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AXS Astoria Real Assets ETF (PPI) Institutional Ownership

AXS Astoria Real Assets ETF logo
$22.16 +0.33 (+1.51%)
As of 03:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for AXS Astoria Real Assets ETF (NASDAQ:PPI)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$5.43M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$764.14K
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PPI Institutional Buying and Selling by Quarter

AXS Astoria Real Assets ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/27/2026 Sound Income Strategies LLC4,486$94K0.0%N/A0.063%
4/22/2026 Janney Montgomery Scott LLC204,256$4.25M0.0%-2.4%2.869%
2/18/2026Vermillion & White Wealth Management Group LLC188,372$3.55M1.9%+4.2%3.941%
2/11/2026 Janney Montgomery Scott LLC209,311$3.90M0.0%N/A4.379%
2/4/2026Cascades Capital Asset Management LLC61,723$1.15M0.5%+49.1%1.305%
11/26/2025Vermillion & White Wealth Management Group LLC180,782$3.31M1.9%+5.1%4.588%
11/17/2025Ameriprise Financial Inc.17,769$326K0.0%N/A0.451%
10/30/2025 Millstone Evans Group LLC7,435$136K0.1%-7.3%0.189%
8/13/2025Flow Traders U.S. LLC50,412$824K0.0%+32.9%1.444%
8/13/2025Vermillion & White Wealth Management Group LLC171,951$2.81M1.8%+7.2%4.927%
5/15/2025Vermillion & White Wealth Management Group LLC160,425$2.33M1.7%-21.8%4.664%
5/14/2025Flow Traders U.S. LLC37,945$550K0.0%+8.1%1.103%
2/17/2025Vermillion & White Wealth Management Group LLC205,164$2.97M2.2%-21.6%5.796%
2/11/2025Millstone Evans Group LLC8,021$116K0.1%N/A0.227%
10/17/2024Sard Wealth Management Group LLC18,190$282K0.2%-38.7%0.456%
10/17/2024Onyx Bridge Wealth Group LLC48,760$756K0.1%+13.9%1.222%
8/15/2024AlTi Global Inc.12,630$188K0.0%N/A0.317%
8/6/2024Waddell & Associates LLC30,098$448K0.1%N/A0.754%
8/6/2024Ellis Investment Partners LLC45,998$685K0.1%+93.2%1.153%
8/5/2024Private Advisor Group LLC41,515$619K0.0%+101.9%1.040%
7/31/2024Commonwealth Equity Services LLC22,791$340K0.0%+80.8%0.571%
7/26/2024Harbour Investments Inc.8,960$134K0.0%+76.1%0.225%
7/26/2024Latitude Advisors LLC89,393$1.33M0.8%+96.4%2.240%
7/24/2024Family Firm Inc.22,567$336K0.0%N/A0.566%
7/22/2024Onyx Bridge Wealth Group LLC42,794$638K0.1%+122.6%1.073%
7/22/2024Hobbs Group Advisors LLC911,050$13.58M5.2%N/A22.833%
7/16/2024Wealth Enhancement Advisory Services LLC25,432$379K0.0%N/A0.637%
7/15/2024RFG Advisory LLC11,687$174K0.0%+47.9%0.293%
7/9/2024Astoria Portfolio Advisors LLC.1,553,264$23.14M8.3%+101.6%38.929%
4/30/2024Private Advisor Group LLC20,565$655K0.0%-48.5%1.039%
4/29/2024Onyx Bridge Wealth Group LLC19,227$600K0.1%+12.7%0.971%
4/26/2024Latitude Advisors LLC45,509$1.45M0.9%-11.8%2.310%
4/23/2024KLR Investment Advisors LLC29,257$904K0.6%-15.0%1.485%
4/16/2024Astoria Portfolio Advisors LLC.770,279$24.32M9.4%-1.1%39.100%
4/11/2024RFG Advisory LLC7,901$252K0.0%-27.1%0.329%
2/16/2024Hobbs Group Advisors LLC427,782$11.72M5.2%N/A17.824%
2/12/2024Avestar Capital LLC93,713$2.57M0.3%+21.0%3.905%
2/8/2024KLR Investment Advisors LLC34,412$942K0.7%-2.3%1.434%
2/7/2024Astoria Portfolio Advisors LLC.778,675$21.52M8.8%+4.0%32.445%
2/6/2024Private Advisor Group LLC39,946$1.09M0.0%+15.3%1.664%
1/31/2024Onyx Bridge Wealth Group LLC17,054$467K0.1%+3.3%0.711%
1/30/2024Latitude Advisors LLC51,624$1.41M1.0%-1.9%2.151%
1/29/2024Ellis Investment Partners LLC24,834$680K0.2%-35.3%1.035%
1/25/2024RFG Advisory LLC10,839$297K0.0%-64.2%0.452%
1/22/2024One Plus One Wealth Management LLC10,418$285K0.2%N/A0.434%
11/13/2023PNC Financial Services Group Inc.1,486$38K0.0%N/A0.062%
11/8/2023KLR Investment Advisors LLC35,221$882K0.8%-3.2%1.468%
11/7/2023Kingsview Wealth Management LLC26,024$667K0.0%+3.0%1.084%
11/3/2023Latitude Advisors LLC52,619$1.35M1.0%-24.0%2.192%
11/3/2023Private Advisor Group LLC34,652$888K0.0%+15.5%1.444%
11/1/2023Ellis Investment Partners LLC38,373$983K0.3%-29.6%1.599%
10/27/2023Astoria Portfolio Advisors LLC.748,648$18.74M9.0%-0.4%31.194%
10/23/2023Commonwealth Equity Services LLC66,102$1.69M0.0%-52.4%2.754%
10/20/2023Avestar Capital LLC77,417$1.99M0.3%N/A3.226%
10/16/2023RFG Advisory LLC30,237$775K0.0%-48.0%1.260%
8/10/2023Commonwealth Equity Services LLC138,832$3.54M0.0%-21.9%5.785%
8/10/2023Private Advisor Group LLC30,013$785K0.0%+21.8%1.251%
8/8/2023KLR Investment Advisors LLC36,383$936K0.8%+3.3%1.516%
8/7/2023Ellis Investment Partners LLC54,481$1.39M0.3%-51.1%2.270%
8/4/2023Envestnet Asset Management Inc.43,646$1.11M0.0%-7.5%1.819%
8/3/2023RFG Advisory LLC58,113$1.48M0.1%+0.9%2.421%
8/2/2023Bank of Montreal Can8,982$231K0.0%N/A0.374%
7/31/2023LPL Financial LLC15,447$394K0.0%-72.9%0.644%
7/31/2023BlackDiamond Wealth Management Inc.46,228$1.23M1.0%-10.6%1.926%
7/26/2023Latitude Advisors LLC69,243$1.77M1.2%-10.4%2.473%
7/25/2023Onyx Bridge Wealth Group LLC16,755$427K0.1%+11.5%0.598%
7/14/2023Astoria Portfolio Advisors LLC.751,465$19.77M7.7%+0.1%26.838%
7/11/2023Brookstone Capital Management17,115$434K0.0%-4.1%0.611%
5/15/2023KLR Investment Advisors LLC35,221$882K0.8%N/A1.258%
5/11/2023Commonwealth Equity Services LLC177,766$4.45M0.0%+1.3%6.349%
5/10/2023Ellis Investment Partners LLC111,414$2.79M0.7%-12.8%3.979%
5/10/2023Private Advisor Group LLC24,644$617K0.0%N/A0.880%
5/1/2023Truadvice LLC16,087$401K0.2%+4.8%0.575%
4/27/2023Latitude Advisors LLC77,246$1.94M1.4%+14.9%2.759%
4/19/2023Brookstone Capital Management17,849$454K0.0%-66.9%0.637%
4/10/2023Onyx Bridge Wealth Group LLC15,031$377K0.2%+12.9%0.601%
4/5/2023Astoria Portfolio Advisors LLC.750,640$18.81M7.9%+11.1%30.026%
2/13/2023Kingsview Wealth Management LLC24,693$627K0.0%+5.1%0.988%
2/10/2023Advisor Group Holdings Inc.85,272$2.16M0.0%+37.8%3.411%
2/9/2023Sowell Financial Services LLC19,995$507K0.0%N/A0.800%
2/7/2023Commonwealth Equity Services LLC175,570$4.46M0.0%-1.6%7.023%
2/7/2023Envestnet Asset Management Inc.47,573$1.21M0.0%-6.7%1.903%
1/31/2023Ellis Investment Partners LLC127,804$3.24M0.9%-54.1%5.112%
1/31/2023Threadgill Financial LLC67,258$1.71M0.8%N/A2.690%
1/27/2023Latitude Advisors LLC67,258$1.71M1.3%-21.8%2.690%
1/23/2023Astoria Portfolio Advisors LLC.675,815$18.10M8.5%+13.3%28.159%
1/20/2023Truadvice LLC15,355$409K0.2%-9.1%0.640%
1/18/2023BlackDiamond Wealth Management Inc.52,082$1.36M1.5%+0.9%2.170%
1/11/2023Onyx Bridge Wealth Group LLC13,315$345K0.1%N/A0.555%
1/9/2023Brookstone Capital Management53,916$1.40M0.0%-1.1%2.247%
11/15/2022Ellis Investment Partners LLC278,505$6.24M1.7%+5.3%11.140%
11/15/2022Commonwealth Equity Services LLC178,500$4.00M0.0%+4.4%7.140%
11/7/2022Truadvice LLC16,897$426K0.2%-9.8%0.676%
11/3/2022Astoria Portfolio Advisors LLC.596,696$13.38M9.1%-2.8%23.868%
11/1/2022Hartline Investment Corp86,057$1.93M1.6%N/A3.442%
10/26/2022BlackDiamond Wealth Management Inc.51,639$1.28M1.5%-9.8%2.066%
10/14/2022Brookstone Capital Management54,512$1.28M0.0%+1.4%2.180%
8/15/2022Laurel Wealth Advisors Inc.10,905$254K0.0%N/A0.419%
8/13/2022RFG Advisory LLC49,275$1.22M0.1%+11.2%1.895%
8/12/2022Truadvice LLC18,728$459K0.2%+13.7%0.720%


PPI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PPI shares?

During the previous two years, 21 institutional investors and hedge funds held shares of AXS Astoria Real Assets ETF. The most heavily invested institutionals were Astoria Portfolio Advisors LLC. ($23.14M), Hobbs Group Advisors LLC ($13.58M), Janney Montgomery Scott LLC ($4.25M), Vermillion & White Wealth Management Group LLC ($3.55M), Latitude Advisors LLC ($1.33M), Cascades Capital Asset Management LLC ($1.15M), and Flow Traders U.S. LLC ($824K).Learn more on AXS Astoria Real Assets ETF's institutional investors.

Which institutional investors have been buying AXS Astoria Real Assets ETF's stock?

Of the 20 institutional investors that purchased AXS Astoria Real Assets ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hobbs Group Advisors LLC ($911.05K), Astoria Portfolio Advisors LLC. ($782.99K), Janney Montgomery Scott LLC ($209.31K), Latitude Advisors LLC ($43.88K), Waddell & Associates LLC ($30.10K), Onyx Bridge Wealth Group LLC ($29.53K), and Vermillion & White Wealth Management Group LLC ($27.95K).

How much institutional buying is happening at AXS Astoria Real Assets ETF?

Institutional investors have bought a total of 295,161 shares in the last 24 months. This purchase volume represents approximately $5.43M in transactions.

Which of AXS Astoria Real Assets ETF's major shareholders have been selling company stock?

The following institutional investors have sold AXS Astoria Real Assets ETF stock in the last 24 months: Vermillion & White Wealth Management Group LLC ($44.74K), Janney Montgomery Scott LLC ($5.06K), and Millstone Evans Group LLC ($586.00).

How much institutional selling is happening at AXS Astoria Real Assets ETF?

Institutional investors have sold a total of 50,380 shares in the last 24 months. This volume of shares sold represents approximately $764.14K in transactions.



This page (NASDAQ:PPI) was last updated on 5/5/2026 by MarketBeat.com Staff.
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