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3Edge US Equity (EDGU)

CUSIP: 00791R798 | NYSE | 38 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

3Edge Asset Management, LP128,821
0.2% of portfolio›$4.1M
AMG Asset Management Group, Inc.62,513
1.2% of portfolio›$2.0M
Diversify Wealth Management, LLC48,515
0.0% of portfolio›$1.5M
Diversify Advisory Services, LLC48,515
0.0% of portfolio›$1.5M
Silver Grove Financial Group, Inc.26,561
0.4% of portfolio›$835.6K
Strategic Blueprint, LLC26,332
0.0% of portfolio›$828.4K
Cambridge Investment Research Advisors, Inc.14,417
0.0% of portfolio›$454.0K
Transce3nd, LLC6,855
0.2% of portfolio›$218.8K
Ashton Thomas Private Wealth, LLC4,388
0.0% of portfolio›$138.0K
Tsfg, LLC101
0.0% of portfolio›$3
Assetmark, Inc50
0.0% of portfolio›$1.6K
StyleTurnoverLocationFiled
3Edge Asset Management, LP
128,821$4.1M0.2%ETFMediumNaples, FL2026-10-30
AMG Asset Management Group, Inc.
62,513$2.0M1.2%GrowthLowCartersville, GA2026-10-21
Diversify Wealth Management, LLC
48,515$1.5M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
48,515$1.5M0.0%GrowthLowSandy, UT2026-10-20
Silver Grove Financial Group, Inc.
26,561$835.6K0.4%CoreMediumOrchard Park, NY2026-11-05
Strategic Blueprint, LLC
26,332$828.4K0.0%ETFLowAtlanta, GA2026-10-22
Cambridge Investment Research Advisors, Inc.
14,417$454.0K0.0%ETFLowFairfield, IA2026-11-02
Transce3nd, LLC
6,855$218.8K0.2%GrowthLowBuda, TX2026-10-26
Ashton Thomas Private Wealth, LLC
4,388$138.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Tsfg, LLC
101$30.0%ETFLowLake Forest, IL2026-10-23
Assetmark, Inc
50$1.6K0.0%ETFLowConcord, CA2026-10-21