IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

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

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Legacy CG, LLC
INCREASED
Shares598,870 from 592,967
Change+5,903 (+1%)
Value$17.8M (+$342.0K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares103,595 from 118,862
Change-15,267 (-13%)
Value$3.1M (-$421.2K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares103,029 from 105,989
Change-2,960 (-3%)
Value$3.1M (-$58.4K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares57,111 from 47,628
Change+9,483 (+20%)
Value$1.7M (+$295.7K)
Filed 2026-11-06
Crown Wealth Group, LLC
DECREASED
Shares28,283 from 29,483
Change-1,200 (-4%)
Value$842.1K (-$27.5K)
Filed 2026-10-19
Trek Financial, LLC
DECREASED
Shares26,432 from 26,832
Change-400 (-1%)
Value$787.0K (-$4.4K)
Filed 2026-10-29
KFG Wealth Management, LLC
DECREASED
Shares24,205 from 24,450
Change-245 (-1%)
Value$720.7K (-$439)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
NEW
Shares23,341
Change+23,341
Value$694.9K
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares23,203 from 23,203
Change0 (0%)
Value$693.4K (+$7.8K)
Filed 2026-10-13
Selby Wealth Management, LLC
UNCHANGED
Shares22,700 from 22,700
Change0 (0%)
Value$675.9K (+$6.4K)
Filed 2026-10-16
Cypress Wealth Services, LLC
UNCHANGED
Shares21,872 from 21,872
Change0 (0%)
Value$653.8K (+$8.7K)
Filed 2026-10-21
Peak Wealth Management LLC
UNCHANGED
Shares20,651 from 20,651
Change0 (0%)
Value$617.6K (+$8.5K)
Filed 2026-10-26
Axxcess Wealth Management, LLC
UNCHANGED
Shares18,846 from 18,846
Change0 (0%)
Value$561.1K (+$5.3K)
Filed 2026-10-21
Lineweaver Wealth Advisors, LLC
UNCHANGED
Shares18,475 from 18,475
Change0 (0%)
Value$550.1K (+$5.2K)
Filed 2026-10-13
Spire Wealth Management
INCREASED
Shares17,403 from 17,402
Change+1 (+0%)
Value$518.1K (+$4.9K)
Filed 2026-10-30
Brookstone Capital Management
DECREASED
Shares16,024 from 19,410
Change-3,386 (-17%)
Value$477.1K (-$95.4K)
Filed 2026-10-22
Farther Finance Advisors, LLC
UNCHANGED
Shares13,490 from 13,490
Change0 (0%)
Value$401.6K (+$3.8K)
Filed 2026-10-08
Three Seasons Wealth, LLC
UNCHANGED
Shares12,747 from 12,747
Change0 (0%)
Value$379.5K (+$3.6K)
Filed 2026-11-03
Keystone Wealth Services, LLC
UNCHANGED
Shares12,242 from 12,242
Change0 (0%)
Value$364.6K (+$3.6K)
Filed 2026-11-03
Visionary Wealth Advisors
UNCHANGED
Shares9,630 from 9,630
Change0 (0%)
Value$286.7K (+$2.7K)
Filed 2026-11-04
Crosspoint Financial, LLC
DECREASED
Shares9,575 from 18,875
Change-9,300 (-49%)
Value$285.1K (-$271.6K)
Filed 2026-11-03
Diligent Investors, LLC
UNCHANGED
Shares8,050 from 8,050
Change0 (0%)
Value$239.7K (+$2.3K)
Filed 2026-10-21
Triumph Capital Management
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$184.6K (+$1.7K)
Filed 2026-10-14
Barclays PLC
UNCHANGED
Shares6,145 from 6,145
Change0 (0%)
Value$183.0K (+$1.7K)
Filed 2026-11-06
Creative Financial Designs Inc
INCREASED
Shares6,023 from 5,023
Change+1,000 (+20%)
Value$179.3K (+$31.2K)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares4,612
Change+4,612
Value$137.3K
Filed 2026-10-27
CoreCap Advisors, LLC
UNCHANGED
Shares3,566 from 3,566
Change0 (0%)
Value$106.2K (+$1.0K)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares2,180 from 900
Change+1,280 (+142%)
Value$64.9K (+$38.4K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,267 from 1,267
Change0 (0%)
Value$37.7K (+$355)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED
Shares678 from 678
Change0 (0%)
Value$20.2K (+$190)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$12.1K (+$113)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$8.2K (+$78)
Filed 2026-10-27
Bullseye Investment Management, LLC
CLOSED
Shares0 from 2,701
Change-2,701 (-100%)
Value$0 (-$79.7K)
Filed 2026-10-29
NBZ Investment Advisors LLC
CLOSED
Shares0 from 1,635
Change-1,635 (-100%)
Value$0 (-$48.2K)
Filed 2026-10-30
Archer Investment Corp
CLOSED
Shares0 from 547
Change-547 (-100%)
Value$0 (-$16.1K)
Filed 2026-11-05
Centaurus Financial, Inc.
N/A
Shares— from 71,417
Change-71,417 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 36,601
Change-36,601 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 32,992
Change-32,992 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 28,450
Change-28,450 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 22,896
Change-22,896 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 19,640
Change-19,640 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 18,846
Change-18,846 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 16,466
Change-16,466 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,363
Change-14,363 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 11,869
Change-11,869 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,613
Change-10,613 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 8,825
Change-8,825 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 8,726
Change-8,726 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,062
Change-7,062 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 5,640
Change-5,640 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,270
Change-5,270 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,477
Change-3,477 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,342
Change-3,342 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 401
Change-401 (-100%)
Value—
Status
Legacy CG, LLC
INCREASED598,870592,967+5,903+1%$17.5M$17.8M+$342.0K2026-10-30
Commonwealth Equity Services, LLC
DECREASED103,595118,862-15,267-13%$3.5M$3.1M-$421.2K2026-11-02
Kestra Advisory Services, LLC
DECREASED103,029105,989-2,960-3%$3.1M$3.1M-$58.4K2026-11-02
LPL Financial LLC
INCREASED57,11147,628+9,483+20%$1.4M$1.7M+$295.7K2026-11-06
Crown Wealth Group, LLC
DECREASED28,28329,483-1,200-4%$869.6K$842.1K-$27.5K2026-10-19
Trek Financial, LLC
DECREASED26,43226,832-400-1%$791.4K$787.0K-$4.4K2026-10-29
KFG Wealth Management, LLC
DECREASED24,20524,450-245-1%$721.1K$720.7K-$4392026-10-16
Concurrent Investment Advisors, LLC
NEW23,341—+23,341——$694.9K—2026-10-16
Wealth Enhancement Advisory Services, LLC
UNCHANGED23,20323,20300%$685.6K$693.4K+$7.8K2026-10-13
Selby Wealth Management, LLC
UNCHANGED22,70022,70000%$669.5K$675.9K+$6.4K2026-10-16
Cypress Wealth Services, LLC
UNCHANGED21,87221,87200%$645.1K$653.8K+$8.7K2026-10-21
Peak Wealth Management LLC
UNCHANGED20,65120,65100%$609.1K$617.6K+$8.5K2026-10-26
Axxcess Wealth Management, LLC
UNCHANGED18,84618,84600%$555.8K$561.1K+$5.3K2026-10-21
Lineweaver Wealth Advisors, LLC
UNCHANGED18,47518,47500%$544.9K$550.1K+$5.2K2026-10-13
Spire Wealth Management
INCREASED17,40317,402+1+0%$513.2K$518.1K+$4.9K2026-10-30
Brookstone Capital Management
DECREASED16,02419,410-3,386-17%$572.5K$477.1K-$95.4K2026-10-22
Farther Finance Advisors, LLC
UNCHANGED13,49013,49000%$397.9K$401.6K+$3.8K2026-10-08
Three Seasons Wealth, LLC
UNCHANGED12,74712,74700%$376.0K$379.5K+$3.6K2026-11-03
Keystone Wealth Services, LLC
UNCHANGED12,24212,24200%$361.1K$364.6K+$3.6K2026-11-03
Visionary Wealth Advisors
UNCHANGED9,6309,63000%$284.0K$286.7K+$2.7K2026-11-04
Crosspoint Financial, LLC
DECREASED9,57518,875-9,300-49%$556.7K$285.1K-$271.6K2026-11-03
Diligent Investors, LLC
UNCHANGED8,0508,05000%$237.4K$239.7K+$2.3K2026-10-21
Triumph Capital Management
UNCHANGED6,2006,20000%$182.9K$184.6K+$1.7K2026-10-14
Barclays PLC
UNCHANGED6,1456,14500%$181.2K$183.0K+$1.7K2026-11-06
Creative Financial Designs Inc
INCREASED6,0235,023+1,000+20%$148.1K$179.3K+$31.2K2026-11-04
Balance Wealth Partners LLC
NEW4,612—+4,612——$137.3K—2026-10-27
CoreCap Advisors, LLC
UNCHANGED3,5663,56600%$105.2K$106.2K+$1.0K2026-10-08
IFP Advisors, Inc
INCREASED2,180900+1,280+142%$26.5K$64.9K+$38.4K2026-10-16
Ashton Thomas Private Wealth, LLC
UNCHANGED1,2671,26700%$37.4K$37.7K+$3552026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED67867800%$20.0K$20.2K+$1902026-10-28
Dhjj Financial Advisors, Ltd.
UNCHANGED40540500%$11.9K$12.1K+$1132026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED27627600%$8.1K$8.2K+$782026-10-27
Bullseye Investment Management, LLC
CLOSED02,701-2,701-100%$79.7K$0-$79.7K2026-10-29
NBZ Investment Advisors LLC
CLOSED01,635-1,635-100%$48.2K$0-$48.2K2026-10-30
Archer Investment Corp
CLOSED0547-547-100%$16.1K$0-$16.1K2026-11-05
Centaurus Financial, Inc.
N/A—71,417-71,417-100%$2.1M———
Raymond James Financial Inc
N/A—36,601-36,601-100%$1.1M———
Cetera Investment Advisers
N/A—32,992-32,992-100%$973.1K———
MTM Financial Group, LLC
N/A—28,450-28,450-100%$839.1K———
World Investment Advisors
N/A—22,896-22,896-100%$659.2K———
Old Mission Capital LLC
N/A—19,640-19,640-100%$579.3K———
Quantinno Capital Management LP
N/A—18,846-18,846-100%$555.8K———
MML Investors Services, LLC
N/A—16,466-16,466-100%$485.6K———
Envestnet Asset Management Inc
N/A—14,363-14,363-100%$423.6K———
Geneos Wealth Management Inc.
N/A—14,000-14,000-100%$412.9K———
Osaic Holdings, Inc.
N/A—11,869-11,869-100%$350.0K———
Citadel Advisors LLC
N/A—10,613-10,613-100%$313.0K———
Garden State Investment Advisory Services LLC
N/A—8,825-8,825-100%$260.3K———
HighTower Advisors, LLC
N/A—8,726-8,726-100%$257.4K———
AE Wealth Management LLC
N/A—7,062-7,062-100%$208.3K———
Glen Eagle Advisors, LLC
N/A—5,640-5,640-100%$166.3K———
EP Wealth Advisors, LLC
N/A—5,270-5,270-100%$155.4K———
Steward Partners Investment Advisory, LLC
N/A—3,477-3,477-100%$102.6K———
JPMorgan Chase & Co
N/A—3,342-3,342-100%$98.5K———
PlanVest Financial, Inc
N/A—2,006-2,006-100%$59.2K———
Harbour Investments, Inc.
N/A—401-401-100%$11.8K———
Showing 56 of 56 institutions