SS IG PUBL PRIV CRED ETF-USD (PRIV) Institutional Ownership Changes & 13F Activity
SS IG PUBL PRIV CRED ETF-USD (PRIV). 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 Apollo Management Holdings, L.P., Gradient Investments Llc, Auour Investments Llc, Beaumont Financial Advisors, Llc, and Jane Street Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Brown Financial Advisors | Buy | +12,334 | +20.7% | 71,776 | $1.81M | Q2 2026 | Aug 26, 2026 |
| Apollo Management Holdings, L.P. | Buy | +790,000 | +100.0% | 1,580,000 | $39.78M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +52,021 | +180.3% | 80,869 | $2.04M | Q2 2026 | Aug 14, 2026 |
| Wealth Preservation Advisors, Llc | Buy | +24,918 | +288.6% | 33,552 | $844.67K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -3,564 | -15.3% | 19,753 | $497.28K | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Sell | -3,193 | -14.0% | 19,542 | $492.00K | Q2 2026 | Aug 14, 2026 |
| Breakwater Investment Management | Buy | +27,001 | +305.6% | 35,835 | $902.15K | Q2 2026 | Aug 06, 2026 |
| Smart Wealth Llc | Sell | -3,192 | -11.0% | 25,922 | $652.59K | Q2 2026 | Aug 06, 2026 |
| Beaumont Financial Advisors, Llc | Buy | +58,204 | +17.6% | 389,109 | $9.80M | Q2 2026 | Aug 04, 2026 |
| Mattson Financial Services, Llc | Buy | +24,414 | +24.9% | 122,534 | $3.06M | Q2 2026 | Aug 04, 2026 |
| Ashton Thomas Private Wealth, Llc | Buy | +1,194 | — | 1,194 | $30.06K | Q2 2026 | Jul 29, 2026 |
| Wealth Management Nebraska | Buy | +34,726 | +50.9% | 102,891 | $2.59M | Q2 2026 | Jul 27, 2026 |
| Mather Group, Llc. | Sell | -17,093 | -97.3% | 471 | $11.86K | Q2 2026 | Jul 27, 2026 |
| Koshinski Asset Management, Inc. | Buy | +17 | +0.2% | 10,924 | $275.00K | Q2 2026 | Jul 27, 2026 |
| Beta Wealth Group, Inc. | Sell | -3,675 | -9.4% | 35,373 | $890.52K | Q2 2026 | Jul 24, 2026 |
| Cape Investment Advisory, Inc. | Buy | +86 | — | 86 | $2.17K | Q2 2026 | Jul 23, 2026 |
| Paladin Wealth, Llc | Buy | +10,929 | +34.2% | 42,868 | $1.08M | Q2 2026 | Jul 09, 2026 |
| Gradient Investments Llc | Buy | +129,964 | +14.5% | 1,025,282 | $25.81M | Q2 2026 | Jul 08, 2026 |
| Corecap Advisors, Llc | Buy | +107 | — | 107 | $2.69K | Q2 2026 | Jul 06, 2026 |
| Osaic Holdings, Inc. | Sell | -120 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Auour Investments Llc | Sell | -95,946 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 20, 2026 |
Frequently asked questions about PRIV activity
Which institutional owners are buying PRIV?
Institutional owners buying PRIV 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 PRIV activity?
"Buy" means an investor increased their reported position in PRIV compared to the prior reporting period. This reflects growing exposure to SS IG PUBL PRIV CRED ETF-USD (PRIV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PRIV increasing?
Institutional interest in PRIV 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.