Who owns EDGF?
3EDGE Dynamic Fixed Income ETF · 3EDGE
34 institutions reported holding EDGF, worth $526.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of EDGF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Orion Porfolio Solutions, LLC | Omaha, NE | $324.0M | 13,145,837 | −1,479,338 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $125.2M | 5,081,631 | −971,856 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $24.4M | 988,407 | +194,304 shares |
| Strategic Blueprint, LLC | Atlanta, GA | $8.4M | 341,857 | −65,552 shares |
| Potomac Fund Management Inc. | Bethesda, MD | $5.8M | 233,683 | −87,033 shares |
| Silver Grove Financial Group, Inc. | Orchard Park, NY | $5.7M | 231,440 | −23,425 shares |
| GWN Securities Inc. | Palm Beach Gardens, FL | $4.3M | 173,616 | +24,399 shares |
| 3EDGE Asset Management, LP | Naples, FL | $3.8M | 155,145 | −128,171 shares |
| AMG Asset Management Group, Inc. | Cartersville, GA | $3.4M | 138,399 | −72,211 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $2.9M | 115,893 | +21,869 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns EDGF?
34 institutional managers reported holding EDGF in Form 13F filings for June 30, 2026, worth $526.4M in total. The largest reported position was held by Orion Porfolio Solutions, LLC, at $324.0M.
Did institutions buy or sell EDGF last quarter?
Reported 13F value fell 11.2% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is EDGF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.