Who owns EDGU?
3EDGE Dynamic US Equity ETF · 3EDGE
26 institutions reported holding EDGU, worth $169.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of EDGU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Orion Porfolio Solutions, LLC | Omaha, NE | $100.8M | 3,151,205 | +1,770,321 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $38.6M | 1,207,705 | +625,615 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $6.3M | 195,649 | +124,432 shares |
| 3EDGE Asset Management, LP | Naples, FL | $5.5M | 170,424 | +90,839 shares |
| Potomac Fund Management Inc. | Bethesda, MD | $4.1M | 129,472 | +69,327 shares |
| AMG Asset Management Group, Inc. | Cartersville, GA | $2.6M | 82,229 | +40,830 shares |
| Strategic Blueprint, LLC | Atlanta, GA | $1.9M | 59,777 | +32,812 shares |
| Diversify Wealth Management, LLC | Sandy, UT | $1.7M | 53,265 | +29,936 shares |
| Diversify Advisory Services, LLC | Sandy, UT | $1.7M | 53,265 | New position |
| Silver Grove Financial Group, Inc. | Orchard Park, NY | $1.3M | 40,137 | +22,030 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 EDGU?
26 institutional managers reported holding EDGU in Form 13F filings for June 30, 2026, worth $169.2M in total. The largest reported position was held by Orion Porfolio Solutions, LLC, at $100.8M.
Did institutions buy or sell EDGU last quarter?
Reported 13F value rose 156.0% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 2 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 EDGU 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.