Institutional Ownership
Advisors Inner Circle Fd II
CUSIP 00791R8223EDGE DYNAMIC HAEDGHQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
25
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 | 2.55M | $87.34M |
| 2 | Osaic Holdings, Inc. | 1.07M | $36.54M |
| 3 | Envestnet Asset Management Inc | 124.1K | $4.25M |
| 4 | Potomac Fund Management Inc /Adv | 78.8K | $2.69M |
| 5 | 3edge Asset Management, LP | 75.7K | $2.59M |
| 6 | Strategic Blueprint, LLC | 64.9K | $2.22M |
| 7 | Amg Asset Management Group, Inc. | 49.8K | $1.70M |
| 8 | Silver Grove Financial Group, Inc. | 42.5K | $1.46M |
| 9 | Diversify Wealth Management, LLC | 39.8K | $1.38M |
| 10 | Lpl Financial LLC | 35.4K | $1.21M |