EDGI Institutional Ownership & Shareholders
3EDGE DYNA I NATIONAL EQ ETF (EDGI) is currently held by 21 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $93.44M 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 EDGI tracked by InsiderSet, reporting ownership valued at approximately $53.67M 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 $51.95M, representing an estimated loss of -3.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed EDGI value among the investors covered in this analysis. Major shareholders include Orion Porfolio Solutions, Llc, Osaic Holdings, Inc., 3Edge Asset Management, Lp, and several other long-term asset managers with concentrated positions in 3EDGE DYNA I NATIONAL EQ ETF (EDGI).
This page ranks the largest institutional EDGI 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
21
Total Reported Value
$93.44M
Largest Holder
Orion Porfolio Solutions, Llc
Largest Position
$53.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
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 | 0.41% | 1,735,020 | $53,674,906 | $51,946,499 | -$1,728,407 | -3.22% | |
| Osaic Holdings, Inc. | 0.02% | 667,399 | $20,646,782 | $19,981,926 | -$664,856 | -3.22% | |
| 3Edge Asset Management, Lp | 0.15% | 111,130 | $3,485,037 | $3,327,232 | -$157,805 | -4.53% | |
| Envestnet Asset Management Inc | 0.00% | 103,174 | $3,191,810 | $3,089,030 | -$102,780 | -3.22% | |
| Potomac Fund Management Inc | 0.06% | 71,594 | $2,214,858 | $2,143,524 | -$71,334 | -3.22% | |
| Amg Asset Management Group, Inc. | 1.21% | 62,325 | $1,954,503 | $1,866,011 | -$88,493 | -4.53% | |
| Diversify Advisory Services, Llc | 0.02% | 48,285 | $1,484,254 | $1,445,653 | -$38,601 | -2.60% | |
| Diversify Wealth Management, Llc | 0.02% | 48,285 | $1,484,254 | $1,445,653 | -$38,601 | -2.60% | |
| Strategic Blueprint, Llc | 0.06% | 40,606 | $1,273,403 | $1,215,744 | -$57,659 | -4.53% | |
| Gts Securities Llc | 0.02% | 33,935 | $1,049,813 | $1,016,014 | -$33,799 | -3.22% | |
| Citadel Advisors Llc | 0.00% | 24,698 | $764,062 | $739,458 | -$24,604 | -3.22% | |
| Lpl Financial Llc | 0.00% | 24,155 | $747,264 | $723,201 | -$24,063 | -3.22% | |
| Silver Grove Financial Group, Inc. | 0.36% | 21,718 | $671,881 | $650,237 | -$21,644 | -3.22% | |
| Transce3Nd, Llc | 0.21% | 6,858 | $210,876 | $205,329 | -$5,547 | -2.63% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 6,520 | $204,467 | $195,209 | -$9,258 | -4.53% | |
| Ausdal Financial Partners, Inc. | 0.01% | 6,563 | $203,034 | $196,496 | -$6,538 | -3.22% | |
| Basepoint Wealth Llc | 0.08% | 4,385 | $135,644 | $131,287 | -$4,357 | -3.21% | |
| Harbour Investments, Inc. | 0.00% | 1,289 | $39,882 | $38,593 | -$1,289 | -3.23% | |
| Assetmark, Inc | 0.00% | 180 | $5,645 | $5,389 | -$256 | -4.53% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 7,119 | $223 | $213,143 | +$212,920 | +95479.76% | |
| Tsfg, Llc | 0.00% | 316 | $10 | $9,461 | +$9,451 | +94510.40% |
Frequently asked questions about EDGI
Who are the largest institutional holders of EDGI?
The largest institutional holders of EDGI reported in the latest SEC Form 13F filings include Orion Porfolio Solutions, Llc, Osaic Holdings, Inc., 3Edge Asset Management, Lp, Envestnet Asset Management Inc, and Potomac Fund Management Inc. InsiderSet ranks institutional holders by their latest reported EDGI position.
What is EDGI institutional ownership?
This page tracks EDGI positions reported by institutional investment managers through SEC Form 13F. 3EDGE DYNA I NATIONAL EQ ETF (EDGI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EDGI?
InsiderSet currently tracks 21 institutional managers reporting EDGI 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 EDGI shareholders.
How much EDGI stock do institutions own?
Institutional investment managers disclosed approximately $93.44M in EDGI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EDGI institutional ownership last updated?
The latest EDGI 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 EDGI 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 EDGI position after the reporting date.
Are institutions buying or selling EDGI?
Institutional buying and selling can be analyzed by comparing EDGI positions across consecutive 13F reporting periods. InsiderSet's EDGI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EDGI ownership changes.
How has EDGI institutional ownership changed over time?
InsiderSet tracks EDGI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.