INVESTMENT MANAGERS SER TR I

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PPI·46141T117·US·ETF-13D/G

PPI (INVESTMENT MANAGERS SER TR I) is held by 14 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($4.3M), Orion Porfolio Solutions, LLC ($1.1M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($821,383). Net institutional sentiment: Mixed.

14

Holders

(1 Elite)

$8.6M

Total Value

67% (15)

Consensus

10 buying - 5 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)61

Insider (Form 4)82

Activist (13D/13G)26

Congressional (STOCK Act)34

Holder Quality

64

★★★★★

Elite

14

★★★★

Strong

72

★★★

Solid

30

★★

Below

63

★

Weak

Held by 14 funds

1 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists Sep 8, 2026 · Congress none

ActivistFNFirst National Advisers, LLC23.5%Sep 8, 2026

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Top Holders

Top Holders (14)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	201,255(+24.2%)	$4.3M	0.0%	+13.88%	33
OPOrion Porfolio Solutions, LLC	Increased	51,662(+19.9%)	$1.1M	0.0%	+22.44%	30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	39,141(+140.4%)	$821,383	0.0%	-2.66%	40
RAYMOND JAMES FINANCIAL INC	Decreased	29,800(-1.1%)	$634,383	0.0%	+44.18%	0
OSAIC HOLDINGS, INC.	Increased	19,686(+3.2%)	$419,122	0.0%	+35.95%	25
Equitable Holdings, Inc.	New	16,144	$343,669	0.0%	-3.81%	33
HRT FINANCIAL LP	New	12,733	$271,000	0.0%	-3.81%	32
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	11,256(-4.9%)	$239,610	0.0%	+75.31%	0
FIFTH THIRD BANCORP	Decreased	9,986(-1.1%)	$212,580	0.0%	-1.00%	0
JANE STREET GROUP, LLC	New	9,882	$210,368	0.0%	-3.81%	35
MORGAN STANLEY	Increased	2,505(+169.1%)	$53,330	0.0%	+5.73%	23
PNC FINANCIAL SERVICES GROUP, INC.	New	2,364	$50,325	0.0%	-3.81%	31
UBS Group AG	Unchanged	18	$383	0.0%	+41.71%	0
SIMPLEX TRADING, LLC	New	3	$63	0.0%	-3.81%	17
ASSETMARK, INC	Exited	0(-100.0%)	$17,824	0.0%	+2.92%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$555,047	0.0%	+2.92%	0

PPIINVESTMENT MANAGERS SER TR I

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer