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3Edge Dynamic Fixed Incm ETF (EDGF)

CUSIP: 00791R830 | NYSE | 51 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Strategic Blueprint, LLC377,603
0.4% of portfolio›$9.2M
Silver Grove Financial Group, Inc.370,474
4.2% of portfolio›$9.0M
3Edge Asset Management, LP194,299
0.2% of portfolio›$4.7M
AMG Asset Management Group, Inc.165,716
2.5% of portfolio›$4.0M
Diversify Wealth Management, LLC124,666
0.0% of portfolio›$3.0M
Diversify Advisory Services, LLC124,666
0.0% of portfolio›$3.0M
Cambridge Investment Research Advisors, Inc.80,663
0.0% of portfolio›$2.0M
Ashton Thomas Private Wealth, LLC60,742
0.0% of portfolio›$1.5M
CFS Investment Advisory Services, LLC52,075
0.1% of portfolio›$1.3M
One Wealth Capital Management, LLC28,509
0.3% of portfolio›$693.1K
Koshinski Asset Management, Inc.16,813
0.0% of portfolio›$408.7K
Bank of New York Mellon Corp12,449
0.0% of portfolio›$302.6K
Simplicity Wealth,LLC10,528
0.0% of portfolio›$255.9K
Tsfg, LLC932
0.0% of portfolio›$23
StyleTurnoverLocationFiled
Strategic Blueprint, LLC
377,603$9.2M0.4%ETFLowAtlanta, GA2026-10-22
Silver Grove Financial Group, Inc.
370,474$9.0M4.2%CoreMediumOrchard Park, NY2026-11-05
3Edge Asset Management, LP
194,299$4.7M0.2%ETFMediumNaples, FL2026-10-30
AMG Asset Management Group, Inc.
165,716$4.0M2.5%GrowthLowCartersville, GA2026-10-21
Diversify Wealth Management, LLC
124,666$3.0M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
124,666$3.0M0.0%GrowthLowSandy, UT2026-10-20
Cambridge Investment Research Advisors, Inc.
80,663$2.0M0.0%ETFLowFairfield, IA2026-11-02
Ashton Thomas Private Wealth, LLC
60,742$1.5M0.0%CoreMediumScottsdale, AZ2026-11-03
CFS Investment Advisory Services, LLC
52,075$1.3M0.1%ETFMediumTotowa, NJ2026-10-19
One Wealth Capital Management, LLC
28,509$693.1K0.3%GrowthMediumScottsdale, AZ2026-10-23
Koshinski Asset Management, Inc.
16,813$408.7K0.0%ETFLowDecatur, IL2026-10-29
Bank of New York Mellon Corp
12,449$302.6K0.0%CoreLowNew York, NY2026-11-05
Simplicity Wealth,LLC
10,528$255.9K0.0%ETFLowSummit, NJ2026-10-23
Tsfg, LLC
932$230.0%ETFLowLake Forest, IL2026-10-23