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PPLI · People Inc · Held by Funds

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$43.76 +0.21 (+0.48%) At close · Nov 13 Play latest call Q3 2026 earnings call transcript
S&P 600 member Russell 1000 member Rebalance outlook locked
Market Cap
$3.28B
Shares
75.04M
Volume · Nov 13 1.13M Avg daily vol (3M) 1.17M

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.

Fund Ownership of PPLI by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 20.81% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.20% 2,403,002
Index ETFs 17.60% 13,209,944
Active ETFs 0.02% 16,087
Active funds 10.29% 7,720,205
Unclassified 2.39% 1,790,461
All registered funds 33.50% 25,139,699
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

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 426,765 $16,336,564 0.85%
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%
FPA Queens Road Small Cap Value Fund 341,303 $13,065,079 0.94%
Selected American Shares 273,790 $12,638,146 0.60%
Fidelity Extended Market Index Fund 314,507 $12,039,328 0.03%
iShares Russell Mid-Cap ETF 260,516 $12,025,419 0.02%
Schwab Fundamental U.S. Small Company ETF 304,017 $11,637,771 0.13%
Schwab U.S. Small-Cap ETF 296,412 $11,346,651 0.05%
Fidelity Mid Cap Index Fund 240,369 $9,992,139 0.02%
Royce Small-Cap Opportunity Fund 186,817 $8,623,473 0.61%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 224,396 $8,589,879 0.13%
VANGUARD COMMUNICATION SERVICES INDEX FUND 220,685 $8,447,822 0.14%
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%
WPG Partners Select Small Cap Value Fund 175,602 $6,722,045 2.69%
iShares Russell 1000 Value ETF 141,991 $6,554,305 0.01%
Transamerica Mid Cap Value Opportunities 157,390 $6,542,702 0.84%
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%
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND 133,602 $5,114,285 0.26%
Avantis U.S. Small Cap Equity ETF 124,194 $4,754,146 0.15%
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%
Fidelity Total Market Index Fund 119,876 $4,588,853 0.00%
JNL Small Cap Index Fund 97,928 $4,520,356 0.16%
iShares Core S&P Total U.S. Stock Market ETF 92,694 $4,278,755 0.00%
Fidelity Series Total Market Index Fund 100,191 $3,835,311 0.00%
ACR Opportunity Fund 95,000 $3,636,600 2.66%
Columbia Small Cap Index Fund 89,493 $3,425,792 0.13%
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) 297 filings 240 filers Visit website Investor relations