Institutional Ownership
Advisors Inner Circle Fd II
CUSIP 00791R7983EDGE DYNAMIC USEDGUQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
18
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 1.38M | $38.37M |
| 2 | Osaic Holdings, Inc. | 582.1K | $16.17M |
| 3 | 3edge Asset Management, LP | 79.6K | $2.21M |
| 4 | Envestnet Asset Management Inc | 71.2K | $1.98M |
| 5 | Potomac Fund Management Inc /Adv | 60.1K | $1.67M |
| 6 | Amg Asset Management Group, Inc. | 41.4K | $1.15M |
| 7 | Gts Securities LLC | 32.2K | $895.3K |
| 8 | Strategic Blueprint, LLC | 27.0K | $749.2K |
| 9 | Private Advisor Group, LLC | 25.1K | $698.2K |
| 10 | Diversify Wealth Management, LLC | 23.3K | $694.3K |