INVESTMENT MANAGERS SER TR I

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PPI·46141T117·US·etf·Unknown - Unknown

ASTORIA REAL

PPI (INVESTMENT MANAGERS SER TR I) is held by 11 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($3.4M), Orion Porfolio Solutions, LLC ($895,737), RAYMOND JAMES FINANCIAL INC ($626,510). Net institutional sentiment: Mixed.

11

Holders

Avg rating(1 Elite)

$6.7M

Total Value

54% (14)

Fund Consensus

7 buying - 6 selling

Smart Money Verdict

View all

53Mixed MomentumSingle Source

Institutional (13F)53

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how PPI's score breaks down across 4 SEC sources

Holder Quality

1

★★★★★

Elite

5

★★★★

Strong

7

★★★

Solid

1

★★

Below

0

★

Weak

Held by 11 funds

1 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (11)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	161,999(+66.2%)	$3.4M	0.0%	+23.18%	39
OPOrion Porfolio Solutions, LLC	Decreased	43,068(-22.5%)	$895,737	0.0%	+35.77%	0
RAYMOND JAMES FINANCIAL INC	Decreased	30,123(-0.0%)	$626,510	0.0%	+52.32%	0
CITADEL ADVISORS LLC	New	26,687	$555,047	0.0%	+1.64%	34
OSAIC HOLDINGS, INC.	Increased	19,076(+11.7%)	$396,771	0.0%	+39.79%	27
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	New	16,284	$341,149	0.0%	+1.64%	33
COMMONWEALTH EQUITY SERVICES, LLC	Increased	11,836(+0.1%)	$246,180	0.0%	+64.73%	23
FIFTH THIRD BANCORP	New	10,101	$210,077	0.0%	+1.64%	32
MORGAN STANLEY	Unchanged	931	$19,380	0.0%	+33.74%	0
ASSETMARK, INC	New	857	$17,824	0.0%	+1.64%	28
UBS Group AG	Decreased	18(-50.0%)	$374	0.0%	+49.53%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$528,891	0.0%	+16.93%	0
AMERIPRISE FINANCIAL INC	Exited	0(-100.0%)	$350,880	0.0%	+16.74%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$195,054	0.0%	+13.57%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer