3EDGE US EquityEDGUETF
13F holders, Q4 2025 (December 31)16holders
2new positions
3sold out
1famous investor
$28.48avg. 13F price*
At the end of Q4 2025, 16 institutions reported holding 3EDGE US Equity (EDGU) in their 13F filings, unchanged from Q3 2025. 2 opened new positions and 3 sold out. The largest holders were Orion Porfolio Solutions, LLC ($23.4M), Osaic Holdings, Inc. ($11.1M) and 3EDGE Asset Management, LP ($1.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- 3EDGE US Equity
- Filed as
- ADVISORS INNER CIRCLE FD II (Q4 2025)
- CUSIP
- 00791R798
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $82K |
| Exits | 3 | $20K |
All 13F filers, Q3 2025 → Q4 2025: 3,101 shares bought and 261,792 shares sold, net −258,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Orion Porfolio Solutions, LLC | 0.17% | Reduce -11.8% | 821,108 | $23.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -18.5% | 388,693 | $11.1M |
| 3EDGE Asset Management, LP | 0.10% | Reduce -6.7% | 67,622 | $1.9M |
| Potomac Fund Management Inc. | 0.05% | Reduce -14.7% | 47,581 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.1% | 36,620 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Reduce -11.3% | 27,538 | $784K |
| LPL Financial LLC | 0.00% | Reduce -25.0% | 21,403 | $609K |
| Diversify Wealth Management, LLC | 0.03% | Add +1.1% | 19,258 | $558K |
| Strategic Blueprint, LLC | 0.03% | Reduce -30.0% | 18,553 | $528K |
| GTS Securities LLC | 0.02% | Reduce -49.9% | 18,420 | $524K |
| Silver Grove Financial Group, Inc. | 0.28% | Reduce -19.1% | 11,458 | $326K |
| Citadel Advisors | 0.00% | Reduce -7.7% | 7,495 | $213K |
| AMG Asset Management Group, Inc. | 0.66% | — | 7,164 | $204K |
| Basepoint Wealth LLC | 0.05% | New | 2,836 | $81K |
| Tsfg, LLC | 0.00% | No change | 101 | $3K |
| UBS Group AG | 0.00% | New | 53 | $2K |
"% of holder's portfolio" is EDGU's weight in each manager's 13F, not the share of 3EDGE US Equity the manager owns.