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IN ED PR ETF - 2YR to A 2026 (AAPR)

CUSIP: 45783Y335 | NYSE | 86 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Legacy CG, LLC598,870
4.5% of portfolio›$17.8M
Commonwealth Equity Services, LLC103,595
0.0% of portfolio›$3.1M
Kestra Advisory Services, LLC103,029
0.0% of portfolio›$3.1M
Crown Wealth Group, LLC28,283
0.2% of portfolio›$842.1K
Trek Financial, LLC26,432
0.0% of portfolio›$787.0K
KFG Wealth Management, LLC24,205
0.1% of portfolio›$720.7K
Concurrent Investment Advisors, LLC23,341
0.0% of portfolio›$694.9K
Wealth Enhancement Advisory Services, LLC23,203
0.0% of portfolio›$693.4K
Selby Wealth Management, LLC22,700
0.2% of portfolio›$675.9K
Cypress Wealth Services, LLC21,872
0.1% of portfolio›$653.8K
Peak Wealth Management LLC20,651
0.4% of portfolio›$617.6K
Axxcess Wealth Management, LLC18,846
0.0% of portfolio›$561.1K
Lineweaver Wealth Advisors, LLC18,475
0.1% of portfolio›$550.1K
Spire Wealth Management17,403
0.0% of portfolio›$518.1K
Brookstone Capital Management16,024
0.0% of portfolio›$477.1K
Farther Finance Advisors, LLC13,490
0.0% of portfolio›$401.6K
Three Seasons Wealth, LLC12,747
0.0% of portfolio›$379.5K
Keystone Wealth Services, LLC12,242
0.1% of portfolio›$364.6K
Visionary Wealth Advisors9,630
0.0% of portfolio›$286.7K
Crosspoint Financial, LLC9,575
0.6% of portfolio›$285.1K
Diligent Investors, LLC8,050
0.1% of portfolio›$239.7K
Triumph Capital Management6,200
0.0% of portfolio›$184.6K
Creative Financial Designs Inc6,023
0.0% of portfolio›$179.3K
Balance Wealth Partners LLC4,612
0.0% of portfolio›$137.3K
CoreCap Advisors, LLC3,566
0.0% of portfolio›$106.2K
IFP Advisors, Inc2,180
0.0% of portfolio›$64.9K
Ashton Thomas Private Wealth, LLC1,267
0.0% of portfolio›$37.7K
Financial Network Wealth Advisors LLC678
0.0% of portfolio›$20.2K
Dhjj Financial Advisors, Ltd.405
0.0% of portfolio›$12.1K
Pinnacle Wealth Planning Services, Inc.276
0.0% of portfolio›$8.2K
StyleTurnoverLocationFiled
Legacy CG, LLC
598,870$17.8M4.5%GrowthHighPlano, TX2026-10-30
Commonwealth Equity Services, LLC
103,595$3.1M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
103,029$3.1M0.0%CoreLowAustin, TX2026-11-02
Crown Wealth Group, LLC
28,283$842.1K0.2%ETFMediumCharlotte, NC2026-10-19
Trek Financial, LLC
26,432$787.0K0.0%ETFHighScottsdale, AZ2026-10-29
KFG Wealth Management, LLC
24,205$720.7K0.1%ETFMediumGranger, IN2026-10-16
Concurrent Investment Advisors, LLC
23,341$694.9K0.0%GrowthMediumTampa, FL2026-10-16
Wealth Enhancement Advisory Services, LLC
23,203$693.4K0.0%CoreLowPlymouth, MN2026-10-13
Selby Wealth Management, LLC
22,700$675.9K0.2%ETFVery LowEmeryville, CA2026-10-16
Cypress Wealth Services, LLC
21,872$653.8K0.1%ETFLowPalm Desert, CA2026-10-21
Peak Wealth Management LLC
20,651$617.6K0.4%ETFMediumNashua, NH2026-10-26
Axxcess Wealth Management, LLC
18,846$561.1K0.0%CoreLowCarlsbad, CA2026-10-21
Lineweaver Wealth Advisors, LLC
18,475$550.1K0.1%ETFLowValley View, OH2026-10-13
Spire Wealth Management
17,403$518.1K0.0%GrowthMediumMclean, VA2026-10-30
Brookstone Capital Management
16,024$477.1K0.0%ETFMediumWheaton, IL2026-10-22
Farther Finance Advisors, LLC
13,490$401.6K0.0%IndexLowSan Francisco, CA2026-10-08
Three Seasons Wealth, LLC
12,747$379.5K0.0%GrowthMediumSalt Lake City, UT2026-11-03
Keystone Wealth Services, LLC
12,242$364.6K0.1%ETFHighPalm Desert, CA2026-11-03
Visionary Wealth Advisors
9,630$286.7K0.0%ETFLowO'Fallon, IL2026-11-04
Crosspoint Financial, LLC
9,575$285.1K0.6%ValueMediumTustin, CA2026-11-03
Diligent Investors, LLC
8,050$239.7K0.1%CoreLowRedlands, CA2026-10-21
Triumph Capital Management
6,200$184.6K0.0%ETFMediumDenver, CO2026-10-14
Creative Financial Designs Inc
6,023$179.3K0.0%ETFMediumKokomo, IN2026-11-04
Balance Wealth Partners LLC
4,612$137.3K0.0%ETFMediumWorthington, OH2026-10-27
CoreCap Advisors, LLC
3,566$106.2K0.0%ETFMediumSouthfield, MI2026-10-08
IFP Advisors, Inc
2,180$64.9K0.0%GrowthLowTampa, FL2026-10-16
Ashton Thomas Private Wealth, LLC
1,267$37.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Financial Network Wealth Advisors LLC
678$20.2K0.0%ETFLowMurray, UT2026-10-28
Dhjj Financial Advisors, Ltd.
405$12.1K0.0%ETFVery LowNaperville, IL2026-10-23
Pinnacle Wealth Planning Services, Inc.
276$8.2K0.0%GARPLowMansfield, OH2026-10-27