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Disclosery

PPLI PEOPLE INC

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COM NEW (common), issuer CIK 1800227

323 managers (333 13F filers) reported a position in PPLI shares at 2026-03-31, 70,454,102 shares in all. 37 filers opened a position and 58 filers sold out during the quarter.

Managers
323
13F filers
333
New
37
Added
123
Reduced
107
Sold out
58
Shares held by filers
70,454,102

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Cornerstone Investment Partners, LLC5,834$234K0.01%new13F-HRTimeline
&PARTNERS5,836$233K<0.01%+45313F-HRTimeline
Verition Fund Management LLC5,511$221K<0.01%-172,96913F-HRTimeline
CM WEALTH ADVISORS LLC5,241$210K0.04%new13F-HRTimeline
Crossmark Global Holdings, Inc.5,238$210K<0.01%013F-HRTimeline
Allworth Financial LP5,119$205K<0.01%+1,68713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,034$202K<0.01%+1,14313F-HRTimelineGroup
nVerses Capital, LLC5,021$201K0.18%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,190$128K<0.01%+2,45813F-HRTimelineGroup
Geneos Wealth Management Inc.3,000$120K<0.01%013F-HRTimeline
GAMMA Investing LLC2,867$115K0.01%+2,00113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.2,776$111K0.01%-8,50513F-HRTimeline
KBC Group NVin group KBC Group NV2,382$95K<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC2,172$86.9K<0.01%-1,80213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,122$85K<0.01%+1,34013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,930$77.3K<0.01%+81013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,607$64.3K<0.01%+1,13813F-HR/ATimelineGroup
Essential Partners LLC1,607$64.3K0.02%+1,02713F-HRTimeline
STRS OHIO1,548$62K<0.01%-6113F-HRTimeline
MAI Capital Management1,357$54.3K<0.01%+97513F-HRTimeline
Farther Finance Advisors, LLC1,331$53.2K<0.01%+22613F-HRTimeline
Advisory Services Network, LLC1,263$50.6K<0.01%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…1,061$42.5K<0.01%-3813F-HRTimelineGroup
GROUP ONE TRADING LLC966$38.7K<0.01%new13F-HRTimeline
Quarry LP945$37.8K0.01%-56513F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich937$37.5K<0.01%-313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.919$36.8K<0.01%+80713F-HRTimeline
UMB Bank, n.a.812$32.5K<0.01%-7513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ELEVATION WEALTH PARTNERS, LLC805$32.2K0.01%+15313F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …777$31.1K<0.01%+6013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP715$27.8K<0.01%+68813F-HRTimelineGroup
Salomon & Ludwin, LLC630$25.1K<0.01%+7713F-HRTimeline
Parallel Advisors, LLC613$24.5K<0.01%+23313F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…613$24.5K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…568$22.8K<0.01%-113F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC526$21.1K<0.01%+52213F-HRTimeline
Covestor Ltd506$20K0.01%-513F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC486$19.5K<0.01%013F-HRTimeline
Caldwell Trust Co475$19K<0.01%013F-HRTimeline
SIGNATUREFD, LLC445$17.8K<0.01%+21113F-HRTimeline
Riverview Trust Co379$15.2K0.02%-12613F-HRTimeline
WHITTIER TRUST CO362$14.5K<0.01%+20013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO334$13.4K<0.01%013F-HRTimelineGroup
Arax Advisory Partners334$13.4K<0.01%+22513F-HRTimeline
DANSKE BANK A/S300$12K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC308$12K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC278$11.1K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…271$10.8K<0.01%-1,66613F-HRTimelineGroup
Root Financial Partners, LLC271$10.8K<0.01%+11613F-HRTimeline
True Wealth Design, LLC269$10.8K<0.01%+23613F-HRTimeline
FINANCIAL CONSULATE, INC250$10K<0.01%013F-HRTimeline
Marquette Asset Management, LLC245$9.81K<0.01%+9913F-HRTimeline
QUADRANT CAPITAL GROUP LLC242$9.69K<0.01%013F-HR/ATimeline
SBI Securities Co., Ltd.237$9.49K<0.01%-2913F-HRTimeline
Quent Capital, LLC216$8.65K<0.01%+7313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC210$8.41K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc207$8.29K<0.01%+19813F-HRTimeline
Hurley Capital, LLC190$7.61K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.190$7.61K<0.01%-1413F-HRTimeline
Bollard Group LLC169$7K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC167$6.53K<0.01%013F-HRTimeline
NewEdge Advisors, LLC125$5K<0.01%-1313F-HR/ATimeline
Bell Investment Advisors, Inc120$4.8K<0.01%+10613F-HRTimeline
Versant Capital Management, Inc109$4.36K<0.01%+7513F-HRTimeline
Parkside Financial Bank & Trust108$4.32K<0.01%+4713F-HRTimeline
Cedar Mountain Advisors, LLC103$4.12K<0.01%+6513F-HRTimeline
Sunbelt Securities, Inc.99$3.96K<0.01%+1213F-HRTimeline
Federation des caisses Desjardins du Qu…82$3.28K<0.01%-10013F-HRTimeline
CoreCap Advisors, LLC77$3.08K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…70$2.8K<0.01%+5113F-HRTimeline
Beacon Financial Strategies CORP69$2.76K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC69$2.76K<0.01%new13F-HRTimeline
ENTRUST FINANCIAL LLC61$2.44K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC61$2.44K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…58$2.32K<0.01%+2613F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC56$2.24K<0.01%-37313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC55$2.2K<0.01%013F-HRTimeline
Signature Resources Capital Management,…54$2.16K<0.01%-1213F-HRTimeline
Torren Management, LLC52$2.08K<0.01%-27413F-HRTimeline
DiNuzzo Private Wealth, Inc.51$2.04K<0.01%013F-HRTimeline
Bare Financial Services, Inc45$1.8K<0.01%-613F-HRTimeline
Raleigh Capital Management Inc.45$1.8K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC45$1.8K<0.01%new13F-HRTimeline
Hartford Financial Management Inc.40$1.6K<0.01%013F-HRTimeline
Activest Wealth Management40$1.6K<0.01%+3813F-HRTimeline
Basecamp Wealth Advisors LLC40$1.6K<0.01%+2613F-HRTimeline
Private Wealth Management Group, LLC39$1.56K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC36$1.44K<0.01%+313F-HRTimeline
NFSG Corp34$1.36K<0.01%new13F-HRTimeline
Kilter Group LLC33$1.32K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc30$1.2K<0.01%013F-HRTimeline
Boreal Capital Management LLC30$1.2K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.30$1.2K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.29$1.16K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK28$1.12K<0.01%013F-HRTimelineGroup
ALERUS FINANCIAL NA28$1.12K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.27$1.08K<0.01%new13F-HRTimeline
RMG Wealth Management LLC25$1.04K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC25$1K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC24$993<0.01%+1113F-HRTimeline
Sachetta, LLC22$881<0.01%013F-HRTimeline
LRI Investments, LLC21$841<0.01%013F-HRTimeline
SJS Investment Consulting Inc.20$801<0.01%new13F-HRTimeline
North Star Investment Management Corp.19$761<0.01%new13F-HRTimeline
Larson Financial Group LLC19$761<0.01%+1813F-HRTimeline
SWAN Capital LLC15$600<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.12$480<0.01%new13F-HRTimeline
Trust Co12$480<0.01%013F-HRTimeline
DecisionPoint Financial, LLC11$441<0.01%013F-HRTimeline
American Capital Advisory, LLC11$441<0.01%+813F-HRTimeline
Cromwell Holdings LLC10$400<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC8$321<0.01%013F-HRTimeline
Westside Investment Management, Inc.8$320<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC6$241<0.01%+313F-HRTimeline
Whipplewood Advisors, LLC6$240<0.01%new13F-HRTimeline
PlanVest Financial, Inc6$240<0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB5$200<0.01%013F-HRTimeline
Abound Wealth Management3$121<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3$120<0.01%013F-HRTimeline
SHP Wealth Management3$120<0.01%new13F-HRTimeline
Dunhill Financial, LLC1$51<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$41<0.01%new13F-HRTimeline
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