Signals

PPLI

477 in-universe funds with a nonzero position in PPLI within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24312
Score / z-0.081 / -0.12
Consensus121.05 over 206 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 356.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ARISTEIA CAPITAL, L.L.C. CIK 0001080171 0.156 786 281.6 4.4% 5 -1.0 pp -1.9 pp +1.5 pp +4.4 pp
Helikon Investments Ltd CIK 0001839497 0.779 18 260.9 7.8% 5 +2.5 pp +3.9 pp +4.7 pp +3.1 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 158.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ CIK 0000807985 0.803 47 144.6 7.5% 5 -0.4 pp +0.6 pp +2.7 pp +2.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 129.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corvex Management LP CIK 0001535472 0.803 24 129.0 4.0% 5 -1.3 pp -0.4 pp +0.6 pp +0.8 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 125.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Patient Capital Management, LLC CIK 0001854794 0.748 39 112.0 3.7% 5 -0.3 pp +0.1 pp +0.8 pp +0.8 pp
DAVIS SELECTED ADVISERS CIK 0001036325 0.905 112 110.5 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 99.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 67.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOURSIXTHREE CAPITAL LP CIK 0001897652 0.091 15 62.0 12.9% 2 +8.2 pp +12.9 pp +12.9 pp +12.9 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 53.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Wallace Capital Management Inc. CIK 0001459754 0.837 77 52.1 5.7% 4 +0.6 pp +1.5 pp +2.6 pp +5.7 pp
Boston Partners CIK 0001386060 0.833 802 51.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 42.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 38.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 38.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 33.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 32.0 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLEN HOLDING INC /NY CIK 0000919489 0.947 10 27.7 2.7% 5 +0.3 pp +0.5 pp +0.8 pp +0.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 26.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 22.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 21.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 21.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 20.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 20.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 19.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 18.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 18.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 18.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 17.0 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 16.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 16.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ALLEN OPERATIONS LLC CIK 0001389544 0.777 33 14.7 2.0% 5 +0.1 pp +0.5 pp +0.7 pp +0.4 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 14.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BROOKTREE CAPITAL MANAGEMENT CIK 0001021296 0.542 44 14.5 9.5% 5 -0.5 pp +1.1 pp +3.1 pp +3.4 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 14.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 13.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACR Alpine Capital Research, LLC CIK 0001508822 0.922 38 13.5 0.2% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 13.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 9.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 9.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 9.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Applied Fundamental Research, LLC CIK 0001849776 0.494 10 8.5 10.1% 5 -6.0 pp -7.3 pp -4.8 pp -5.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 8.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Yakira Capital Management, Inc. CIK 0001584639 0.047 201 7.8 2.3% 5 -0.2 pp -0.4 pp -0.5 pp -0.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 7.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Converium Capital Inc. CIK 0002043653 0.298 24 6.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 6.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 6.1 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 5.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 4.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 4.7 0.1% 5 +0.0 pp -0.1 pp -0.2 pp -0.4 pp
Orvieto Partners, L.P. CIK 0002052484 0.193 42 4.4 3.3% 3 -2.5 pp -1.7 pp +3.3 pp +3.3 pp
Odyssean, LLC CIK 0002092853 0.021 485 3.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 3.1 0.2% 5 +0.1 pp -1.1 pp -1.2 pp -1.4 pp
Creative Planning CIK 0001540235 0.979 4196 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
III Capital Management CIK 0001783139 0.455 48 2.9 0.7% 2 -0.0 pp +0.7 pp -0.7 pp +0.7 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
S&CO INC CIK 0001082461 0.523 222 2.7 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 2.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 0.287 109 2.5 0.9% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
Swedbank AB CIK 0000946431 0.941 696 2.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAX POND CAPITAL, LLC CIK 0002106996 0.158 56 2.0 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 1.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 1.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 1.5 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.4 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Friedenthal Financial CIK 0001598611 0.053 253 1.2 0.6% 1 +0.6 pp +0.0 pp +0.6 pp +0.6 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OP Asset Management Ltd CIK 0002097005 0.000 765 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 0.9 0.2% 1 +0.2 pp +0.0 pp -0.1 pp -0.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AXQ CAPITAL, LP CIK 0001916908 0.003 960 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
BOYAR ASSET MANAGEMENT INC. CIK 0001218254 0.333 77 0.8 0.5% 5 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
Ethic Inc. CIK 0001780570 0.636 1358 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Amundi CIK 0001330387 0.000 1 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chemistry Wealth Management LLC CIK 0001910183 0.639 209 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 0.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Autumn Glory Partners, LLC CIK 0001911621 0.126 212 0.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sagewood Asset Management LP CIK 0001693636 0.174 432 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just PPLI). Qtrs Held counts distinct quarters this fund has actually held PPLI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PPLI position size. Δ columns are the percentage-point change in PPLI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status