Filing Research | PPLI - PEOPLE INC Institutional Holdings

Snapshot holdings

50 / 60 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	51.8KSH	$2.4M
2	DAVENPORT & Co LLC	Shares	39.3KSH	$1.8M
3	Nilsine Partners, LLC	Shares	32.3KSH	$1.5M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	31.6KSH	$1.5M
5	Police & Firemen's Retirement System of New Jersey	Shares	29.0KSH	$1.3M
6	Louisiana State Employees Retirement System	Shares	27.4KSH	$1.3M
7	Friedenthal Financial	Shares	26.6KSH	$1.2M
8	Sequoia Financial Advisors, LLC	Shares	17.1KSH	$788.6K
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	16.8KSH	$777.8K
10	Chemistry Wealth Management LLC	Shares	15.3KSH	$704.4K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	14.8KSH	$683.2K
12	QRG CAPITAL MANAGEMENT, INC.	Shares	11.7KSH	$538.6K
13	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	9.6KSH	$444.9K
14	Oak Thistle LLC	Shares	7.1KSH	$327.7K
15	Merit Financial Group, LLC	Shares	7.1KSH	$327.0K
16	Robeco Institutional Asset Management B.V.	Shares	4.8KSH	$223.3K
17	Abel Hall, LLC	Shares	4.7KSH	$218.6K
18	Optas, LLC	Shares	4.4KSH	$203.2K
19	GAMMA Investing LLC	Shares	3.5KSH	$162.6K
20	Farther Finance Advisors, LLC	Shares	1.9KSH	$90.0K
21	EverSource Wealth Advisors, LLC	Shares	1.5KSH	$71.1K
22	ELEVATION WEALTH PARTNERS, LLC	Shares	826SH	$38.1K
23	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	613SH	$28.2K
24	SIGNATUREFD, LLC	Shares	605SH	$27.9K
25	Versant Capital Management, Inc	Shares	441SH	$20.4K
26	True Wealth Design, LLC	Shares	341SH	$15.7K
27	FINANCIAL CONSULATE, INC	Shares	250SH	$11.5K
28	Marquette Asset Management, LLC	Shares	245SH	$11.3K
29	IFP Advisors, Inc	Shares	210SH	$9.7K
30	ST GERMAIN D J CO INC	Shares	210SH	$9.7K
31	SBI Securities Co., Ltd.	Shares	135SH	$6.2K
32	Sachetta, LLC	Shares	116SH	$5.4K
33	MassMutual Private Wealth & Trust, FSB	Shares	105SH	$4.8K
34	Cedar Mountain Advisors, LLC	Shares	103SH	$4.8K
35	CoreCap Advisors, LLC	Shares	77SH	$3.6K
36	Beacon Financial Strategies CORP	Shares	69SH	$3.2K
37	ENTRUST FINANCIAL LLC	Shares	61SH	$2.8K
38	ARMSTRONG ADVISORY GROUP, INC	Shares	55SH	$2.5K
39	Signature Resources Capital Management, LLC	Shares	54SH	$2.5K
40	Torren Management, LLC	Shares	52SH	$2.4K
41	DiNuzzo Private Wealth, Inc.	Shares	51SH	$2.4K
42	Activest Wealth Management	Shares	47SH	$2.2K
43	Retirement Wealth Solutions LLC	Shares	41SH	$1.9K
44	Hartford Financial Management Inc.	Shares	40SH	$1.8K
45	Noble Wealth Management PBC	Shares	33SH	$1.5K
46	Steigerwald, Gordon & Koch Inc.	Shares	29SH	$1.3K
47	Physician Wealth Advisors, Inc.	Shares	27SH	$1.2K
48	State of Alaska, Department of Revenue	Shares	23.0KSH	$1.1K
49	SJS Investment Consulting Inc.	Shares	22SH	$1.0K
50	LRI Investments, LLC	Shares	21SH	$969

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Manager changes2026-06-30 vs 2026-03-31

50 / 67 loaded

#		Instrument
1	Nilsine Partners, LLC new	Shares	+32.3K	+$1.5M	$1.5M
2	Friedenthal Financial new	Shares	+26.6K	+$1.2M	$1.2M
3	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+9.6K	+$444.9K	$444.9K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.6K	+$436.5K	$1.5M
5	Sequoia Financial Advisors, LLC added	Shares	+6.4K	+$360.2K	$788.6K
6	Swedbank AB unchanged	Shares	0	+$317.6K	$2.4M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+1.9K	+$252.9K	$1.3M
8	Robeco Institutional Asset Management B.V. new	Shares	+4.8K	+$223.3K	$223.3K
9	Abel Hall, LLC new	Shares	+4.7K	+$218.6K	$218.6K
10	Optas, LLC new	Shares	+4.4K	+$203.2K	$203.2K
11	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.2K	+$121.5K	$538.6K
12	Louisiana State Employees Retirement System trimmed	Shares	-1.5K	+$107.9K	$1.3M
13	Chemistry Wealth Management LLC added	Shares	+91	+$97.2K	$704.4K
14	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-559	+$80.9K	$777.8K
15	Merit Financial Group, LLC added	Shares	+687	+$70.9K	$327.0K
16	GAMMA Investing LLC added	Shares	+655	+$47.8K	$162.6K
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.3K	+$37.9K	$683.2K
18	Farther Finance Advisors, LLC added	Shares	+619	+$36.8K	$90.0K
19	Versant Capital Management, Inc added	Shares	+332	+$16.0K	$20.4K
20	SIGNATUREFD, LLC added	Shares	+160	+$10.1K	$27.9K
21	EverSource Wealth Advisors, LLC trimmed	Shares	-67	+$6.8K	$71.1K
22	ELEVATION WEALTH PARTNERS, LLC added	Shares	+21	+$5.9K	$38.1K
23	True Wealth Design, LLC added	Shares	+72	+$5.0K	$15.7K
24	MassMutual Private Wealth & Trust, FSB added	Shares	+100	+$4.6K	$4.8K
25	Sachetta, LLC added	Shares	+94	+$4.5K	$5.4K
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$3.7K	$28.2K
27	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$1.5K	$11.5K
28	Noble Wealth Management PBC new	Shares	+33	+$1.5K	$1.5K
29	Marquette Asset Management, LLC unchanged	Shares	0	+$1.5K	$11.3K
30	IFP Advisors, Inc added	Shares	+3	+$1.4K	$9.7K
31	ST GERMAIN D J CO INC unchanged	Shares	0	+$1.3K	$9.7K
32	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$631	$4.8K
33	Activest Wealth Management added	Shares	+7	+$569	$2.2K
34	JFS WEALTH ADVISORS, LLC new	Shares	+12	+$554	$554
35	CoreCap Advisors, LLC unchanged	Shares	0	+$472	$3.6K
36	Retirement Wealth Solutions LLC added	Shares	+5	+$451	$1.9K
37	Beacon Financial Strategies CORP unchanged	Shares	0	+$423	$3.2K
38	ENTRUST FINANCIAL LLC unchanged	Shares	0	+$374	$2.8K
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+6.1K	+$365	$912
40	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$337	$2.5K
41	Signature Resources Capital Management, LLC unchanged	Shares	0	+$331	$2.5K
42	Torren Management, LLC unchanged	Shares	0	+$318	$2.4K
43	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$313	$2.4K
44	Handelsbanken Fonder AB added	Shares	+4.3K	+$289	$877
45	Hartford Financial Management Inc. unchanged	Shares	0	+$245	$1.8K
46	SJS Investment Consulting Inc. added	Shares	+2	+$215	$1.0K
47	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$177	$1.3K
48	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$166	$1.2K
49	Davis Capital Management new	Shares	+3	+$138	$138
50	LRI Investments, LLC unchanged	Shares	0	+$128	$969

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