Institutional Ownership
Advisors Inner Circle Fd II
CUSIP 00791R8143EDGE DYNAMIC INEDGIQ1 2026
Institutional Holders
20
13F filers
Shares Held
1.16M
Aggregate institutional
Institutional Value
$33.03M
Q1 2026
Net New Holders
-9
2 new · 11 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased2
Decreased14
Sold out11
Institutional Holders
20 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 593.7K | $16.82M | −3.06M | Reduced |
| 2 | Osaic Holdings, Inc. | 255.4K | $7.24M | −1.45M | Reduced |
| 3 | Diversify Wealth Management, LLC | 72.0K | $2.12M | +13.2K | Added |
| 4 | 3edge Asset Management, LP | 38.4K | $1.09M | −149.0K | Reduced |
| 5 | Private Advisor Group, LLC | 37.0K | $1.05M | −67.4K | Reduced |
| 6 | Potomac Fund Management Inc /Adv | 33.3K | $943.0K | −161.0K | Reduced |
| 7 | Envestnet Asset Management Inc | 32.2K | $912.9K | −93.8K | Reduced |
| 8 | Lpl Financial LLC | 21.1K | $598.0K | −3.7K | Reduced |
| 9 | Amg Asset Management Group, Inc. | 17.7K | $501.6K | −10.6K | Reduced |
| 10 | Gts Securities LLC | 15.5K | $438.9K | −36.3K | Reduced |
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