EDGH Institutional Ownership & Shareholders
3EDGE DYNAMIC HARD ASSET ETF (EDGH) is currently held by 23 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $153.25M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Orion Porfolio Solutions, Llc is currently the largest disclosed institutional shareholder of EDGH tracked by InsiderSet, reporting ownership valued at approximately $93.98M 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 $96.75M, representing an estimated gain of +2.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed EDGH 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 HARD ASSET ETF (EDGH).
This page ranks the largest institutional EDGH 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
23
Total Reported Value
$153.25M
Largest Holder
Orion Porfolio Solutions, Llc
Largest Position
$93.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
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 | 0.72% | 2,954,394 | $93,979,276 | $96,753,154 | +$2,773,878 | +2.95% | |
| Osaic Holdings, Inc. | 0.04% | 1,147,426 | $36,499,618 | $37,576,939 | +$1,077,321 | +2.95% | |
| Envestnet Asset Management Inc | 0.00% | 186,327 | $5,927,052 | $6,102,004 | +$174,952 | +2.95% | |
| Potomac Fund Management Inc | 0.07% | 82,450 | $2,622,733 | $2,700,147 | +$77,414 | +2.95% | |
| 3Edge Asset Management, Lp | 0.11% | 75,700 | $2,547,653 | $2,479,092 | -$68,561 | -2.69% | |
| Strategic Blueprint, Llc | 0.12% | 72,716 | $2,447,240 | $2,381,369 | -$65,871 | -2.69% | |
| Amg Asset Management Group, Inc. | 1.00% | 48,214 | $1,622,623 | $1,578,955 | -$43,668 | -2.69% | |
| Silver Grove Financial Group, Inc. | 0.79% | 45,926 | $1,460,891 | $1,504,026 | +$43,135 | +2.95% | |
| Diversify Advisory Services, Llc | 0.02% | 35,937 | $1,215,026 | $1,176,897 | -$38,129 | -3.14% | |
| Diversify Wealth Management, Llc | 0.02% | 35,937 | $1,215,026 | $1,176,897 | -$38,129 | -3.14% | |
| Lpl Financial Llc | 0.00% | 37,493 | $1,192,652 | $1,227,855 | +$35,203 | +2.95% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 17,239 | $548,373 | $564,558 | +$16,185 | +2.95% | |
| Jane Street Group, Llc | 0.00% | 16,567 | $526,996 | $542,551 | +$15,555 | +2.95% | |
| Gts Securities Llc | 0.01% | 14,858 | $472,633 | $486,583 | +$13,950 | +2.95% | |
| Ausdal Financial Partners, Inc. | 0.02% | 13,757 | $437,610 | $450,527 | +$12,917 | +2.95% | |
| Citadel Advisors Llc | 0.00% | 7,473 | $237,716 | $244,733 | +$7,017 | +2.95% | |
| Basepoint Wealth Llc | 0.07% | 3,901 | $124,083 | $127,753 | +$3,670 | +2.96% | |
| Harbour Investments, Inc. | 0.00% | 2,751 | $87,509 | $90,092 | +$2,583 | +2.95% | |
| Ubs Group Ag | 0.00% | 1,723 | $54,809 | $56,426 | +$1,617 | +2.95% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 500 | $15,905 | $16,374 | +$469 | +2.95% | |
| Assetmark, Inc | 0.00% | 308 | $10,366 | $10,087 | -$279 | -2.69% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 161,308 | $5,429 | $5,282,660 | +$5,277,231 | +97204.47% | |
| Tsfg, Llc | 0.00% | 485 | $16 | $15,883 | +$15,867 | +99170.10% |
Frequently asked questions about EDGH
Who are the largest institutional holders of EDGH?
The largest institutional holders of EDGH reported in the latest SEC Form 13F filings include Orion Porfolio Solutions, Llc, Osaic Holdings, Inc., Envestnet Asset Management Inc, Potomac Fund Management Inc, and 3Edge Asset Management, Lp. InsiderSet ranks institutional holders by their latest reported EDGH position.
What is EDGH institutional ownership?
This page tracks EDGH positions reported by institutional investment managers through SEC Form 13F. 3EDGE DYNAMIC HARD ASSET ETF (EDGH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EDGH?
InsiderSet currently tracks 23 institutional managers reporting EDGH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EDGH shareholders.
How much EDGH stock do institutions own?
Institutional investment managers disclosed approximately $153.25M in EDGH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EDGH institutional ownership last updated?
The latest EDGH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EDGH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EDGH position after the reporting date.
Are institutions buying or selling EDGH?
Institutional buying and selling can be analyzed by comparing EDGH positions across consecutive 13F reporting periods. InsiderSet's EDGH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EDGH ownership changes.
How has EDGH institutional ownership changed over time?
InsiderSet tracks EDGH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.