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

Name: Who Owns EDGU? 28 Institutions Hold $169M (Q2 2026)
Creator: ko.io

Who owns Advisors Inner Circle Fd II (EDGU)? 28 institutions reported holding $169.15M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Orion Porfolio Solutions, LLC ($100.8M), Osaic Holdings, Inc. ($38.6M), Envestnet Asset Management Inc ($6.3M).

Rank	Institution	Value	Shares	Change
1	Orion Porfolio Solutions, LLC	$100.8M	3.2M	Added
2	OSAIC HOLDINGS, INC.	$38.6M	1.2M	Added
3	ENVESTNET ASSET MANAGEMENT INC	$6.3M	195,649	Added
4	3EDGE Asset Management, LP	$5.5M	170,424	Added
5	POTOMAC FUND MANAGEMENT INC /ADV	$4.1M	129,472	Added
6	AMG Asset Management Group, Inc.	$2.6M	82,229	Added
7	Strategic Blueprint, LLC	$1.9M	59,777	Added
8	Diversify Advisory Services, LLC	$1.7M	53,265	New
9	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.7M	53,265	Added
10	Silver Grove Financial Group, Inc.	$1.3M	40,137	Added
11	GTS SECURITIES LLC	$892,704	27,897	Trimmed
12	LPL Financial LLC	$808,480	25,265	Added
13	Cambridge Investment Research Advisors, Inc.	$594,000	18,568	New
14	Ausdal Financial Partners, Inc.	$388,000	12,125	New
15	Ashton Thomas Private Wealth, LLC	$321,728	10,054	Added
16	Bank of New York Mellon Corp	$318,048	9,939	New
17	Sanctuary Advisors, LLC	$317,995	9,937	New
18	Atria Investments, Inc	$302,080	9,440	New
19	Sowell Financial Services LLC	$302,080	9,440	New
20	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	$262,592	8,206	New
21	HARBOUR INVESTMENTS, INC.	$72,792	2,275	New
22	Basepoint Wealth LLC	$58,762	1,836	Trimmed
23	Mowery & Schoenfeld Wealth Management, LLC	$30,816	963	Hold
24	TSFG, LLC	$3,000	101	Hold
25	ASSETMARK, INC	$1,600	50	New

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