PLGI Institutional Ownership & Shareholders
PL GROWTH AND INCOME ETF (PLGI) is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $50.66M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Belpointe Asset Management Llc is currently the largest disclosed institutional shareholder of PLGI tracked by InsiderSet, reporting ownership valued at approximately $49.96M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $51.75M, representing an estimated gain of +3.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed PLGI value among the investors covered in this analysis. Major shareholders include Belpointe Asset Management Llc, Jane Street Group, Llc, Gts Securities Llc, and several other long-term asset managers with concentrated positions in PL GROWTH AND INCOME ETF (PLGI).
This page ranks the largest institutional PLGI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
4
Total Reported Value
$50.66M
Largest Holder
Belpointe Asset Management Llc
Largest Position
$49.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
4
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Belpointe Asset Management Llc | 1.63% | 2,064,467 | $49,961,143 | $51,745,040 | +$1,783,897 | +3.57% | |
| Jane Street Group, Llc | 0.00% | 15,391 | $372,470 | $385,769 | +$13,299 | +3.57% | |
| Gts Securities Llc | 0.01% | 13,553 | $327,983 | $339,701 | +$11,718 | +3.57% | |
| Fmr Llc | 0.00% | 1 | $24 | $25 | +$1 | +4.44% |
Frequently asked questions about PLGI
Who are the largest institutional holders of PLGI?
The largest institutional holders of PLGI reported in the latest SEC Form 13F filings include Belpointe Asset Management Llc, Jane Street Group, Llc, Gts Securities Llc, and Fmr Llc. InsiderSet ranks institutional holders by their latest reported PLGI position.
What is PLGI institutional ownership?
This page tracks PLGI positions reported by institutional investment managers through SEC Form 13F. PL GROWTH AND INCOME ETF (PLGI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PLGI?
InsiderSet currently tracks 4 institutional managers reporting PLGI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PLGI shareholders.
How much PLGI stock do institutions own?
Institutional investment managers disclosed approximately $50.66M in PLGI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PLGI institutional ownership last updated?
The latest PLGI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PLGI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PLGI position after the reporting date.
Are institutions buying or selling PLGI?
Institutional buying and selling can be analyzed by comparing PLGI positions across consecutive 13F reporting periods. InsiderSet's PLGI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PLGI ownership changes.
How has PLGI institutional ownership changed over time?
InsiderSet tracks PLGI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.