Who Owns 3EDGE DYNAMIC (EDGF)? -- Institutional Holders (2026-06-30)

37 institutions reported holding $526.4M of 3EDGE DYNAMIC (EDGF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Orion Porfolio Solutions, LLC ($324.0M), OSAIC HOLDINGS, INC. ($125.2M), ENVESTNET ASSET MANAGEMENT INC ($24.4M), Strategic Blueprint, LLC ($8.4M), POTOMAC FUND MANAGEMENT INC /ADV ($5.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Orion Porfolio Solutions, LLC$324.0M13.1MTrimmed
2OSAIC HOLDINGS, INC.$125.2M5.1MTrimmed
3ENVESTNET ASSET MANAGEMENT INC$24.4M988,407Added
4Strategic Blueprint, LLC$8.4M341,857Trimmed
5POTOMAC FUND MANAGEMENT INC /ADV$5.8M233,683Trimmed
6Silver Grove Financial Group, Inc.$5.7M231,440Trimmed
7GWN SECURITIES INC.$4.3M173,616Added
83EDGE Asset Management, LP$3.8M155,145Trimmed
9AMG Asset Management Group, Inc.$3.4M138,399Trimmed
10Cambridge Investment Research Advisors, Inc.$2.9M115,893Added
11Diversify Advisory Services, LLC$2.3M94,219New
12DIVERSIFY WEALTH MANAGEMENT, LLC$2.3M94,219Added
13CITADEL ADVISORS LLC$2.1M86,111Added
14LPL Financial LLC$2.0M82,791Added
15Ausdal Financial Partners, Inc.$1.7M69,435Trimmed
16Ashton Thomas Private Wealth, LLC$1.4M57,241Trimmed
17CFS Investment Advisory Services, LLC$1.3M51,504Added
18C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.2M47,646Added
19GTS SECURITIES LLC$539,13421,876New
20Atria Investments, Inc$395,33116,041Trimmed
21Sowell Financial Services LLC$395,33016,041Trimmed
22Koshinski Asset Management, Inc.$384,70815,610Trimmed
23Bank of New York Mellon Corp$348,57914,144Trimmed
24Sanctuary Advisors, LLC$348,53914,142Trimmed
25HARBOUR INVESTMENTS, INC.$344,52813,980New

Source: SEC Form 13F filings · as of 2026-06-30