AAPR Institutional Ownership & Shareholders
IN ED PR ETF - 2YR TO A 2026 (AAPR) is currently held by 52 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $45.11M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Legacy Cg, Llc is currently the largest disclosed institutional shareholder of AAPR tracked by InsiderSet, reporting ownership valued at approximately $17.83M in its September 30, 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 $17.93M, representing an estimated gain of +0.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed AAPR value among the investors covered in this analysis. Major shareholders include Legacy Cg, Llc, Commonwealth Equity Services, Llc, Kestra Advisory Services, 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
52
Total Reported Value
$45.11M
Largest Holder
Legacy Cg, Llc
Largest Position
$17.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Legacy Cg, Llc | 4.49% | 598,870 | $17,830,935 | $17,929,689 | +$98,754 | +0.55% | |
| Commonwealth Equity Services, Llc | 0.00% | 118,862 | $3,505,700 | $3,558,633 | +$52,933 | +1.51% | |
| Kestra Advisory Services, Llc | 0.01% | 105,989 | $3,126,029 | $3,173,226 | +$47,197 | +1.51% | |
| Centaurus Financial, Inc. | 0.08% | 71,417 | $2,106,000 | $2,138,168 | +$32,168 | +1.53% | |
| Lpl Financial Llc | 0.00% | 47,628 | $1,404,732 | $1,425,944 | +$21,212 | +1.51% | |
| Raymond James Financial Inc | 0.00% | 36,601 | $1,079,507 | $1,095,805 | +$16,298 | +1.51% | |
| Cetera Investment Advisers | 0.00% | 32,992 | $973,063 | $987,754 | +$14,691 | +1.51% | |
| Crown Wealth Group, Llc | 0.21% | 28,283 | $842,107 | $846,770 | +$4,663 | +0.55% | |
| Trek Financial, Llc | 0.04% | 26,432 | $786,994 | $791,353 | +$4,359 | +0.55% | |
| Kfg Wealth Management, Llc | 0.08% | 24,205 | $720,687 | $724,678 | +$3,991 | +0.55% | |
| Concurrent Investment Advisors, Llc | 0.00% | 23,341 | $694,948 | $698,811 | +$3,863 | +0.56% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 23,203 | $693,422 | $694,679 | +$1,257 | +0.18% | |
| Selby Wealth Management, Llc | 0.24% | 22,700 | $675,877 | $679,620 | +$3,743 | +0.55% | |
| World Investment Advisors | 0.01% | 22,896 | $659,176 | $685,488 | +$26,312 | +3.99% | |
| Cypress Wealth Services, Llc | 0.08% | 21,872 | $653,754 | $654,830 | +$1,076 | +0.16% | |
| Peak Wealth Management Llc | 0.42% | 20,651 | $617,570 | $618,274 | +$704 | +0.11% | |
| Old Mission Capital Llc | 0.01% | 19,640 | $579,260 | $588,006 | +$8,746 | +1.51% | |
| Axxcess Wealth Management, Llc | 0.02% | 18,846 | $561,126 | $564,234 | +$3,108 | +0.55% | |
| Crosspoint Financial, Llc | 1.27% | 18,875 | $556,699 | $565,102 | +$8,403 | +1.51% | |
| Quantinno Capital Management Lp | 0.00% | 18,846 | $555,842 | $564,234 | +$8,392 | +1.51% | |
| Lineweaver Wealth Advisors, Llc | 0.06% | 18,475 | $550,080 | $553,127 | +$3,047 | +0.55% | |
| Spire Wealth Management | 0.02% | 17,403 | $518,073 | $521,032 | +$2,959 | +0.57% | |
| Mml Investors Services, Llc | 0.00% | 16,466 | $485,647 | $492,979 | +$7,332 | +1.51% | |
| Brookstone Capital Management | 0.00% | 16,024 | $477,103 | $479,746 | +$2,643 | +0.55% | |
| Envestnet Asset Management Inc | 0.00% | 14,363 | $423,621 | $430,017 | +$6,396 | +1.51% | |
| Geneos Wealth Management Inc. | 0.01% | 14,000 | $412,915 | $419,149 | +$6,234 | +1.51% | |
| Farther Finance Advisors, Llc | 0.00% | 13,490 | $401,644 | $403,880 | +$2,236 | +0.56% | |
| Three Seasons Wealth, Llc | 0.03% | 12,747 | $375,959 | $381,635 | +$5,676 | +1.51% | |
| Keystone Wealth Services, Llc | 0.07% | 12,242 | $361,064 | $366,516 | +$5,452 | +1.51% | |
| Osaic Holdings, Inc. | 0.00% | 11,869 | $350,024 | $355,348 | +$5,324 | +1.52% | |
| Citadel Advisors Llc | 0.00% | 10,613 | $313,019 | $317,745 | +$4,726 | +1.51% | |
| Visionary Wealth Advisors | 0.01% | 9,630 | $284,027 | $288,314 | +$4,287 | +1.51% | |
| Garden State Investment Advisory Services Llc | 0.05% | 8,825 | $260,284 | $264,213 | +$3,929 | +1.51% | |
| Diligent Investors, Llc | 0.05% | 8,050 | $239,683 | $241,011 | +$1,328 | +0.55% | |
| Triumph Capital Management | 0.03% | 6,200 | $184,601 | $185,623 | +$1,022 | +0.55% | |
| Barclays Plc | 0.00% | 6,145 | $181,240 | $183,976 | +$2,736 | +1.51% | |
| Glen Eagle Advisors, Llc | 0.02% | 5,640 | $166,346 | $168,857 | +$2,511 | +1.51% | |
| Ep Wealth Advisors, Llc | 0.00% | 5,270 | $155,433 | $157,780 | +$2,347 | +1.51% | |
| Creative Financial Designs Inc | 0.01% | 5,023 | $148,148 | $150,385 | +$2,237 | +1.51% | |
| Balance Wealth, Llc | 0.03% | 4,612 | $137,311 | $138,080 | +$769 | +0.56% | |
| Corecap Advisors, Llc | 0.00% | 3,566 | $106,175 | $106,763 | +$588 | +0.55% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,477 | $102,550 | $104,099 | +$1,549 | +1.51% | |
| Jpmorgan Chase & Co | 0.00% | 3,342 | $98,522 | $100,057 | +$1,535 | +1.56% | |
| Ifp Advisors, Inc | 0.00% | 2,180 | $64,908 | $65,267 | +$359 | +0.55% | |
| Planvest Financial, Inc | 0.04% | 2,006 | $59,165 | $60,058 | +$893 | +1.51% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 1,267 | $37,369 | $37,933 | +$564 | +1.51% | |
| Financial Network Wealth Advisors Llc | 0.02% | 678 | $20,187 | $20,299 | +$112 | +0.55% | |
| Archer Investment Corp | 0.00% | 547 | $16,133 | $16,377 | +$244 | +1.51% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 405 | $12,059 | $12,125 | +$66 | +0.55% | |
| Harbour Investments, Inc. | 0.00% | 401 | $11,827 | $12,006 | +$179 | +1.51% |
Frequently asked questions about AAPR
Who are the largest institutional holders of AAPR?
The largest institutional holders of AAPR reported in the latest SEC Form 13F filings include Legacy Cg, Llc, Commonwealth Equity Services, Llc, Kestra Advisory Services, Llc, Centaurus Financial, Inc., and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported AAPR position.
What is AAPR institutional ownership?
This page tracks AAPR positions reported by institutional investment managers through SEC Form 13F. IN ED PR ETF - 2YR TO A 2026 (AAPR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AAPR?
InsiderSet currently tracks 52 institutional managers reporting AAPR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AAPR shareholders.
How much AAPR stock do institutions own?
Institutional investment managers disclosed approximately $45.11M in AAPR holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AAPR institutional ownership last updated?
The latest AAPR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AAPR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AAPR position after the reporting date.
Are institutions buying or selling AAPR?
Institutional buying and selling can be analyzed by comparing AAPR positions across consecutive 13F reporting periods. InsiderSet's AAPR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AAPR ownership changes.
How has AAPR institutional ownership changed over time?
InsiderSet tracks AAPR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.