DOSSIER · 13F Holders · Q2 2026
EGFIX

ADVISORS INNER CIRCLE FD EDGWD GRW INST

2 institutions still hold ADVISORS INNER CIRCLE FD EDGWD GRW INST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 0075W0759·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$305K
visible holders
Holders
2
filers reporting
Concentration
94.97%
NEVILLE RODIE & SHAW INC #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported EGFIX in Q2 2026. NEVILLE RODIE & SHAW INC leads at 95.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
NEVILLE RODIE & SHAW INC
CIK 0000071210
$290K64K0.02%Q2 2026
02
Oakworth Capital, Inc.
CIK 0001588871
$15K3K0.00%Q2 2026