PPI

INVESTMENT MANAGERS SER TR I

Institutional Ownership · Q4 2025

Filing: Q4 2025

INVESTMENT MANAGERS SER TR I (PPI) is held by 38 institutional investors with combined holdings of $45M. Major holders include Hobbs Group Advisors, LLC, Janney Montgomery Scott L, Vermillion & White Wealth.

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Institutional Holders

Total Value

$44.9M

Ownership %

—

🏦 Top Institutional Holders

Hobbs Group Advisors, LLC

802.5K shares

$14.9M

Janney Montgomery Scott LLC

209.3K shares

$3.9M

Vermillion & White Wealth Management Group, LLC

188.4K shares

$3.5M

Oregon Pacific Wealth Management, LLC

150.1K shares

$2.8M

PUFF WEALTH MANAGEMENT, LLC

104.5K shares

$2.0M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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