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3Edge US Equity (EDGU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
3Edge Asset Management, LP
DECREASED
Shares128,821 from 170,424
Change-41,603 (-24%)
Value$4.1M (-$1.4M)
Filed 2026-10-30
AMG Asset Management Group, Inc.
DECREASED
Shares62,513 from 82,229
Change-19,716 (-24%)
Value$2.0M (-$664.7K)
Filed 2026-10-21
Diversify Wealth Management, LLC
DECREASED
Shares48,515 from 53,265
Change-4,750 (-9%)
Value$1.5M (-$105.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares48,515 from 53,265
Change-4,750 (-9%)
Value$1.5M (-$105.8K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
DECREASED
Shares26,561 from 40,137
Change-13,576 (-34%)
Value$835.6K (-$448.8K)
Filed 2026-11-05
Strategic Blueprint, LLC
DECREASED
Shares26,332 from 59,777
Change-33,445 (-56%)
Value$828.4K (-$1.1M)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares25,754 from 25,265
Change+489 (+2%)
Value$810.2K (+$1.7K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares14,417 from 18,568
Change-4,151 (-22%)
Value$454.0K (+$453.4K)
Filed 2026-11-02
Transce3nd, LLC
NEW
Shares6,855
Change+6,855
Value$218.8K
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED
Shares4,388 from 10,054
Change-5,666 (-56%)
Value$138.0K (-$183.7K)
Filed 2026-11-03
Tsfg, LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$3 ($0)
Filed 2026-10-23
Assetmark, Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.6K (-$27)
Filed 2026-10-21
Bank of New York Mellon Corp
CLOSED
Shares0 from 9,939
Change-9,939 (-100%)
Value$0 (-$318.0K)
Filed 2026-11-05
Sowell Financial Services LLC
CLOSED
Shares0 from 9,440
Change-9,440 (-100%)
Value$0 (-$302.1K)
Filed 2026-10-23
Atria Investments, Inc
CLOSED
Shares0 from 9,440
Change-9,440 (-100%)
Value$0 (-$302.1K)
Filed 2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 8,206
Change-8,206 (-100%)
Value$0 (-$262.6K)
Filed 2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
CLOSED
Shares0 from 963
Change-963 (-100%)
Value$0 (-$30.8K)
Filed 2026-10-28
Orion Porfolio Solutions, LLC
N/A
Shares— from 3,151,205
Change-3,151,205 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,207,705
Change-1,207,705 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 195,649
Change-195,649 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 129,472
Change-129,472 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 27,897
Change-27,897 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 12,125
Change-12,125 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 9,937
Change-9,937 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,275
Change-2,275 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 243
Change-243 (-100%)
Value—
UBS Group AG
N/A
Shares— from 22
Change-22 (-100%)
Value—
Status
3Edge Asset Management, LP
DECREASED128,821170,424-41,603-24%$5.5M$4.1M-$1.4M2026-10-30
AMG Asset Management Group, Inc.
DECREASED62,51382,229-19,716-24%$2.6M$2.0M-$664.7K2026-10-21
Diversify Wealth Management, LLC
DECREASED48,51553,265-4,750-9%$1.7M$1.5M-$105.8K2026-10-20
Diversify Advisory Services, LLC
DECREASED48,51553,265-4,750-9%$1.7M$1.5M-$105.8K2026-10-20
Silver Grove Financial Group, Inc.
DECREASED26,56140,137-13,576-34%$1.3M$835.6K-$448.8K2026-11-05
Strategic Blueprint, LLC
DECREASED26,33259,777-33,445-56%$1.9M$828.4K-$1.1M2026-10-22
LPL Financial LLC
INCREASED25,75425,265+489+2%$808.5K$810.2K+$1.7K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED14,41718,568-4,151-22%$594$454.0K+$453.4K2026-11-02
Transce3nd, LLC
NEW6,855—+6,855——$218.8K—2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED4,38810,054-5,666-56%$321.7K$138.0K-$183.7K2026-11-03
Tsfg, LLC
UNCHANGED10110100%$3$3$02026-10-23
Assetmark, Inc
UNCHANGED505000%$1.6K$1.6K-$272026-10-21
Bank of New York Mellon Corp
CLOSED09,939-9,939-100%$318.0K$0-$318.0K2026-11-05
Sowell Financial Services LLC
CLOSED09,440-9,440-100%$302.1K$0-$302.1K2026-10-23
Atria Investments, Inc
CLOSED09,440-9,440-100%$302.1K$0-$302.1K2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED08,206-8,206-100%$262.6K$0-$262.6K2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
CLOSED0963-963-100%$30.8K$0-$30.8K2026-10-28
Orion Porfolio Solutions, LLC
N/A—3,151,205-3,151,205-100%$100.8M———
Osaic Holdings, Inc.
N/A—1,207,705-1,207,705-100%$38.6M———
Envestnet Asset Management Inc
N/A—195,649-195,649-100%$6.3M———
Potomac Fund Management Inc
N/A—129,472-129,472-100%$4.1M———
GTS Securities LLC
N/A—27,897-27,897-100%$892.7K———
Ausdal Financial Partners, Inc.
N/A—12,125-12,125-100%$388.0K———
Sanctuary Advisors, LLC
N/A—9,937-9,937-100%$318.0K———
Harbour Investments, Inc.
N/A—2,275-2,275-100%$72.8K———
Basepoint Wealth LLC
N/A—1,836-1,836-100%$58.8K———
BFC Planning, Inc.
N/A—243-243-100%$7.8K———
UBS Group AG
N/A—22-22-100%$704———
Showing 28 of 28 institutions