Who Owns ADVISORS INNER CIRCLE FD II (EDGF)? -- Institutional Holders (2026-06-30)

18 institutions reported holding $50.5M of ADVISORS INNER CIRCLE FD II (EDGF) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($24.4M), Strategic Blueprint, LLC ($8.4M), 3EDGE Asset Management, LP ($3.8M), AMG Asset Management Group, Inc. ($3.4M), Cambridge Investment Research Advisors, Inc. ($2.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$24.4M988,407Added
2Strategic Blueprint, LLC$8.4M341,857Trimmed
33EDGE Asset Management, LP$3.8M155,145Trimmed
4AMG Asset Management Group, Inc.$3.4M138,399Trimmed
5Cambridge Investment Research Advisors, Inc.$2.9M115,893Added
6DIVERSIFY WEALTH MANAGEMENT, LLC$2.3M94,219Added
7Ashton Thomas Private Wealth, LLC$1.4M57,241Trimmed
8CFS Investment Advisory Services, LLC$1.3M51,504Added
9C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.2M47,646Added
10Atria Investments, Inc$395,33116,041Trimmed
11Sowell Financial Services LLC$395,33016,041Trimmed
12Koshinski Asset Management, Inc.$384,70815,610Trimmed
13Concurrent Investment Advisors, LLC$226,7059,199Trimmed
14TSFG, LLC$23,000932Hold
15ASSETMARK, INC$4,165169Hold
16INTEGRITY ALLIANCE, LLC.$00Exited
17Private Advisor Group, LLC$00Exited
18BridgePort Financial Solutions, LLC$00Exited

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