EDGU Institutional Ownership
3EDGE Dynamic US Equity ETF
1W: -0.4%
1M: -0.3%
3M: -0.1%
YTD: +11.2%
1Y: +12.9%
$31.70
+0.20 (+0.62%)
Weekly Expected Move ±1.3%
$31
$31
$32
$32
$33
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — EDGU
28
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
169M
Total Invested
10
New Positions
11
Increased
5
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (29 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 3,151,205 | $100M | +1,770,321 | +128.2% | 6Q | SEC ↗ |
| 2 | OSAIC HOLDINGS, INC. | 1,207,705 | $38M | +625,615 | +107.5% | 7Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 195,649 | $6M | +124,432 | +174.7% | 7Q | SEC ↗ |
| 4 | 3EDGE Asset Management, LP | 170,424 | $5M | +90,839 | +114.1% | 7Q | SEC ↗ |
| 5 | POTOMAC FUND MANAGEMENT INC /ADV | 129,472 | $4M | +69,327 | +115.3% | 7Q | SEC ↗ |
| 6 | AMG Asset Management Group, Inc. | 82,229 | $3M | +40,830 | +98.6% | 3Q | SEC ↗ |
| 7 | Strategic Blueprint, LLC | 59,777 | $2M | +32,812 | +121.7% | 7Q | SEC ↗ |
| 8 | Diversify Advisory Services, LLC NEW | 53,265 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 9 | DIVERSIFY WEALTH MANAGEMENT, LLC | 53,265 | $2M | +29,936 | +128.3% | 7Q | SEC ↗ |
| 10 | Silver Grove Financial Group, Inc. | 40,137 | $1M | +22,030 | +121.7% | 4Q | SEC ↗ |
| 11 | GTS SECURITIES LLC | 27,897 | $884K | -4,325 | -13.4% | 4Q | SEC ↗ |
| 12 | LPL Financial LLC | 25,265 | $801K | +7,163 | +39.6% | 5Q | SEC ↗ |
| 13 | Cambridge Investment Research Advisors NEW | 18,568 | $589K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Ausdal Financial Partners, Inc. NEW | 12,125 | $384K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Ashton Thomas Private Wealth, LLC | 10,054 | $319K | +5,372 | +114.7% | 2Q | SEC ↗ |
| 16 | Bank of New York Mellon Corp NEW | 9,939 | $315K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Sanctuary Advisors, LLC NEW | 9,937 | $315K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Atria Investments, Inc NEW | 9,440 | $299K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Sowell Financial Services LLC NEW | 9,440 | $299K | — | +0.0% | 1Q | SEC ↗ |
| 20 | C2P Capital Advisory Group, LLC d.b.a. NEW | 8,206 | $260K | — | +0.0% | 1Q | SEC ↗ |
| 21 | HARBOUR INVESTMENTS, INC. NEW | 2,275 | $72K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Basepoint Wealth LLC | 1,836 | $58K | -1,000 | -35.3% | 3Q | SEC ↗ |
| 23 | Mowery & Schoenfeld Wealth Management, | 963 | $31K | — | +0.0% | 2Q | SEC ↗ |
| 24 | TSFG, LLC | 101 | $3K | — | +0.0% | 4Q | SEC ↗ |
| 25 | ASSETMARK, INC NEW | 50 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 26 | UBS Group AG | 22 | $1K | -114 | -83.8% | 3Q | SEC ↗ |
| 27 | Private Advisor Group, LLC | 0 | $0K | -25,131 | -100.0% | 3Q | SEC ↗ |
| 28 | CITADEL ADVISORS LLC | 0 | $0K | -7,495 | -100.0% | 2Q | SEC ↗ |
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -8,268 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Diversify Advisory Services, LLC | 53,265 | $2M |
| Cambridge Investment Research Advis | 18,568 | $589K |
| Ausdal Financial Partners, Inc. | 12,125 | $384K |
| Bank of New York Mellon Corp | 9,939 | $315K |
| Sanctuary Advisors, LLC | 9,937 | $315K |
| Atria Investments, Inc | 9,440 | $299K |
| Sowell Financial Services LLC | 9,440 | $299K |
| C2P Capital Advisory Group, LLC d.b | 8,206 | $260K |
| HARBOUR INVESTMENTS, INC. | 2,275 | $72K |
| ASSETMARK, INC | 50 | $2K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Private Advisor Group, LLC | 25,131 | $797K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 8,268 | $262K |
| CITADEL ADVISORS LLC | 7,495 | $238K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Orion Porfolio Solutions, LLC | +1,770,321 | +128.2% | 3,151,205 |
| OSAIC HOLDINGS, INC. | +625,615 | +107.5% | 1,207,705 |
| ENVESTNET ASSET MANAGEMENT INC | +124,432 | +174.7% | 195,649 |
| 3EDGE Asset Management, LP | +90,839 | +114.1% | 170,424 |
| POTOMAC FUND MANAGEMENT INC /ADV | +69,327 | +115.3% | 129,472 |
| AMG Asset Management Group, Inc. | +40,830 | +98.6% | 82,229 |
| Strategic Blueprint, LLC | +32,812 | +121.7% | 59,777 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | +29,936 | +128.3% | 53,265 |
| Silver Grove Financial Group, Inc. | +22,030 | +121.7% | 40,137 |
| LPL Financial LLC | +7,163 | +39.6% | 25,265 |
| Ashton Thomas Private Wealth, LLC | +5,372 | +114.7% | 10,054 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GTS SECURITIES LLC | -4,325 | -13.4% | 27,897 |
| Basepoint Wealth LLC | -1,000 | -35.3% | 1,836 |
| UBS Group AG | -114 | -83.8% | 22 |