EDGI Institutional Ownership
3EDGE Dynamic International Equity ETF
1W: -0.9%
1M: -1.0%
3M: +0.2%
YTD: +10.0%
1Y: +13.2%
$31.55
+0.39 (+1.25%)
Weekly Expected Move ±2.2%
$30
$31
$32
$32
$33
Overview
Chart
Holdings
Changes
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Analysis
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Short Interest
Dividends
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Institutional Ownership — EDGI
26
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
91M
Total Invested
6
New Positions
11
Increased
6
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (32 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 1,735,020 | $55M | +1,141,345 | +192.3% | 6Q | SEC ↗ |
| 2 | OSAIC HOLDINGS, INC. | 667,399 | $21M | +411,951 | +161.3% | 7Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 103,174 | $3M | +70,950 | +220.2% | 7Q | SEC ↗ |
| 4 | 3EDGE Asset Management, LP | 91,514 | $3M | +53,085 | +138.1% | 7Q | SEC ↗ |
| 5 | POTOMAC FUND MANAGEMENT INC /ADV | 71,594 | $2M | +38,309 | +115.1% | 7Q | SEC ↗ |
| 6 | AMG Asset Management Group, Inc. | 45,864 | $1M | +28,160 | +159.1% | 3Q | SEC ↗ |
| 7 | DIVERSIFY WEALTH MANAGEMENT, LLC | 34,849 | $1M | -37,125 | -51.6% | 7Q | SEC ↗ |
| 8 | Diversify Advisory Services, LLC NEW | 34,849 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 9 | GTS SECURITIES LLC | 33,935 | $1M | +18,441 | +119.0% | 7Q | SEC ↗ |
| 10 | Strategic Blueprint, LLC | 32,858 | $1M | +21,675 | +193.8% | 7Q | SEC ↗ |
| 11 | CITADEL ADVISORS LLC NEW | 24,698 | $779K | — | +0.0% | 1Q | SEC ↗ |
| 12 | LPL Financial LLC | 24,155 | $762K | +3,047 | +14.4% | 5Q | SEC ↗ |
| 13 | Silver Grove Financial Group, Inc. NEW | 21,718 | $685K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Cambridge Investment Research Advisors NEW | 9,234 | $291K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Ausdal Financial Partners, Inc. NEW | 6,563 | $207K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Ashton Thomas Private Wealth, LLC | 5,405 | $171K | +3,770 | +230.6% | 3Q | SEC ↗ |
| 17 | Basepoint Wealth LLC | 4,385 | $138K | — | +0.0% | 3Q | SEC ↗ |
| 18 | Mowery & Schoenfeld Wealth Management, | 2,393 | $75K | — | +0.0% | 2Q | SEC ↗ |
| 19 | HARBOUR INVESTMENTS, INC. NEW | 1,289 | $41K | — | +0.0% | 1Q | SEC ↗ |
| 20 | TSFG, LLC | 316 | $10K | — | +0.0% | 4Q | SEC ↗ |
| 21 | ASSETMARK, INC | 102 | $3K | +64 | +168.4% | 6Q | SEC ↗ |
| 22 | Sanctuary Advisors, LLC | 0 | $0K | -12,539 | -100.0% | 3Q | SEC ↗ |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -9,728 | -100.0% | 1Q | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 0 | $0K | -12,540 | -100.0% | 3Q | SEC ↗ |
| 25 | Sowell Financial Services LLC | 0 | $0K | -8,479 | -100.0% | 4Q | SEC ↗ |
| 26 | PACIFIC FINANCIAL GROUP INC | 0 | $0K | -10,208 | -100.0% | 1Q | SEC ↗ |
| 27 | MORGAN STANLEY | 0 | $0K | -19 | -100.0% | 3Q | SEC ↗ |
| 28 | Private Advisor Group, LLC | 0 | $0K | -37,049 | -100.0% | 3Q | SEC ↗ |
| 29 | COLDSTREAM CAPITAL MANAGEMENT INC | 0 | $0K | -9,910 | -100.0% | 2Q | SEC ↗ |
| 30 | Atria Investments, Inc | 0 | $0K | -8,479 | -100.0% | 4Q | SEC ↗ |
| 31 | UBS Group AG | 0 | $0K | -109 | -100.0% | 2Q | SEC ↗ |
| 32 | INTEGRITY ALLIANCE, LLC. | 0 | $0K | -10,122 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Diversify Advisory Services, LLC | 34,849 | $1M |
| CITADEL ADVISORS LLC | 24,698 | $779K |
| Silver Grove Financial Group, Inc. | 21,718 | $685K |
| Cambridge Investment Research Advis | 9,234 | $291K |
| Ausdal Financial Partners, Inc. | 6,563 | $207K |
| HARBOUR INVESTMENTS, INC. | 1,289 | $41K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Private Advisor Group, LLC | 37,049 | $1M |
| Bank of New York Mellon Corp | 12,540 | $396K |
| Sanctuary Advisors, LLC | 12,539 | $396K |
| PACIFIC FINANCIAL GROUP INC | 10,208 | $322K |
| INTEGRITY ALLIANCE, LLC. | 10,122 | $319K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 9,910 | $313K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 9,728 | $307K |
| Sowell Financial Services LLC | 8,479 | $268K |
| Atria Investments, Inc | 8,479 | $268K |
| UBS Group AG | 109 | $3K |
| MORGAN STANLEY | 19 | $1K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Orion Porfolio Solutions, LLC | +1,141,345 | +192.3% | 1,735,020 |
| OSAIC HOLDINGS, INC. | +411,951 | +161.3% | 667,399 |
| ENVESTNET ASSET MANAGEMENT INC | +70,950 | +220.2% | 103,174 |
| 3EDGE Asset Management, LP | +53,085 | +138.1% | 91,514 |
| POTOMAC FUND MANAGEMENT INC /ADV | +38,309 | +115.1% | 71,594 |
| AMG Asset Management Group, Inc. | +28,160 | +159.1% | 45,864 |
| Strategic Blueprint, LLC | +21,675 | +193.8% | 32,858 |
| GTS SECURITIES LLC | +18,441 | +119.0% | 33,935 |
| Ashton Thomas Private Wealth, LLC | +3,770 | +230.6% | 5,405 |
| LPL Financial LLC | +3,047 | +14.4% | 24,155 |
| ASSETMARK, INC | +64 | +168.4% | 102 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| DIVERSIFY WEALTH MANAGEMENT, LLC | -37,125 | -51.6% | 34,849 |