IN ED PR ETF - 2YR TO A 2026 (AAPR) Institutional Ownership Changes & 13F Activity
IN ED PR ETF - 2YR TO A 2026 (AAPR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Legacy Cg, Llc, Selby Wealth Management, Llc, Kestra Advisory Services, Llc, Mml Investors Services, Llc, and Envestnet Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +14,363 | — | 14,363 | $423.62K | Q2 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Buy | +10,613 | — | 10,613 | $313.02K | Q2 2026 | Sep 02, 2026 |
| Archer Investment Corp | Buy | +547 | — | 547 | $16.13K | Q2 2026 | Aug 19, 2026 |
| Centaurus Financial, Inc. | Sell | -3,588 | -4.8% | 71,417 | $2.11M | Q2 2026 | Aug 17, 2026 |
| Old Mission Capital Llc | Sell | -5,651 | -22.3% | 19,640 | $579.26K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +3,695 | +45.2% | 11,869 | $350.02K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +354 | +1.0% | 36,601 | $1.08M | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | Buy | +13,292 | +67.5% | 32,992 | $973.06K | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Buy | +5,270 | — | 5,270 | $155.43K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +3,342 | — | 3,342 | $98.52K | Q2 2026 | Aug 12, 2026 |
| Garden State Investment Advisory Services Llc | Sell | -1,250 | -12.4% | 8,825 | $260.28K | Q2 2026 | Aug 11, 2026 |
| Mml Investors Services, Llc | Buy | +16,466 | — | 16,466 | $485.65K | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Sell | -465 | -1.0% | 47,628 | $1.40M | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | Buy | +7,000 | +100.0% | 14,000 | $412.92K | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, Llc | Buy | +927 | +272.6% | 1,267 | $37.37K | Q2 2026 | Jul 29, 2026 |
| Financial Network Wealth Advisors Llc | Buy | +678 | — | 678 | $20.00K | Q2 2026 | Jul 29, 2026 |
| Commonwealth Equity Services, Llc | Sell | -504 | -0.4% | 118,862 | $3.51M | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, Llc | Sell | -21,965 | -17.2% | 105,989 | $3.13M | Q2 2026 | Jul 28, 2026 |
| Creative Financial Designs Inc | Buy | +5,023 | — | 5,023 | $148.15K | Q2 2026 | Jul 28, 2026 |
| Diligent Investors, Llc | Buy | +500 | +6.6% | 8,050 | $237.43K | Q2 2026 | Jul 24, 2026 |
| Legacy Cg, Llc | Buy | +592,967 | — | 592,967 | $17.49M | Q2 2026 | Jul 22, 2026 |
| Kfg Wealth Management, Llc | Buy | +5,128 | +26.5% | 24,450 | $721.13K | Q2 2026 | Jul 22, 2026 |
| Ifp Advisors, Inc | Sell | -30 | -3.2% | 900 | $26.55K | Q2 2026 | Jul 20, 2026 |
| Brookstone Capital Management | Buy | +231 | +1.2% | 19,410 | $572.48K | Q2 2026 | Jul 15, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +153 | +0.7% | 23,203 | $685.65K | Q2 2026 | Jul 15, 2026 |
| Spire Wealth Management | Buy | +2 | +0.0% | 17,402 | $513.19K | Q2 2026 | Jul 15, 2026 |
| Cypress Wealth Services, Llc | Buy | +9,353 | +74.7% | 21,872 | $645.09K | Q2 2026 | Jul 13, 2026 |
| Selby Wealth Management, Llc | Buy | +22,700 | — | 22,700 | $669.51K | Q2 2026 | Jul 09, 2026 |
| Corecap Advisors, Llc | Sell | -78 | -2.1% | 3,566 | $105.17K | Q2 2026 | Jul 06, 2026 |
| Sunbelt Securities, Inc. | Sell | -186 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
Frequently asked questions about AAPR activity
Which institutional owners are buying AAPR?
Institutional owners buying AAPR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AAPR activity?
"Buy" means an investor increased their reported position in AAPR compared to the prior reporting period. This reflects growing exposure to IN ED PR ETF - 2YR TO A 2026 (AAPR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AAPR increasing?
Institutional interest in AAPR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.