22 tracked 13F filers disclose a position in EDGU as of the latest SEC 13F filings, a combined $76.4M 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 | $38.4M | 1.4M | ▲+68% Added · +560K sh | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $16.2M | 582K | ▲+50% Added · +193K sh | Q1 2026 | |
| 3 | 3EDGE Asset Management, LP | $5.5M | 170K | ▲+114% Added · +91K sh | Q2 2026 | |
| 4 | AMG Asset Management Group, Inc. | $2.6M | 82K | ▲+99% Added · +41K sh | Q2 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 71K | ▲+94% Added · +35K sh | Q1 2026 | |
| 6 | POTOMAC FUND MANAGEMENT INC /ADV | $1.7M | 60K | ▲+26% Added · +13K sh | Q1 2026 | |
| 7 | Strategic Blueprint, LLC | $1.9M | 60K | ▲+122% Added · +33K sh | Q2 2026 | |
| 8 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.7M | 53K | ▲+128% Added · +30K sh | Q2 2026 | |
| 9 | Diversify Advisory Services, LLC | $1.7M | 53K | ▲New +53K sh | Q2 2026 | |
| 10 | Silver Grove Financial Group, Inc. | $1.3M | 40K | ▲+122% Added · +22K sh | Q2 2026 | |
| 11 | GTS SECURITIES LLC | $895K | 32K | ▲+75% Added · +14K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $503K | 18K | ▼−15% Reduced · −3K sh | Q1 2026 | |
| 13 | Ausdal Financial Partners, Inc. | $388K | 12K | ▲New +12K sh | Q2 2026 | |
| 14 | Ashton Thomas Private Wealth, LLC | $322K | 10K | ▲+115% Added · +5K sh | Q2 2026 | |
| 15 | Sanctuary Advisors, LLC | $318K | 10K | ▲New +10K sh | Q2 2026 | |
| 16 | Atria Investments, Inc | $302K | 9K | ▲New +9K sh | Q2 2026 | |
| 17 | Sowell Financial Services LLC | $302K | 9K | ▲New +9K sh | Q2 2026 | |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $230K | 8K | ▲New +8K sh | Q1 2026 | |
| 19 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $263K | 8K | ▲New +8K sh | Q2 2026 | |
| 20 | Basepoint Wealth LLC | $59K | 2K | ▼−35% Reduced · −1K sh | Q2 2026 | |
| 21 | UBS Group AG | $4K | 136 | ▲+157% Added · +83 sh | Q1 2026 | |
| 22 | ASSETMARK, INC | $2K | 50 | ▲New +50 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, 5 funds opened a new position in EDGU and 7 added to an existing one, while 0 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 | 12 funds | $3.0B |
| NVIDIA CORPNVDA | 11 funds | $939.4M |
| MICROSOFT CORPMSFT | 11 funds | $542.9M |
| STE STR SPDR PT S&P 500 ETFSPYM | 11 funds | $520.2M |
| INVESCO QQQ TRUST SERIES 1QQQ | 11 funds | $495.3M |
| VANGUARD S&P 500 ETFVOO | 11 funds | $487.1M |
| AMAZON.COM INCAMZN | 11 funds | $429.4M |
| 3EDGE DYNAMIC FIXED INCM ETFEDGF | 11 funds | $397.0M |
| VANGUARD FTSE DEVELOPED ETFVEA | 11 funds | $388.8M |
| BROADCOM INCAVGO | 11 funds | $335.3M |
| ALPHABET INC-CL CGOOG | 11 funds | $280.7M |
| JPMORGAN CHASE & COJPM | 11 funds | $207.6M |
Ranked by how many of EDGU's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| EDGFETF | 27 funds | $582.6M |
| EDGUthis pageETF | 22 funds | $76.4M |
| EDGHETF | 19 funds | $143.9M |
| EDGIETF | 19 funds | $36.6M |
| 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 EDGU
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/EDGU/capital-change-brief"
Use Arkolith's capital_change_brief for EDGU. 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 EDGU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.