Who owns PPH
Which tracked institutional funds hold PPH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PPH company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
23 tracked funds added or opened PPH while 24 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PPH’s largest tracked holder by dollar value, GOLDMAN SACHS GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PPH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 136 tracked filers holding PPH, 64 increased or opened the position and 81 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PPH between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- Fluent Financial, LLC$4M
- TUDOR INVESTMENT CORP ET AL$859K
- Arax Advisory Partners$563K
- Fortis Capital Advisors, LLC$517K
Full exits 6
- BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$57M
- Employees Retirement System of Texas$55M
- FLOW TRADERS U.S. LLC$9M
- HRT FINANCIAL LP$6M
- Thrivent Financial for Lutherans$2M
- Ground Swell Capital, LLC$2M
Largest adds
- MORGAN STANLEY$94M
- UBS Group AG$51M
- GOLDMAN SACHS GROUP INC$26M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$22M
- CITIGROUP INC$12M
- JPMORGAN CHASE & CO$4M
Largest trims
- JANE STREET GROUP, LLC$84M
- Tower Research Capital LLC (TRC)$28M
- ROYAL BANK OF CANADA$27M
- BNP PARIBAS FINANCIAL MARKETS$19M
- GTS SECURITIES LLC$17M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$14M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC added | 1,178,974 | $129M | 19.3% | 2026-Q2 |
| MORGAN STANLEY added | 1,028,317 | $112M | 16.9% | 2026-Q2 |
| UBS Group AG added | 517,756 | $57M | 8.5% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 402,000 | $44M | 6.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 350,600 | $38M | 5.8% | 2026-Q2 |
| J.Safra Asset Management Corp added | 319,636 | $35M | 5.2% | 2026-Q2 |
| CITIGROUP INC added | 318,604 | $35M | 5.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 281,661 | $31M | 4.6% | 2026-Q2 |
| Avalon Trust Co trimmed | 263,830 | $29M | 4.3% | 2026-Q2 |
| ADAMSBROWN WEALTH CONSULTANTS LLC added | 154,114 | $17M | 2.5% | 2026-Q2 |
| LPL Financial LLC added | 118,058 | $13M | 1.9% | 2026-Q2 |
| Miller Investment Management, LP trimmed | 100,256 | $11M | 1.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 95,470 | $10M | 1.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 79,699 | $9M | 1.3% | 2026-Q2 |
| WT Wealth Management added | 53,786 | $6M | 0.9% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 46,536 | $5M | 0.8% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 42,490 | $5M | 0.7% | 2026-Q2 |
| Fluent Financial, LLC added | 38,992 | $4M | 0.6% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 36,942 | $4M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 36,292 | $4M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 36,112 | $4M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 33,171 | $4M | 0.5% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 31,350 | $3M | 0.5% | 2026-Q2 |
| AAFMAA Wealth Management & Trust LLC added | 24,721 | $3M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 22,863 | $3M | 0.4% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 21,563 | $2M | 0.4% | 2026-Q2 |
| Cassady Wealth & Retirement Planning, LLC added | 18,863 | $2M | 0.3% | 2026-Q2 |
| Phoenix Financial Ltd. | 16,052 | $2M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 15,610 | $2M | 0.3% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 14,624 | $2M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 14,207 | $2M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 14,048 | $2M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 13,199 | $1M | 0.2% | 2026-Q2 |
| &PARTNERS added | 12,954 | $1M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 12,498 | $1M | 0.2% | 2026-Q2 |
| Avior Wealth Management, LLC added | 11,592 | $1M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 10,821 | $1M | 0.2% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 10,674 | $1M | 0.2% | 2026-Q2 |
| Belpointe Asset Management LLC added | 10,229 | $1M | 0.2% | 2026-Q2 |
| Canton Hathaway, LLC | 10,000 | $1M | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 9,553 | $1M | 0.2% | 2026-Q2 |
| Aspen Grove Capital, LLC trimmed | 9,452 | $1M | 0.2% | 2026-Q2 |
| Peak Planning Group, LLC added | 9,187 | $1M | 0.2% | 2026-Q2 |
| Financial Freedom, LLC added | 8,723 | $954K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 8,567 | $937K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 8,469 | $926K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 8,285 | $907K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 8,281 | $906K | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 7,860 | $859K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC trimmed | 7,770 | $850K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 7,501 | $820K | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 7,398 | $809K | 0.1% | 2026-Q2 |
| LEUTHOLD GROUP, LLC trimmed | 7,097 | $776K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 6,452 | $706K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 6,336 | $693K | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC added | 6,329 | $692K | 0.1% | 2026-Q2 |
| NTV Asset Management LLC added | 5,819 | $636K | 0.1% | 2026-Q2 |
| WARNER FINANCIAL, INC added | 5,745 | $628K | 0.1% | 2026-Q2 |
| Telos Capital Management, Inc. trimmed | 5,592 | $611K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 5,373 | $588K | 0.1% | 2026-Q2 |
| Tradition Wealth Management, LLC trimmed | 5,364 | $587K | 0.1% | 2026-Q2 |
| Cherry Creek Investment Advisors, Inc. trimmed | 5,266 | $576K | 0.1% | 2026-Q2 |
| Arax Advisory Partners new | 5,150 | $563K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 4,961 | $542K | 0.1% | 2026-Q2 |
| Hudock, Inc. added | 4,864 | $532K | 0.1% | 2026-Q2 |
| Fortis Capital Advisors, LLC new | 4,731 | $517K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 4,433 | $485K | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 4,155 | $454K | 0.1% | 2026-Q2 |
| Investment Partners Asset Management, Inc. | 4,085 | $447K | 0.1% | 2026-Q2 |
| BURKE & HERBERT BANK & TRUST CO trimmed | 3,860 | $422K | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 3,830 | $419K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 3,592 | $393K | 0.1% | 2026-Q2 |
| Creative Planning added | 3,592 | $393K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 3,559 | $389K | 0.1% | 2026-Q2 |
| Conservest Capital Advisors, Inc. | 3,400 | $372K | 0.1% | 2026-Q2 |
| Blue Chip Partners, LLC trimmed | 3,376 | $369K | 0.1% | 2026-Q2 |
| FMR LLC added | 3,341 | $365K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 3,335 | $365K | 0.1% | 2026-Q2 |
| Jefferies Financial Group Inc. trimmed | 3,315 | $362K | 0.1% | 2026-Q2 |
| Financial Partners Group, Inc trimmed | 3,310 | $362K | 0.1% | 2026-Q2 |
| Value Investment Professionals, LLC | 3,300 | $361K | 0.1% | 2026-Q2 |
| Copia Wealth Management trimmed | 3,196 | $349K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 3,061 | $335K | 0.1% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. | 2,960 | $324K | 0.0% | 2026-Q2 |
| KCM INVESTMENT ADVISORS LLC | 2,873 | $314K | 0.0% | 2026-Q2 |
| CERTUITY, LLC added | 2,804 | $307K | 0.0% | 2026-Q2 |
| STRATEGY ASSET MANAGERS LLC added | 2,433 | $266K | 0.0% | 2026-Q2 |
| PFG Investments, LLC added | 2,420 | $265K | 0.0% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 2,418 | $264K | 0.0% | 2026-Q2 |
| Elm3 Financial Group, LLC trimmed | 2,393 | $262K | 0.0% | 2026-Q2 |
| Westside Investment Management, Inc. | 2,351 | $257K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 2,158 | $236K | 0.0% | 2026-Q2 |
| Turtle Creek Wealth Advisors, LLC | 2,000 | $219K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 1,813 | $198K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 1,800 | $197K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 1,751 | $191K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 1,546 | $169K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 1,364 | $149K | 0.0% | 2026-Q2 |
| HHM Wealth Advisors, LLC | 1,350 | $148K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 1,086 | $119K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.