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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | Buy | +2,460,659 | +68.5% | 6,053,487 | $149.73M | Q1 2026 | May 15, 2026 |
| 3Edge Asset Management, Lp | Buy | +192,009 | +210.3% | 283,316 | $7.01M | Q1 2026 | May 15, 2026 |
| Silver Grove Financial Group, Inc. | Buy | +76,913 | +43.2% | 254,865 | $6.30M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -12,883 | -39.8% | 19,458 | $481.29K | Q1 2026 | May 15, 2026 |
| Gwn Securities Inc. | Buy | +4,904 | +3.4% | 149,217 | $3.69M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +3,902 | +25.3% | 19,340 | $478.38K | Q1 2026 | May 15, 2026 |
| Potomac Fund Management Inc | Buy | +215,055 | +203.5% | 320,716 | $7.93M | Q1 2026 | May 14, 2026 |
| Pacific Financial Group Inc | Buy | +32,198 | +97.0% | 65,391 | $1.62M | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +6,501,546 | +80.0% | 14,625,175 | $361.75M | Q1 2026 | May 13, 2026 |
| Jane Street Group, Llc | Buy | +27,513 | — | 27,513 | $680.53K | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +24,391 | +48.7% | 74,485 | $1.84M | Q1 2026 | May 12, 2026 |
| Integrity Alliance, Llc. | Buy | +24,131 | +73.4% | 57,027 | $1.41M | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, Llc | Buy | +18,603 | +38.1% | 67,490 | $1.67M | Q1 2026 | May 11, 2026 |
| Coldstream Capital Management Inc | Buy | +9,300 | +97.7% | 18,821 | $465.54K | Q1 2026 | May 08, 2026 |
| Lpl Financial Llc | Sell | -15,298 | -17.4% | 72,863 | $1.80M | Q1 2026 | May 06, 2026 |
| Assetmark, Inc | Sell | -62 | -26.8% | 169 | $4.18K | Q1 2026 | May 06, 2026 |
| Bank Of New York Mellon Corp | Buy | +13,570 | +154.6% | 22,348 | $552.78K | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, Llc | Buy | +13,570 | +154.6% | 22,347 | $552.74K | Q1 2026 | May 05, 2026 |
| Atria Investments, Inc | Buy | +9,032 | +101.7% | 17,917 | $443.18K | Q1 2026 | May 05, 2026 |
| Envestnet Asset Management Inc | Buy | +323,928 | +68.9% | 794,103 | $19.64M | Q1 2026 | May 04, 2026 |
| Diversify Wealth Management, Llc | Buy | +26,005 | +105.1% | 50,745 | $1.26M | Q1 2026 | May 01, 2026 |
| Mowery & Schoenfeld Wealth Management, Llc | Buy | +2,971 | — | 2,971 | $73.49K | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +17,941 | +23.6% | 94,024 | $2.33M | Q1 2026 | Apr 30, 2026 |
| Strategic Blueprint, Llc | Buy | +137,227 | +50.8% | 407,409 | $10.08M | Q1 2026 | Apr 29, 2026 |
| Cfs Investment Advisory Services, Llc | Buy | +588 | +1.2% | 50,782 | $1.26M | Q1 2026 | Apr 29, 2026 |
| Amg Asset Management Group, Inc. | Buy | +195,202 | +1266.9% | 210,610 | $5.21M | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, Llc | Buy | +97,126 | +303.2% | 129,156 | $3.19M | Q1 2026 | Apr 27, 2026 |
| Koshinski Asset Management, Inc. | Buy | +5,482 | +45.2% | 17,604 | $435.44K | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, Llc | Buy | +14,829 | — | 14,829 | $366.80K | Q1 2026 | Apr 21, 2026 |
| Sowell Financial Services Llc | Buy | +7,934 | +79.5% | 17,917 | $443.18K | Q1 2026 | Apr 20, 2026 |
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.