Who owns 3EDGE Dynamic Hard Assets ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of EDGH from SEC Form 13F filings across 24 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 24 institutions disclosed 4.8M shares of 3EDGE Dynamic Hard Assets ETF worth $153.2M — about 64.8% of shares outstanding; the largest disclosed holder is Orion Porfolio Solutions, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
24
13F holders
$153.2M
value, 2026 filers
64.8%
of shares outstanding (4.8M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of EDGH's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 3.0M | $94.0M | 0.7% | 39.8% | +15.7% |
| 2 | OSAIC HOLDINGS, INC. | 1.1M | $36.5M | 0.0% | 15.4% | +7.4% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 186,327 | $5.9M | 0.0% | 2.5% | +50.1% |
| 4 | POTOMAC FUND MANAGEMENT INC /ADV | 82,450 | $2.6M | 0.1% | 1.1% | +4.7% |
| 5 | 3EDGE Asset Management, LP | 80,516 | $2.6M | 0.1% | 1.1% | +6.4% |
| 6 | Strategic Blueprint, LLC | 67,871 | $2.2M | 0.1% | 0.9% | +4.6% |
| 7 | AMG Asset Management Group, Inc. | 50,340 | $1.6M | 1.0% | 0.7% | +1.1% |
| 8 | Silver Grove Financial Group, Inc. | 45,926 | $1.5M | 0.8% | 0.6% | +8.0% |
| 9 | LPL Financial LLC | 37,493 | $1.2M | 0.0% | 0.5% | +6.0% |
| 10 | Diversify Advisory Services, LLCNEW | 35,860 | $1.2M | 0.0% | 0.5% | new |
| 11 | DIVERSIFY WEALTH MANAGEMENT, LLC | 35,860 | $1.2M | 0.0% | 0.5% | -9.9% |
| 12 | Ashton Thomas Private Wealth, LLC | 17,239 | $548,373 | 0.0% | 0.2% | +56.4% |
| 13 | JANE STREET GROUP, LLCNEW | 16,567 | $526,996 | 0.0% | 0.2% | new |
| 14 | GTS SECURITIES LLCNEW | 14,858 | $472,633 | 0.0% | 0.2% | new |
| 15 | Ausdal Financial Partners, Inc. | 13,757 | $437,610 | 0.0% | 0.2% | +14.6% |
| 16 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsNEW | 9,591 | $305,090 | 0.0% | 0.1% | new |
| 17 | CITADEL ADVISORS LLCNEW | 7,473 | $237,716 | 0.0% | 0.1% | new |
| 18 | Basepoint Wealth LLC | 3,901 | $124,083 | 0.1% | 0.1% | 0.0% |
| 19 | HARBOUR INVESTMENTS, INC.NEW | 2,751 | $87,509 | 0.0% | 0% | new |
| 20 | UBS Group AG | 1,723 | $54,809 | 0.0% | 0% | +412.8% |
| 21 | Mowery & Schoenfeld Wealth Management, LLC | 1,312 | $41,735 | 0.1% | 0% | 0.0% |
| 22 | Federation des caisses Desjardins du Quebec | 500 | $15,905 | 0.0% | 0% | 0.0% |
| 23 | TSFG, LLC | 485 | $15 | 0.0% | 0% | 0.0% |
| 24 | ASSETMARK, INC | 203 | $6,457 | 0.0% | 0% | +178.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.