3EDGE DYNAMIC FIXED INCM ETF EDGF
$24.66
+0.2% 52w: $23.89 – $24.66
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data23.8924.2824.66
Jun 20, 2025 Jul 2, 2026
Institutional holders
33
+3 QoQ
13F value
$593.2M
+77.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns EDGF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Orion Porfolio Solutions, LLC | Wealth advisor | 14.6M | $361.8M | 3.1% | +80.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 6.1M | $149.7M | 0.2% | +68.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 794.1K | $19.6M | 0.0% | +68.9% |
| Strategic Blueprint, LLC | Wealth advisor | 407.4K | $10.1M | 0.6% | +50.8% |
| POTOMAC FUND MANAGEMENT INC /ADV | Wealth advisor | 320.7K | $7.9M | 0.3% | +203.5% |
| 3EDGE Asset Management, LP | Wealth advisor | 283.3K | $7.0M | 0.3% | +210.3% |
| Silver Grove Financial Group, Inc. | Wealth advisor | 254.9K | $6.3M | 5.1% | +43.2% |
| AMG Asset Management Group, Inc. | Wealth advisor | 210.6K | $5.2M | 4.0% | +1266.9% |
| GWN SECURITIES INC. | Wealth advisor | 149.2K | $3.7M | 0.7% | +3.4% |
| Private Advisor Group, LLC | Wealth advisor | 129.2K | $3.2M | 0.0% | +303.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 94.0K | $2.3M | 0.0% | +23.6% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 74.5K | $1.8M | 0.1% | +48.7% |
| LPL Financial LLC | Bank broker | 72.9K | $1.8M | 0.0% | -17.4% |
| Ashton Thomas Private Wealth, LLC | Wealth advisor | 67.5K | $1.7M | 0.0% | +38.1% |
| PACIFIC FINANCIAL GROUP INC | Wealth advisor | 65.4K | $1.6M | 0.9% | +97.0% |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 57.0K | $1.4M | 0.1% | +73.4% |
| CFS Investment Advisory Services, LLC | Wealth advisor | 50.8K | $1.3M | 0.1% | +1.2% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 50.7K | $1.3M | 0.0% | +105.1% |
| JANE STREET GROUP, LLC | Market maker | 27.5K | $681K | 0.0% | New |
| Bank of New York Mellon Corp | Diversified mechanical | 22.3K | $553K | 0.0% | +154.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 22.3K | $553K | 0.0% | +154.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 19.5K | $481K | 0.0% | -39.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 19.3K | $478K | 0.0% | +25.3% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 18.8K | $466K | 0.0% | +97.7% |
| Atria Investments, Inc | Wealth advisor | 17.9K | $443K | 0.0% | +101.7% |
| Sowell Financial Services LLC | Wealth advisor | 17.9K | $443K | 0.0% | +79.5% |
| Koshinski Asset Management, Inc. | Wealth advisor | 17.6K | $435K | 0.0% | +45.2% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 14.8K | $367K | 0.0% | New |
| BridgePort Financial Solutions, LLC | Wealth advisor | 9.0K | $223K | 0.1% | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Wealth advisor | 8.3K | $205K | 0.0% | New |
| Mowery & Schoenfeld Wealth Management, LLC | Other | 3.0K | $73K | 0.1% | New |
| TSFG, LLC | Wealth advisor | 932 | $23K | 0.0% | Held |
| ASSETMARK, INC | Wealth advisor | 169 | $4K | 0.0% | -26.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.