Who Owns 3EDGE DYNAMIC (EDGH)? -- Institutional Holders (2026-06-30)

31 institutions reported holding $158.0M of 3EDGE DYNAMIC (EDGH) in SEC 13F filings for 2026-06-30. Largest institutional holders: Orion Porfolio Solutions, LLC ($94.0M), OSAIC HOLDINGS, INC. ($36.5M), ENVESTNET ASSET MANAGEMENT INC ($5.9M), Cambridge Investment Research Advisors, Inc. ($4.8M), POTOMAC FUND MANAGEMENT INC /ADV ($2.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Orion Porfolio Solutions, LLC	$94.0M	3.0M	Added
2	OSAIC HOLDINGS, INC.	$36.5M	1.1M	Added
3	ENVESTNET ASSET MANAGEMENT INC	$5.9M	186,327	Added
4	Cambridge Investment Research Advisors, Inc.	$4.8M	149,369	Added
5	POTOMAC FUND MANAGEMENT INC /ADV	$2.6M	82,450	Added
6	3EDGE Asset Management, LP	$2.6M	80,516	Added
7	Strategic Blueprint, LLC	$2.2M	67,871	Added
8	AMG Asset Management Group, Inc.	$1.6M	50,340	Added
9	Silver Grove Financial Group, Inc.	$1.5M	45,926	Added
10	LPL Financial LLC	$1.2M	37,493	Added
11	Diversify Advisory Services, LLC	$1.2M	35,860	New
12	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.2M	35,860	Trimmed
13	Ashton Thomas Private Wealth, LLC	$548,373	17,239	Added
14	JANE STREET GROUP, LLC	$526,996	16,567	New
15	GTS SECURITIES LLC	$472,633	14,858	New
16	Ausdal Financial Partners, Inc.	$437,610	13,757	Added
17	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	$305,090	9,591	New
18	CITADEL ADVISORS LLC	$237,716	7,473	New
19	Basepoint Wealth LLC	$124,083	3,901	Hold
20	HARBOUR INVESTMENTS, INC.	$87,509	2,751	New
21	UBS Group AG	$54,809	1,723	Added
22	Mowery & Schoenfeld Wealth Management, LLC	$41,735	1,312	Hold
23	Federation des caisses Desjardins du Quebec	$15,905	500	Hold
24	TSFG, LLC	$15,000	485	Hold
25	ASSETMARK, INC	$6,457	203	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30