Institutional Ownership
Advisors Inner Circle Fd II
CUSIP 00791R8223EDGE DYNAMIC HAEDGHQ1 2026
Institutional Holders
25
13F filers
Shares Held
4.34M
Aggregate institutional
Institutional Value
$144.79M
Q1 2026
Net New Holders
-4
1 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased4
Decreased17
Sold out5
Institutional Holders
25 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 2.55M | $87.34M | −402.8K | Reduced |
| 2 | Osaic Holdings, Inc. | 1.07M | $36.54M | −276.8K | Reduced |
| 3 | Envestnet Asset Management Inc | 124.1K | $4.25M | +9.8K | Added |
| 4 | Potomac Fund Management Inc /Adv | 78.8K | $2.69M | −17.0K | Reduced |
| 5 | 3edge Asset Management, LP | 75.7K | $2.59M | −16.2K | Reduced |
| 6 | Strategic Blueprint, LLC | 64.9K | $2.22M | −18.3K | Reduced |
| 7 | Amg Asset Management Group, Inc. | 49.8K | $1.70M | +35.6K | Added |
| 8 | Silver Grove Financial Group, Inc. | 42.5K | $1.46M | −12.0K | Reduced |
| 9 | Diversify Wealth Management, LLC | 39.8K | $1.38M | −4.3K | Reduced |
| 10 | Lpl Financial LLC | 35.4K | $1.21M | −4.5K | Reduced |
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