Institutional Ownership
Advisors Inner Circle Fd II
CUSIP 00791R7983EDGE DYNAMIC USEDGUQ1 2026
Institutional Holders
18
13F filers
Shares Held
2.38M
Aggregate institutional
Institutional Value
$66.06M
Q1 2026
Net New Holders
+2
3 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased11
Decreased2
Sold out1
Institutional Holders
18 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 1.38M | $38.37M | +559.8K | Added |
| 2 | Osaic Holdings, Inc. | 582.1K | $16.17M | +193.4K | Added |
| 3 | 3edge Asset Management, LP | 79.6K | $2.21M | +12.0K | Added |
| 4 | Envestnet Asset Management Inc | 71.2K | $1.98M | +34.6K | Added |
| 5 | Potomac Fund Management Inc /Adv | 60.1K | $1.67M | +12.6K | Added |
| 6 | Amg Asset Management Group, Inc. | 41.4K | $1.15M | +34.2K | Added |
| 7 | Gts Securities LLC | 32.2K | $895.3K | +13.8K | Added |
| 8 | Strategic Blueprint, LLC | 27.0K | $749.2K | +8.4K | Added |
| 9 | Private Advisor Group, LLC | 25.1K | $698.2K | −2.4K | Reduced |
| 10 | Diversify Wealth Management, LLC | 23.3K | $694.3K | +4.1K | Added |
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