Who Owns 3EDGE Dynamic US Equity ETF (EDGU)?Hedge Fund & Institutional Holders
Institutional Holders
16
as of Q4 2025
Total Institutional Value
$2.3000110001925136e+32T
% of Float Held
—
QoQ Change in Holders
+7 / -2
Price History
EDGU — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| 3EDGE Asset Management, LP | New Position | +68K | +$1.9M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +37K | +$1.0M |
| Silver Grove Financial Group, Inc. | New Position | +26K | +$721K |
| Strategic Blueprint, LLC | New Position | +19K | +$528K |
| Basepoint Wealth LLC | New Position | +3K | +$80K |
| TSFG, LLC | New Position | +101 | +$3K |
| UBS Group AG | New Position | +53 | +$1K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Increased | +212 | +$-547.7M |
EDGU — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Orion Porfolio Solutions, LLC | Decreased | -110K | -$26.0B |
| OSAIC HOLDINGS, INC. | Decreased | -88K | -$13.3B |
| POTOMAC FUND MANAGEMENT INC /ADV | Decreased | -8K | -$1.6B |
| GTS SECURITIES LLC | Decreased | -18K | -$1.0B |
| Private Advisor Group, LLC | Decreased | -4K | -$868.4M |
| LPL Financial LLC | Decreased | -7K | -$798.0M |
| CITADEL ADVISORS LLC | Decreased | -622 | -$226.9M |
| MORGAN STANLEY | Closed Position | -180 | -$5.0M |
| ROYAL BANK OF CANADA | Closed Position | -43 | -$1.0M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 821,108 | $23.0M | 0.17% | Share |
| 2 | OSAIC HOLDINGS, INC. | 388,693 | $11.0M | 0.02% | Share |
| 3 | 3EDGE Asset Management, LP | 67,622 | $1.9M | 0.10% | Share |
| 4 | POTOMAC FUND MANAGEMENT INC /ADV | 47,581 | $1.4M | 0.05% | Share |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 36,620 | $1.0M | 0.00% | Share |
| 6 | DIVERSIFY WEALTH MANAGEMENT, LLC | 19,258 | $558K | 0.03% | Share |
| 7 | Strategic Blueprint, LLC | 18,553 | $528K | 0.03% | Share |
| 8 | Silver Grove Financial Group, Inc. | 14,157 | $395K | 0.37% | Share |
| 9 | Silver Grove Financial Group, Inc. | 11,458 | $326K | 0.28% | Share |
| 10 | Basepoint Wealth LLC | 2,836 | $80K | 0.05% | Share |
| 11 | TSFG, LLC | 101 | $3K | 0.00% | Share |
| 12 | UBS Group AG | 53 | $1K | 0.00% | Share |
| 13 | CITADEL ADVISORS LLC | 7,495 | $0 | 0.00% | Share |
| 14 | LPL Financial LLC | 21,403 | $0 | 0.00% | Share |
| 15 | GTS SECURITIES LLC | 18,420 | $0 | 0.00% | Share |
| 16 | Private Advisor Group, LLC | 27,538 | $0 | 0.00% | Share |
EDGU Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 15 | $40.2M | +5 |
| Q3 2025 | 10 | $44.4B | -2 |
| Q2 2025 | 12 | $36.3B | -2 |
| Q1 2025 | 14 | $11.6B | -1 |
| Q4 2024 | 15 | $8.5T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 16 institutional investors hold EDGU (3EDGE Dynamic US Equity ETF). The largest holder is Orion Porfolio Solutions, LLC with $23.0M in shares. This quarter, 7 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own EDGU?
As of Q4 2025, 16 institutional investors report holding EDGU (3EDGE Dynamic US Equity ETF) in their 13F filings.
Who is the largest institutional holder of EDGU?
The largest institutional holder of EDGU is Orion Porfolio Solutions, LLC with $23.0M in shares.
Is institutional ownership of EDGU increasing or decreasing?
This quarter, 7 institutions opened new positions in EDGU and 2 closed their positions.