PPI Institutional Ownership & Shareholders
AXS ASTORIA INFLATION SENS (PPI) is currently held by 53 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $92.93M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Astoria Portfolio Advisors Llc. is currently the largest disclosed institutional shareholder of PPI tracked by InsiderSet, reporting ownership valued at approximately $30.67M 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 $28.73M, representing an estimated loss of -6.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed PPI value among the investors covered in this analysis. Major shareholders include Astoria Portfolio Advisors Llc., Hobbs Group Advisors, Llc, First National Advisers, Llc, and several other long-term asset managers with concentrated positions in AXS ASTORIA INFLATION SENS (PPI).
This page ranks the largest institutional PPI 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
53
Total Reported Value
$92.93M
Largest Holder
Astoria Portfolio Advisors Llc.
Largest Position
$30.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Astoria Portfolio Advisors Llc. | 5.19% | 1,440,803 | $30,671,824 | $28,727,739 | -$1,944,085 | -6.34% | |
| Hobbs Group Advisors, Llc | 4.57% | 816,048 | $17,372,038 | $16,270,936 | -$1,101,102 | -6.34% | |
| First National Advisers, Llc | 0.66% | 219,280 | $4,668,000 | $4,372,158 | -$295,842 | -6.34% | |
| Janney Montgomery Scott Llc | 0.01% | 217,279 | $4,625,000 | $4,332,261 | -$292,739 | -6.33% | |
| Vermillion & White Wealth Management Group, Llc | 2.17% | 200,895 | $4,290,668 | $4,005,585 | -$285,083 | -6.64% | |
| Lpl Financial Llc | 0.00% | 201,255 | $4,284,324 | $4,012,763 | -$271,561 | -6.34% | |
| Oregon Pacific Wealth Management, Llc | 3.01% | 162,483 | $3,248,197 | $3,239,700 | -$8,497 | -0.26% | |
| Cascades Capital Asset Management, Llc | 0.79% | 100,151 | $2,132,009 | $1,996,881 | -$135,128 | -6.34% | |
| Blackdiamond Wealth Management, Llc | 0.70% | 81,145 | $1,742,123 | $1,617,926 | -$124,197 | -7.13% | |
| Ashton Thomas Private Wealth, Llc | 0.04% | 79,943 | $1,701,817 | $1,593,959 | -$107,858 | -6.34% | |
| Latitude Advisors, Llc | 0.48% | 77,584 | $1,550,973 | $1,546,924 | -$4,049 | -0.26% | |
| 4Wealth Advisors, Inc. | 1.05% | 75,563 | $1,521,864 | $1,506,628 | -$15,236 | -1.00% | |
| Onyx Bridge Wealth Group Llc | 0.12% | 70,078 | $1,400,926 | $1,397,264 | -$3,662 | -0.26% | |
| Cary Street Partners Financial Llc | 0.03% | 62,672 | $1,334,157 | $1,249,598 | -$84,559 | -6.34% | |
| Silverlake Wealth Management Llc | 0.24% | 64,646 | $1,292,334 | $1,288,957 | -$3,377 | -0.26% | |
| Orion Porfolio Solutions, Llc | 0.01% | 51,662 | $1,099,787 | $1,030,073 | -$69,714 | -6.34% | |
| World Investment Advisors | 0.01% | 39,721 | $826,134 | $791,985 | -$34,149 | -4.13% | |
| Flow Traders U.S. Llc | 0.03% | 32,744 | $697,000 | $652,873 | -$44,127 | -6.33% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 32,290 | $653,886 | $643,821 | -$10,065 | -1.54% | |
| Bluedoor Private Wealth, Llc | 0.27% | 30,511 | $649,518 | $608,350 | -$41,168 | -6.34% | |
| Waddell & Associates, Llc | 0.03% | 30,098 | $640,726 | $600,115 | -$40,611 | -6.34% | |
| Raymond James Financial Inc | 0.00% | 29,800 | $634,383 | $594,173 | -$40,210 | -6.34% | |
| Strait & Sound Wealth Management Llc | 0.22% | 29,129 | $620,100 | $580,794 | -$39,306 | -6.34% | |
| Ellis Investment Partners, Llc | 0.07% | 22,612 | $452,044 | $450,854 | -$1,190 | -0.26% | |
| Osaic Holdings, Inc. | 0.00% | 19,686 | $419,122 | $392,513 | -$26,609 | -6.35% | |
| Woodward Diversified Capital, Llc | 0.15% | 18,889 | $377,610 | $376,622 | -$988 | -0.26% | |
| Belpointe Asset Management Llc | 0.01% | 17,026 | $362,449 | $339,476 | -$22,973 | -6.34% | |
| Sard Wealth Management Group, Llc | 0.14% | 18,066 | $361,166 | $360,213 | -$953 | -0.26% | |
| Geowealth Management, Llc | 0.01% | 16,156 | $343,929 | $322,130 | -$21,799 | -6.34% | |
| Equitable Holdings, Inc. | 0.00% | 16,144 | $343,669 | $321,890 | -$21,779 | -6.34% | |
| Bison Wealth, Llc | 0.03% | 16,401 | $334,577 | $327,015 | -$7,562 | -2.26% | |
| Stillwater Private Wealth, Llc | 0.20% | 14,467 | $313,000 | $288,453 | -$24,547 | -7.84% | |
| Hrt Financial Lp | 0.00% | 12,733 | $271,000 | $253,879 | -$17,121 | -6.32% | |
| Commonwealth Equity Services, Llc | 0.00% | 13,242 | $264,730 | $264,028 | -$702 | -0.27% | |
| Clark Asset Management, Llc | 0.02% | 11,245 | $224,799 | $224,211 | -$588 | -0.26% | |
| Reap Financial Group, Llc | 0.04% | 10,967 | $219,251 | $218,668 | -$583 | -0.27% | |
| Fifth Third Bancorp | 0.00% | 9,986 | $212,580 | $199,108 | -$13,472 | -6.34% | |
| Jane Street Group, Llc | 0.00% | 9,882 | $210,368 | $197,034 | -$13,334 | -6.34% | |
| Harbour Investments, Inc. | 0.00% | 8,541 | $181,821 | $170,296 | -$11,525 | -6.34% | |
| Millstone Evans Group, Llc | 0.09% | 7,435 | $158,276 | $148,244 | -$10,032 | -6.34% | |
| Morgan Stanley | 0.00% | 2,505 | $53,330 | $49,946 | -$3,384 | -6.34% | |
| Pnc Financial Services Group, Inc. | 0.00% | 2,364 | $50,325 | $47,135 | -$3,190 | -6.34% | |
| Ifg Advisory, Llc | 0.00% | 1,719 | $36,591 | $34,275 | -$2,316 | -6.33% | |
| Nbc Securities, Inc. | 0.00% | 1,600 | $31,986 | $31,902 | -$84 | -0.26% | |
| Parallel Advisors, Llc | 0.00% | 1,000 | $21,288 | $19,939 | -$1,349 | -6.34% | |
| Evolution Wealth Management Inc. | 0.01% | 770 | $15,393 | $15,353 | -$40 | -0.26% | |
| Bogart Wealth, Llc | 0.00% | 400 | $8,515 | $7,975 | -$540 | -6.34% | |
| Smartleaf Asset Management Llc | 0.00% | 140 | $2,964 | $2,791 | -$173 | -5.82% | |
| Downshift Financial, Llc | 0.00% | 133 | $2,659 | $2,652 | -$7 | -0.27% | |
| Ubs Group Ag | 0.00% | 18 | $383 | $359 | -$24 | -6.29% |
Frequently asked questions about PPI
Who are the largest institutional holders of PPI?
The largest institutional holders of PPI reported in the latest SEC Form 13F filings include Astoria Portfolio Advisors Llc., Hobbs Group Advisors, Llc, First National Advisers, Llc, Janney Montgomery Scott Llc, and Vermillion & White Wealth Management Group, Llc. InsiderSet ranks institutional holders by their latest reported PPI position.
What is PPI institutional ownership?
This page tracks PPI positions reported by institutional investment managers through SEC Form 13F. AXS ASTORIA INFLATION SENS (PPI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PPI?
InsiderSet currently tracks 53 institutional managers reporting PPI 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 PPI shareholders.
How much PPI stock do institutions own?
Institutional investment managers disclosed approximately $92.93M in PPI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PPI institutional ownership last updated?
The latest PPI 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 PPI 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 PPI position after the reporting date.
Are institutions buying or selling PPI?
Institutional buying and selling can be analyzed by comparing PPI positions across consecutive 13F reporting periods. InsiderSet's PPI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PPI ownership changes.
How has PPI institutional ownership changed over time?
InsiderSet tracks PPI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.