Among active 13F managers last quarter, 1 opened and 8 added, while 1 reduced; the largest holder to move was Orion Porfolio Solutions, LLC (+192%).
19 tracked 13F filers disclose a position in EDGI as of the latest SEC 13F filings, a combined $74.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 1.7M | $53.7M | ▲+192% Added · +1.1M sh | Q2 2026 | |
| 2 | Osaic Holdings, Inc. | 255K | $7.2M | ▼−85% Reduced · −1.4M sh | Q1 2026 | |
| 3 | 3EDGE Asset Management, LP | 92K | $2.8M | ▲+138% Added · +53K sh | Q2 2026 | |
| 4 | Potomac Fund Management Inc | 72K | $2.2M | ▲+115% Added · +38K sh | Q2 2026 | |
| 5 | AMG Asset Management Group, Inc. | 46K | $1.4M | ▲+159% Added · +28K sh | Q2 2026 | |
| 6 | Diversify Wealth Management, LLC | 35K | $1.1M | ▼−52% Reduced · −37K sh | Q2 2026 | |
| 7 | Diversify Advisory Services, LLC | 35K | $1.1M | ▲Added Added · +35K sh | Q2 2026 | |
| 8 | Strategic Blueprint, LLC | 33K | $1.0M | ▲+194% Added · +22K sh | Q2 2026 | |
| 9 | Envestnet Asset Management Inc | 32K | $913K | ▼−74% Reduced · −94K sh | Q1 2026 | |
| 10 | Citadel Advisors LLC | 25K | $764K | ▲New +25K sh | Q2 2026 | |
| 11 | Silver Grove Financial Group, Inc. | 22K | $672K | ▲Added Added · +22K sh | Q2 2026 | |
| 12 | LPL Financial LLC | 21K | $598K | ▼−15% Reduced · −4K sh | Q1 2026 | |
| 13 | GTS Securities LLC | 15K | $439K | ▼−70% Reduced · −36K sh | Q1 2026 | |
| 14 | Susquehanna International Group, LLP | 10K | $276K | ▲+9.1% Added · +814 sh | Q1 2026 | |
| 15 | Ausdal Financial Partners, Inc. | 7K | $203K | ▲Added Added · +7K sh | Q2 2026 | |
| 16 | Ashton Thomas Private Wealth, LLC | 5K | $167K | ▲+231% Added · +4K sh | Q2 2026 | |
| 17 | Basepoint Wealth LLC | 4K | $136K | —Held | Q2 2026 | |
| 18 | UBS Group AG | 109 | $3K | ▼−75% Reduced · −332 sh | Q1 2026 | |
| 19 | AssetMark, Inc | 102 | $3K | ▲+168% Added · +64 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 EDGI and 8 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 10 funds | $16.6B |
| Nvidia CorpNVDA | 9 funds | $3.1B |
| Amazon.com IncAMZN | 9 funds | $2.9B |
| Microsoft CorpMSFT | 9 funds | $1.7B |
| Broadcom IncAVGO | 9 funds | $1.3B |
| Eli Lilly & CoLLY | 9 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 9 funds | $1.1B |
| JPMorgan Chase & CoJPM | 9 funds | $845.6M |
| Mastercard Inc - AMA | 9 funds | $807.9M |
| Abbott LaboratoriesABT | 9 funds | $800.0M |
| Oracle CorpORCL | 9 funds | $747.3M |
| Lam Research CorpLRCX | 9 funds | $689.1M |
Ranked by how many of EDGI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EDGI.
| Class | 13F holders | Value held |
|---|---|---|
| EDGFETF | 27 funds | $542.5M |
| EDGUETF | 22 funds | $141.3M |
| EDGHETF | 19 funds | $150.4M |
| EDGIthis pageETF | 19 funds | $74.7M |
| ARPPMV ADAPTIVE RSK | 12 funds | $48.3M |
| DIVPETF | 9 funds | $9.2M |
| VNIEVONTOBEL INTL | 2 funds | $8.6M |
| CARKCASTLEARK LARGE | 2 funds | $532K |
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 EDGI
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.