IN ED PR ETF - 2YR TO A 2026 (AAPR) Top Institutional Shareholders

IN ED PR ETF - 2YR TO A 2026 (AAPR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $23.93M in AAPR holdings during the latest filing period.

Kestra Advisory Services, Llc is currently the largest disclosed institutional shareholder of AAPR tracked by InsiderSet, reporting ownership valued at approximately $3.68M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.76M, representing an estimated gain of +1.96% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed AAPR value among the investors covered in this analysis. Major shareholders include Kestra Advisory Services, Llc, Commonwealth Equity Services, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in IN ED PR ETF - 2YR TO A 2026 (AAPR).

This page ranks the largest institutional AAPR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

48

Total Reported Value

$23.93M

Largest Holder

Kestra Advisory Services, Llc

Largest Position

$3.68M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

52

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Kestra Advisory Services, Llc0.01%127,954$3,683,796$3,756,077+$72,281+1.96%
Commonwealth Equity Services, Llc0.00%119,366$3,436,550$3,503,977+$67,427+1.96%
Lpl Financial Llc0.00%48,093$1,384,595$1,411,765+$27,170+1.96%
Raymond James Financial Inc0.00%36,247$1,043,551$1,064,027+$20,476+1.96%
Crown Wealth Group, Llc0.25%29,483$848,816$865,471+$16,655+1.96%
Trek Financial, Llc0.04%26,832$772,493$787,651+$15,158+1.96%
Susquehanna International Group, Llp0.00%25,450$732,706$747,082+$14,376+1.96%
Old Mission Capital Llc0.02%25,291$728,127$742,415+$14,288+1.96%
Wealth Enhancement Advisory Services, Llc0.00%23,050$665,472$676,630+$11,158+1.68%
World Investment Advisors0.01%22,896$659,176$672,110+$12,934+1.96%
Peak Wealth Management Llc0.49%20,651$594,542$606,208+$11,666+1.96%
Cetera Investment Advisers0.00%19,700$567,163$578,292+$11,129+1.96%
Kfg Wealth Management, Llc0.07%19,322$556,280$567,195+$10,915+1.96%
Brookstone Capital Management0.01%19,179$552,163$562,998+$10,835+1.96%
Crosspoint Financial, Llc1.37%18,875$543,411$554,074+$10,663+1.96%
Axxcess Wealth Management, Llc0.02%18,846$542,576$553,222+$10,646+1.96%
Quantinno Capital Management Lp0.00%18,846$542,576$553,222+$10,646+1.96%
Lineweaver Wealth Advisors, Llc0.07%18,475$531,895$542,332+$10,437+1.96%
Spire Wealth Management0.02%17,400$500,946$510,775+$9,829+1.96%
Foundations Investment Advisors, Llc0.01%14,474$416,706$424,883+$8,177+1.96%
Farther Finance Advisors, Llc0.00%13,490$389,446$395,998+$6,552+1.68%
Three Seasons Wealth, Llc0.14%12,747$366,986$374,187+$7,201+1.96%
Cypress Wealth Services, Llc0.05%12,519$360,422$367,494+$7,072+1.96%
Keystone Wealth Services, Llc0.08%12,242$352,447$359,363+$6,916+1.96%
Jane Street Group, Llc0.00%10,882$313,293$319,440+$6,147+1.96%
Bridgeport Financial Solutions, Llc0.09%10,437$300,481$306,377+$5,896+1.96%
Garden State Investment Advisory Services Llc0.07%10,075$290,059$295,751+$5,692+1.96%
Visionary Wealth Advisors0.01%9,630$277,248$282,688+$5,440+1.96%
Hightower Advisors, Llc0.00%8,726$251,231$256,151+$4,920+1.96%
Osaic Holdings, Inc.0.00%8,174$235,328$239,947+$4,619+1.96%
Diligent Investors, Llc0.05%7,550$217,365$221,629+$4,264+1.96%
Geneos Wealth Management Inc.0.00%7,000$201,530$205,484+$3,954+1.96%
Triumph Capital Management0.04%6,200$178,498$182,000+$3,502+1.96%
Barclays Plc0.00%6,145$176,915$180,386+$3,471+1.96%
Glen Eagle Advisors, Llc0.02%5,640$162,376$165,562+$3,186+1.96%
Ae Wealth Management Llc0.00%5,350$154,027$157,049+$3,022+1.96%
Corecap Advisors, Llc0.00%3,644$104,911$106,969+$2,058+1.96%
Steward Partners Investment Advisory, Llc0.00%3,477$100,103$102,067+$1,964+1.96%
Planvest Financial, Inc0.04%2,006$57,753$58,886+$1,133+1.96%
Nbz Investment Advisors Llc0.02%1,635$47,072$47,995+$923+1.96%
Ifp Advisors, Inc0.00%930$26,775$27,300+$525+1.96%
Dhjj Financial Advisors, Ltd.0.00%405$11,660$11,889+$229+1.96%
Harbour Investments, Inc.0.00%401$11,545$11,771+$226+1.96%
Ashton Thomas Private Wealth, Llc0.00%340$9,789$9,981+$192+1.96%
Ubs Group Ag0.00%325$9,357$9,540+$183+1.96%
Pinnacle Wealth Planning Services, Inc.0.00%276$7,946$8,102+$156+1.96%
Sunbelt Securities, Inc.0.00%186$5,355$5,460+$105+1.96%
Centaurus Financial, Inc.0.10%75,005$2,159$2,201,764+$2,199,605+101880.74%

Frequently asked questions about AAPR

  • Who owns the most AAPR stock?

    The largest holders of AAPR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for IN ED PR ETF - 2YR TO A 2026 (AAPR).

  • Is AAPR widely held by superinvestors?

    Many widely followed stocks like AAPR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AAPR is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.