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AXS Astoria Real Assets ETF (PPI) Institutional Ownership

AXS Astoria Real Assets ETF logo
$21.35 +0.02 (+0.09%)
As of 09/4/2026 03:59 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)
5
Total
Institutional Inflows
(last 12 months)
$5.00M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$115.87K
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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%
2/18/2026 Vermillion & 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%
2/4/2026 Cascades Capital Asset Management LLC61,723$1.15M0.5%+49.1%1.305%
11/26/2025 Vermillion & White Wealth Management Group LLC180,782$3.31M1.9%+5.1%4.588%
11/17/2025 Ameriprise Financial Inc.17,769$326K0.0%N/A0.451%
10/30/2025 Millstone Evans Group LLC7,435$136K0.1%-7.3%0.189%
8/13/2025 Flow Traders U.S. LLC50,412$824K0.0%+32.9%1.444%
8/13/2025 Vermillion & 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%
Why the Treasury still prices gold at 42 dollars an ounce (Ad)

The U.S. Treasury still values its gold reserves at 42.22 dollars an ounce, a price set in 1973. Gold trades near 4,500 dollars today, a 113-to-1 gap between book value and market reality. Treasury Secretary Scott Bessent has said he wants to monetize the asset side of the balance sheet. A revaluation could add more than 1 trillion dollars to the government's books overnight. Certain gold miners still trade as if gold were under 2,000 dollars, even as prices near record highs.tc pixel

See the four gold miners positioned ahead of a potential Treasury revaluation.
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%
Why the Treasury still prices gold at 42 dollars an ounce (Ad)

The U.S. Treasury still values its gold reserves at 42.22 dollars an ounce, a price set in 1973. Gold trades near 4,500 dollars today, a 113-to-1 gap between book value and market reality. Treasury Secretary Scott Bessent has said he wants to monetize the asset side of the balance sheet. A revaluation could add more than 1 trillion dollars to the government's books overnight. Certain gold miners still trade as if gold were under 2,000 dollars, even as prices near record highs.tc pixel

See the four gold miners positioned ahead of a potential Treasury revaluation.
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

During the previous two years, 9 institutional investors and hedge funds held shares of AXS Astoria Real Assets ETF. The most heavily invested institutionals were Janney Montgomery Scott LLC ($4.25M), Vermillion & White Wealth Management Group LLC ($3.55M), Cascades Capital Asset Management LLC ($1.15M), Flow Traders U.S. LLC ($824K), Onyx Bridge Wealth Group LLC ($756K), Ameriprise Financial Inc. ($326K), and Sard Wealth Management Group LLC ($282K).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 ($27.95K), 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 Onyx Bridge Wealth Group LLC ($5.97K).

Institutional investors have bought a total of 268,310 shares in the last 24 months. This purchase volume represents approximately $5.00M 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), and Millstone Evans Group LLC ($586.00).

Institutional investors have sold a total of 5,641 shares in the last 24 months. This volume of shares sold represents approximately $115.87K in transactions.



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 4/27/2026. New 13F filings are added each quarter as they're published.
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