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3Edge Dyna I National EQ ETF (EDGI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
3Edge Asset Management, LP
INCREASED
Shares111,130 from 91,514
Change+19,616 (+21%)
Value$3.5M (+$653.9K)
Filed 2026-10-30
AMG Asset Management Group, Inc.
INCREASED
Shares62,325 from 45,864
Change+16,461 (+36%)
Value$2.0M (+$535.7K)
Filed 2026-10-21
Diversify Advisory Services, LLC
INCREASED
Shares48,285 from 34,849
Change+13,436 (+39%)
Value$1.5M (+$421.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares48,285 from 34,849
Change+13,436 (+39%)
Value$1.5M (+$421.4K)
Filed 2026-10-20
Strategic Blueprint, LLC
INCREASED
Shares40,606 from 32,858
Change+7,748 (+24%)
Value$1.3M (+$256.9K)
Filed 2026-10-22
Silver Grove Financial Group, Inc.
INCREASED
Shares39,860 from 21,718
Change+18,142 (+84%)
Value$1.3M (+$578.1K)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares24,794 from 24,155
Change+639 (+3%)
Value$777.5K (+$30.3K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares7,119 from 9,234
Change-2,115 (-23%)
Value$223.0K (+$222.7K)
Filed 2026-11-02
Transce3nd, LLC
NEW
Shares6,858
Change+6,858
Value$210.9K
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares6,520 from 5,405
Change+1,115 (+21%)
Value$204.5K (+$37.3K)
Filed 2026-11-03
Tsfg, LLC
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$10.0K (+$10.0K)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares180 from 102
Change+78 (+76%)
Value$5.6K (+$2.5K)
Filed 2026-10-21
Mowery & Schoenfeld Wealth Management, LLC
CLOSED
Shares0 from 2,393
Change-2,393 (-100%)
Value$0 (-$74.0K)
Filed 2026-10-28
Harbour Investments, Inc.
CLOSED
Shares0 from 1,289
Change-1,289 (-100%)
Value$0 (-$39.9K)
Filed 2026-11-09
Orion Porfolio Solutions, LLC
N/A
Shares— from 1,735,020
Change-1,735,020 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 667,399
Change-667,399 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 103,174
Change-103,174 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 71,594
Change-71,594 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 33,935
Change-33,935 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 24,698
Change-24,698 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 6,563
Change-6,563 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 4,385
Change-4,385 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 131
Change-131 (-100%)
Value—
Status
3Edge Asset Management, LP
INCREASED111,13091,514+19,616+21%$2.8M$3.5M+$653.9K2026-10-30
AMG Asset Management Group, Inc.
INCREASED62,32545,864+16,461+36%$1.4M$2.0M+$535.7K2026-10-21
Diversify Advisory Services, LLC
INCREASED48,28534,849+13,436+39%$1.1M$1.5M+$421.4K2026-10-20
Diversify Wealth Management, LLC
INCREASED48,28534,849+13,436+39%$1.1M$1.5M+$421.4K2026-10-20
Strategic Blueprint, LLC
INCREASED40,60632,858+7,748+24%$1.0M$1.3M+$256.9K2026-10-22
Silver Grove Financial Group, Inc.
INCREASED39,86021,718+18,142+84%$671.9K$1.3M+$578.1K2026-11-05
LPL Financial LLC
INCREASED24,79424,155+639+3%$747.3K$777.5K+$30.3K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED7,1199,234-2,115-23%$286$223.0K+$222.7K2026-11-02
Transce3nd, LLC
NEW6,858—+6,858——$210.9K—2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED6,5205,405+1,115+21%$167.2K$204.5K+$37.3K2026-11-03
Tsfg, LLC
UNCHANGED31631600%$10$10.0K+$10.0K2026-10-23
Assetmark, Inc
INCREASED180102+78+76%$3.2K$5.6K+$2.5K2026-10-21
Mowery & Schoenfeld Wealth Management, LLC
CLOSED02,393-2,393-100%$74.0K$0-$74.0K2026-10-28
Harbour Investments, Inc.
CLOSED01,289-1,289-100%$39.9K$0-$39.9K2026-11-09
Orion Porfolio Solutions, LLC
N/A—1,735,020-1,735,020-100%$53.7M———
Osaic Holdings, Inc.
N/A—667,399-667,399-100%$20.6M———
Envestnet Asset Management Inc
N/A—103,174-103,174-100%$3.2M———
Potomac Fund Management Inc
N/A—71,594-71,594-100%$2.2M———
GTS Securities LLC
N/A—33,935-33,935-100%$1.0M———
Citadel Advisors LLC
N/A—24,698-24,698-100%$764.1K———
Ausdal Financial Partners, Inc.
N/A—6,563-6,563-100%$203.0K———
Basepoint Wealth LLC
N/A—4,385-4,385-100%$135.6K———
BFC Planning, Inc.
N/A—131-131-100%$4.1K———
Showing 23 of 23 institutions