3EDGE US EquityEDGUETF
13F holders, Q1 2026 (March 31)18holders +2
3new positions
1sold out
$27.80avg. 13F price*
At the end of Q1 2026, 18 institutions reported holding 3EDGE US Equity (EDGU) in their 13F filings, up 2 from Q4 2025. 3 opened new positions and 1 sold out. The largest holders were Orion Porfolio Solutions, LLC ($38.4M), Osaic Holdings, Inc. ($16.2M) and 3EDGE Asset Management, LP ($2.2M).
- Company
- 3EDGE US Equity
- Filed as
- ADVISORS INNER CIRCLE FD II (Q1 2026)
- CUSIP
- 00791R798
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $387K |
| Exits | 1 | $213K |
All 13F filers, Q4 2025 → Q1 2026: 893,462 shares bought and 13,203 shares sold, net +880,259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Orion Porfolio Solutions, LLC | 0.33% | Add +68.2% | 1,380,884 | $38.4M |
| Osaic Holdings, Inc. | 0.02% | Add +49.8% | 582,090 | $16.2M |
| 3EDGE Asset Management, LP | 0.11% | Add +17.7% | 79,585 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +94.5% | 71,217 | $2.0M |
| Potomac Fund Management Inc. | 0.06% | Add +26.4% | 60,145 | $1.7M |
| AMG Asset Management Group, Inc. | 0.89% | Add +477.9% | 41,399 | $1.2M |
| GTS Securities LLC | 0.03% | Add +74.9% | 32,222 | $895K |
| Strategic Blueprint, LLC | 0.04% | Add +45.3% | 26,965 | $749K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.7% | 25,131 | $698K |
| Diversify Wealth Management, LLC | 0.01% | Add +21.1% | 23,329 | $694K |
| Silver Grove Financial Group, Inc. | 0.40% | Add +58.0% | 18,107 | $503K |
| LPL Financial LLC | 0.00% | Reduce -15.4% | 18,102 | $503K |
| Susquehanna International Group, LLP | 0.00% | New | 8,268 | $230K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 4,682 | $130K |
| Basepoint Wealth LLC | 0.05% | No change | 2,836 | $79K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.04% | New | 963 | $27K |
| UBS Group AG | 0.00% | Add +156.6% | 136 | $4K |
| Tsfg, LLC | 0.00% | No change | 101 | $3K |
"% of holder's portfolio" is EDGU's weight in each manager's 13F, not the share of 3EDGE US Equity the manager owns.