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

30 institutions reported holding $148.6M of ADVISORS INNER CIRCLE FD II (EDGH) in SEC 13F filings for 2026-03-31. Largest institutional holders: Orion Porfolio Solutions, LLC ($87.3M), OSAIC HOLDINGS, INC. ($36.5M), ENVESTNET ASSET MANAGEMENT INC ($4.2M), Cambridge Investment Research Advisors, Inc. ($3.8M), POTOMAC FUND MANAGEMENT INC /ADV ($2.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Orion Porfolio Solutions, LLC$87.3M2.6MTrimmed
2OSAIC HOLDINGS, INC.$36.5M1.1MTrimmed
3ENVESTNET ASSET MANAGEMENT INC$4.2M124,094Added
4Cambridge Investment Research Advisors, Inc.$3.8M111,663Trimmed
5POTOMAC FUND MANAGEMENT INC /ADV$2.7M78,761Trimmed
63EDGE Asset Management, LP$2.6M75,671Trimmed
7Strategic Blueprint, LLC$2.2M64,881Trimmed
8AMG Asset Management Group, Inc.$1.7M49,803Added
9Silver Grove Financial Group, Inc.$1.5M42,536Trimmed
10DIVERSIFY WEALTH MANAGEMENT, LLC$1.4M39,822Trimmed
11LPL Financial LLC$1.2M35,371Trimmed
12Private Advisor Group, LLC$1.0M29,841Trimmed
13Ausdal Financial Partners, Inc.$410,58812,002Trimmed
14PACIFIC FINANCIAL GROUP INC$387,31911,322Added
15Ashton Thomas Private Wealth, LLC$377,01111,021Trimmed
16INTEGRITY ALLIANCE, LLC.$333,9519,761Trimmed
17Sowell Financial Services LLC$232,1156,785Trimmed
18Atria Investments, Inc$232,1156,785Trimmed
19Sanctuary Advisors, LLC$209,3316,119Trimmed
20Basepoint Wealth LLC$133,4453,901Added
21Mowery & Schoenfeld Wealth Management, LLC$44,8841,312New
22Federation des caisses Desjardins du Quebec$17,105500Hold
23TSFG, LLC$17,000485Hold
24UBS Group AG$11,495336Trimmed
25ASSETMARK, INC$2,49773Hold

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