EDGF — Advisors Inner Circle Fd II Institutional Holders · Q2 2026

Name: Who Owns EDGF? 37 Institutions Hold $526M (Q2 2026)
Creator: ko.io

Who owns Advisors Inner Circle Fd II (EDGF)? 37 institutions reported holding $526.44M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Orion Porfolio Solutions, LLC ($324.0M), Osaic Holdings, Inc. ($125.2M), Envestnet Asset Management Inc ($24.4M).

Rank	Institution	Value	Shares	Change
1	Orion Porfolio Solutions, LLC	$324.0M	13.1M	Trimmed
2	OSAIC HOLDINGS, INC.	$125.2M	5.1M	Trimmed
3	ENVESTNET ASSET MANAGEMENT INC	$24.4M	988,407	Added
4	Strategic Blueprint, LLC	$8.4M	341,857	Trimmed
5	POTOMAC FUND MANAGEMENT INC /ADV	$5.8M	233,683	Trimmed
6	Silver Grove Financial Group, Inc.	$5.7M	231,440	Trimmed
7	GWN SECURITIES INC.	$4.3M	173,616	Added
8	3EDGE Asset Management, LP	$3.8M	155,145	Trimmed
9	AMG Asset Management Group, Inc.	$3.4M	138,399	Trimmed
10	Cambridge Investment Research Advisors, Inc.	$2.9M	115,893	Added
11	Diversify Advisory Services, LLC	$2.3M	94,219	New
12	DIVERSIFY WEALTH MANAGEMENT, LLC	$2.3M	94,219	Added
13	CITADEL ADVISORS LLC	$2.1M	86,111	Added
14	LPL Financial LLC	$2.0M	82,791	Added
15	Ausdal Financial Partners, Inc.	$1.7M	69,435	Trimmed
16	Ashton Thomas Private Wealth, LLC	$1.4M	57,241	Trimmed
17	CFS Investment Advisory Services, LLC	$1.3M	51,504	Added
18	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	$1.2M	47,646	Added
19	GTS SECURITIES LLC	$539,134	21,876	New
20	Atria Investments, Inc	$395,331	16,041	Trimmed
21	Sowell Financial Services LLC	$395,330	16,041	Trimmed
22	Koshinski Asset Management, Inc.	$384,708	15,610	Trimmed
23	Bank of New York Mellon Corp	$348,579	14,144	Trimmed
24	Sanctuary Advisors, LLC	$348,539	14,142	Trimmed
25	HARBOUR INVESTMENTS, INC.	$344,528	13,980	New

Source: SEC Form 13F filings · as of 2026-06-30