# INVESTMENT MANAGERS SER TR I (PPI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PPI/

- Reporting holders: 1
- Reported value: $3.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $3.6M | 179,865 | 3.4% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 1 | $3.6M |
| Q2 2026 | 57 | $99.1M |
| Q1 2026 | 46 | $86.4M |
| Q4 2025 | 44 | $73.8M |
| Q3 2025 | 41 | $54.3M |
| Q2 2025 | 38 | $43.0M |
| Q1 2025 | 44 | $39.7M |
| Q4 2024 | 44 | $40.7M |
| Q3 2024 | 36 | $48.9M |
| Q2 2024 | 40 | $60.9M |
| Q1 2024 | 23 | $36.3M |
| Q4 2023 | 29 | $48.5M |