Who Owns ADVISORS INNER CIRCLE FD II (EDGF)? -- Institutional Holders (2026-03-31)

35 institutions reported holding $593.2M of ADVISORS INNER CIRCLE FD II (EDGF) in SEC 13F filings for 2026-03-31. Largest institutional holders: Orion Porfolio Solutions, LLC ($361.8M), OSAIC HOLDINGS, INC. ($149.7M), ENVESTNET ASSET MANAGEMENT INC ($19.6M), Strategic Blueprint, LLC ($10.1M), POTOMAC FUND MANAGEMENT INC /ADV ($7.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Orion Porfolio Solutions, LLC$361.8M14.6MAdded
2OSAIC HOLDINGS, INC.$149.7M6.1MAdded
3ENVESTNET ASSET MANAGEMENT INC$19.6M794,103Added
4Strategic Blueprint, LLC$10.1M407,409Added
5POTOMAC FUND MANAGEMENT INC /ADV$7.9M320,716Added
63EDGE Asset Management, LP$7.0M283,316Added
7Silver Grove Financial Group, Inc.$6.3M254,865Added
8AMG Asset Management Group, Inc.$5.2M210,610Added
9GWN SECURITIES INC.$3.7M149,217Added
10Private Advisor Group, LLC$3.2M129,156Added
11Cambridge Investment Research Advisors, Inc.$2.3M94,024Added
12Ausdal Financial Partners, Inc.$1.8M74,485Added
13LPL Financial LLC$1.8M72,863Trimmed
14Ashton Thomas Private Wealth, LLC$1.7M67,490Added
15PACIFIC FINANCIAL GROUP INC$1.6M65,391Added
16INTEGRITY ALLIANCE, LLC.$1.4M57,027Added
17CFS Investment Advisory Services, LLC$1.3M50,782Added
18DIVERSIFY WEALTH MANAGEMENT, LLC$1.3M50,745Added
19JANE STREET GROUP, LLC$680,53427,513New
20Bank of New York Mellon Corp$552,77822,348Added
21Sanctuary Advisors, LLC$552,74122,347Added
22SUSQUEHANNA INTERNATIONAL GROUP, LLP$481,29419,458Trimmed
23CITADEL ADVISORS LLC$478,37519,340Added
24COLDSTREAM CAPITAL MANAGEMENT INC$465,53718,821Added
25Atria Investments, Inc$443,17717,917Added

Source: SEC Form 13F filings · as of 2026-03-31