Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Advisors Inner Circle Fd II (EDGI)

20 + Investors. Track Smart Money conviction in EDGI. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
73%

Smart Money Signals — EDGI

Based on 20 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🔻

Below peak — only 69% of 3.0Y high

69% of all-time peak
Only 20 funds hold EDGI today versus a peak of 29 funds at 2025 Q4 — just 69% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 73% buying

16 buying6 selling
Last quarter: 16 funds were net buyers (5 opened a brand new position + 11 added to an existing one). Only 6 were sellers (1 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 9 → 2 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 40% entered in last year

5% conviction (2yr+) 55% medium 40% new
Only 1 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +175% but shares only +153% — price-driven

Value
+175%
Shares
+152%
Last quarter: the total dollar value of institutional holdings rose +175%, but actual share count only changed +153%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
⚠️

Saturation — most institutions already know this story

8 → 10 → 9 → 2 → 5 new funds/Q
New funds entering each quarter: 10 → 9 → 2 → 5. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 55% of holders entered in last year

5% veterans 40% 1-2yr 55% new
Of 20 current holders: 11 (55%) entered in the past year, only 1 (5%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
3 of 20 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EDGI

In 2026 Q2, 16 hedge funds were net buyers of EDGI (5 opened a new position, 11 added to an existing one), while 6 reduced or exited (1 trimmed, 5 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 20.

Hedge Fund Ownership: EDGI

How many hedge funds hold EDGI — quarterly history vs. share price
Quarterly hedge fund ownership of EDGI vs. share price

Market Analysis: EDGI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EDGI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: EDGI
20 + Investors

Track Smart Money conviction in EDGI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 20 20 -
13F Shares 3M 1M 152.94%
Total Value $91M $33M 175.45%
New Positions 5 2 +3
Increased Positions 11 2 +9
Closed Positions 5 11 -6
Reduced Positions 1 14 -13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EDGI

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Financial Highlights

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Institutional Holders (2026 Q2)

20 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EDGI. Verified SEC 13F-HR filings.

QUARTER:
Top 19 EDGI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AMG Asset Management Group, Inc. 0.89% 45,864 $1.4M
2 Orion Porfolio Solutions, LLC 0.41% 1,735,020 $53.7M
3 Silver Grove Financial Group, Inc. 0.36% 21,718 $672K
4 3EDGE Asset Management, LP 0.13% 91,514 $2.8M
5 Mowery & Schoenfeld Wealth Management, LLC 0.10% 2,393 $74K
6 Basepoint Wealth LLC 0.08% 4,385 $136K
7 Potomac Fund Management Inc /Adv 0.06% 71,594 $2.2M
8 Strategic Blueprint, LLC 0.05% 32,858 $1.0M
9 Osaic Holdings, INC. 0.02% 667,399 $20.6M
10 Gts Securities LLC 0.02% 33,935 $1.0M
11 Diversify Advisory Services, LLC 0.02% 34,849 $1.1M
12 Diversify Wealth Management, LLC 0.02% 34,849 $1.1M
13 Ausdal Financial Partners, Inc. 0.01% 6,563 $203K
14 Ashton Thomas Private Wealth, LLC 0.00% 5,405 $167K
15 Envestnet Asset Management Inc 0.00% 103,174 $3.2M
16 Harbour Investments, INC. 0.00% 1,289 $40K
17 LPL Financial LLC 0.00% 24,155 $747K
18 Citadel Advisors LLC 0.00% 24,698 $764K
19 Assetmark, Inc 0.00% 102 $3K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Advisors Inner Circle Fd II (EDGI)

What does the Smart Money Trend signal show for EDGI?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for EDGI?

More buyers than sellers — 73% buying: Last quarter: 16 funds were net buyers (5 opened a brand new position + 11 added to an existing one). Only 6 were sellers (1 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EDGI holders?

Smaller funds dominant — 5% AUM from top-100: 3 of 20 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EDGI?

Mostly new holders — 40% entered in last year: Only 1 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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