Institutional Ownership
Advisors Inner Circle Fd II
CUSIP 00791R8143EDGE DYNAMIC INEDGIQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
20
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 | 593.7K | $16.82M |
| 2 | Osaic Holdings, Inc. | 255.4K | $7.24M |
| 3 | Diversify Wealth Management, LLC | 72.0K | $2.12M |
| 4 | 3edge Asset Management, LP | 38.4K | $1.09M |
| 5 | Private Advisor Group, LLC | 37.0K | $1.05M |
| 6 | Potomac Fund Management Inc /Adv | 33.3K | $943.0K |
| 7 | Envestnet Asset Management Inc | 32.2K | $912.9K |
| 8 | Lpl Financial LLC | 21.1K | $598.0K |
| 9 | Amg Asset Management Group, Inc. | 17.7K | $501.6K |
| 10 | Gts Securities LLC | 15.5K | $438.9K |