IN ED PR ETF - 2YR TO A 2026 (AAPR) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $42.37M in AAPR holdings during the latest filing period.
Legacy Cg, Llc is currently the largest disclosed institutional shareholder of AAPR tracked by InsiderSet, reporting ownership valued at approximately $17.49M in its June 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 $17.54M, representing an estimated gain of +0.29% 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
$42.37M
Largest Holder
Legacy Cg, Llc
Largest Position
$17.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Legacy Cg, Llc | 4.48% | 592,967 | $17,488,909 | $17,539,134 | +$50,225 | +0.29% | |
| Commonwealth Equity Services, Llc | 0.00% | 118,862 | $3,505,700 | $3,515,772 | +$10,072 | +0.29% | |
| Kestra Advisory Services, Llc | 0.01% | 105,989 | $3,126,029 | $3,135,006 | +$8,977 | +0.29% | |
| Lpl Financial Llc | 0.00% | 48,093 | $1,384,595 | $1,422,524 | +$37,929 | +2.74% | |
| Raymond James Financial Inc | 0.00% | 36,247 | $1,043,551 | $1,072,136 | +$28,585 | +2.74% | |
| Crown Wealth Group, Llc | 0.22% | 29,483 | $869,569 | $872,066 | +$2,497 | +0.29% | |
| Trek Financial, Llc | 0.04% | 26,832 | $772,493 | $793,653 | +$21,160 | +2.74% | |
| Susquehanna International Group, Llp | 0.00% | 25,450 | $732,706 | $752,775 | +$20,069 | +2.74% | |
| Old Mission Capital Llc | 0.02% | 25,291 | $728,127 | $748,072 | +$19,945 | +2.74% | |
| Kfg Wealth Management, Llc | 0.08% | 24,450 | $721,126 | $723,197 | +$2,071 | +0.29% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 23,203 | $685,649 | $686,312 | +$663 | +0.10% | |
| Selby Wealth Management, Llc | 0.24% | 22,700 | $669,512 | $671,434 | +$1,922 | +0.29% | |
| World Investment Advisors | 0.01% | 22,896 | $659,176 | $677,232 | +$18,056 | +2.74% | |
| Cypress Wealth Services, Llc | 0.08% | 21,872 | $645,091 | $646,943 | +$1,852 | +0.29% | |
| Peak Wealth Management Llc | 0.43% | 20,651 | $609,079 | $610,828 | +$1,749 | +0.29% | |
| Brookstone Capital Management | 0.01% | 19,410 | $572,477 | $574,121 | +$1,644 | +0.29% | |
| Cetera Investment Advisers | 0.00% | 19,700 | $567,163 | $582,698 | +$15,535 | +2.74% | |
| Axxcess Wealth Management, Llc | 0.01% | 18,846 | $555,842 | $557,438 | +$1,596 | +0.29% | |
| Lineweaver Wealth Advisors, Llc | 0.06% | 18,475 | $544,900 | $546,465 | +$1,565 | +0.29% | |
| Crosspoint Financial, Llc | 1.37% | 18,875 | $543,411 | $558,296 | +$14,885 | +2.74% | |
| Quantinno Capital Management Lp | 0.00% | 18,846 | $542,576 | $557,438 | +$14,862 | +2.74% | |
| Spire Wealth Management | 0.02% | 17,402 | $513,194 | $514,727 | +$1,533 | +0.30% | |
| Envestnet Asset Management Inc | 0.00% | 14,363 | $423,621 | $424,837 | +$1,216 | +0.29% | |
| Foundations Investment Advisors, Llc | 0.01% | 14,474 | $416,706 | $428,121 | +$11,415 | +2.74% | |
| Farther Finance Advisors, Llc | 0.00% | 13,490 | $397,862 | $399,015 | +$1,153 | +0.29% | |
| Three Seasons Wealth, Llc | 0.14% | 12,747 | $366,986 | $377,038 | +$10,052 | +2.74% | |
| Keystone Wealth Services, Llc | 0.08% | 12,242 | $352,447 | $362,101 | +$9,654 | +2.74% | |
| Jane Street Group, Llc | 0.00% | 10,882 | $313,293 | $321,874 | +$8,581 | +2.74% | |
| Garden State Investment Advisory Services Llc | 0.07% | 10,075 | $290,059 | $298,004 | +$7,945 | +2.74% | |
| Visionary Wealth Advisors | 0.01% | 9,630 | $277,248 | $284,842 | +$7,594 | +2.74% | |
| Hightower Advisors, Llc | 0.00% | 8,726 | $251,231 | $258,103 | +$6,872 | +2.74% | |
| Diligent Investors, Llc | 0.05% | 8,050 | $237,426 | $238,108 | +$682 | +0.29% | |
| Osaic Holdings, Inc. | 0.00% | 8,174 | $235,328 | $241,775 | +$6,447 | +2.74% | |
| Geneos Wealth Management Inc. | 0.00% | 7,000 | $201,530 | $207,050 | +$5,520 | +2.74% | |
| Triumph Capital Management | 0.03% | 6,200 | $182,862 | $183,387 | +$525 | +0.29% | |
| Barclays Plc | 0.00% | 6,145 | $176,915 | $181,760 | +$4,845 | +2.74% | |
| Glen Eagle Advisors, Llc | 0.02% | 5,640 | $162,376 | $166,823 | +$4,447 | +2.74% | |
| Creative Financial Designs Inc | 0.01% | 5,023 | $148,148 | $148,573 | +$425 | +0.29% | |
| Corecap Advisors, Llc | 0.00% | 3,566 | $105,175 | $105,477 | +$302 | +0.29% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,477 | $100,103 | $102,845 | +$2,742 | +2.74% | |
| Planvest Financial, Inc | 0.04% | 2,006 | $57,753 | $59,335 | +$1,582 | +2.74% | |
| Nbz Investment Advisors Llc | 0.02% | 1,635 | $47,072 | $48,361 | +$1,289 | +2.74% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 1,267 | $37,369 | $37,476 | +$107 | +0.29% | |
| Ifp Advisors, Inc | 0.00% | 900 | $26,545 | $26,621 | +$76 | +0.29% | |
| Financial Network Wealth Advisors Llc | 0.02% | 678 | $19,997 | $20,054 | +$57 | +0.29% | |
| Archer Investment Corp | 0.00% | 547 | $16,133 | $16,179 | +$46 | +0.29% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 405 | $11,946 | $11,979 | +$33 | +0.28% | |
| Harbour Investments, Inc. | 0.00% | 401 | $11,545 | $11,861 | +$316 | +2.74% | |
| Ubs Group Ag | 0.00% | 325 | $9,357 | $9,613 | +$256 | +2.74% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 276 | $7,946 | $8,164 | +$218 | +2.74% |
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.