PPHC · Public Policy Holding Company, Inc. · Holdings

$11.49 +0.22 (+1.95%) At close · Sep 11

Russell 2000 member Rebalance outlook locked

Market Cap

$340.54M

30.22M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 55

Total Value: $50,771,349

Total Shares: 6,851,739

Institutional Ownership Trend

2 quarters

Holder Concentration

Across 55 13F filers · Δ vs Mar 31, 2026

Top Holder

14.9%

−0.4 pts

Top 5

61.5%

+5.2 pts

Top 10

84.5%

+0.3 pts

HHI

915

Broadly held+49

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +6

Institutional value: -41.9%

Shares held: +2.6%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large ROYCE & ASSOCIATES LP	+351,130	1,020,130
Large WASATCH ADVISORS LP	+125,781	728,798
Mega VANGUARD CAPITAL MANAGEMENT LLC	+105,247	187,206
Small GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	+93,598	282,236
Mega BlackRock, Inc.	+69,654	271,458

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid Ancora Advisors LLC	−278,020	252,228
Mega Russell Investments Group, Ltd.	−179,314	372,163
Large Creative Planning	−113,866	109,789
Mega JENNISON ASSOCIATES LLC	−20,434	851,355
Large State of Tennessee, Department of Treasury	−10,362	14,668

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large Marex Group plc	99,331	$736,042
Mega MILLENNIUM MANAGEMENT LLC	58,839	$435,996
Mega JANE STREET GROUP, LLC	20,502	$151,919
Large MARSHALL WACE, LLP	10,423	$77,234
Small BELLEVUE ASSET MANAGEMENT, LLC	3,112	$23,059

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega CITADEL ADVISORS LLC	127,141	$1,663,004
Mid Ghisallo Capital Management LLC	60,000	$784,800
Small Manatuck Hill Partners, LLC	50,800	$664,464
Mid OPPENHEIMER ASSET MANAGEMENT INC.	26,721	$349,510
Mega TWO SIGMA INVESTMENTS, LP	18,250	$238,710

Filter: New 12 Increased 22 Reduced 16 Sold out 6 Unchanged 5

Showing 55 of 55

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

ROYCE & ASSOCIATES LP

$7,559,163

14.89%

1,020,130

Canoe Financial LP

$7,541,394

14.85%

1,017,732

JENNISON ASSOCIATES LLC

$6,308,540

12.43%

851,355

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Prudential Financial Inc	663,671	$4,917,802	78.0%	Defined
Prudential Trust Company	187,684	$1,390,738	22.0%	Other

WASATCH ADVISORS LP

$5,400,393

10.64%

728,798

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	728,798	$5,400,393	100.0%	Sole

STOREBRAND ASSET MANAGEMENT AS

$4,428,490

8.72%

597,637

THOMPSON SIEGEL & WALMSLEY LLC

$2,912,263

5.74%

393,018

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Perpetual Ltd	393,018	$2,912,263	100.0%	Defined

Russell Investments Group, Ltd.

$2,757,724

5.43%

372,163

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	167,675	$1,242,470	45.1%	Defined
Russell Investments Canada Limited	1,577	$11,685	0.4%	Defined
Russell Investments Capital, LLC	77,871	$577,024	20.9%	Defined
Russell Investments France SAS	49,633	$367,780	13.3%	Defined
Russell Investments Limited	2,101	$15,568	0.6%	Defined
Russell Investments Trust Company	73,306	$543,197	19.7%	Defined

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

$2,091,368

4.12%

282,236

BlackRock, Inc.

$2,011,501

3.96%

271,458

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	615	$4,557	0.2%	Sole
BlackRock Investment Management, LLC	13,639	$101,064	5.0%	Sole
BLACKROCK ADVISORS LLC	17,990	$133,305	6.6%	Sole
BlackRock Fund Advisors	173,493	$1,285,583	63.9%	Sole
BlackRock Institutional Trust Company, N.A.	65,721	$486,992	24.2%	Sole

Ancora Advisors LLC

$1,869,009

3.68%

252,228

VANGUARD CAPITAL MANAGEMENT LLC

$1,387,196

2.73%

187,206

GEODE CAPITAL MANAGEMENT, LLC

$915,112

1.80%

123,497

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	16,110	$119,375	13.0%	Defined
Held directly	107,387	$795,737	87.0%	Defined

Creative Planning

$813,536

1.60%

109,789

Marex Group plc

$736,042

1.45%

99,331

Boston Partners

$723,171

1.42%

97,594

MILLENNIUM MANAGEMENT LLC

$435,996

0.86%

58,839

STATE STREET CORP

$374,946

0.74%

50,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SSGA FUNDS MANAGEMENT, INC. joint	50,600	$374,946	100.0%	Defined

KORNITZER CAPITAL MANAGEMENT INC /KS

$350,374

0.69%

47,284

VANGUARD FIDUCIARY TRUST CO

$226,879

0.45%

30,618

VANGUARD PORTFOLIO MANAGEMENT LLC

$223,426

0.44%

30,152

NORTHERN TRUST CORP

$217,824

0.43%

29,396

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	28,825	$213,593	98.1%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	571	$4,231	1.9%	Other

GOLDMAN SACHS GROUP INC

$211,244

0.42%

28,508

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	28,508	$211,244	100.0%	Defined

XTX Topco Ltd

$185,576

0.37%

25,044

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	25,044	$185,576	100.0%	Defined

JANE STREET GROUP, LLC

$151,919

0.30%

20,502

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	18,108	$134,180	88.3%	Defined
Jane Street Global Trading, LLC	2,394	$17,739	11.7%	Defined

MORGAN STANLEY

$136,037

0.27%

18,359

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	62	$459	0.3%	Defined
MORGAN STANLEY & CO. LLC	1,157	$8,573	6.3%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	5,623	$41,666	30.6%	Defined
MORGAN STANLEY SMITH BARNEY LLC	829	$6,142	4.5%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	10,688	$79,197	58.2%	Defined

Universal- Beteiligungs- und Servicegesellschaft mbH

$122,450

0.24%

16,525

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Universal-Investment-Gesellschaft mbH	16,525	$122,450	100.0%	Defined

FRANKLIN RESOURCES INC

$114,358

0.23%

15,433

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FRANKLIN ADVISERS INC	15,433	$114,358	100.0%	Defined

State of Tennessee, Department of Treasury

$108,689

0.21%

14,668

KEYBANK NATIONAL ASSOCIATION/OH

$88,164

0.17%

11,898

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 2	11,898	$88,164	100.0%	Defined

MARSHALL WACE, LLP

$77,234

0.15%

10,423

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	10,423	$77,234	100.0%	Other

CITIGROUP INC

$46,845

0.09%

6,322

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	6,322	$46,845	100.0%	Defined

WELLS FARGO & COMPANY/MN

$29,617

0.06%

3,997

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	3,997	$29,617	100.0%	Defined

UBS Group AG

$26,949

0.05%

3,637

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	484	$3,586	13.3%	Defined
UBS AG	3,153	$23,363	86.7%	Defined

RHUMBLINE ADVISERS

$24,497

0.05%

3,306

BELLEVUE ASSET MANAGEMENT, LLC

$23,059

0.05%

3,112

Vanguard Global Advisers, LLC

$19,947

0.04%

2,692

FMR LLC

$18,762

0.04%

2,532

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	2,532	$18,762	100.0%	Defined

Tower Research Capital LLC (TRC)

$17,776

0.04%

2,399

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tower Research Capital Investments LLC	100	$741	4.2%	Other
Latour Trading LLC (Latour)	2,299	$17,035	95.8%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$14,790

0.03%

1,996

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	1,996	$14,790	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$14,086

0.03%

1,901

NEW YORK STATE COMMON RETIREMENT FUND

$14,079

0.03%

1,900

JPMORGAN CHASE & CO

$13,463

0.03%

1,817

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	1,817	$13,463	100.0%	Defined

JONES FINANCIAL COMPANIES LLLP

$9,566

0.02%

1,291

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	1,291	$9,566	100.0%	Sole

ROYAL BANK OF CANADA

$6,224

0.01%

840

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	174	$1,289	20.7%	Defined
RBC Capital Markets, LLC	666	$4,935	79.3%	Defined

BARCLAYS PLC

$4,304

0.01%

581

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	552	$4,090	95.0%	Defined
BARCLAYS CAPITAL INC.	29	$214	5.0%	Defined

Legal & General Group Plc

$2,749

0.01%

371

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	371	$2,749	100.0%	Defined

Ameritas Investment Partners, Inc.

$2,556

0.01%

345

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	345	$2,556	100.0%	Other

FIFTH THIRD BANCORP

$1,244

0.00%

168

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	168	$1,244	100.0%	Defined

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$437

0.00%

Essential Partners LLC

$111

0.00%

Sterling Capital Management LLC

$103

0.00%

Arax Advisory Partners

$66

0.00%

EverSource Wealth Advisors, LLC

$65

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	2	$14	21.5%	Sole
Held directly	7	$51	78.5%	Sole

Allworth Financial LP

$29

0.00%

IFP Advisors, Inc

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	27,141	$355,004	21.3%	Defined
Held directly	100,000	$1,308,000	78.7%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ancora Advisors	26,721	$349,510	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Institutional Asset Management Trust Co	99	$1,294	100.0%	Sole

Key facts CIK 1903508 CUSIP 744430208 13F (30d) 28 filings 28 filers Visit website Investor relations