Who Owns 3EDGE Dynamic Fixed Income ETF (EDGF)?Hedge Fund & Institutional Holders

$24.77-0.04 (-0.18%)Financial ServicesNYSE_ARCA

Institutional Holders

35

as of Q4 2025

Total Institutional Value

$2.0000088000110007e+90T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$24.44$24.61$24.78$24.96$25.13Oct 24Jun 25Mar 26

EDGF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+470K+$11.0M
Silver Grove Financial Group, Inc.New Position+298K+$7.4M
Strategic Blueprint, LLCNew Position+270K+$6.7M
GWN SECURITIES INC.New Position+144K+$3.6M
3EDGE Asset Management, LPNew Position+91K+$2.3M
CFS Investment Advisory Services, LLCNew Position+50K+$1.2M
Ashton Thomas Private Wealth, LLCNew Position+49K+$1.2M
Sanctuary Advisors, LLCNew Position+43K+$1.1M
PACIFIC FINANCIAL GROUP INCNew Position+33K+$818K
INTEGRITY ALLIANCE, LLC.New Position+33K+$810K
Sowell Financial Services LLCNew Position+10K+$246K
TSFG, LLCNew Position+932+$23K
COLDSTREAM CAPITAL MANAGEMENT INCNew Position+10K+$0
Bank of New York Mellon CorpNew Position+9K+$0
CITADEL ADVISORS LLCNew Position+15K+$0

EDGF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-27K-$2.9B
GOLDMAN SACHS GROUP INCClosed Position-9K-$212.2M
JPMORGAN CHASE & COClosed Position-2K-$51.4M
ROYAL BANK OF CANADAClosed Position-299-$7.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Orion Porfolio Solutions, LLC8,123,629$200.0M1.47%Share
2OSAIC HOLDINGS, INC.3,592,828$88.0M0.13%Share
3ENVESTNET ASSET MANAGEMENT INC470,175$11.0M0.00%Share
4Strategic Blueprint, LLC270,182$6.7M0.39%Share
5Silver Grove Financial Group, Inc.177,952$4.4M3.80%Share
6GWN SECURITIES INC.144,313$3.6M0.72%Share
7Silver Grove Financial Group, Inc.120,120$3.0M2.83%Share
8POTOMAC FUND MANAGEMENT INC /ADV105,661$2.6M0.10%Share
93EDGE Asset Management, LP91,307$2.3M0.12%Share
10LPL Financial LLC88,161$2.0M0.00%Share
11CFS Investment Advisory Services, LLC50,194$1.2M0.09%Share
12Ausdal Financial Partners, Inc.50,094$1.2M0.06%Share
13Ashton Thomas Private Wealth, LLC48,887$1.2M0.03%Share
14Cambridge Investment Research Advisors, Inc.76,083$1.0M0.00%Share
15PACIFIC FINANCIAL GROUP INC33,193$818K0.45%Share
16INTEGRITY ALLIANCE, LLC.32,896$810K0.03%Share
17DIVERSIFY WEALTH MANAGEMENT, LLC24,740$610K0.03%Share
18Sanctuary Advisors, LLC12,436$309K0.00%Share
19Sanctuary Advisors, LLC12,436$309K0.00%Share
20Koshinski Asset Management, Inc.12,122$298K0.02%Share
21Sowell Financial Services LLC9,983$246K0.01%Share
22Sanctuary Advisors, LLC9,825$243K0.00%Share
23Sanctuary Advisors, LLC8,777$216K0.00%Share
24TSFG, LLC932$23K0.00%Share
25UBS Group AG292$7K0.00%Share
26ASSETMARK, INC231$5K0.00%Share
27COLDSTREAM CAPITAL MANAGEMENT INC9,521$00.00%Share
28GTS SECURITIES LLC9,011$00.00%Share
29SUSQUEHANNA INTERNATIONAL GROUP, LLP20,090$00.00%Share
30Bank of New York Mellon Corp8,777$00.00%Share
31Bank of New York Mellon Corp1$00.00%Share
32SUSQUEHANNA INTERNATIONAL GROUP, LLP12,251$00.00%Share
33CITADEL ADVISORS LLC15,438$00.00%Share
34Atria Investments, Inc8,885$00.00%Share
35Private Advisor Group, LLC32,030$00.00%Share

EDGF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202529$332.0M+15
Q3 202514$208.3B-7
Q2 202521$142.7B+2
Q1 202519$35.8B+2
Q4 202417$13.8T—

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As of Q4 2025, 35 institutional investors hold EDGF (3EDGE Dynamic Fixed Income ETF). The largest holder is Orion Porfolio Solutions, LLC with $200.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own EDGF?

As of Q4 2025, 35 institutional investors report holding EDGF (3EDGE Dynamic Fixed Income ETF) in their 13F filings.

Who is the largest institutional holder of EDGF?

The largest institutional holder of EDGF is Orion Porfolio Solutions, LLC with $200.0M in shares.

Is institutional ownership of EDGF increasing or decreasing?

This quarter, 15 institutions opened new positions in EDGF and 3 closed their positions.