3EDGE DYNA I NATIONAL EQ ETF (EDGI) Institutional Ownership Changes & 13F Activity
3EDGE DYNA I NATIONAL EQ ETF (EDGI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). 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., Citadel Advisors Llc, Potomac Fund Management Inc, and 3Edge Asset Management, Lp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Amg Asset Management Group, Inc. | Buy | +28,278 | — | 28,278 | $802.53K | Q4 2025 | Mar 17, 2026 |
| Osaic Holdings, Inc. | Buy | +1,703,564 | — | 1,703,564 | $48.35M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +261,780 | — | 261,780 | $7.43M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +104,420 | — | 104,420 | $2.96M | Q4 2025 | Feb 17, 2026 |
| Silver Grove Financial Group, Inc. | Buy | +14,865 | +37.1% | 54,883 | $1.56M | Q4 2025 | Feb 17, 2026 |
| Pacific Financial Group Inc | Buy | +10,208 | — | 10,208 | $289.69K | Q4 2025 | Feb 17, 2026 |
| Potomac Fund Management Inc | Buy | +194,314 | — | 194,314 | $5.51M | Q4 2025 | Feb 13, 2026 |
| Gts Securities Llc | Buy | +51,763 | — | 51,763 | $1.47M | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +15,513 | — | 15,513 | $440.26K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +19 | — | 19 | $539.00 | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +3,652,277 | — | 3,652,277 | $103.65M | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +24,828 | — | 24,828 | $704.62K | Q4 2025 | Feb 11, 2026 |
| Envestnet Asset Management Inc | Buy | +125,979 | — | 125,979 | $3.58M | Q4 2025 | Feb 10, 2026 |
| Bank Of New York Mellon Corp | Buy | +12,540 | — | 12,540 | $355.88K | Q4 2025 | Feb 10, 2026 |
| Basepoint Wealth Llc | Buy | +4,384 | — | 4,384 | $124.44K | Q4 2025 | Feb 10, 2026 |
| Integrity Alliance, Llc. | Buy | +10,122 | — | 10,122 | $287.26K | Q4 2025 | Feb 09, 2026 |
| Coldstream Capital Management Inc | Buy | +9,910 | — | 9,910 | $281.25K | Q4 2025 | Feb 09, 2026 |
| 3Edge Asset Management, Lp | Buy | +187,426 | — | 187,426 | $5.32M | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | Buy | +16,447 | — | 16,447 | $466.77K | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +8,519 | — | 8,519 | $242.00K | Q4 2025 | Feb 05, 2026 |
| Tsfg, Llc | Buy | +316 | — | 316 | $9.00K | Q4 2025 | Feb 04, 2026 |
| Diversify Wealth Management, Llc | Buy | +58,745 | — | 58,745 | $1.72M | Q4 2025 | Feb 03, 2026 |
| Strategic Blueprint, Llc | Buy | +86,469 | — | 86,469 | $2.45M | Q4 2025 | Jan 30, 2026 |
| Ashton Thomas Private Wealth, Llc | Buy | +14,969 | — | 14,969 | $424.82K | Q4 2025 | Jan 29, 2026 |
| Sanctuary Advisors, Llc | Buy | +12,539 | — | 12,539 | $355.86K | Q4 2025 | Jan 29, 2026 |
| Ubs Group Ag | Buy | +441 | — | 441 | $12.52K | Q4 2025 | Jan 29, 2026 |
| Diversify Advisory Services, Llc | Buy | +9,086 | — | 9,086 | $268.07K | Q4 2025 | Jan 23, 2026 |
| Assetmark, Inc | Buy | +38 | — | 38 | $1.08K | Q4 2025 | Jan 23, 2026 |
| Sowell Financial Services Llc | Buy | +19,580 | — | 19,580 | $555.68K | Q4 2025 | Jan 21, 2026 |
Frequently asked questions about EDGI activity
Which institutional owners are buying EDGI?
Institutional owners buying EDGI 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 EDGI activity?
"Buy" means an investor increased their reported position in EDGI compared to the prior reporting period. This reflects growing exposure to 3EDGE DYNA I NATIONAL EQ ETF (EDGI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EDGI increasing?
Institutional interest in EDGI 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.