CUSIP 00791R8303EDGE DYNAMIC FIEDGFQ4 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 | 8.12M | $200.25M |
| 2 | Osaic Holdings, Inc. | 3.59M | $88.56M |
| 3 | Envestnet Asset Management Inc | 470.2K | $11.59M |
| 4 | Strategic Blueprint, LLC | 270.2K | $6.66M |
| 5 | Silver Grove Financial Group, Inc. | 178.0K | $4.39M |
| 6 | Gwn Securities Inc. | 144.3K | $3.56M |
| 7 | Potomac Fund Management Inc /Adv | 105.7K | $2.60M |
| 8 | 3edge Asset Management, LP | 91.3K | $2.25M |
| 9 |
| Lpl Financial LLC |
| 88.2K |
| $2.17M |
| 10 | Cfs Investment Advisory Services, LLC | 50.2K | $1.24M |