3EDGE US EQUITY (EDGU) Institutional Ownership Changes & 13F Activity
3EDGE US EQUITY (EDGU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 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, 3Edge Asset Management, Lp, and Potomac Fund Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +124,432 | +174.7% | 195,649 | $6.26M | Q2 2026 | Sep 23, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +1,770,321 | +128.2% | 3,151,205 | $100.84M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +625,615 | +107.5% | 1,207,705 | $38.65M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +12,125 | — | 12,125 | $388.00K | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Sell | -4,325 | -13.4% | 27,897 | $892.70K | Q2 2026 | Aug 14, 2026 |
| Potomac Fund Management Inc | Buy | +69,327 | +115.3% | 129,472 | $4.14M | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | Buy | +22,030 | +121.7% | 40,137 | $1.28M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +9,937 | — | 9,937 | $318.00K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -114 | -83.8% | 22 | $704.00 | Q2 2026 | Aug 13, 2026 |
| Harbour Investments, Inc. | Buy | +2,275 | — | 2,275 | $72.79K | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, Llc | Buy | +53,265 | — | 53,265 | $1.65M | Q2 2026 | Aug 10, 2026 |
| Basepoint Wealth Llc | Sell | -1,000 | -35.3% | 1,836 | $58.76K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +7,163 | +39.6% | 25,265 | $808.48K | Q2 2026 | Aug 07, 2026 |
| Bank Of New York Mellon Corp | Buy | +9,939 | — | 9,939 | $318.05K | Q2 2026 | Aug 06, 2026 |
| Diversify Wealth Management, Llc | Buy | +29,936 | +128.3% | 53,265 | $1.65M | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +18,568 | — | 18,568 | $594.00 | Q2 2026 | Jul 30, 2026 |
| Assetmark, Inc | Buy | +50 | — | 50 | $1.60K | Q2 2026 | Jul 30, 2026 |
| Amg Asset Management Group, Inc. | Buy | +40,830 | +98.6% | 82,229 | $2.63M | Q2 2026 | Jul 29, 2026 |
| Ashton Thomas Private Wealth, Llc | Buy | +5,372 | +114.7% | 10,054 | $321.73K | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | Buy | +9,440 | — | 9,440 | $302.08K | Q2 2026 | Jul 28, 2026 |
| 3Edge Asset Management, Lp | Buy | +90,839 | +114.1% | 170,424 | $5.45M | Q2 2026 | Jul 27, 2026 |
| Strategic Blueprint, Llc | Buy | +32,812 | +121.7% | 59,777 | $1.91M | Q2 2026 | Jul 23, 2026 |
| Sowell Financial Services Llc | Buy | +9,440 | — | 9,440 | $302.08K | Q2 2026 | Jul 20, 2026 |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | Buy | +8,206 | — | 8,206 | $262.59K | Q2 2026 | Jul 20, 2026 |
| Susquehanna International Group, Llp | Sell | -8,268 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Private Advisor Group, Llc | Sell | -25,131 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 27, 2026 |
Frequently asked questions about EDGU activity
Which institutional owners are buying EDGU?
Institutional owners buying EDGU 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 EDGU activity?
"Buy" means an investor increased their reported position in EDGU compared to the prior reporting period. This reflects growing exposure to 3EDGE US EQUITY (EDGU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EDGU increasing?
Institutional interest in EDGU 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.