PPLI — People Inc Com New Institutional Holders · Q3 2026
Who owns People Inc Com New (PPLI)? 13 institutions reported holding $239,680 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: GAMMA Investing LLC ($95,711), Farther Finance Advisors, LLC ($73,430), Elevation Wealth Partners, LLC ($40,786).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | GAMMA Investing LLC | $95,711 | 2,281 | Trimmed |
| 2 | Farther Finance Advisors, LLC | $73,430 | 1,750 | Trimmed |
| 3 | ELEVATION WEALTH PARTNERS, LLC | $40,786 | 972 | Added |
| 4 | Versant Capital Management, Inc | $15,190 | 362 | Trimmed |
| 5 | Marquette Asset Management, LLC | $6,127 | 146 | Trimmed |
| 6 | CoreCap Advisors, LLC | $3,231 | 77 | Hold |
| 7 | ARMSTRONG ADVISORY GROUP, INC | $2,308 | 55 | Hold |
| 8 | Retirement Wealth Solutions LLC | $2,057 | 49 | Added |
| 9 | Trust Co | $504 | 12 | Hold |
| 10 | MassMutual Private Wealth & Trust, FSB | $210 | 5 | Trimmed |
| 11 | GILPIN WEALTH MANAGEMENT, LLC | $126 | 3 | Trimmed |
| 12 | Davis Capital Management | $0 | 0 | Exited |
| 13 | Noble Wealth Management PBC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30