CUSIP 00791R8223EDGE DYNAMIC HAEDGHQ4 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 | 2.96M | $89.91M |
| 2 | Osaic Holdings, Inc. | 1.34M | $40.91M |
| 3 | Envestnet Asset Management Inc | 114.2K | $3.48M |
| 4 | Potomac Fund Management Inc /Adv | 95.8K | $2.91M |
| 5 | 3edge Asset Management, LP | 91.8K | $2.79M |
| 6 | Strategic Blueprint, LLC | 83.2K | $2.53M |
| 7 | Private Advisor Group, LLC | 58.5K | $1.78M |
| 8 | Silver Grove Financial Group, Inc. | 54.5K | $1.66M |
| 9 |
| Diversify Wealth Management, LLC |
| 44.1K |
| $1.40M |
| 10 | Lpl Financial LLC | 39.9K | $1.21M |