CUSIP 00791R8143EDGE DYNAMIC INEDGIQ4 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 | 3.65M | $103.65M |
| 2 | Osaic Holdings, Inc. | 1.70M | $48.35M |
| 3 | Citadel Advisors LLC | 261.8K | $7.43M |
| 4 | Potomac Fund Management Inc /Adv | 194.3K | $5.51M |
| 5 | 3edge Asset Management, LP | 187.4K | $5.32M |
| 6 | Envestnet Asset Management Inc | 126.0K | $3.58M |
| 7 | Private Advisor Group, LLC | 104.4K | $2.96M |
| 8 | Strategic Blueprint, LLC | 86.5K | $2.45M |
| 9 |
| Diversify Wealth Management, LLC |
| 58.7K |
| $1.72M |
| 10 | Silver Grove Financial Group, Inc. | 54.9K | $1.56M |