Institutional Ownership
Advisors Inner Circle Fd II
CUSIP 00791R8303EDGE DYNAMIC FIEDGFQ1 2026
Institutional Holders
33
13F filers
Shares Held
23.98M
Aggregate institutional
Institutional Value
$590.81M
Q1 2026
Net New Holders
+3
5 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased24
Decreased3
Sold out2
Institutional Holders
33 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 14.63M | $361.75M | +6.50M | Added |
| 2 | Osaic Holdings, Inc. | 6.05M | $149.73M | +2.46M | Added |
| 3 | Envestnet Asset Management Inc | 794.1K | $19.64M | +323.9K | Added |
| 4 | Strategic Blueprint, LLC | 407.4K | $10.08M | +137.2K | Added |
| 5 | Potomac Fund Management Inc /Adv | 320.7K | $7.93M | +215.1K | Added |
| 6 | 3edge Asset Management, LP | 283.3K | $7.01M | +192.0K | Added |
| 7 | Silver Grove Financial Group, Inc. | 254.9K | $6.30M | +76.9K | Added |
| 8 | Amg Asset Management Group, Inc. | 210.6K | $5.21M | +195.2K | Added |
| 9 | Gwn Securities Inc. | 149.2K | $3.69M | +4.9K | Added |
| 10 | Private Advisor Group, LLC | 129.2K | $3.19M | +97.1K | Added |
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