EDGF Institutional Ownership
3EDGE Dynamic Fixed Income ETF
1W: -0.1%
1M: -1.2%
3M: -1.4%
YTD: -1.3%
1Y: -2.0%
$24.32
+0.00 (+0.00%)
Weekly Expected Move ±0.5%
$24
$24
$24
$24
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EDGF
37
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
526M
Total Invested
4
New Positions
8
Increased
22
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (37 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 13,145,837 | $320M | -1,479,338 | -10.1% | 6Q | SEC ↗ |
| 2 | OSAIC HOLDINGS, INC. | 5,081,631 | $124M | -971,856 | -16.1% | 7Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 988,407 | $24M | +194,304 | +24.5% | 7Q | SEC ↗ |
| 4 | Strategic Blueprint, LLC | 341,857 | $8M | -65,552 | -16.1% | 7Q | SEC ↗ |
| 5 | POTOMAC FUND MANAGEMENT INC /ADV | 233,683 | $6M | -87,033 | -27.1% | 7Q | SEC ↗ |
| 6 | Silver Grove Financial Group, Inc. | 231,440 | $6M | -23,425 | -9.2% | 4Q | SEC ↗ |
| 7 | GWN SECURITIES INC. | 173,616 | $4M | +24,399 | +16.4% | 6Q | SEC ↗ |
| 8 | 3EDGE Asset Management, LP | 155,145 | $4M | -128,171 | -45.2% | 7Q | SEC ↗ |
| 9 | AMG Asset Management Group, Inc. | 138,399 | $3M | -72,211 | -34.3% | 3Q | SEC ↗ |
| 10 | Cambridge Investment Research Advisors | 115,893 | $3M | +21,869 | +23.3% | 7Q | SEC ↗ |
| 11 | DIVERSIFY WEALTH MANAGEMENT, LLC | 94,219 | $2M | +43,474 | +85.7% | 7Q | SEC ↗ |
| 12 | Diversify Advisory Services, LLC NEW | 94,219 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC | 86,111 | $2M | +66,771 | +345.2% | 3Q | SEC ↗ |
| 14 | LPL Financial LLC | 82,791 | $2M | +9,928 | +13.6% | 5Q | SEC ↗ |
| 15 | Ausdal Financial Partners, Inc. | 69,435 | $2M | -5,050 | -6.8% | 4Q | SEC ↗ |
| 16 | Ashton Thomas Private Wealth, LLC | 57,241 | $1M | -10,249 | -15.2% | 3Q | SEC ↗ |
| 17 | CFS Investment Advisory Services, LLC | 51,504 | $1M | +722 | +1.4% | 5Q | SEC ↗ |
| 18 | C2P Capital Advisory Group, LLC d.b.a. | 47,646 | $1M | +39,361 | +475.1% | 2Q | SEC ↗ |
| 19 | GTS SECURITIES LLC NEW | 21,876 | $532K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Atria Investments, Inc | 16,041 | $390K | -1,876 | -10.5% | 3Q | SEC ↗ |
| 21 | Sowell Financial Services LLC | 16,041 | $390K | -1,876 | -10.5% | 3Q | SEC ↗ |
| 22 | Koshinski Asset Management, Inc. | 15,610 | $380K | -1,994 | -11.3% | 5Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 14,144 | $344K | -8,204 | -36.7% | 3Q | SEC ↗ |
| 24 | Sanctuary Advisors, LLC | 14,142 | $344K | -8,205 | -36.7% | 7Q | SEC ↗ |
| 25 | HARBOUR INVESTMENTS, INC. NEW | 13,980 | $340K | — | +0.0% | 1Q | SEC ↗ |
| 26 | COLDSTREAM CAPITAL MANAGEMENT INC | 13,829 | $336K | -4,992 | -26.5% | 3Q | SEC ↗ |
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,475 | $303K | -6,983 | -35.9% | 3Q | SEC ↗ |
| 28 | JANE STREET GROUP, LLC | 11,691 | $284K | -15,822 | -57.5% | 2Q | SEC ↗ |
| 29 | Concurrent Investment Advisors, LLC | 9,199 | $224K | -5,630 | -38.0% | 2Q | SEC ↗ |
| 30 | PACIFIC FINANCIAL GROUP INC | 8,328 | $203K | -57,063 | -87.3% | 3Q | SEC ↗ |
| 31 | Mowery & Schoenfeld Wealth Management, | 2,971 | $72K | — | +0.0% | 2Q | SEC ↗ |
| 32 | TSFG, LLC | 932 | $23K | — | +0.0% | 4Q | SEC ↗ |
| 33 | UBS Group AG NEW | 562 | $14K | — | +0.0% | 1Q | SEC ↗ |
| 34 | ASSETMARK, INC | 169 | $4K | — | +0.0% | 6Q | SEC ↗ |
| 35 | Private Advisor Group, LLC | 0 | $0K | -129,156 | -100.0% | 3Q | SEC ↗ |
| 36 | BridgePort Financial Solutions, LLC | 0 | $0K | -9,004 | -100.0% | 1Q | SEC ↗ |
| 37 | INTEGRITY ALLIANCE, LLC. | 0 | $0K | -57,027 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Diversify Advisory Services, LLC | 94,219 | $2M |
| GTS SECURITIES LLC | 21,876 | $532K |
| HARBOUR INVESTMENTS, INC. | 13,980 | $340K |
| UBS Group AG | 562 | $14K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Private Advisor Group, LLC | 129,156 | $3M |
| INTEGRITY ALLIANCE, LLC. | 57,027 | $1M |
| BridgePort Financial Solutions, LLC | 9,004 | $219K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +194,304 | +24.5% | 988,407 |
| CITADEL ADVISORS LLC | +66,771 | +345.2% | 86,111 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | +43,474 | +85.7% | 94,219 |
| C2P Capital Advisory Group, LLC d.b | +39,361 | +475.1% | 47,646 |
| GWN SECURITIES INC. | +24,399 | +16.4% | 173,616 |
| Cambridge Investment Research Advis | +21,869 | +23.3% | 115,893 |
| LPL Financial LLC | +9,928 | +13.6% | 82,791 |
| CFS Investment Advisory Services, L | +722 | +1.4% | 51,504 |