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

Name: Who Owns EDGI? 26 Institutions Hold $91.3M (Q2 2026)
Creator: ko.io

Who owns Advisors Inner Circle Fd II (EDGI)? 26 institutions reported holding $91.27M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Orion Porfolio Solutions, LLC ($53.7M), Osaic Holdings, Inc. ($20.6M), Envestnet Asset Management Inc ($3.2M).

Rank	Institution	Value	Shares	Change
1	Orion Porfolio Solutions, LLC	$53.7M	1.7M	Added
2	OSAIC HOLDINGS, INC.	$20.6M	667,399	Added
3	ENVESTNET ASSET MANAGEMENT INC	$3.2M	103,174	Added
4	3EDGE Asset Management, LP	$2.8M	91,514	Added
5	POTOMAC FUND MANAGEMENT INC /ADV	$2.2M	71,594	Added
6	AMG Asset Management Group, Inc.	$1.4M	45,864	Added
7	Diversify Advisory Services, LLC	$1.1M	34,849	New
8	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.1M	34,849	Trimmed
9	GTS SECURITIES LLC	$1.0M	33,935	Added
10	Strategic Blueprint, LLC	$1.0M	32,858	Added
11	CITADEL ADVISORS LLC	$764,062	24,698	New
12	LPL Financial LLC	$747,264	24,155	Added
13	Silver Grove Financial Group, Inc.	$671,881	21,718	New
14	Cambridge Investment Research Advisors, Inc.	$286,000	9,234	New
15	Ausdal Financial Partners, Inc.	$203,034	6,563	New
16	Ashton Thomas Private Wealth, LLC	$167,210	5,405	Added
17	Basepoint Wealth LLC	$135,644	4,385	Hold
18	Mowery & Schoenfeld Wealth Management, LLC	$74,031	2,393	Hold
19	HARBOUR INVESTMENTS, INC.	$39,882	1,289	New
20	TSFG, LLC	$10,000	316	Hold
21	ASSETMARK, INC	$3,155	102	Added
22	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$0	0	Exited
23	Atria Investments, Inc	$0	0	Exited
24	Private Advisor Group, LLC	$0	0	Exited
25	UBS Group AG	$0	0	Exited

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