This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EDGF/capital-change-brief"
Use Arkolith's capital_change_brief for EDGF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | $361.8M | 14.6M | ▲+80% Added · +6.5M sh | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $149.7M | 6.1M | ▲+68% Added · +2.5M sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $19.6M | 794K | ▲+69% Added · +324K sh | Q1 2026 | |
| 4 | Strategic Blueprint, LLC | $10.1M | 407K | ▲+51% Added · +137K sh | Q1 2026 | |
| 5 | POTOMAC FUND MANAGEMENT INC /ADV | $7.9M | 321K | ▲+204% Added · +215K sh | Q1 2026 | |
| 6 | 3EDGE Asset Management, LP | $7.0M | 283K | ▲+210% Added · +192K sh | Q1 2026 | |
| 7 | Silver Grove Financial Group, Inc. | $6.3M | 255K | ▲+43% Added · +77K sh | Q1 2026 | |
| 8 | GWN SECURITIES INC. | $3.7M | 149K | ▲+3.4% Added · +5K sh | Q1 2026 | |
| 9 | Private Advisor Group, LLC | $3.2M | 129K | ▲+303% Added · +97K sh | Q1 2026 | |
| 10 | Ausdal Financial Partners, Inc. | $1.8M | 74K | ▲+49% Added · +24K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $1.8M | 73K | ▼−17% Reduced · −15K sh | Q1 2026 | |
| 12 | Ashton Thomas Private Wealth, LLC | $1.7M | 67K | ▲+38% Added · +19K sh | Q1 2026 | |
| 13 | INTEGRITY ALLIANCE, LLC. | $1.4M | 57K | ▲+73% Added · +24K sh | Q1 2026 | |
| 14 | CFS Investment Advisory Services, LLC | $1.3M | 52K | ▲+1.4% Added · +722 sh | Q2 2026 | |
| 15 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.3M | 51K | ▲+105% Added · +26K sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $681K | 28K | ▲New +28K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $553K | 22K | ▲+155% Added · +14K sh | Q1 2026 | |
| 18 | Sanctuary Advisors, LLC | $553K | 22K | ▲+155% Added · +14K sh | Q1 2026 | |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $481K | 19K | ▼−40% Reduced · −13K sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $478K | 19K | ▲+25% Added · +4K sh | Q1 2026 | |
| 21 | COLDSTREAM CAPITAL MANAGEMENT INC | $466K | 19K | ▲+98% Added · +9K sh | Q1 2026 | |
| 22 | Atria Investments, Inc | $443K | 18K | ▲+102% Added · +9K sh | Q1 2026 | |
| 23 | Sowell Financial Services LLC | $443K | 18K | ▲+79% Added · +8K sh | Q1 2026 | |
| 24 | Concurrent Investment Advisors, LLC | $367K | 15K | ▲New +15K sh | Q1 2026 | |
| 25 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $205K | 8K | ▲New +8K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Class | 13F holders | Value held |
|---|---|---|
| EDGFthis pageETF | 26 funds | $583.3M |
| EDGHETF | 19 funds | $142.5M |
| EDGIETF | 16 funds | $32.3M |
| EDGUETF | 14 funds | $64.8M |
| ARPPMV ADAPTIVE RSK | 7 funds | $15.6M |
| DIVPETF | 7 funds | $6.9M |
| CARKCASTLEARK LARGE | 3 funds | $1.1M |
| VNIEVONTOBEL INTL | 2 funds | $7.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 17 funds | $7.1B |
| NVIDIA CORPNVDA | 17 funds | $6.5B |
| ISHARES CORE U.S. AGGREGATEAGG | 17 funds | $606.2M |
| ISHARES GOLD TRUSTIAU | 17 funds | $417.8M |
| SS FINANCIAL SELECT SECTORXLF | 17 funds | $369.7M |
| SS ENERGY SELECT SECTORXLE | 17 funds | $327.4M |
| MICROSOFT CORPMSFT | 16 funds | $3.6B |
| BROADCOM INCAVGO | 16 funds | $2.3B |
| SS SPDR BB 1-3M T-BILL ETFBIL | 16 funds | $1.9B |
| JPMORGAN CHASE & COJPM | 16 funds | $1.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 16 funds | $1.6B |
| ALPHABET INC-CL CGOOG | 16 funds | $1.6B |
Ranked by how many of EDGF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EDGF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.