Pacific Premier BancorpPPBI
13F holders, Q2 2025 (June 30)274holders −13
40new positions
54sold out
9famous investors
$21.10avg. 13F price*
At the end of Q2 2025, 274 institutions reported holding Pacific Premier Bancorp Inc. (PPBI) in their 13F filings, down 13 from Q1 2025. 40 opened new positions and 54 sold out. The largest holders were BlackRock, Inc. ($296.1M), Vanguard Group Inc. ($227.3M) and Dimensional Fund Advisors LP ($119.3M). 9 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Pacific Premier Bancorp Inc.
- CUSIP
- 69478X105
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $98.4M |
| Exits | 54 | $76.1M |
All 13F filers, Q1 2025 → Q2 2025: 10,103,137 shares bought and 12,023,930 shares sold, net −1,920,793 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 274 holders
| BlackRock, Inc. | 0.01% | Add +0.4% | 14,040,376 | $296.1M |
| Vanguard Group Inc. | 0.00% | Reduce -2.3% | 10,776,898 | $227.3M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -1.7% | 5,656,632 | $119.3M |
| State Street Corp. | 0.00% | Add +1.7% | 5,315,749 | $112.1M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -18.2% | 3,095,134 | $65.3M |
| Massachusetts Financial Services Co. | 0.02% | Add +6.5% | 2,964,315 | $62.5M |
| Invesco Ltd. | 0.01% | Add +9.8% | 2,589,302 | $54.6M |
| Macquarie Group Ltd. | 0.06% | Add +2.8% | 2,419,163 | $51.0M |
| Geode Capital Management, LLC | 0.00% | Add +1.2% | 2,390,076 | $50.4M |
| HoldCo Asset Management, LP | 7.73% | — | 2,340,149 | $49.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +12.8% | 1,681,582 | $35.5M |
| Alliancebernstein L.P. | 0.01% | Add +1.1% | 1,401,708 | $29.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.1% | 1,361,105 | $28.7M |
| Brown Advisory Inc. | 0.03% | Reduce -29.8% | 1,212,116 | $25.6M |
| William Blair Investment Management, LLC | 0.06% | Reduce -7.6% | 1,153,528 | $24.3M |
| Nuveen, LLC | 0.01% | Reduce -10.1% | 1,145,337 | $24.2M |
| Bank of New York Mellon Corp | 0.00% | Add +1.6% | 1,106,236 | $23.3M |
| Northern Trust Corp. | 0.00% | Reduce -5.2% | 1,090,344 | $23.0M |
| Bank of America Corp. | 0.00% | Add +33.3% | 1,075,987 | $22.7M |
| GMO | 0.07% | New | 1,034,603 | $21.8M |
| Morgan Stanley | 0.00% | Reduce -22.3% | 1,011,144 | $21.3M |
| Ameriprise Financial Inc. | 0.00% | Add +0.3% | 912,651 | $19.2M |
| Mirabella Financial Services LLP | 1.92% | Add +244.1% | 845,286 | $17.8M |
| Qube Research & Technologies Ltd | 0.02% | Add +77.0% | 808,273 | $17.0M |
| Renaissance Technologies | 0.02% | Add +114.0% | 731,128 | $15.4M |
| American Century Companies Inc. | 0.01% | Reduce -57.0% | 693,513 | $14.6M |
| GW&K Investment Management, LLC | 0.13% | Reduce -32.9% | 688,474 | $14.5M |
| AQR Capital Management | 0.01% | Add +29.4% | 659,898 | $13.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -37.6% | 625,862 | $13.2M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +20.3% | 604,452 | $12.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +654.1% | 602,676 | $12.7M |
| Fisher Asset Management | 0.00% | Add +0.0% | 537,005 | $11.3M |
| Aristotle Capital Boston, LLC | 0.57% | Reduce -7.1% | 533,819 | $11.3M |
| Water Island Capital LLC | 2.17% | New | 532,149 | $11.2M |
| Ieq Capital, LLC | 0.07% | Add +19.6% | 521,722 | $11.0M |
| Segall Bryant & Hamill, LLC | 0.15% | Reduce -3.3% | 520,214 | $11.0M |
| Snyder Capital Management L P | 0.22% | Reduce -6.2% | 496,149 | $10.5M |
| Principal Financial Group Inc. | 0.01% | Add +0.2% | 481,141 | $10.1M |
| Voloridge Investment Management, LLC | 0.04% | Add +158.7% | 468,212 | $9.9M |
| Balyasny Asset Management L.P. | 0.02% | Add +236.5% | 438,892 | $9.3M |
| Two Sigma Investments, LP | 0.02% | Reduce -18.6% | 389,883 | $8.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +30.4% | 381,635 | $8.0M |
| Algert Global LLC | 0.16% | Add +25.7% | 365,850 | $7.7M |
| HRT Financial LP | 0.03% | Add +462.2% | 365,616 | $7.7M |
| UBS Group AG | 0.00% | Reduce -52.4% | 358,499 | $7.6M |
| Public Sector Pension Investment Board | 0.03% | Add +8.2% | 330,880 | $7.0M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -0.0% | 312,624 | $6.6M |
| Abc Arbitrage SA | 0.71% | New | 295,961 | $6.2M |
| Rhumbline Advisers | 0.01% | Reduce -2.5% | 295,413 | $6.2M |
| Legal & General Group Plc | 0.00% | Add +11.1% | 288,862 | $6.1M |
| AQR Arbitrage LLC | 0.22% | New | 277,355 | $5.8M |
| Westchester Capital Management, LLC | 0.34% | New | 274,105 | $5.8M |
| Cubist Systematic Strategies, LLC | 0.06% | Reduce -2.9% | 269,504 | $5.7M |
| Millennium Management | 0.01% | Reduce -61.8% | 266,603 | $5.6M |
| Phocas Financial Corp. | 0.79% | Add +0.0% | 261,915 | $5.5M |
| Citadel Advisors | 0.00% | Reduce -66.4% | 260,785 | $5.5M |
| Capitolis Liquid Global Markets LLC | 0.04% | New | 254,100 | $5.4M |
| Thompson Siegel & Walmsley LLC | 0.09% | New | 251,331 | $5.3M |
| Citigroup Inc. | 0.00% | Add +32.5% | 248,024 | $5.2M |
| Barclays PLC | 0.00% | Add +50.0% | 231,901 | $4.9M |
| Sei Investments Co. | 0.01% | Reduce -32.9% | 223,744 | $4.7M |
| New York Life Investment Management LLC | 0.04% | New | 213,570 | $4.5M |
| Engineers Gate Manager LP | 0.06% | Add +32.1% | 210,540 | $4.4M |
| Quantbot Technologies LP | 0.11% | Add +361.9% | 203,822 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | Add +13.7% | 198,855 | $4.2M |
| Bridgeway Capital Management, LLC | 0.10% | New | 196,987 | $4.2M |
| Jane Street Group, LLC | 0.01% | Reduce -43.5% | 194,272 | $4.1M |
| Swiss National Bank | 0.00% | Reduce -0.8% | 185,357 | $3.9M |
| Kintayl Capital LP | 2.40% | New | 181,761 | $3.8M |
| ExodusPoint Capital Management, LP | 0.04% | Reduce -31.9% | 170,795 | $3.6M |
| Two Sigma Advisers, LP | 0.01% | Reduce -17.6% | 170,500 | $3.6M |
| Azora Capital LP | 0.16% | New | 166,448 | $3.5M |
| First Trust Advisors LP | 0.00% | Add +71.0% | 160,921 | $3.4M |
| Hennessy Advisors Inc. | 0.11% | Add +36.4% | 150,000 | $3.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -21.5% | 144,158 | $3.0M |
| Rafferty Asset Management, LLC | 0.01% | Add +58.0% | 138,807 | $2.9M |
| Susquehanna Fundamental Investments, LLC | 0.08% | No change | 137,906 | $2.9M |
| Empowered Funds, LLC | 0.03% | New | 134,944 | $2.8M |
| Victory Capital Management Inc. | 0.00% | Reduce -90.8% | 134,140 | $2.8M |
| Inspire Advisors, LLC | 0.29% | New | 132,220 | $2.8M |
| Bridgewater Associates | 0.01% | New | 131,849 | $2.8M |
| Gabelli Funds LLC | 0.02% | New | 130,737 | $2.8M |
| Prudential Financial Inc. | 0.00% | Reduce -74.0% | 100,434 | $2.7M |
| State of Wisconsin Investment Board | 0.01% | Reduce -20.6% | 124,373 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -63.6% | 120,163 | $2.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +69.7% | 120,191 | $2.5M |
| Atom Investors LP | 0.22% | New | 118,712 | $2.5M |
| Deutsche Bank AG | 0.00% | Reduce -4.3% | 111,381 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.6% | 103,357 | $2.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +1.0% | 101,908 | $2.1M |
| Wells Fargo & Company | 0.00% | Reduce -4.0% | 98,145 | $2.1M |
| Virtu Financial LLC | 0.10% | New | 93,956 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -60.1% | 92,825 | $2.0M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -47.9% | 89,931 | $1.9M |
| California State Teachers Retirement System | 0.00% | Add +1.0% | 89,107 | $1.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +4.3% | 74,844 | $1.6M |
| Verition Fund Management LLC | 0.01% | Reduce -16.8% | 71,729 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +47.5% | 71,200 | $1.5M |
| New York State Common Retirement Fund | 0.00% | No change | 66,089 | $1.4M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | Add +565.6% | 65,234 | $1.4M |
| Brandywine Global Investment Management, LLC | 0.01% | Reduce -3.7% | 65,095 | $1.4M |
| Graham Capital Management, L.P. | 0.04% | Reduce -14.8% | 61,997 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -26.5% | 61,644 | $1.3M |
| Sagefield Capital LP | 0.18% | New | 60,522 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | Add +148.4% | 58,235 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Add +8.1% | 57,767 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | No change | 57,523 | $1.2M |
| Intech Investment Management LLC | 0.01% | Reduce -33.6% | 53,092 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -7.6% | 52,665 | $1.1M |
| Linden Thomas Advisory Services, LLC | 0.12% | Reduce -1.3% | 52,065 | $1.1M |
| Voya Investment Management LLC | 0.00% | Reduce -80.5% | 51,870 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -4.0% | 51,672 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.6% | 49,809 | $1.1M |
| Caxton Associates LLP | 0.03% | Add +107.3% | 48,751 | $1.0M |
| Norges Bank | 0.00% | No change | 46,325 | $977K |
| Janus Henderson Group PLC | 0.00% | No change | 46,130 | $972K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.2% | 45,300 | $955K |
| EP Wealth Advisors, LLC | 0.01% | Add +72.8% | 44,716 | $943K |
| Comerica Bank | 0.00% | Reduce -0.5% | 42,040 | $887K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1013.9% | 40,434 | $853K |
| STRS Ohio | 0.00% | Add +6.1% | 40,000 | $844K |
| First Manhattan Co. Llc. | 0.00% | No change | 38,469 | $811K |
| Cwm, LLC | 0.00% | Add +72.7% | 38,457 | $811K |
| LPL Financial LLC | 0.00% | Add +56.6% | 36,983 | $780K |
| Twinbeech Capital LP | 0.02% | Add +5.4% | 36,467 | $769K |
| Yousif Capital Management, LLC | 0.01% | Add +1.3% | 36,051 | $760K |
| ProShare Advisors LLC | 0.00% | Add +56.9% | 35,416 | $747K |
| Natixis Advisors, LLC | 0.00% | Reduce -3.9% | 32,737 | $690K |
| SG Americas Securities, LLC | 0.00% | Reduce -69.2% | 32,279 | $681K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 32,239 | $680K |
| Entropy Technologies, LP | 0.05% | Add +42.8% | 31,374 | $662K |
| Mercer Global Advisors Inc. | 0.00% | Add +31.1% | 31,080 | $655K |
| BNP Paribas Financial Markets | 0.00% | Reduce -9.8% | 29,486 | $622K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -30.5% | 29,425 | $621K |
| Franklin Resources Inc. | 0.00% | Reduce -0.0% | 28,879 | $609K |
| Maryland State Retirement & Pension System | 0.01% | Add +1.3% | 28,524 | $602K |
| Arizona State Retirement System | 0.00% | Add +2.4% | 28,333 | $598K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -6.5% | 28,165 | $594K |
| Amalgamated Bank | 0.00% | Add +0.3% | 27,636 | $583K |
| Brevan Howard Capital Management LP | 0.01% | Add +97.0% | 27,480 | $580K |
| Gardner Lewis Asset Management L P | 0.14% | New | 27,237 | $574K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 27,100 | $572K |
| Pathstone Holdings, LLC | 0.00% | Reduce -45.5% | 26,568 | $560K |
| Teacher Retirement System of Texas | 0.00% | Add +85.6% | 26,168 | $552K |
| Mariner, LLC | 0.00% | Add +44.6% | 26,101 | $550K |
| Hexagon Capital Partners LLC | 0.12% | Add +2.9% | 25,978 | $548K |
| Squarepoint Ops LLC | 0.00% | Reduce -5.7% | 25,043 | $528K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +8.0% | 24,919 | $526K |
| Oxford Asset Management LLP | 0.17% | Add +76.4% | 24,548 | $518K |
| Stifel Financial Corp. | 0.00% | New | 24,245 | $511K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +32.2% | 21,796 | $503K |
| New York State Teachers Retirement System | 0.00% | No change | 23,645 | $499K |
| Point72 (DIFC) Ltd | 0.04% | Add +368.1% | 22,348 | $471K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.5% | 22,004 | $464K |
| Tidal Investments LLC | 0.00% | Reduce -13.3% | 21,933 | $463K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +6.4% | 21,700 | $458K |
| KLP Kapitalforvaltning As | 0.00% | Add +17.5% | 21,440 | $452K |
| D.A. Davidson & Co. | 0.00% | Add +24.8% | 21,381 | $451K |
| Moody National Bank Trust Division | 0.04% | No change | 21,281 | $449K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +26.5% | 21,128 | $446K |
| Guggenheim Capital LLC | 0.00% | New | 20,687 | $436K |
| Handelsbanken Fonder AB | 0.00% | No change | 20,523 | $433K |
| Tempus Wealth Planning, LLC | 0.11% | New | 20,000 | $422K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.8% | 19,100 | $403K |
| Centiva Capital, LP | 0.03% | New | 18,803 | $397K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.8% | 18,598 | $392K |
| AlphaCore Capital LLC | 0.01% | New | 18,212 | $384K |
| GAMCO Investors | 0.00% | New | 18,127 | $382K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 17,678 | $373K |
| Cerity Partners LLC | 0.00% | Reduce -12.1% | 17,578 | $371K |
| Hilltop Holdings Inc. | 0.02% | Reduce -0.4% | 17,453 | $368K |
| Amundi | 0.00% | Reduce -60.4% | 16,107 | $365K |
| Bank of Montreal | 0.00% | Add +0.5% | 16,888 | $356K |
| Henshaw Capital LLC | 0.01% | No change | 16,629 | $351K |
| Rockefeller Capital Management L.P. | 0.00% | Add +10.5% | 16,419 | $346K |
| Alps Advisors Inc. | 0.00% | Add +1.2% | 16,287 | $343K |
| Summit Trail Advisors, LLC | 0.01% | Add +2.6% | 15,969 | $337K |
| Diligent Investors, LLC | 0.08% | Add +3.3% | 15,211 | $321K |
| Unison Advisors LLC | 0.04% | Add +1.7% | 15,019 | $317K |
| Vanguard Capital Wealth Advisors | 0.31% | No change | 15,000 | $316K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +344.1% | 14,971 | $316K |
| Quantinno Capital Management LP | 0.00% | Add +33.8% | 14,486 | $306K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.05% | Add +49.8% | 14,272 | $301K |
| Wbi Investments, LLC | 0.07% | New | 13,336 | $281K |
| Pictet Asset Management Holding SA | 0.00% | No change | 12,898 | $272K |
| HSBC Holdings PLC | 0.00% | Reduce -56.9% | 12,463 | $264K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -11.2% | 12,468 | $263K |
| US Bancorp \de | 0.00% | Reduce -33.3% | 12,391 | $261K |
| CWC Advisors, LLC. | 0.13% | Add +2.6% | 12,372 | $261K |
| FMR LLC | 0.00% | Add +26.7% | 12,277 | $259K |
| Vise Technologies, Inc. | 0.01% | — | 12,188 | $257K |
| Captrust Financial Advisors | 0.00% | Add +26.3% | 12,084 | $255K |
| Cibc World Markets Corp. | 0.00% | Reduce -44.3% | 11,840 | $250K |
| Harbor Advisors LLC | 0.04% | No change | 11,082 | $234K |
| EJF Capital LP | 0.18% | Reduce -89.4% | 11,026 | $233K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.6% | 10,527 | $222K |
| Pallas Capital Advisors LLC | 0.01% | New | 10,314 | $218K |
| Commerce Bank | 0.00% | Reduce -29.4% | 10,251 | $216K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 10,025 | $211K |
| GDS Wealth Management | 0.02% | Reduce -2.9% | 9,938 | $210K |
| AlphaQuest LLC | 0.02% | Reduce -85.2% | 9,832 | $207K |
| Two Sigma Securities, LLC | 0.02% | New | 9,485 | $200K |
| Kestra Investment Management, LLC | 0.00% | Add +91.0% | 7,620 | $161K |
| Essential Partners LLC | 0.05% | — | 6,035 | $127K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -7.0% | 5,878 | $124K |
| Brooklyn Investment Group | 0.02% | Add +519.3% | 5,586 | $118K |
| KBC Group NV | 0.00% | Reduce -30.1% | 3,848 | $81K |
| Bfsg, LLC | 0.01% | No change | 3,211 | $68K |
| Hantz Financial Services, Inc. | 0.00% | Add +553.6% | 3,170 | $67K |
| Sterling Capital Management LLC | 0.00% | Add +58.9% | 2,626 | $55K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +296.5% | 1,903 | $40K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -1.4% | 1,826 | $39K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -19.3% | 1,501 | $32K |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.2% | 1,464 | $31K |
| GAMMA Investing LLC | 0.00% | Reduce -37.7% | 1,425 | $30K |
| IFP Advisors, Inc | 0.00% | New | 1,367 | $29K |
| Assetmark, Inc. | 0.00% | Reduce -25.1% | 1,251 | $26K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,130 | $24K |
| True Wealth Design, LLC | 0.01% | Add +93.4% | 816 | $17K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 605 | $14K |
| Signaturefd, LLC | 0.00% | No change | 599 | $13K |
| Quarry LP | 0.00% | Reduce -64.2% | 523 | $11K |
| Bessemer Group Inc. | 0.00% | Add +131.5% | 537 | $11K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +1.4% | 495 | $10K |
| Versant Capital Management, Inc | 0.00% | Reduce -70.2% | 474 | $10K |
| Parkside Financial Bank & Trust | 0.00% | Add +252.1% | 426 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 401 | $8K |
| Fifth Third Bancorp | 0.00% | Reduce -5.7% | 395 | $8K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -75.5% | 393 | $8K |
| CENTRAL TRUST Co | 0.00% | No change | 383 | $8K |
| Allworth Financial LP | 0.00% | New | 379 | $8K |
| GHP Investment Advisors, Inc. | 0.00% | New | 376 | $8K |
| Arax Advisory Partners | 0.00% | Add +2.5% | 293 | $6K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -34.2% | 290 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -11.6% | 283 | $6K |
| Fortitude Family Office, LLC | 0.00% | New | 279 | $6K |
| Parallel Advisors, LLC | 0.00% | Add +6.5% | 246 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -50.0% | 241 | $5K |
| UMB Bank, n.a. | 0.00% | Reduce -26.1% | 230 | $5K |
| Huntington National Bank | 0.00% | Reduce -47.1% | 210 | $4K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 202 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 202 | $4K |
| Rothschild Investment LLC | 0.00% | Add +90.0% | 190 | $4K |
| Bare Financial Services, Inc | 0.00% | Add +206.7% | 184 | $4K |
| Principal Securities, Inc. | 0.00% | Add +19.3% | 179 | $4K |
| Global Retirement Partners, LLC | 0.00% | — | 140 | $3K |
| Kilter Group LLC | 0.00% | New | 135 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +185.0% | 114 | $2K |
| Hemington Wealth Management | 0.00% | Reduce -13.6% | 134 | $2K |
| Clearstead Advisors, LLC | 0.00% | New | 63 | $1K |
| Whittier Trust Co. | 0.00% | No change | 63 | $1K |
| Clearstead Trust, LLC | 0.00% | New | 55 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -19.1% | 55 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -27.0% | 54 | $1K |
| Avion Wealth | 0.00% | New | 74 | $1K |
| Larson Financial Group LLC | 0.00% | Add +411.1% | 46 | $970 |
| WPG Advisers, LLC | 0.00% | No change | 44 | $928 |
| Rise Advisors, LLC | 0.00% | Add +4.8% | 44 | $928 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -50.0% | 38 | $802 |
| Hughes Financial Services, LLC | 0.00% | Add +17.4% | 27 | $581 |
| MAI Capital Management | 0.00% | New | 24 | $507 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -17.4% | 19 | $401 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 17 | $359 |
| Jones Financial Companies LLLP | 0.00% | Reduce -56.8% | 16 | $337 |
| SJS Investment Consulting Inc. | 0.00% | Add +7.7% | 14 | $296 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -83.8% | 12 | $254 |
| WealthTrak Capital Management LLC | 0.00% | No change | 10 | $211 |
| HFM Investment Advisors, LLC | 0.00% | Add +66.7% | 10 | $211 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +300.0% | 8 | $168 |
| SBI Securities Co., Ltd. | 0.00% | Add +100.0% | 6 | $127 |
| Rialto Wealth Management, LLC | 0.00% | New | 4 | $85 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 3 | $63 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 11 | $0 |
| Covestor Ltd | 0.00% | Reduce -36.4% | 14 | $0 |
"% of holder's portfolio" is PPBI's weight in each manager's 13F, not the share of Pacific Premier Bancorp Inc. the manager owns.