18 tracked 13F filers disclose a position in EDGH as of the latest SEC 13F filings, a combined $143.6M 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 | $87.3M | 2.6M | ▼−14% Reduced · −403K sh | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $36.5M | 1.1M | ▼−21% Reduced · −277K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 124K | ▲+8.6% Added · +10K sh | Q1 2026 | |
| 4 | 3EDGE Asset Management, LP | $2.6M | 81K | ▲+6.4% Added · +5K sh | Q2 2026 | |
| 5 | POTOMAC FUND MANAGEMENT INC /ADV | $2.7M | 79K | ▼−18% Reduced · −17K sh | Q1 2026 | |
| 6 | Strategic Blueprint, LLC | $2.2M | 68K | ▲+4.6% Added · +3K sh | Q2 2026 | |
| 7 | AMG Asset Management Group, Inc. | $1.6M | 50K | ▲+1.1% Added · +537 sh | Q2 2026 | |
| 8 | Silver Grove Financial Group, Inc. | $1.5M | 46K | ▲+8.0% Added · +3K sh | Q2 2026 | |
| 9 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.2M | 36K | ▼−9.9% Reduced · −4K sh | Q2 2026 | |
| 10 | Diversify Advisory Services, LLC | $1.2M | 36K | ▲Added Added · +36K sh | Q2 2026 | |
| 11 | LPL Financial LLC | $1.2M | 35K | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 12 | Ashton Thomas Private Wealth, LLC | $548K | 17K | ▲+56% Added · +6K sh | Q2 2026 | |
| 13 | Ausdal Financial Partners, Inc. | $438K | 14K | ▲+15% Added · +2K sh | Q2 2026 | |
| 14 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $305K | 10K | ▲New +10K sh | Q2 2026 | |
| 15 | Basepoint Wealth LLC | $124K | 4K | —Held | Q2 2026 | |
| 16 | Federation des caisses Desjardins du Quebec | $17K | 500 | —Held | Q1 2026 | |
| 17 | UBS Group AG | $11K | 336 | ▼−68% Reduced · −712 sh | Q1 2026 | |
| 18 | ASSETMARK, INC | $6K | 203 | ▲+178% Added · +130 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 EDGH and 6 added to an existing one, while 2 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 | 9 funds | $2.5B |
| 3EDGE DYNAMIC FIXED INCM ETFEDGF | 9 funds | $396.3M |
| INVESCO QQQ TRUST SERIES 1QQQ | 9 funds | $265.1M |
| 3EDGE US EQUITYEDGU | 9 funds | $53.6M |
| NVIDIA CORPNVDA | 8 funds | $582.7M |
| STE STR SPDR PT S&P 500 ETFSPYM | 8 funds | $471.9M |
| VANGUARD GROWTH ETFVUG | 8 funds | $301.4M |
| VANGUARD FTSE DEVELOPED ETFVEA | 8 funds | $301.3M |
| MICROSOFT CORPMSFT | 8 funds | $286.3M |
| VANGUARD VALUE ETFVTV | 8 funds | $240.8M |
| AMAZON.COM INCAMZN | 8 funds | $237.9M |
| VANGUARD S&P 500 ETFVOO | 8 funds | $215.7M |
Ranked by how many of EDGH's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| EDGFETF | 27 funds | $580.9M |
| EDGUETF | 22 funds | $76.4M |
| EDGHthis pageETF | 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.
Connected entities for EDGH
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/EDGH/capital-change-brief"
Use Arkolith's capital_change_brief for EDGH. 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 EDGH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.