| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | $16.8M | 594K | ▼−84% Reduced · −3.1M sh | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $7.2M | 255K | ▼−85% Reduced · −1.4M sh | Q1 2026 | |
| 3 | DIVERSIFY WEALTH MANAGEMENT, LLC | $2.1M | 72K | ▲+23% Added · +13K sh | Q1 2026 | |
| 4 | 3EDGE Asset Management, LP | $1.1M | 38K | ▼−79% Reduced · −149K sh | Q1 2026 | |
| 5 | Private Advisor Group, LLC | $1.0M | 37K | ▼−65% Reduced · −67K sh | Q1 2026 | |
| 6 | POTOMAC FUND MANAGEMENT INC /ADV | $943K | 33K | ▼−83% Reduced · −161K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $913K | 32K | ▼−74% Reduced · −94K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $598K | 21K | ▼−15% Reduced · −4K sh | Q1 2026 | |
| 9 | GTS SECURITIES LLC | $439K | 15K | ▼−70% Reduced · −36K sh | Q1 2026 | |
| 10 | Strategic Blueprint, LLC | $317K | 11K | ▼−87% Reduced · −75K sh | Q1 2026 | |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $276K | 10K | ▲+9.1% Added · +814 sh | Q1 2026 | |
| 12 | Atria Investments, Inc | $240K | 8K | ▼−48% Reduced · −8K sh | Q1 2026 | |
| 13 | Ashton Thomas Private Wealth, LLC | $46K | 2K | ▼−89% Reduced · −13K sh | Q1 2026 | |
| 14 | UBS Group AG | $3K | 109 | ▼−75% Reduced · −332 sh | Q1 2026 | |
| 15 | ASSETMARK, INC | $1K | 38 | —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 | 15 funds | $7.0B |
| NVIDIA CORPNVDA | 15 funds | $6.2B |
| ISHARES CORE U.S. AGGREGATEAGG | 15 funds | $564.8M |
| ISHARES 0-3 MONTH TREASURY BSGOV | 15 funds | $417.2M |
| 3EDGE DYNAMIC FIXED INCM ETFEDGF | 15 funds | $398.5M |
| ISHARES GOLD TRUSTIAU | 15 funds | $378.3M |
| SS FINANCIAL SELECT SECTORXLF | 15 funds | $339.5M |
| SS ENERGY SELECT SECTORXLE | 15 funds | $304.8M |
| SS CONSUMER STAPLES SEL SECTXLP | 15 funds | $105.1M |
| MICROSOFT CORPMSFT | 14 funds | $3.4B |
| BROADCOM INCAVGO | 14 funds | $2.2B |
| SS SPDR BB 1-3M T-BILL ETFBIL | 14 funds | $1.8B |
Ranked by how many of EDGI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| EDGFETF | 26 funds | $584.2M |
| EDGHETF | 19 funds | $142.6M |
| EDGUETF | 16 funds | $65.4M |
| EDGIthis pageETF | 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/EDGI/capital-change-brief"
Use Arkolith's capital_change_brief for EDGI. 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 EDGI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.