Who Owns 3EDGE US EQUITY (EDGU)? -- Institutional Holders (2026-06-30)

28 institutions reported holding $169.2M of 3EDGE US EQUITY (EDGU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Orion Porfolio Solutions, LLC ($100.8M), OSAIC HOLDINGS, INC. ($38.6M), ENVESTNET ASSET MANAGEMENT INC ($6.3M), 3EDGE Asset Management, LP ($5.5M), POTOMAC FUND MANAGEMENT INC /ADV ($4.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Orion Porfolio Solutions, LLC$100.8M3.2MAdded
2OSAIC HOLDINGS, INC.$38.6M1.2MAdded
3ENVESTNET ASSET MANAGEMENT INC$6.3M195,649Added
43EDGE Asset Management, LP$5.5M170,424Added
5POTOMAC FUND MANAGEMENT INC /ADV$4.1M129,472Added
6AMG Asset Management Group, Inc.$2.6M82,229Added
7Strategic Blueprint, LLC$1.9M59,777Added
8Diversify Advisory Services, LLC$1.7M53,265New
9DIVERSIFY WEALTH MANAGEMENT, LLC$1.7M53,265Added
10Silver Grove Financial Group, Inc.$1.3M40,137Added
11GTS SECURITIES LLC$892,70427,897Trimmed
12LPL Financial LLC$808,48025,265Added
13Cambridge Investment Research Advisors, Inc.$594,00018,568New
14Ausdal Financial Partners, Inc.$388,00012,125New
15Ashton Thomas Private Wealth, LLC$321,72810,054Added
16Bank of New York Mellon Corp$318,0489,939New
17Sanctuary Advisors, LLC$317,9959,937New
18Atria Investments, Inc$302,0809,440New
19Sowell Financial Services LLC$302,0809,440New
20C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$262,5928,206New
21HARBOUR INVESTMENTS, INC.$72,7922,275New
22Basepoint Wealth LLC$58,7621,836Trimmed
23Mowery & Schoenfeld Wealth Management, LLC$30,816963Hold
24TSFG, LLC$3,000101Hold
25ASSETMARK, INC$1,60050New

Source: SEC Form 13F filings · as of 2026-06-30