLDSTREAM CAPITAL MANAGEMENT INC374$17.2K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…365$16.8K<0.01%+13113F-HRTimelineGroup
Capital Advisors, Ltd. LLC308$14K<0.01%013F-HRTimeline
DANSKE BANK A/S300$13.8K<0.01%013F-HRTimeline
Clearstead Advisors, LLC296$13.6K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC345$13.5K<0.01%+2113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK257$11.8K<0.01%+513F-HRTimelineGroup
PRIVATE TRUST CO NA251$11.5K<0.01%-4813F-HRTimeline
SBI Securities Co., Ltd.246$11.3K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…201$9.23K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB200$9.19K<0.01%-1,85313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.201$9K<0.01%-413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BESSEMER GROUP INCin group BESSEMER GROUP INC174$8K<0.01%-1,94613F-HRTimelineGroup
Bollard Group LLC169$8K<0.01%013F-HRTimeline
Quent Capital, LLC174$7.99K<0.01%-113F-HRTimeline
WHITTIER TRUST CO162$7.44K<0.01%013F-HRTimeline
NewEdge Advisors, LLC138$6.34K<0.01%013F-HRTimeline
Larson Financial Group LLC138$6.34K<0.01%+13713F-HRTimeline
Ridgewood Investments LLC137$6.29K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC119$5.51K<0.01%-413F-HRTimeline
Bell Investment Advisors, Inc112$5.15K<0.01%-9813F-HRTimeline
Coston, McIsaac & Partners115$5K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.105$4.82K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC103$4.73K<0.01%+9013F-HRTimeline
Brooklyn Investment Group101$4.64K<0.01%+9713F-HRTimeline
Pinnacle Bancorp, Inc.100$4.59K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC81$3.72K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC80$3.67K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.80$2.61K<0.01%-108,81513F-HRTimelineGroup
Signature Resources Capital Management,…54$2.48K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC55$2.37K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.51$2.34K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC49$2.25K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO42$1.93K<0.01%-29213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP41$1.9K<0.01%-6313F-HR/ATimelineGroup
Hartford Financial Management Inc.40$1.84K<0.01%013F-HRTimeline
Activest Wealth Management37$1.7K<0.01%new13F-HRTimeline
Arax Advisory Partners29$1.33K<0.01%+813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC25$1.15K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.25$1.15K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust22$1.01K<0.01%-4913F-HRTimeline
Iron Horse Wealth Management, LLC22$1.01K<0.01%new13F-HRTimeline
Sachetta, LLC22$1.01K<0.01%-1313F-HRTimeline
Cherry Tree Wealth Management, LLC21$965<0.01%013F-HRTimeline
LRI Investments, LLC21$965<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.22$864<0.01%013F-HRTimeline
SWAN Capital LLC15$689<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.12$552<0.01%+513F-HRTimeline
CVA Family Office, LLC11$505<0.01%new13F-HRTimeline
Crewe Advisors LLC10$460<0.01%+513F-HRTimeline
Cromwell Holdings LLC10$459<0.01%new13F-HRTimeline
Hughes Financial Services, LLC11$432<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC9$413<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC76$368<0.01%+6813F-HRTimeline
Tradewinds Capital Management, LLC8$368<0.01%013F-HRTimeline
Caitong International Asset Management …8$368<0.01%-1,02413F-HRTimeline
Stonebridge Financial Group, LLC5$230<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4$183<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3$138<0.01%013F-HRTimeline
Abound Wealth Management3$138<0.01%-113F-HRTimeline
Amundiin group Amundi3$110<0.01%-1513F-HRTimelineGroup
McClarren Financial Advisors, Inc.45$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-8013F-HRTimelineValue filed as zero, left out of ratios. Amount 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