| # | 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 | POTOMAC FUND MANAGEMENT INC /ADV | $2.7M | 79K | ▼−18% Reduced · −17K sh | Q1 2026 | |
| 5 | 3EDGE Asset Management, LP | $2.6M | 76K | ▼−18% Reduced · −16K sh | Q1 2026 | |
| 6 | Strategic Blueprint, LLC | $2.2M | 65K | ▼−22% Reduced · −18K sh | Q1 2026 | |
| 7 | Silver Grove Financial Group, Inc. | $1.5M | 43K | ▼−22% Reduced · −12K sh | Q1 2026 | |
| 8 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.4M | 40K | ▼−9.8% Reduced · −4K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $1.2M | 35K | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 10 | Private Advisor Group, LLC | $1.0M | 30K | ▼−49% Reduced · −29K sh | Q1 2026 | |
| 11 | Ausdal Financial Partners, Inc. | $411K | 12K | ▼−22% Reduced · −3K sh | Q1 2026 | |
| 12 | Ashton Thomas Private Wealth, LLC | $377K | 11K | ▼−26% Reduced · −4K sh | Q1 2026 | |
| 13 | INTEGRITY ALLIANCE, LLC. | $334K | 10K | ▼−0.5% Reduced · −51 sh | Q1 2026 | |
| 14 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $305K | 10K | ▲New +10K sh | Q2 2026 | |
| 15 | Atria Investments, Inc | $232K | 7K | ▼−17% Reduced · −1K sh | Q1 2026 | |
| 16 | Sanctuary Advisors, LLC | $209K | 6K | ▼−7.7% Reduced · −509 sh | Q1 2026 | |
| 17 | Federation des caisses Desjardins du Quebec | $17K | 500 | —Held | Q1 2026 | |
| 18 | UBS Group AG | $11K | 336 | ▼−68% Reduced · −712 sh | Q1 2026 | |
| 19 | ASSETMARK, INC | $2K | 73 | —Held | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $4.0B |
| NVIDIA CORPNVDA | 14 funds | $3.5B |
| STE STR SPDR PT S&P 500 ETFSPYM | 14 funds | $891.6M |
| ISHARES CORE U.S. AGGREGATEAGG | 14 funds | $386.0M |
| ISHARES CORE S&P SMALL-CAP EIJR | 14 funds | $370.6M |
| ISHARES 0-3 MONTH TREASURY BSGOV | 14 funds | $369.2M |
| ISHARES GOLD TRUSTIAU | 14 funds | $263.5M |
| SS ENERGY SELECT SECTORXLE | 14 funds | $255.8M |
| SS HEALTH CARE SELECT SECTORXLV | 14 funds | $201.9M |
| SS FINANCIAL SELECT SECTORXLF | 14 funds | $162.1M |
| SS CONSUMER STAPLES SEL SECTXLP | 14 funds | $105.5M |
| VANGUARD S&P 500 ETFVOO | 13 funds | $3.2B |
Ranked by how many of EDGH's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| EDGFETF | 26 funds | $584.2M |
| EDGHthis pageETF | 19 funds | $142.6M |
| EDGUETF | 16 funds | $65.4M |
| EDGIETF | 15 funds | $32.1M |
| ARPPMV ADAPTIVE RSK | 8 funds | $19.4M |
| 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.
No filings captured for this ticker in the live stream yet.
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.