Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / 3EDGE DYNAMIC HA
-
Number of holders
-
15
-
Total 13F shares, excl. options
-
3,999,165
-
Shares change
-
+1,760,816
-
Total reported value, excl. options
-
$105,239,233
-
Value change
-
+$46,383,094
-
Number of buys
-
14
-
Number of sells
-
-5
-
Price
-
$26.31
Significant Holders of ADVISORS INNER CIRCLE FD II - 3EDGE DYNAMIC HA (EDGH) as of Q2 2025
19 filings reported holding EDGH - ADVISORS INNER CIRCLE FD II - 3EDGE DYNAMIC HA as of Q2 2025.
ADVISORS INNER CIRCLE FD II - 3EDGE DYNAMIC HA (EDGH) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,999,165 shares
.
Largest 10 shareholders include Orion Porfolio Solutions, LLC (2,270,308 shares), OSAIC HOLDINGS, INC. (1,191,614 shares), Strategic Blueprint, LLC (98,378 shares), ENVESTNET ASSET MANAGEMENT INC (94,665 shares), 3EDGE Asset Management, LP (93,657 shares), POTOMAC FUND MANAGEMENT INC /ADV (91,131 shares), LPL Financial LLC (63,776 shares), Cambridge Investment Research Advisors, Inc. (37,678 shares), DIVERSIFY WEALTH MANAGEMENT, LLC (31,929 shares), and Atria Investments, Inc (10,988 shares).
This table shows the top 15 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.