27 tracked 13F filers disclose a position in EDGF as of the latest SEC 13F filings, a combined $580.9M in reported value. 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.
| # | 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 | $8.4M | 342K | ▼−16% Reduced · −66K sh | Q2 2026 | |
| 5 | POTOMAC FUND MANAGEMENT INC /ADV | $7.9M | 321K | ▲+204% Added · +215K sh | Q1 2026 | |
| 6 | Silver Grove Financial Group, Inc. | $5.7M | 231K | ▼−9.2% Reduced · −23K sh | Q2 2026 | |
| 7 | GWN SECURITIES INC. | $4.3M | 174K | ▲+16% Added · +24K sh | Q2 2026 | |
| 8 | 3EDGE Asset Management, LP | $3.8M | 155K | ▼−45% Reduced · −128K sh | Q2 2026 | |
| 9 | AMG Asset Management Group, Inc. | $3.4M | 138K | ▼−34% Reduced · −72K sh | Q2 2026 | |
| 10 | DIVERSIFY WEALTH MANAGEMENT, LLC | $2.3M | 94K | ▲+86% Added · +43K sh | Q2 2026 | |
| 11 | Diversify Advisory Services, LLC | $2.3M | 94K | ▲New +94K sh | Q2 2026 | |
| 12 | LPL Financial LLC | $1.8M | 73K | ▼−17% Reduced · −15K sh | Q1 2026 | |
| 13 | Ausdal Financial Partners, Inc. | $1.7M | 69K | ▼−6.8% Reduced · −5K sh | Q2 2026 | |
| 14 | Ashton Thomas Private Wealth, LLC | $1.4M | 57K | ▼−15% Reduced · −10K sh | Q2 2026 | |
| 15 | CFS Investment Advisory Services, LLC | $1.3M | 52K | ▲+1.4% Added · +722 sh | Q2 2026 | |
| 16 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $1.2M | 48K | ▲+475% Added · +39K sh | Q2 2026 | |
| 17 | JANE STREET GROUP, LLC | $681K | 28K | ▲New +28K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $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 | $395K | 16K | ▼−10% Reduced · −2K sh | Q2 2026 | |
| 23 | Sowell Financial Services LLC | $395K | 16K | ▼−10% Reduced · −2K sh | Q2 2026 | |
| 24 | Sanctuary Advisors, LLC | $349K | 14K | ▼−37% Reduced · −8K sh | Q2 2026 | |
| 25 | Concurrent Investment Advisors, LLC | $227K | 9K | ▼−38% Reduced · −6K sh | Q2 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.
Last quarter, 1 fund opened a new position in EDGF and 6 added to an existing one, while 9 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 16 funds | $6.3B |
| VANGUARD VALUE ETFVTV | 15 funds | $828.1M |
| VANGUARD FTSE DEVELOPED ETFVEA | 15 funds | $646.2M |
| INVESCO QQQ TRUST SERIES 1QQQ | 15 funds | $586.5M |
| ISHARES CORE U.S. AGGREGATEAGG | 15 funds | $429.8M |
| NVIDIA CORPNVDA | 14 funds | $4.6B |
| AMAZON.COM INCAMZN | 14 funds | $2.4B |
| MICROSOFT CORPMSFT | 14 funds | $2.2B |
| BROADCOM INCAVGO | 14 funds | $1.5B |
| ALPHABET INC-CL CGOOG | 14 funds | $1.1B |
| VANGUARD S&P 500 ETFVOO | 14 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 14 funds | $1.0B |
Ranked by how many of EDGF's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| EDGFthis pageETF | 27 funds | $580.9M |
| EDGUETF | 22 funds | $76.4M |
| EDGHETF | 18 funds | $143.6M |
| EDGIETF | 18 funds | $35.8M |
| ARPPMV ADAPTIVE RSK | 12 funds | $48.3M |
| DIVPETF | 10 funds | $9.3M |
| CARKCASTLEARK LARGE | 3 funds | $1.1M |
| VNIEVONTOBEL INTL | 2 funds | $8.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for EDGF
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.
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.