3EDGE DYNAMIC FIXED INCM ETF (EDGF) Institutional Shareholders
3EDGE DYNAMIC FIXED INCM ETF (EDGF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $523.58M in EDGF holdings during the latest filing period.
Orion Porfolio Solutions, Llc is currently the largest disclosed institutional shareholder of EDGF tracked by InsiderSet, reporting ownership valued at approximately $323.98M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $322.86M, representing an estimated loss of -0.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed EDGF value among the investors covered in this analysis. Major shareholders include Orion Porfolio Solutions, Llc, Osaic Holdings, Inc., Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in 3EDGE DYNAMIC FIXED INCM ETF (EDGF).
This page ranks the largest institutional EDGF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
34
Total Reported Value
$523.58M
Largest Holder
Orion Porfolio Solutions, Llc
Largest Position
$323.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Orion Porfolio Solutions, Llc | 2.48% | 13,145,837 | $323,979,173 | $322,861,757 | -$1,117,416 | -0.34% | |
| Osaic Holdings, Inc. | 0.15% | 5,081,631 | $125,236,801 | $124,804,857 | -$431,944 | -0.34% | |
| Envestnet Asset Management Inc | 0.01% | 988,407 | $24,359,293 | $24,275,276 | -$84,017 | -0.34% | |
| Strategic Blueprint, Llc | 0.42% | 341,857 | $8,425,067 | $8,396,008 | -$29,059 | -0.34% | |
| Potomac Fund Management Inc | 0.15% | 233,683 | $5,759,129 | $5,739,254 | -$19,875 | -0.35% | |
| Silver Grove Financial Group, Inc. | 3.09% | 231,440 | $5,703,832 | $5,684,166 | -$19,666 | -0.34% | |
| Gwn Securities Inc. | 0.72% | 173,616 | $4,278,771 | $4,264,009 | -$14,762 | -0.35% | |
| 3Edge Asset Management, Lp | 0.17% | 155,145 | $3,823,549 | $3,810,361 | -$13,188 | -0.34% | |
| Amg Asset Management Group, Inc. | 2.14% | 138,399 | $3,410,852 | $3,399,079 | -$11,773 | -0.35% | |
| Diversify Advisory Services, Llc | 0.04% | 94,219 | $2,318,254 | $2,314,019 | -$4,235 | -0.18% | |
| Diversify Wealth Management, Llc | 0.04% | 94,219 | $2,318,254 | $2,314,019 | -$4,235 | -0.18% | |
| Citadel Advisors Llc | 0.00% | 86,111 | $2,122,206 | $2,114,886 | -$7,320 | -0.34% | |
| Lpl Financial Llc | 0.00% | 82,791 | $2,040,384 | $2,033,347 | -$7,037 | -0.34% | |
| Ausdal Financial Partners, Inc. | 0.07% | 69,435 | $1,711,226 | $1,705,324 | -$5,902 | -0.34% | |
| Ashton Thomas Private Wealth, Llc | 0.03% | 57,241 | $1,410,705 | $1,405,839 | -$4,866 | -0.34% | |
| Cfs Investment Advisory Services, Llc | 0.08% | 51,504 | $1,270,096 | $1,264,938 | -$5,158 | -0.41% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.06% | 47,646 | $1,174,236 | $1,170,186 | -$4,050 | -0.34% | |
| Gts Securities Llc | 0.01% | 21,876 | $539,134 | $537,275 | -$1,859 | -0.34% | |
| Atria Investments, Inc | 0.00% | 16,041 | $395,331 | $393,967 | -$1,364 | -0.35% | |
| Sowell Financial Services Llc | 0.01% | 16,041 | $395,330 | $393,967 | -$1,363 | -0.34% | |
| Koshinski Asset Management, Inc. | 0.02% | 15,610 | $384,708 | $383,382 | -$1,326 | -0.34% | |
| Bank Of New York Mellon Corp | 0.00% | 14,144 | $348,579 | $347,377 | -$1,202 | -0.34% | |
| Sanctuary Advisors, Llc | 0.00% | 14,142 | $348,539 | $347,328 | -$1,211 | -0.35% | |
| Harbour Investments, Inc. | 0.00% | 13,980 | $344,528 | $343,349 | -$1,179 | -0.34% | |
| Coldstream Capital Management Inc | 0.00% | 13,829 | $340,816 | $339,640 | -$1,176 | -0.34% | |
| Susquehanna International Group, Llp | 0.00% | 12,475 | $307,446 | $306,386 | -$1,060 | -0.34% | |
| Jane Street Group, Llc | 0.00% | 11,691 | $288,125 | $287,131 | -$994 | -0.35% | |
| Concurrent Investment Advisors, Llc | 0.00% | 9,199 | $226,705 | $225,927 | -$778 | -0.34% | |
| Pacific Financial Group Inc | 0.10% | 8,328 | $205,239 | $204,536 | -$703 | -0.34% | |
| Mowery & Schoenfeld Wealth Management, Llc | 0.10% | 2,971 | $73,221 | $72,968 | -$253 | -0.35% | |
| Tsfg, Llc | 0.00% | 932 | $23,000 | $22,890 | -$110 | -0.48% | |
| Ubs Group Ag | 0.00% | 562 | $13,850 | $13,803 | -$47 | -0.34% | |
| Assetmark, Inc | 0.00% | 169 | $4,165 | $4,151 | -$14 | -0.34% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 115,893 | $2,856 | $2,846,332 | +$2,843,476 | +99561.49% |
Frequently asked questions about EDGF
Who owns the most EDGF stock?
The largest holders of EDGF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for 3EDGE DYNAMIC FIXED INCM ETF (EDGF).
Is EDGF widely held by superinvestors?
Many widely followed stocks like EDGF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EDGF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.