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PPLI · People Inc · Held by Funds

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$41.96 +1.22 (+2.99%) At close · Sep 30
S&P 600 member Russell 1000 member Rebalance outlook locked
Market Cap
$2.98B
Shares
74.46M
Volume · Sep 30 2.19M Avg daily vol (3M) 1.08M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding PPLI

245 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 3,760,899 $173,603,098 0.16%
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,963,834 $90,650,577 0.00%
Longleaf Partners Fund 1,688,257 $77,929,943 7.35%
Patient Opportunity Trust 1,575,000 $72,702,000 3.62%
VANGUARD SMALL-CAP INDEX FUND 1,417,949 $65,452,526 0.03%
Longleaf Partners Global Fund 1,075,944 $49,665,575 7.17%
Davis New York Venture Fund 1,125,830 $46,800,753 0.61%
VANGUARD SMALL-CAP VALUE INDEX FUND 896,818 $41,397,119 0.06%
VANGUARD EXTENDED MARKET INDEX FUND 715,416 $33,023,603 0.03%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 574,245 $26,507,149 0.16%
iShares S&P Small-Cap 600 Value ETF 537,375 $24,805,230 0.31%
Allspring Special Small Cap Value Fund 515,098 $23,776,924 0.80%
VANGUARD TAX-MANAGED SMALL-CAP FUND 444,929 $20,537,923 0.18%
Column Small Cap Select Fund 346,785 $15,567,179 0.82%
Fidelity Extended Market Index Fund 343,282 $15,409,929 0.04%
FPA Queens Road Small Cap Value Fund 341,303 $15,321,092 1.13%
First Trust Technology AlphaDEX Fund 368,472 $15,317,381 0.60%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 324,320 $14,970,611 0.31%
Schwab U.S. Small-Cap ETF 312,374 $14,022,469 0.06%
Selected American Shares 273,790 $12,638,146 0.60%
Schwab Fundamental U.S. Small Company ETF 274,457 $12,320,375 0.14%
VANGUARD COMMUNICATION SERVICES INDEX FUND 268,763 $12,064,771 0.18%
iShares Russell Mid-Cap ETF 260,516 $12,025,419 0.02%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 225,616 $10,127,902 0.17%
Fidelity Mid Cap Index Fund 240,369 $9,992,139 0.02%
Royce Small-Cap Opportunity Fund 186,817 $8,623,473 0.61%
DIAMOND HILL SMALL-MID CAP FUND 174,860 $8,071,538 1.28%
AQR Style Premia Alternative Fund 168,930 $7,797,809 0.31%
VictoryShares US Small Mid Cap Value Momentum ETF 155,250 $7,166,340 0.41%
American Beacon Small Cap Value Fund 166,375 $6,916,209 0.18%
iShares Russell 1000 Value ETF 141,991 $6,554,305 0.01%
Transamerica Mid Cap Value Opportunities 157,390 $6,542,702 0.84%
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND 143,088 $6,423,220 0.34%
WPG Partners Select Small Cap Value Fund 137,953 $6,192,710 2.65%
Brighthouse Small Cap Value Portfolio 129,926 $5,997,384 0.82%
Invesco S&P SmallCap Value with Momentum ETF 143,938 $5,983,503 0.89%
AQR Managed Futures Strategy Fund 120,629 $5,568,235 0.17%
Fidelity Total Market Index Fund 123,815 $5,558,055 0.00%
Avantis U.S. Small Cap Equity ETF 116,723 $5,239,695 0.19%
ACR Opportunity Fund 115,000 $5,162,350 4.11%
Transamerica Small/Mid Cap Value VP 102,064 $4,711,274 0.83%
iShares Russell Mid-Cap Value ETF 100,410 $4,634,926 0.03%
JNL Small Cap Index Fund 97,928 $4,520,356 0.16%
Fidelity Series Total Market Index Fund 98,969 $4,442,718 0.00%
Columbia Small Cap Index Fund 97,310 $4,368,246 0.17%
iShares Core S&P Total U.S. Stock Market ETF 92,694 $4,278,755 0.00%
Transamerica Small/Mid Cap Value 79,541 $3,306,519 0.51%
Schwab Fundamental U.S. Small Company Index Fund 79,330 $3,297,748 0.14%
EQ/Mid Cap Value Managed Volatility Portfolio 70,422 $3,250,680 0.20%
iShares U.S. Technology ETF 77,878 $3,237,388 0.01%
Showing 1–50 of 245 positions
Key facts CIK 1800227 CUSIP 44891N208 13F (30d) 12 filings 8 filers Visit website Investor relations