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Disclosery

PPLI PEOPLE INC

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COM NEW (common), issuer CIK 1800227

337 managers (345 13F filers) reported a position in PPLI shares at 2025-06-30, 71,576,346 shares in all. 58 filers opened a position and 53 filers sold out during the quarter.

Managers
337
13F filers
345
New
58
Added
104
Reduced
121
Sold out
53
Shares held by filers
71,576,346

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
New Age Alpha Advisors, LLC8,966$335K0.01%-1,26113F-HRTimeline
Greenwich Wealth Management LLC8,777$328K0.02%-96213F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …8,757$327K0.04%+1,08613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,453$316K0.01%+8,08813F-HRTimelineGroup
ARISTEIA CAPITAL, L.L.C.8,448$315K0.01%new13F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…8,371$313K<0.01%-1,94213F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC8,305$310K<0.01%-1,78713F-HRTimelineGroup
CWM, LLCin group CWM, LLC8,162$305K<0.01%-23,30013F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…8,098$302K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC8,073$301K0.13%-9,62713F-HRTimeline
OXFORD ASSET MANAGEMENT LLP8,051$301K0.1%new13F-HRTimeline
OP Asset Management Ltd7,998$299K<0.01%013F-HR/ATimeline
Asset Management One Co., Ltd.7,952$297K<0.01%+4,39713F-HRTimeline
Pallas Capital Advisors LLC7,893$295K0.01%-11,78513F-HRTimeline
Diametric Capital, LP7,625$285K0.15%+1,52113F-HRTimeline
Empowered Funds, LLC7,567$283K<0.01%-47013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,035$263K<0.01%-37,41713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,008$262K<0.01%+5,17613F-HR/ATimelineGroup
Florida Trust Wealth Management Co6,900$258K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,634$257K<0.01%-17,46313F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC6,818$255K0.01%+1,11613F-HRTimelineGroup
CIBC Asset Management Inc6,760$252K<0.01%-35013F-HRTimeline
Cetera Investment Advisers6,713$251K<0.01%-1,59913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,457$241K<0.01%-53,31313F-HRTimeline
WOLVERINE TRADING, LLC6,264$235K0.01%new13F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …6,292$235K<0.01%+89013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,258$234K<0.01%-9513F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,234$233K<0.01%013F-HRTimelineGroup
&PARTNERS6,129$228K<0.01%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd6,068$227K0.05%new13F-HRTimeline
SIMPLEX TRADING, LLC5,937$221K0.01%new13F-HRTimeline
Proficio Capital Partners LLC5,909$221K0.01%+42013F-HRTimeline
TWO SIGMA SECURITIES, LLC5,729$214K0.03%new13F-HRTimeline
Atria Investments, Inc5,666$212K<0.01%+89113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,619$209K<0.01%+24613F-HRTimelineGroup
Sterling Capital Management LLC4,471$167K<0.01%+28013F-HR/ATimeline
Hurley Capital, LLC3,584$134K0.09%-7013F-HRTimeline
Allworth Financial LP3,552$133K<0.01%+11913F-HRTimeline
AlphaQuest LLC3,361$126K0.01%+17413F-HRTimeline
Geneos Wealth Management Inc.3,060$114K<0.01%-3,09013F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding2,837$106K-3,798Timeline
KBC Group NVin group KBC Group NV2,382$89K<0.01%-89613F-HRTimelineGroup
Skandinaviska Enskilda Banken AB (publ)2,237$83.4K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,134$79.7K<0.01%-10013F-HRTimelineGroup
North Capital, Inc.2,000$74.7K0.06%new13F-HRTimeline
Westchester Capital Management, LLCin group Westchester Capital Managemen…1,505$56.2K<0.01%-82,01113F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC1,362$50.9K0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.1,307$48.8K0.03%+3013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,250$46.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,174$43.8K<0.01%+82913F-HRTimeline
GAMMA Investing LLC1,124$42K<0.01%+36713F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,120$41.8K<0.01%013F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…1,118$41.7K<0.01%-21913F-HRTimelineGroup
Erste Asset Management GmbHin group Erste Asset Management GmbH1,000$37.5K<0.01%+1,00013F-HRTimelineGroup
IFP Advisors, Inc0$35.1K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Bank Julius Baer & Co. Ltd, Zurich936$35K<0.01%-313F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…862$32.2K<0.01%-513F-HRTimelineGroup
Brooklyn Investment Group739$27.6K<0.01%+63813F-HR/ATimeline
UMB Bank, n.a.653$24.4K<0.01%-4713F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…643$24K<0.01%+1713F-HRTimelineGroup
MAI Capital Management618$23.1K<0.01%+19613F-HRTimeline
First Horizon Advisors, Inc.609$22.7K<0.01%+6913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…605$22.6K<0.01%013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC598$22.3K<0.01%+1713F-HRTimeline
Global Retirement Partners, LLC540$20.2K<0.01%13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …544$20K<0.01%new13F-HRTimelineGroup
Manchester Capital Management LLC525$19.6K<0.01%013F-HRTimeline
Riverview Trust Co505$18.9K0.02%013F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC486$18.1K<0.01%013F-HRTimeline
Covestor Ltd470$18K0.01%-1,90813F-HRTimeline
Caldwell Trust Co475$17.7K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC420$15.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…386$14.4K<0.01%-9913F-HRTimeline
SIGNATUREFD, LLC357$13.3K<0.01%-7213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK345$12.9K<0.01%+8813F-HRTimelineGroup
Essential Partners LLC337$12.6K0.01%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.310$12K<0.01%+10913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Advisors, Ltd. LLC308$12K<0.01%013F-HRTimeline
DANSKE BANK A/S300$11.2K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA251$9.37K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management248$9.26K<0.01%-19013F-HRTimelineGroup
SBI Securities Co., Ltd.246$9.19K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO234$8.74K<0.01%+19213F-HRTimelineGroup
Parallel Advisors, LLC233$8.7K<0.01%-39113F-HRTimeline
Federation des caisses Desjardins du Qu…201$7.5K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC174$7K<0.01%013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC189$6.42K<0.01%new13F-HRTimeline
WHITTIER TRUST CO162$6.05K<0.01%013F-HRTimeline
Bollard Group LLC169$6K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.139$5.19K<0.01%+3913F-HRTimeline
NewEdge Advisors, LLC138$5.15K<0.01%013F-HRTimeline
Ridgewood Investments LLC137$5.12K<0.01%013F-HRTimeline
Versant Capital Management, Inc123$4.59K<0.01%-55713F-HRTimeline
Coston, McIsaac & Partners115$4K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.105$3.92K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC90$3.38K<0.01%-2913F-HRTimeline
Bell Investment Advisors, Inc85$3.17K<0.01%-2713F-HRTimeline
Cedar Mountain Advisors, LLC81$3.02K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC80$2.99K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP68$2.55K<0.01%+2713F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC55$2.05K<0.01%013F-HRTimeline
Signature Resources Capital Management,…54$2.02K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.51$1.91K<0.01%013F-HRTimeline
Hartford Financial Management Inc.40$1.49K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC39$1.46K<0.01%-1013F-HRTimeline
MassMutual Private Wealth & Trust, FSB36$1.34K<0.01%-16413F-HRTimeline
Boreal Capital Management LLC30$1.12K<0.01%13F-HRTimeline
Sunbelt Securities, Inc.25$1.08K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA28$1.05K<0.01%new13F-HRTimeline
True Wealth Design, LLC26$971<0.01%-83613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC25$933<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/23$857<0.01%new13F-HR/ATimelineGroup
Sachetta, LLC22$822<0.01%013F-HRTimeline
Clearstead Trust, LLC21$785<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC21$785<0.01%013F-HRTimeline
Bare Financial Services, Inc21$784<0.01%new13F-HRTimeline
LRI Investments, LLC21$784<0.01%013F-HRTimeline
Parkside Financial Bank & Trust16$599<0.01%-613F-HRTimeline
Rialto Wealth Management, LLC15$561<0.01%new13F-HRTimeline
SWAN Capital LLC15$560<0.01%013F-HRTimeline
CoreCap Advisors, LLC13$485<0.01%-9013F-HRTimeline
DecisionPoint Financial, LLC11$428<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC10$374<0.01%new13F-HRTimeline
Cromwell Holdings LLC10$373<0.01%013F-HRTimeline
Clearstead Advisors, LLC9$337<0.01%-28713F-HRTimeline
Crewe Advisors LLC9$337<0.01%-113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9$336<0.01%new13F-HRTimelineGroup
Tradewinds Capital Management, LLC8$299<0.01%013F-HRTimeline
Whipplewood Advisors, LLC8$299<0.01%-6813F-HRTimeline
Larson Financial Group LLC5$187<0.01%-13313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4$149<0.01%013F-HRTimeline
Abound Wealth Management3$113<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3$112<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2$75<0.01%new13F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.1$38<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%-3713F-HRTimelineValue 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