Free Trial
→ Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free PPI Stock Alerts

AXS Astoria Real Assets ETF (PPI) Institutional Ownership

AXS Astoria Real Assets ETF logo
$19.29 -0.15 (-0.77%)
As of 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for AXS Astoria Real Assets ETF (NASDAQ:PPI)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$5.11M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$105.14K
Get PPI Insider Trade Alerts

Want to know when executives and insiders are buying or selling AXS Astoria Real Assets ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PPI Institutional Buying and Selling by Quarter

AXS Astoria Real Assets ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/10/2026Vermillion & White Wealth Management Group LLC206,319$4.13M2.1%+2.7%2.652%
4/27/2026 Sound Income Strategies LLC4,486$94K0.0%N/A0.063%
4/22/2026Janney 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%
2/11/2026Janney 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%
10/30/2025Millstone 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%
A free stock pick, from me to you (Ad)

Elon's paid this chip supplier since 2012. When NVIDIA tried to buy the company, he fought the deal. Without its chip, his AI satellites don't fly. Now he wants 1,000,000 of them in orbit, 100 times what's up there today, and every one pays this company a royalty. Dylan believes shares could react by December 8th.tc pixel

Claim this free stock pick before the December 8 deadline today
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%
Financial legend: “This is bad, really bad...” (Ad)

Dr. Martin D. Weiss has publicly predicted six major American financial crashes over his 55-year career leading Weiss Ratings, the only conflict-free rating agency in the US. Now he says a $3 trillion problem could trigger a chain reaction of crashes and failures, causing a global freeze in financial markets.tc pixel

See Dr. Weiss's full warning before the next crisis hits.
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%


PPI Institutional Ownership - Frequently Asked Questions

During the previous two years, the following institutional investors and hedge funds held shares of AXS Astoria Real Assets ETF shares: Janney Montgomery Scott LLC ($4.25M), Vermillion & White Wealth Management Group LLC ($4.13M), Cascades Capital Asset Management LLC ($1.15M), Flow Traders U.S. LLC ($824K), Ameriprise Financial Inc. ($326K), and Millstone Evans Group LLC ($136K), and Sound Income Strategies LLC ($94K).Learn more on AXS Astoria Real Assets ETF's institutional investors.

The following institutional investors have purchased AXS Astoria Real Assets ETF's stock in the last 24 months: Janney Montgomery Scott LLC ($209.31K), Vermillion & White Wealth Management Group LLC ($33.37K), Cascades Capital Asset Management LLC ($20.32K), Ameriprise Financial Inc. ($17.77K), Flow Traders U.S. LLC ($15.33K), Millstone Evans Group LLC ($8.02K), and Sound Income Strategies LLC ($4.49K).

Institutional investors have bought a total of 273,734 shares in the last 24 months. This purchase volume represents approximately $5.11M in transactions.

The following institutional investors have sold AXS Astoria Real Assets ETF stock in the last 24 months: Janney Montgomery Scott LLC ($5.06K).

Institutional investors have sold a total of 5,055 shares in the last 24 months. This volume of shares sold represents approximately $105.14K in transactions.


Related Companies

Institutional ownership data for NASDAQ:PPI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/10/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Black Friday Bombshell (for traders)
For Black Friday, Base Camp Trading's Thomas Wood is offering lifetime access to his proprietary Snapback Indi...
Base Camp Trading | Sponsoredtc pixel
Every Starlink dish pays this stock
There's a chip inside every Tesla and Starlink dish that Elon doesn't own. He pays royalties to use it. Now...
Behind the Markets | Sponsoredtc pixel
My public warning after 55 years of watching the markets
Dr. Martin D. Weiss has publicly predicted six major American market crashes over his 55-year career, each war...
Weiss Ratings | Sponsoredtc pixel
Your free book is about to disappear
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
Many investors are about to lose everything
Twenty five years ago, this analyst predicted the fiber optic boom and called Amazon before it became a househ...
Porter & Company | Sponsoredtc pixel
Intel Shares Jumped 177% After Elon Musk's Deal
Elon Musk's April 2026 partnership with Intel sent shares climbing 177% within two months. Jeff Brown, the ...
Brownstone Research | Sponsoredtc pixel
URGENT: If you own a home, please review the map below.
More than 1,300 red dots are scattered across the country, and 2,800 more are already on the way. Jim Rickards...
Paradigm Press | Sponsoredtc pixel