AXS ASTORIA INFLATION SENS (PPI) Institutional Shareholders
AXS ASTORIA INFLATION SENS (PPI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $95.70M in PPI holdings during the latest filing period.
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 $29.85M, representing an estimated loss of -2.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% 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
54
Total Reported Value
$95.70M
Largest Holder
Astoria Portfolio Advisors Llc.
Largest Position
$30.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
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 | $29,854,303 | -$817,521 | -2.67% | |
| Hobbs Group Advisors, Llc | 4.57% | 816,048 | $17,372,038 | $16,909,004 | -$463,034 | -2.67% | |
| First National Advisers, Llc | 0.66% | 219,280 | $4,668,000 | $4,543,613 | -$124,387 | -2.66% | |
| Janney Montgomery Scott Llc | 0.01% | 217,279 | $4,625,000 | $4,502,151 | -$122,849 | -2.66% | |
| Vermillion & White Wealth Management Group, Llc | 2.17% | 200,895 | $4,290,668 | $4,162,665 | -$128,003 | -2.98% | |
| Lpl Financial Llc | 0.00% | 201,255 | $4,284,324 | $4,170,124 | -$114,200 | -2.67% | |
| Oregon Pacific Wealth Management, Llc | 3.35% | 167,823 | $3,572,616 | $3,477,393 | -$95,223 | -2.67% | |
| Cascades Capital Asset Management, Llc | 0.79% | 100,151 | $2,132,009 | $2,075,189 | -$56,820 | -2.67% | |
| Blackdiamond Wealth Management, Llc | 0.70% | 81,145 | $1,742,123 | $1,681,373 | -$60,750 | -3.49% | |
| Ashton Thomas Private Wealth, Llc | 0.04% | 79,943 | $1,701,817 | $1,656,467 | -$45,350 | -2.66% | |
| Latitude Advisors, Llc | 0.67% | 78,650 | $1,674,309 | $1,629,675 | -$44,634 | -2.67% | |
| 4Wealth Advisors, Inc. | 1.17% | 72,281 | $1,530,347 | $1,497,706 | -$32,641 | -2.13% | |
| Onyx Bridge Wealth Group Llc | 0.13% | 69,017 | $1,469,231 | $1,430,074 | -$39,157 | -2.67% | |
| Silverlake Wealth Management Llc | 0.27% | 67,276 | $1,432,170 | $1,393,999 | -$38,171 | -2.67% | |
| Cary Street Partners Financial Llc | 0.03% | 62,672 | $1,334,157 | $1,298,601 | -$35,556 | -2.67% | |
| Orion Porfolio Solutions, Llc | 0.01% | 51,662 | $1,099,787 | $1,070,468 | -$29,319 | -2.67% | |
| Fsa Wealth Partners, Inc. | 0.22% | 40,927 | $871,254 | $848,032 | -$23,222 | -2.67% | |
| World Investment Advisors | 0.01% | 39,721 | $826,134 | $823,043 | -$3,091 | -0.37% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 39,141 | $821,383 | $811,025 | -$10,358 | -1.26% | |
| Sound Income Strategies, Llc | 0.03% | 34,266 | $729,450 | $710,012 | -$19,438 | -2.66% | |
| Flow Traders U.S. Llc | 0.03% | 32,744 | $697,000 | $678,475 | -$18,525 | -2.66% | |
| Ellis Investment Partners, Llc | 0.10% | 31,364 | $667,678 | $649,881 | -$17,797 | -2.67% | |
| Bluedoor Private Wealth, Llc | 0.27% | 30,511 | $649,518 | $632,206 | -$17,312 | -2.67% | |
| Waddell & Associates, Llc | 0.03% | 30,098 | $640,726 | $623,649 | -$17,077 | -2.67% | |
| Raymond James Financial Inc | 0.00% | 29,800 | $634,383 | $617,474 | -$16,909 | -2.67% | |
| Strait & Sound Wealth Management Llc | 0.22% | 29,129 | $620,100 | $603,570 | -$16,530 | -2.67% | |
| Osaic Holdings, Inc. | 0.00% | 19,686 | $419,122 | $407,906 | -$11,216 | -2.68% | |
| Woodward Diversified Capital, Llc | 0.18% | 18,889 | $402,109 | $391,391 | -$10,718 | -2.67% | |
| Bison Wealth, Llc | 0.04% | 18,445 | $391,762 | $382,191 | -$9,571 | -2.44% | |
| Sard Wealth Management Group, Llc | 0.18% | 18,006 | $383,306 | $373,095 | -$10,211 | -2.66% | |
| Belpointe Asset Management Llc | 0.01% | 17,026 | $362,449 | $352,789 | -$9,660 | -2.67% | |
| Geowealth Management, Llc | 0.01% | 16,156 | $343,929 | $334,762 | -$9,167 | -2.67% | |
| Equitable Holdings, Inc. | 0.00% | 16,144 | $343,669 | $334,513 | -$9,156 | -2.66% | |
| Stillwater Private Wealth, Llc | 0.20% | 14,467 | $313,000 | $299,765 | -$13,235 | -4.23% | |
| Hrt Financial Lp | 0.00% | 12,733 | $271,000 | $263,835 | -$7,165 | -2.64% | |
| Reap Financial Group, Llc | 0.04% | 11,628 | $247,528 | $240,939 | -$6,589 | -2.66% | |
| Commonwealth Equity Services, Llc | 0.00% | 11,256 | $239,610 | $233,231 | -$6,379 | -2.66% | |
| Clark Asset Management, Llc | 0.02% | 11,245 | $239,384 | $233,003 | -$6,381 | -2.67% | |
| Fifth Third Bancorp | 0.00% | 9,986 | $212,580 | $206,916 | -$5,664 | -2.66% | |
| Jane Street Group, Llc | 0.00% | 9,882 | $210,368 | $204,761 | -$5,607 | -2.67% | |
| Harbour Investments, Inc. | 0.00% | 8,541 | $181,821 | $176,975 | -$4,846 | -2.67% | |
| Millstone Evans Group, Llc | 0.09% | 7,435 | $158,276 | $154,058 | -$4,218 | -2.67% | |
| Morgan Stanley | 0.00% | 2,505 | $53,330 | $51,905 | -$1,425 | -2.67% | |
| Pnc Financial Services Group, Inc. | 0.00% | 2,364 | $50,325 | $48,983 | -$1,342 | -2.67% | |
| Ifg Advisory, Llc | 0.00% | 1,719 | $36,591 | $35,619 | -$972 | -2.66% | |
| Nbc Securities, Inc. | 0.00% | 1,475 | $31,399 | $30,563 | -$836 | -2.66% | |
| Parallel Advisors, Llc | 0.00% | 1,000 | $21,288 | $20,721 | -$567 | -2.67% | |
| Evolution Wealth Management Inc. | 0.01% | 770 | $16,392 | $15,955 | -$437 | -2.67% | |
| Bogart Wealth, Llc | 0.00% | 400 | $8,515 | $8,288 | -$227 | -2.66% | |
| Covestor Ltd | 0.00% | 208 | $4,000 | $4,310 | +$310 | +7.75% |
Frequently asked questions about PPI
Who owns the most PPI stock?
The largest holders of PPI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AXS ASTORIA INFLATION SENS (PPI).
Is PPI widely held by superinvestors?
Many widely followed stocks like PPI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PPI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.