Institutional Ownership
Advisors Inner Circle Fd II
CUSIP 00791R8303EDGE DYNAMIC FIEDGFQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
33
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 | 14.63M | $361.75M |
| 2 | Osaic Holdings, Inc. | 6.05M | $149.73M |
| 3 | Envestnet Asset Management Inc | 794.1K | $19.64M |
| 4 | Strategic Blueprint, LLC | 407.4K | $10.08M |
| 5 | Potomac Fund Management Inc /Adv | 320.7K | $7.93M |
| 6 | 3edge Asset Management, LP | 283.3K | $7.01M |
| 7 | Silver Grove Financial Group, Inc. | 254.9K | $6.30M |
| 8 | Amg Asset Management Group, Inc. | 210.6K | $5.21M |
| 9 | Gwn Securities Inc. | 149.2K | $3.69M |
| 10 | Private Advisor Group, LLC | 129.2K | $3.19M |