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Who owns EDGIWhat EDGI owns — n/a

Who owns 3EDGE Dynamic International Equity ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of EDGI from SEC Form 13F filings across 20 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, 20 institutions disclosed 2.9M shares of 3EDGE Dynamic International Equity ETF worth $91.0M — about 75.6% of shares outstanding; the largest disclosed holder is Orion Porfolio Solutions, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

20

13F holders

$91.0M

value, 2026 filers

75.6%

of shares outstanding (2.9M sh)

5

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 EDGI's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Orion Porfolio Solutions, LLC1.7M$53.7M0.4%44.6%+192.3%
2OSAIC HOLDINGS, INC.667,399$20.6M0.0%17.2%+161.3%
3ENVESTNET ASSET MANAGEMENT INC103,174$3.2M0.0%2.7%+220.2%
43EDGE Asset Management, LP91,514$2.8M0.1%2.4%+138.1%
5POTOMAC FUND MANAGEMENT INC /ADV71,594$2.2M0.1%1.8%+115.1%
6AMG Asset Management Group, Inc.45,864$1.4M0.9%1.2%+159.1%
7Diversify Advisory Services, LLCNEW34,849$1.1M0.0%0.9%new
8DIVERSIFY WEALTH MANAGEMENT, LLC34,849$1.1M0.0%0.9%-51.6%
9GTS SECURITIES LLC33,935$1.0M0.0%0.9%+119.0%
10Strategic Blueprint, LLC32,858$1.0M0.1%0.8%+193.8%
11CITADEL ADVISORS LLCNEW24,698$764,0620.0%0.6%new
12LPL Financial LLC24,155$747,2640.0%0.6%+14.4%
13Silver Grove Financial Group, Inc.NEW21,718$671,8810.4%0.6%new
14Ausdal Financial Partners, Inc.NEW6,563$203,0340.0%0.2%new
15Ashton Thomas Private Wealth, LLC5,405$167,2100.0%0.1%+230.6%
16Basepoint Wealth LLC4,385$135,6440.1%0.1%0.0%
17Mowery & Schoenfeld Wealth Management, LLC2,393$74,0310.1%0.1%0.0%
18HARBOUR INVESTMENTS, INC.NEW1,289$39,8820.0%0%new
19TSFG, LLC316$100.0%0%0.0%
20ASSETMARK, INC102$3,1550.0%0%+168.4%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.