EDGH Institutional Ownership
3EDGE Dynamic Hard Assets ETF
1W: -2.0%
1M: -3.1%
3M: +2.6%
YTD: +10.2%
1Y: +15.9%
$33.60
-0.09 (-0.27%)
Weekly Expected Move ±1.7%
$32
$33
$34
$34
$35
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — EDGH
31
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
158M
Total Invested
6
New Positions
14
Increased
7
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (34 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 2,954,394 | 99M | +401,389 | +15.7% | 6Q | SEC ↗ |
| 2 | OSAIC HOLDINGS, INC. | 1,147,426 | 39M | +79,337 | +7.4% | 7Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 186,327 | 6M | +62,233 | +50.1% | 7Q | SEC ↗ |
| 4 | Cambridge Investment Research Advisors | 149,369 | 5M | +37,706 | +33.8% | 7Q | SEC ↗ |
| 5 | POTOMAC FUND MANAGEMENT INC /ADV | 82,450 | 3M | +3,689 | +4.7% | 7Q | SEC ↗ |
| 6 | 3EDGE Asset Management, LP | 80,516 | 3M | +4,845 | +6.4% | 7Q | SEC ↗ |
| 7 | Strategic Blueprint, LLC | 67,871 | 2M | +2,990 | +4.6% | 7Q | SEC ↗ |
| 8 | AMG Asset Management Group, Inc. | 50,340 | 2M | +537 | +1.1% | 3Q | SEC ↗ |
| 9 | Silver Grove Financial Group, Inc. | 45,926 | 2M | +3,390 | +8.0% | 4Q | SEC ↗ |
| 10 | LPL Financial LLC | 37,493 | 1M | +2,122 | +6.0% | 5Q | SEC ↗ |
| 11 | Diversify Advisory Services, LLC NEW | 35,860 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 12 | DIVERSIFY WEALTH MANAGEMENT, LLC | 35,860 | 1M | -3,962 | -9.9% | 7Q | SEC ↗ |
| 13 | Ashton Thomas Private Wealth, LLC | 17,239 | 579K | +6,218 | +56.4% | 3Q | SEC ↗ |
| 14 | JANE STREET GROUP, LLC NEW | 16,567 | 557K | — | +0.0% | 1Q | SEC ↗ |
| 15 | GTS SECURITIES LLC NEW | 14,858 | 499K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Ausdal Financial Partners, Inc. | 13,757 | 462K | +1,755 | +14.6% | 4Q | SEC ↗ |
| 17 | C2P Capital Advisory Group, LLC d.b.a. NEW | 9,591 | 322K | — | +0.0% | 1Q | SEC ↗ |
| 18 | CITADEL ADVISORS LLC NEW | 7,473 | 251K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Basepoint Wealth LLC | 3,901 | 131K | — | +0.0% | 3Q | SEC ↗ |
| 20 | HARBOUR INVESTMENTS, INC. NEW | 2,751 | 92K | — | +0.0% | 1Q | SEC ↗ |
| 21 | UBS Group AG | 1,723 | 58K | +1,387 | +412.8% | 7Q | SEC ↗ |
| 22 | Mowery & Schoenfeld Wealth Management, | 1,312 | 44K | — | +0.0% | 2Q | SEC ↗ |
| 23 | Federation des caisses Desjardins du Q | 500 | 17K | — | +0.0% | 3Q | SEC ↗ |
| 24 | TSFG, LLC | 485 | 16K | — | +0.0% | 4Q | SEC ↗ |
| 25 | ASSETMARK, INC | 203 | 7K | +130 | +178.1% | 6Q | SEC ↗ |
| 26 | Sowell Financial Services LLC | 0 | 0K | -6,785 | -100.0% | 5Q | SEC ↗ |
| 27 | MORGAN STANLEY | 0 | 0K | -101 | -100.0% | 3Q | SEC ↗ |
| 28 | Private Advisor Group, LLC | 0 | 0K | -29,841 | -100.0% | 3Q | SEC ↗ |
| 29 | INTEGRITY ALLIANCE, LLC. | 0 | 0K | -9,761 | -100.0% | 2Q | SEC ↗ |
| 30 | PACIFIC FINANCIAL GROUP INC | 0 | 0K | -11,322 | -100.0% | 2Q | SEC ↗ |
| 31 | Sanctuary Advisors, LLC | 0 | 0K | -6,119 | -100.0% | 3Q | SEC ↗ |
| 32 | Atria Investments, Inc | 0 | 0K | -6,785 | -100.0% | 6Q | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 0 | 0K | -6,629 | -100.0% | 2Q | SEC ↗ |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -8,914 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Diversify Advisory Services, LLC | 35,860 | 1M |
| JANE STREET GROUP, LLC | 16,567 | 557K |
| GTS SECURITIES LLC | 14,858 | 499K |
| C2P Capital Advisory Group, LLC d.b | 9,591 | 322K |
| CITADEL ADVISORS LLC | 7,473 | 251K |
| HARBOUR INVESTMENTS, INC. | 2,751 | 92K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Private Advisor Group, LLC | 29,841 | 1M |
| PACIFIC FINANCIAL GROUP INC | 11,322 | 380K |
| INTEGRITY ALLIANCE, LLC. | 9,761 | 328K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 8,914 | 300K |
| Sowell Financial Services LLC | 6,785 | 228K |
| Atria Investments, Inc | 6,785 | 228K |
| Bank of New York Mellon Corp | 6,629 | 223K |
| Sanctuary Advisors, LLC | 6,119 | 206K |
| MORGAN STANLEY | 101 | 3K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Orion Porfolio Solutions, LLC | +401,389 | +15.7% | 2,954,394 |
| OSAIC HOLDINGS, INC. | +79,337 | +7.4% | 1,147,426 |
| ENVESTNET ASSET MANAGEMENT INC | +62,233 | +50.1% | 186,327 |
| Cambridge Investment Research Advis | +37,706 | +33.8% | 149,369 |
| Ashton Thomas Private Wealth, LLC | +6,218 | +56.4% | 17,239 |
| 3EDGE Asset Management, LP | +4,845 | +6.4% | 80,516 |
| POTOMAC FUND MANAGEMENT INC /ADV | +3,689 | +4.7% | 82,450 |
| Silver Grove Financial Group, Inc. | +3,390 | +8.0% | 45,926 |
| Strategic Blueprint, LLC | +2,990 | +4.6% | 67,871 |
| LPL Financial LLC | +2,122 | +6.0% | 37,493 |
| Ausdal Financial Partners, Inc. | +1,755 | +14.6% | 13,757 |
| UBS Group AG | +1,387 | +412.8% | 1,723 |
| AMG Asset Management Group, Inc. | +537 | +1.1% | 50,340 |
| ASSETMARK, INC | +130 | +178.1% | 203 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| DIVERSIFY WEALTH MANAGEMENT, LLC | -3,962 | -9.9% | 35,860 |