Who owns 3EDGE Dynamic US Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of EDGU from SEC Form 13F filings across 25 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, 25 institutions disclosed 5.3M shares of 3EDGE Dynamic US Equity ETF worth $168.6M — about 391.6% of shares outstanding; the largest disclosed holder is Orion Porfolio Solutions, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
25
13F holders
$168.6M
value, 2026 filers
391.6%
of shares outstanding (5.3M sh)
9
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 EDGU's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 3.2M | $100.8M | 0.8% | 234.2% | +128.2% |
| 2 | OSAIC HOLDINGS, INC. | 1.2M | $38.6M | 0.0% | 89.7% | +107.5% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 195,649 | $6.3M | 0.0% | 14.5% | +174.7% |
| 4 | 3EDGE Asset Management, LP | 170,424 | $5.5M | 0.2% | 12.7% | +114.1% |
| 5 | POTOMAC FUND MANAGEMENT INC /ADV | 129,472 | $4.1M | 0.1% | 9.6% | +115.3% |
| 6 | AMG Asset Management Group, Inc. | 82,229 | $2.6M | 1.6% | 6.1% | +98.6% |
| 7 | Strategic Blueprint, LLC | 59,777 | $1.9M | 0.1% | 4.4% | +121.7% |
| 8 | Diversify Advisory Services, LLCNEW | 53,265 | $1.7M | 0.0% | 4% | new |
| 9 | DIVERSIFY WEALTH MANAGEMENT, LLC | 53,265 | $1.7M | 0.0% | 4% | +128.3% |
| 10 | Silver Grove Financial Group, Inc. | 40,137 | $1.3M | 0.7% | 3% | +121.7% |
| 11 | GTS SECURITIES LLC | 27,897 | $892,704 | 0.0% | 2.1% | -13.4% |
| 12 | LPL Financial LLC | 25,265 | $808,480 | 0.0% | 1.9% | +39.6% |
| 13 | Ausdal Financial Partners, Inc.NEW | 12,125 | $388,000 | 0.0% | 0.9% | new |
| 14 | Ashton Thomas Private Wealth, LLC | 10,054 | $321,728 | 0.0% | 0.7% | +114.7% |
| 15 | Bank of New York Mellon CorpNEW | 9,939 | $318,048 | 0.0% | 0.7% | new |
| 16 | Sanctuary Advisors, LLCNEW | 9,937 | $317,995 | 0.0% | 0.7% | new |
| 17 | Atria Investments, IncNEW | 9,440 | $302,080 | 0.0% | 0.7% | new |
| 18 | Sowell Financial Services LLCNEW | 9,440 | $302,080 | 0.0% | 0.7% | new |
| 19 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdvisorsNEW | 8,206 | $262,592 | 0.0% | 0.6% | new |
| 20 | HARBOUR INVESTMENTS, INC.NEW | 2,275 | $72,792 | 0.0% | 0.2% | new |
| 21 | Basepoint Wealth LLC | 1,836 | $58,762 | 0.0% | 0.1% | -35.3% |
| 22 | Mowery & Schoenfeld Wealth Management, LLC | 963 | $30,816 | 0.0% | 0.1% | 0.0% |
| 23 | TSFG, LLC | 101 | $3 | 0.0% | 0% | 0.0% |
| 24 | ASSETMARK, INCNEW | 50 | $1,600 | 0.0% | 0% | new |
| 25 | UBS Group AG | 22 | $704 | 0.0% | 0% | -83.8% |
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.