3EDGE DYNAMIC FIXED INCM ETF (EDGF) Institutional Ownership Changes & 13F Activity

3EDGE DYNAMIC FIXED INCM ETF (EDGF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Orion Porfolio Solutions, Llc, Osaic Holdings, Inc., Envestnet Asset Management Inc, Potomac Fund Management Inc, and Amg Asset Management Group, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Osaic Holdings, Inc.Buy+2,460,659+68.5%6,053,487$149.73MQ1 2026May 15, 2026
3Edge Asset Management, LpBuy+192,009+210.3%283,316$7.01MQ1 2026May 15, 2026
Silver Grove Financial Group, Inc.Buy+76,913+43.2%254,865$6.30MQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-12,883-39.8%19,458$481.29KQ1 2026May 15, 2026
Gwn Securities Inc.Buy+4,904+3.4%149,217$3.69MQ1 2026May 15, 2026
Citadel Advisors LlcBuy+3,902+25.3%19,340$478.38KQ1 2026May 15, 2026
Potomac Fund Management IncBuy+215,055+203.5%320,716$7.93MQ1 2026May 14, 2026
Pacific Financial Group IncBuy+32,198+97.0%65,391$1.62MQ1 2026May 14, 2026
Orion Porfolio Solutions, LlcBuy+6,501,546+80.0%14,625,175$361.75MQ1 2026May 13, 2026
Jane Street Group, LlcBuy+27,513—27,513$680.53KQ1 2026May 12, 2026
Ausdal Financial Partners, Inc.Buy+24,391+48.7%74,485$1.84MQ1 2026May 12, 2026
Integrity Alliance, Llc.Buy+24,131+73.4%57,027$1.41MQ1 2026May 11, 2026
Ashton Thomas Private Wealth, LlcBuy+18,603+38.1%67,490$1.67MQ1 2026May 11, 2026
Coldstream Capital Management IncBuy+9,300+97.7%18,821$465.54KQ1 2026May 08, 2026
Lpl Financial LlcSell-15,298-17.4%72,863$1.80MQ1 2026May 06, 2026
Assetmark, IncSell-62-26.8%169$4.18KQ1 2026May 06, 2026
Bank Of New York Mellon CorpBuy+13,570+154.6%22,348$552.78KQ1 2026May 05, 2026
Sanctuary Advisors, LlcBuy+13,570+154.6%22,347$552.74KQ1 2026May 05, 2026
Atria Investments, IncBuy+9,032+101.7%17,917$443.18KQ1 2026May 05, 2026
Envestnet Asset Management IncBuy+323,928+68.9%794,103$19.64MQ1 2026May 04, 2026
Diversify Wealth Management, LlcBuy+26,005+105.1%50,745$1.26MQ1 2026May 01, 2026
Mowery & Schoenfeld Wealth Management, LlcBuy+2,971—2,971$73.49KQ1 2026May 01, 2026
Cambridge Investment Research Advisors, Inc.Buy+17,941+23.6%94,024$2.33MQ1 2026Apr 30, 2026
Strategic Blueprint, LlcBuy+137,227+50.8%407,409$10.08MQ1 2026Apr 29, 2026
Cfs Investment Advisory Services, LlcBuy+588+1.2%50,782$1.26MQ1 2026Apr 29, 2026
Amg Asset Management Group, Inc.Buy+195,202+1266.9%210,610$5.21MQ1 2026Apr 27, 2026
Private Advisor Group, LlcBuy+97,126+303.2%129,156$3.19MQ1 2026Apr 27, 2026
Koshinski Asset Management, Inc.Buy+5,482+45.2%17,604$435.44KQ1 2026Apr 27, 2026
Concurrent Investment Advisors, LlcBuy+14,829—14,829$366.80KQ1 2026Apr 21, 2026
Sowell Financial Services LlcBuy+7,934+79.5%17,917$443.18KQ1 2026Apr 20, 2026
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Frequently asked questions about EDGF activity

  • Which institutional owners are buying EDGF?

    Institutional owners buying EDGF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EDGF activity?

    "Buy" means an investor increased their reported position in EDGF compared to the prior reporting period. This reflects growing exposure to 3EDGE DYNAMIC FIXED INCM ETF (EDGF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EDGF increasing?

    Institutional interest in EDGF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.