EDGU Institutional Ownership & Shareholders
3EDGE US EQUITY (EDGU) is currently held by 23 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $164.51M 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 EDGU tracked by InsiderSet, reporting ownership valued at approximately $100.84M 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 $98.96M, representing an estimated loss of -1.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed EDGU 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 US EQUITY (EDGU).
This page ranks the largest institutional EDGU 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
$164.51M
Largest Holder
Orion Porfolio Solutions, Llc
Largest Position
$100.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
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 | 0.77% | 3,151,205 | $100,838,588 | $98,963,278 | -$1,875,310 | -1.86% | |
| Osaic Holdings, Inc. | 0.05% | 1,207,705 | $38,646,554 | $37,927,855 | -$718,699 | -1.86% | |
| Envestnet Asset Management Inc | 0.00% | 195,649 | $6,260,783 | $6,144,337 | -$116,446 | -1.86% | |
| Potomac Fund Management Inc | 0.10% | 129,472 | $4,143,112 | $4,066,055 | -$77,057 | -1.86% | |
| 3Edge Asset Management, Lp | 0.17% | 128,821 | $4,052,734 | $4,045,611 | -$7,123 | -0.18% | |
| Amg Asset Management Group, Inc. | 1.21% | 62,513 | $1,966,685 | $1,963,215 | -$3,470 | -0.18% | |
| Diversify Advisory Services, Llc | 0.02% | 48,515 | $1,545,982 | $1,523,609 | -$22,373 | -1.45% | |
| Diversify Wealth Management, Llc | 0.02% | 48,515 | $1,545,982 | $1,523,609 | -$22,373 | -1.45% | |
| Silver Grove Financial Group, Inc. | 0.70% | 40,137 | $1,284,400 | $1,260,498 | -$23,902 | -1.86% | |
| Gts Securities Llc | 0.02% | 27,897 | $892,704 | $876,102 | -$16,602 | -1.86% | |
| Strategic Blueprint, Llc | 0.04% | 26,332 | $828,405 | $826,954 | -$1,451 | -0.18% | |
| Lpl Financial Llc | 0.00% | 25,265 | $808,480 | $793,445 | -$15,035 | -1.86% | |
| Ausdal Financial Partners, Inc. | 0.02% | 12,125 | $388,000 | $380,784 | -$7,216 | -1.86% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 10,054 | $321,728 | $315,745 | -$5,983 | -1.86% | |
| Bank Of New York Mellon Corp | 0.00% | 9,939 | $318,048 | $312,133 | -$5,915 | -1.86% | |
| Sanctuary Advisors, Llc | 0.00% | 9,937 | $317,995 | $312,070 | -$5,925 | -1.86% | |
| Transce3Nd, Llc | 0.22% | 6,855 | $218,805 | $215,281 | -$3,524 | -1.61% | |
| Harbour Investments, Inc. | 0.00% | 2,275 | $72,792 | $71,446 | -$1,346 | -1.85% | |
| Basepoint Wealth Llc | 0.03% | 1,836 | $58,762 | $57,659 | -$1,103 | -1.88% | |
| Assetmark, Inc | 0.00% | 50 | $1,573 | $1,570 | -$3 | -0.18% | |
| Ubs Group Ag | 0.00% | 22 | $704 | $691 | -$13 | -1.86% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 18,568 | $594 | $583,126 | +$582,532 | +98069.39% | |
| Tsfg, Llc | 0.00% | 101 | $3 | $3,172 | +$3,169 | +105629.83% |
Frequently asked questions about EDGU
Who are the largest institutional holders of EDGU?
The largest institutional holders of EDGU 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 EDGU position.
What is EDGU institutional ownership?
This page tracks EDGU positions reported by institutional investment managers through SEC Form 13F. 3EDGE US EQUITY (EDGU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EDGU?
InsiderSet currently tracks 23 institutional managers reporting EDGU 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 EDGU shareholders.
How much EDGU stock do institutions own?
Institutional investment managers disclosed approximately $164.51M in EDGU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EDGU institutional ownership last updated?
The latest EDGU 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 EDGU 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 EDGU position after the reporting date.
Are institutions buying or selling EDGU?
Institutional buying and selling can be analyzed by comparing EDGU positions across consecutive 13F reporting periods. InsiderSet's EDGU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EDGU ownership changes.
How has EDGU institutional ownership changed over time?
InsiderSet tracks EDGU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.