CUSIP 00791R7983EDGE DYNAMIC USEDGUQ4 2025
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.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 821.1K | $23.38M |
| 2 | Osaic Holdings, Inc. | 388.7K | $11.07M |
| 3 | 3edge Asset Management, LP | 67.6K | $1.93M |
| 4 | Potomac Fund Management Inc /Adv | 47.6K | $1.35M |
| 5 | Envestnet Asset Management Inc | 36.6K | $1.04M |
| 6 | Private Advisor Group, LLC | 27.5K | $784.0K |
| 7 | Lpl Financial LLC | 21.4K | $609.3K |
| 8 | Diversify Wealth Management, LLC | 19.3K | $558.4K |
| 9 |
| Strategic Blueprint, LLC |
| 18.6K |
| $528.2K |
| 10 | Gts Securities LLC | 18.4K | $524.4K |