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3Edge Dynamic Hard Asset ETF (EDGH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares161,308 from 149,369
Change+11,939 (+8%)
Value$5.4M (+$5.4M)
Filed 2026-11-02
3Edge Asset Management, LP
DECREASED
Shares75,700 from 80,516
Change-4,816 (-6%)
Value$2.5M (-$13.6K)
Filed 2026-10-30
Strategic Blueprint, LLC
INCREASED
Shares72,716 from 67,871
Change+4,845 (+7%)
Value$2.4M (+$288.3K)
Filed 2026-10-22
Silver Grove Financial Group, Inc.
INCREASED
Shares72,192 from 45,926
Change+26,266 (+57%)
Value$2.4M (+$968.7K)
Filed 2026-11-05
AMG Asset Management Group, Inc.
DECREASED
Shares48,214 from 50,340
Change-2,126 (-4%)
Value$1.6M (+$21.3K)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares40,046 from 37,493
Change+2,553 (+7%)
Value$1.3M (+$155.1K)
Filed 2026-11-06
Diversify Wealth Management, LLC
INCREASED
Shares35,937 from 35,860
Change+77 (+0%)
Value$1.2M (+$29.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares35,937 from 35,860
Change+77 (+0%)
Value$1.2M (+$29.9K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares20,004 from 17,239
Change+2,765 (+16%)
Value$673.2K (+$124.9K)
Filed 2026-11-03
Tsfg, LLC
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$16 (+$1)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares308 from 203
Change+105 (+52%)
Value$10.4K (+$3.9K)
Filed 2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 9,591
Change-9,591 (-100%)
Value$0 (-$305.1K)
Filed 2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
CLOSED
Shares0 from 1,312
Change-1,312 (-100%)
Value$0 (-$41.7K)
Filed 2026-10-28
Orion Porfolio Solutions, LLC
N/A
Shares— from 2,954,394
Change-2,954,394 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,147,426
Change-1,147,426 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 186,327
Change-186,327 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 82,450
Change-82,450 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 16,567
Change-16,567 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 14,858
Change-14,858 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 13,757
Change-13,757 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,473
Change-7,473 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 3,901
Change-3,901 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,751
Change-2,751 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,723
Change-1,723 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 500
Change-500 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 275
Change-275 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
INCREASED161,308149,369+11,939+8%$4.8K$5.4M+$5.4M2026-11-02
3Edge Asset Management, LP
DECREASED75,70080,516-4,816-6%$2.6M$2.5M-$13.6K2026-10-30
Strategic Blueprint, LLC
INCREASED72,71667,871+4,845+7%$2.2M$2.4M+$288.3K2026-10-22
Silver Grove Financial Group, Inc.
INCREASED72,19245,926+26,266+57%$1.5M$2.4M+$968.7K2026-11-05
AMG Asset Management Group, Inc.
DECREASED48,21450,340-2,126-4%$1.6M$1.6M+$21.3K2026-10-21
LPL Financial LLC
INCREASED40,04637,493+2,553+7%$1.2M$1.3M+$155.1K2026-11-06
Diversify Wealth Management, LLC
INCREASED35,93735,860+77+0%$1.2M$1.2M+$29.9K2026-10-20
Diversify Advisory Services, LLC
INCREASED35,93735,860+77+0%$1.2M$1.2M+$29.9K2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED20,00417,239+2,765+16%$548.4K$673.2K+$124.9K2026-11-03
Tsfg, LLC
UNCHANGED48548500%$15$16+$12026-10-23
Assetmark, Inc
INCREASED308203+105+52%$6.5K$10.4K+$3.9K2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED09,591-9,591-100%$305.1K$0-$305.1K2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
CLOSED01,312-1,312-100%$41.7K$0-$41.7K2026-10-28
Orion Porfolio Solutions, LLC
N/A—2,954,394-2,954,394-100%$94.0M———
Osaic Holdings, Inc.
N/A—1,147,426-1,147,426-100%$36.5M———
Envestnet Asset Management Inc
N/A—186,327-186,327-100%$5.9M———
Potomac Fund Management Inc
N/A—82,450-82,450-100%$2.6M———
Jane Street Group, LLC
N/A—16,567-16,567-100%$527.0K———
GTS Securities LLC
N/A—14,858-14,858-100%$472.6K———
Ausdal Financial Partners, Inc.
N/A—13,757-13,757-100%$437.6K———
Citadel Advisors LLC
N/A—7,473-7,473-100%$237.7K———
Basepoint Wealth LLC
N/A—3,901-3,901-100%$124.1K———
Harbour Investments, Inc.
N/A—2,751-2,751-100%$87.5K———
UBS Group AG
N/A—1,723-1,723-100%$54.8K———
Federation des caisses Desjardins du Quebec
N/A—500-500-100%$15.9K———
BFC Planning, Inc.
N/A—275-275-100%$8.7K———
Showing 26 of 26 institutions