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3EDGE Dynamic International Equity ETF (EDGI) Institutional Ownership

$30.74 +0.05 (+0.16%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for 3EDGE Dynamic International Equity ETF (NYSEARCA:EDGI)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$80.04M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.21M
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EDGI Institutional Buying and Selling by Quarter

3EDGE Dynamic International Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Asset Management Inc.103,174$3.19M0.0%+220.2%2.737%
5/2/2026Diversify Wealth Management LLC71,974$2.13M0.0%+22.5%4.234%
4/27/2026Private Advisor Group LLC37,049$1.05M0.0%-64.5%2.179%
3/17/2026AMG Asset Management Group Inc.28,278$803K2.6%N/A0.470%
2/17/2026Osaic Holdings Inc.1,703,564$48.35M0.1%+23.7%28.298%
2/17/2026Private Advisor Group LLC104,420$2.96M0.0%+5.0%1.735%
2/17/2026Pacific Financial Group Inc.10,208$290K0.2%N/A0.170%
2/17/2026Silver Grove Financial Group Inc.54,883$1.56M1.3%+37.1%0.912%
2/16/2026Potomac Fund Management Inc. ADV194,314$5.52M0.2%+15.4%3.228%
2/13/2026Ausdal Financial Partners Inc.15,513$440K0.0%+98.4%0.258%
2/12/2026Orion Porfolio Solutions LLC3,652,277$103.65M0.8%+36.0%60.669%
2/11/2026LPL Financial LLC24,828$705K0.0%-23.3%0.412%
2/10/2026Basepoint Wealth LLC4,384$124K0.1%N/A0.073%
2/9/2026Integrity Alliance LLC.10,122$287K0.0%N/A0.168%
2/9/2026Coldstream Capital Management Inc.9,910$281K0.0%+9.6%0.165%
2/6/20263EDGE Asset Management LP187,426$5.32M0.3%+1.3%3.113%
2/3/2026Diversify Wealth Management LLC58,745$1.72M0.1%+3.1%0.976%
1/30/2026Strategic Blueprint LLC86,469$2.45M0.1%+11.8%1.441%
1/29/2026Ashton Thomas Private Wealth LLC14,969$425K0.0%N/A0.252%
1/29/2026Sanctuary Advisors LLC12,539$356K0.0%+4.9%0.211%
1/23/2026Diversify Advisory Services LLC9,086$268K0.0%+16.8%0.136%
1/21/2026Sowell Financial Services LLC19,580$556K0.0%+11.1%0.292%
11/19/2025Coldstream Capital Management Inc.9,044$251K0.0%N/A0.197%
11/17/2025Susquehanna International Group LLP10,799$299K0.0%N/A0.236%
11/17/2025Ausdal Financial Partners Inc.7,821$217K0.0%N/A0.171%
11/17/2025Bank of America Corp DE1,799$50K0.0%N/A0.039%
11/13/2025Private Advisor Group LLC99,444$2.76M0.0%N/A2.171%
11/13/2025Diversify Advisory Services LLC7,779$218K0.0%N/A0.170%
11/12/2025Orion Porfolio Solutions LLC2,685,935$74.46M0.6%+66.8%58.645%
11/12/2025Diversify Wealth Management LLC56,976$1.60M0.1%+24.0%1.244%
11/6/2025Savvy Advisors Inc.13,365$370K0.0%N/A0.292%
11/5/2025Envestnet Asset Management Inc.104,757$2.90M0.0%+52.4%2.328%
10/30/20253EDGE Asset Management LP184,946$5.13M0.3%+19.7%4.232%
10/27/2025Mowery & Schoenfeld Wealth Management LLC1,214$34K0.1%-71.9%0.028%
10/23/2025Strategic Blueprint LLC77,362$2.15M0.1%+33.8%1.791%
10/17/2025Sowell Financial Services LLC17,624$489K0.0%+44.1%0.413%
9/4/2025Osaic Holdings Inc.861,538$22.45M0.0%+233,379.1%22.262%
8/27/2025Orion Porfolio Solutions LLC1,610,459$41.96M0.4%+269.3%41.614%
8/15/2025Orion Porfolio Solutions LLC37,768$984K0.0%-91.3%0.976%
8/14/2025Diversify Wealth Management LLC45,956$1.23M0.1%+297.9%1.187%
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8/4/2025Atria Investments Inc12,228$319K0.0%N/A0.330%
8/1/2025Envestnet Asset Management Inc.68,723$1.79M0.0%+235.1%1.852%
7/31/20253EDGE Asset Management LP154,455$4.02M0.3%+122.5%4.163%
7/30/2025Strategic Blueprint LLC57,834$1.51M0.1%+201.0%1.559%
7/28/2025Mowery & Schoenfeld Wealth Management LLC4,327$113K0.2%N/A0.117%
7/14/2025Sowell Financial Services LLC12,228$319K0.0%N/A0.343%
5/19/2025Jane Street Group LLC9,834$234K0.0%-47.1%1.229%
5/14/2025Potomac Fund Management Inc. ADV24,682$577K0.6%+129.5%3.085%
5/9/2025Atria Wealth Solutions Inc.24,861$592K0.0%+16.6%3.108%
5/1/20253EDGE Asset Management LP69,430$1.65M0.1%+79.7%8.679%
4/29/2025Envestnet Asset Management Inc.20,506$488K0.0%+21.4%2.563%
4/21/2025Envestnet Portfolio Solutions Inc.26,125$622K0.0%+14.5%3.266%
2/18/2025GTS Securities LLC11,843$271K0.0%N/A0.000%
2/14/2025Jane Street Group LLC18,580$424K0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.16,897$386K0.0%N/A0.000%
2/12/2025Potomac Fund Management Inc. ADV10,754$246K0.2%N/A0.000%
2/10/2025Envestnet Portfolio Solutions Inc.22,824$521K0.0%N/A0.000%
1/31/20253EDGE Asset Management LP38,641$883K0.1%N/A0.000%
1/31/2025Atria Wealth Solutions Inc.21,323$490K0.0%N/A0.000%
1/23/2025Strategic Blueprint LLC19,516$446K0.0%N/A0.000%


EDGI Institutional Ownership - Frequently Asked Questions

During the previous two years, 29 institutional investors and hedge funds held shares of 3EDGE Dynamic International Equity ETF. The most heavily invested institutionals were Orion Porfolio Solutions LLC ($103.65M), Osaic Holdings Inc. ($48.35M), Potomac Fund Management Inc. ADV ($5.52M), 3EDGE Asset Management LP ($5.32M), Envestnet Asset Management Inc. ($3.19M), Strategic Blueprint LLC ($2.45M), and Diversify Wealth Management LLC ($2.13M).Learn more on 3EDGE Dynamic International Equity ETF's institutional investors.

Of the 28 institutional investors that purchased 3EDGE Dynamic International Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orion Porfolio Solutions LLC ($3.22M), Osaic Holdings Inc. ($1.19M), 3EDGE Asset Management LP ($187.43K), Envestnet Asset Management Inc. ($175.71K), Private Advisor Group LLC ($104.42K), Strategic Blueprint LLC ($86.77K), and Diversify Wealth Management LLC ($60.42K).

Institutional investors have bought a total of 2,844,725 shares in the last 24 months. This purchase volume represents approximately $80.04M in transactions.

The following institutional investors have sold 3EDGE Dynamic International Equity ETF stock in the last 24 months: Private Advisor Group LLC ($67.37K), LPL Financial LLC ($7.56K), and Mowery & Schoenfeld Wealth Management LLC ($3.11K).

Institutional investors have sold a total of 78,041 shares in the last 24 months. This volume of shares sold represents approximately $2.21M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:EDGI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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