PPLI · People Inc · Shareholders & Ownership

$37.61 -0.59 (-1.53%)

S&P 600 member Russell 1000 member Rebalance outlook locked

Market Cap

$2.84B

74.46M

Volume · Oct 27 134.48K Avg daily vol (3M) 1.13M

Every disclosed holder of PPLI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns PPLI

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	342	69,297,871	93.06%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	3	12,400,658	16.65%	Yes
Remaining	—	7,234,604	-9.72%	Negative
Registered funds (N-PORT, not summed)	227	25,523,871	34.28%	No

Shares outstanding: 74,463,925, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of PPLI

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Helikon Investments Ltd 13G CIK 1839497 · Unknown · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	7,857,290	10.55%	+2,204,771	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.1	Helikon Investments Ltd 13F CIK 1839497 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,652,519	7.59%	+2,134,105	Jun 30, 2026	carried, not yet filed for the newest quarter
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,722,920	10.37%	-222,556	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,760,899	5.05%	-152,575	Jun 30, 2026	iShares Trust, not summed
2.2	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	537,375	0.72%	-98,940	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	260,516	0.35%	+13,580	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	141,991	0.19%	-10,964	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	100,410	0.13%	+3,898	Jun 30, 2026	iShares Trust, not summed
3	BARRY DILLER 13D CIK 927067 · Unknown · Jun 22, 2026 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands	6,593,155	8.85%	-2,062,512	Jun 22, 2026
3.1	Diller Barry Insider CIK 927067 · Nov 5, 2025 Director, issuer-wide, not summed	801,945	1.08%	+65,479	Nov 5, 2025	Director, issuer-wide, not summed
4	ARISTEIA CAPITAL, L.L.C. 13F CIK 1080171 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,101,439	8.19%	+192,602	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Stier Jennifer 13D CIK 1799787 · Unknown · Sep 25, 2026 Item 4 purpose: Merger opposition or support	4,562,068	6.13%	-832,711	Sep 25, 2026
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,442,491	4.62%	-148,681	Jun 30, 2026	carried, not yet filed for the newest quarter
7	SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 13F CIK 807985 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,131,835	4.21%	-890,894	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 13G CIK 807985 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,131,835	4.21%	-857,505	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7.2	Longleaf Partners Fund Fund S000009311 · Registered fund · Jun 30, 2026 Longleaf Partners Funds Trust, not summed	1,688,257	2.27%	-379,542	Jun 30, 2026	Longleaf Partners Funds Trust, not summed
7.3	Longleaf Partners Global Fund Fund S000038187 · Registered fund · Jun 30, 2026 Longleaf Partners Funds Trust, not summed	1,075,944	1.44%	-234,451	Jun 30, 2026	Longleaf Partners Funds Trust, not summed
8	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,813,606	3.78%	-104,286	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Corvex Management LP 13F CIK 1535472 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,793,715	3.75%	-561,360	Jun 30, 2026	carried, not yet filed for the newest quarter
10	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,723,710	3.66%	+520,527	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	168,930	0.23%	+51,425	Jun 30, 2026	AQR Funds, not summed
10.2	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	120,629	0.16%	+57,720	Jun 30, 2026	AQR Funds, not summed
10.3	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	65,655	0.09%	+40,209	Jun 30, 2026	AQR Funds, not summed
10.4	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	37,597	0.05%	+57	Jun 30, 2026	AQR Funds, not summed
10.5	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	8,321	0.01%	+6,993	Jun 30, 2026	AQR Funds, not summed
11	Patient Capital Management, LLC 13F CIK 1854794 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,425,558	3.26%	-274,006	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Patient Opportunity Trust Fund S000082973 · Registered fund · Jun 30, 2026 Advisor Managed Portfolios, not summed	1,575,000	2.12%	-225,000	Jun 30, 2026	Advisor Managed Portfolios, not summed
12	Davis Selected Advisers 13F CIK 1036325 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,394,024	3.22%	-19,223	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Selected American Shares Fund S000003448 · Registered fund · Jun 30, 2026 SELECTED AMERICAN SHARES INC, not summed	273,790	0.37%	0	Jun 30, 2026	SELECTED AMERICAN SHARES INC, not summed
12.2	Davis Equity Portfolio Fund S000003451 · Registered fund · Jun 30, 2026 DAVIS VARIABLE ACCOUNT FUND INC, not summed	16,010	0.02%	0	Jun 30, 2026	DAVIS VARIABLE ACCOUNT FUND INC, not summed
13	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,159,770	2.90%	-95,517	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	574,245	0.77%	-15,122	Jun 30, 2026	SPDR SERIES TRUST, not summed
13.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	324,320	0.44%	-17,068	Jun 30, 2026	SPDR SERIES TRUST, not summed
13.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	22,537	0.03%	-300	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13.4	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	13,981	0.02%	+160	Jun 30, 2026	SPDR SERIES TRUST, not summed
13.5	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	9,322	0.01%	+1,410	Jun 30, 2026	SPDR SERIES TRUST, not summed
14	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,963,834	2.64%	-91,570	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,463,438	1.97%	+968,441	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	GOLDMAN SACHS GROUP INC 13G CIK 886982 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,557,561	4.78%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
15.2	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	990	0.00%	-72	May 31, 2026	Goldman Sachs ETF Trust, not summed
15.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	988	0.00%	+187	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
16	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,417,949	1.90%	-56,180	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	FOURSIXTHREE CAPITAL LP 13F CIK 1897652 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,342,201	1.80%	+1,067,551	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Joseph M. Levin 13D CIK 1442083 · Unknown · Jan 13, 2025	1,245,435	1.67%	—	Jan 13, 2025
19	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,152,781	1.55%	-41,271	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Wallace Capital Management Inc. 13F CIK 1459754 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,127,772	1.51%	+8,494	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Davis New York Venture Fund Fund S000003439 · Registered fund · Jul 31, 2026 DAVIS NEW YORK VENTURE FUND INC, not summed	1,125,830	1.51%	0	Jul 31, 2026	DAVIS NEW YORK VENTURE FUND INC, not summed
22	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,111,298	1.49%	+237,959	Jun 30, 2026	carried, not yet filed for the newest quarter
23	THOMPSON SIEGEL & WALMSLEY LLC 13F CIK 1008322 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,063,090	1.43%	-757,979	Jun 30, 2026	carried, not yet filed for the newest quarter
24	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	928,617	1.25%	+112,746	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	184	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
25	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	896,818	1.20%	-42,977	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	843,691	1.13%	-23,608	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	304,017	0.41%	+29,560	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	296,412	0.40%	-15,962	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.3	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	79,330	0.11%	+6,287	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	39,188	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	38,006	0.05%	-2,557	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	825,380	1.11%	-1,212,444	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	730,829	0.98%	+176,880	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	515,098	0.69%	+126,169	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
29	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	715,416	0.96%	-10,515	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	693,088	0.93%	-138,892	Jun 30, 2026	carried, not yet filed for the newest quarter
31	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	648,475	0.87%	-1,953	Jun 30, 2026	carried, not yet filed for the newest quarter
32	ALLEN HOLDING INC /NY 13F CIK 919489 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	601,100	0.81%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
33	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	573,184	0.77%	+474,410	Jun 30, 2026	carried, not yet filed for the newest quarter
34	STATE OF WISCONSIN INVESTMENT BOARD 13F CIK 854157 · Pension or benefit plan · Jun 30, 2026 carried, not yet filed for the newest quarter	477,644	0.64%	+121,531	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Assenagon Asset Management S.A. 13F CIK 1546007 · Unknown · Sep 30, 2026	466,280	0.63%	+466,280	Sep 30, 2026
36	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	465,568	0.63%	-6,833	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,140	0.01%	-238	Jun 30, 2026	Northern Funds, not summed
36.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,108	0.01%	-974	Jul 31, 2026	FlexShares Trust, not summed
37	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	464,588	0.62%	+176,644	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	143,938	0.19%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
37.2	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	70,120	0.09%	-12,279	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
37.3	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	64,655	0.09%	+14,670	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
37.4	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	41,476	0.06%	+714	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
37.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	37,946	0.05%	+352	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
38	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	447,489	0.60%	-10,925	Jun 30, 2026	carried, not yet filed for the newest quarter
39	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	444,929	0.60%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
40	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	444,827	0.60%	+444,827	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Column Small Cap Select Fund Fund S000082920 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	426,765	0.57%	+79,980	Aug 31, 2026	Trust for Professional Managers, not summed
42	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	411,103	0.55%	-307,486	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Gotham Asset Management, LLC 13F CIK 1510387 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	399,173	0.54%	+181,420	Jun 30, 2026	carried, not yet filed for the newest quarter
44	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	396,447	0.53%	+57,850	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Royce Small-Cap Opportunity Fund Fund S000009512 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	186,817	0.25%	+12,394	Jun 30, 2026	ROYCE FUND, not summed
45	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	394,730	0.53%	-8,796	Jun 30, 2026	carried, not yet filed for the newest quarter
46	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	394,529	0.53%	+146,757	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Bragg Financial Advisors, Inc 13F CIK 1327055 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	367,731	0.49%	-1,495	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	360,436	0.48%	+155,028	Jun 30, 2026	carried, not yet filed for the newest quarter
49	DIAMOND HILL CAPITAL MANAGEMENT INC 13F CIK 1217541 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	349,945	0.47%	-37,044	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	DIAMOND HILL SMALL-MID CAP FUND Fund S000012190 · Registered fund · Jun 30, 2026 Diamond Hill Funds, not summed	174,860	0.23%	-62,006	Jun 30, 2026	Diamond Hill Funds, not summed
50	FPA Queens Road Small Cap Value Fund Fund S000080694 · Registered fund · May 31, 2026 Investment Managers Series Trust III, not summed	341,303	0.46%	0	May 31, 2026	Investment Managers Series Trust III, not summed

29 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 457 holders

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Key facts CIK 1800227 CUSIP 44891N208 13F (30d) 60 filings 56 filers Visit website Investor relations