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

Name: ADVISORS INNER CIRCLE FD II (EDGI) Institutional Holders (2026-03-31)
Creator: ko.io

31 institutions reported holding $33.0M of ADVISORS INNER CIRCLE FD II (EDGI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Orion Porfolio Solutions, LLC ($16.8M), OSAIC HOLDINGS, INC. ($7.2M), DIVERSIFY WEALTH MANAGEMENT, LLC ($2.1M), 3EDGE Asset Management, LP ($1.1M), Private Advisor Group, LLC ($1.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Orion Porfolio Solutions, LLC	$16.8M	593,675	Trimmed
2	OSAIC HOLDINGS, INC.	$7.2M	255,448	Trimmed
3	DIVERSIFY WEALTH MANAGEMENT, LLC	$2.1M	71,974	Added
4	3EDGE Asset Management, LP	$1.1M	38,429	Trimmed
5	Private Advisor Group, LLC	$1.0M	37,049	Trimmed
6	POTOMAC FUND MANAGEMENT INC /ADV	$942,964	33,285	Trimmed
7	ENVESTNET ASSET MANAGEMENT INC	$912,912	32,224	Trimmed
8	LPL Financial LLC	$597,990	21,108	Trimmed
9	AMG Asset Management Group, Inc.	$501,562	17,704	Trimmed
10	GTS SECURITIES LLC	$438,945	15,494	Trimmed
11	Strategic Blueprint, LLC	$316,813	11,183	Trimmed
12	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$275,594	9,728	New
13	Atria Investments, Inc	$240,210	8,479	Trimmed
14	Sowell Financial Services LLC	$240,210	8,479	Trimmed
15	Basepoint Wealth LLC	$124,217	4,385	Added
16	Mowery & Schoenfeld Wealth Management, LLC	$67,794	2,393	New
17	Ashton Thomas Private Wealth, LLC	$46,315	1,635	Trimmed
18	TSFG, LLC	$9,000	316	Hold
19	UBS Group AG	$3,088	109	Trimmed
20	ASSETMARK, INC	$1,077	38	Hold
21	Silver Grove Financial Group, Inc.	$0	0	Exited
22	PACIFIC FINANCIAL GROUP INC	$0	0	Exited
23	Bank of New York Mellon Corp	$0	0	Exited
24	Sanctuary Advisors, LLC	$0	0	Exited
25	Diversify Advisory Services, LLC	$0	0	Exited

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