Who owns EDGH?
3EDGE Dynamic Hard Assets ETF · 3EDGE
25 institutions reported holding EDGH, worth $158.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of EDGH
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Orion Porfolio Solutions, LLC | Omaha, NE | $94.0M | 2,954,394 | +401,389 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $36.5M | 1,147,426 | +79,337 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $5.9M | 186,327 | +62,233 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $4.8M | 149,369 | +37,706 shares |
| Potomac Fund Management Inc. | Bethesda, MD | $2.6M | 82,450 | +3,689 shares |
| 3EDGE Asset Management, LP | Naples, FL | $2.6M | 80,516 | +4,845 shares |
| Strategic Blueprint, LLC | Atlanta, GA | $2.2M | 67,871 | +2,990 shares |
| AMG Asset Management Group, Inc. | Cartersville, GA | $1.6M | 50,340 | +537 shares |
| Silver Grove Financial Group, Inc. | Orchard Park, NY | $1.5M | 45,926 | +3,390 shares |
| LPL Financial LLC | Fort Mill, SC | $1.2M | 37,493 | +2,122 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns EDGH?
25 institutional managers reported holding EDGH in Form 13F filings for June 30, 2026, worth $158.0M in total. The largest reported position was held by Orion Porfolio Solutions, LLC, at $94.0M.
Did institutions buy or sell EDGH last quarter?
Reported 13F value rose 6.3% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is EDGH ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.