13 institutions reported holding $19.7M of ADVISORS INNER CIRCLE FD II (EDGU) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($6.3M), 3EDGE Asset Management, LP ($5.5M), AMG Asset Management Group, Inc. ($2.6M), Strategic Blueprint, LLC ($1.9M), DIVERSIFY WEALTH MANAGEMENT, LLC ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $6.3M | 195,649 | Added |
| 2 | 3EDGE Asset Management, LP | $5.5M | 170,424 | Added |
| 3 | AMG Asset Management Group, Inc. | $2.6M | 82,229 | Added |
| 4 | Strategic Blueprint, LLC | $1.9M | 59,777 | Added |
| 5 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.7M | 53,265 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $594,000 | 18,568 | New |
| 7 | Ashton Thomas Private Wealth, LLC | $321,728 | 10,054 | Added |
| 8 | Atria Investments, Inc | $302,080 | 9,440 | New |
| 9 | Sowell Financial Services LLC | $302,080 | 9,440 | New |
| 10 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $262,592 | 8,206 | New |
| 11 | TSFG, LLC | $3,000 | 101 | Hold |
| 12 | ASSETMARK, INC | $1,600 | 50 | New |
| 13 | Private Advisor Group, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30