Public ownership evidence

3EDGE Dynamic Fixed Income ETF (EDGF) Ownership Disclosures

Read EDGF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

3EDGE Dynamic Fixed Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
OSAIC HOLDINGS, INC.
Report period
2026-06-30
Available
2026-08-15
Reported shares
5,081,631
Value (USD)
$125,236,801
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001677044-26-000006
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read EDGF fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read EDGF fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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OSAIC HOLDINGS, INC.2026-06-302026-08-155,081,631$125,236,801None
JANE STREET GROUP, LLC2026-06-302026-08-1511,691$288,125None
Orion Porfolio Solutions, LLC2026-06-302026-08-1513,145,837$323,979,173None
GTS SECURITIES LLC2026-06-302026-08-1521,876$539,134None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1512,475$307,446None
Ausdal Financial Partners, Inc.2026-06-302026-08-1569,435$1,711,226None
CITADEL ADVISORS LLC2026-06-302026-08-1586,111$2,122,206None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-1513,829$340,816None
Silver Grove Financial Group, Inc.2026-06-302026-08-14231,440$5,703,832None
Sanctuary Advisors, LLC2026-06-302026-08-1414,142$348,539None
UBS Group AG2026-06-302026-08-14562$13,850None
PACIFIC FINANCIAL GROUP INC2026-06-302026-08-148,328$205,239None
POTOMAC FUND MANAGEMENT INC /ADV2026-06-302026-08-14233,683$5,759,129None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1313,980$344,528None
Diversify Advisory Services, LLC2026-06-302026-08-1194,219$2,318,254None
LPL Financial LLC2026-06-302026-08-0882,791$2,040,384None
Mowery & Schoenfeld Wealth Management, LLC2026-06-302026-08-072,971$73,221None
Bank of New York Mellon Corp2026-06-302026-08-072$40None
Bank of New York Mellon Corp2026-06-302026-08-0714,142$348,539None
GWN SECURITIES INC.2026-06-302026-08-06173,616$4,278,771None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04988,407$24,359,293None
DIVERSIFY WEALTH MANAGEMENT, LLC2026-06-302026-07-3194,219$2,318,254None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-31115,893$2,856,000None
ASSETMARK, INC2026-06-302026-07-31169$4,165None
AMG Asset Management Group, Inc.2026-06-302026-07-30138,399$3,410,852None
Ashton Thomas Private Wealth, LLC2026-06-302026-07-3057,241$1,410,705None
Atria Investments, Inc2026-06-302026-07-2916,041$395,331None
Concurrent Investment Advisors, LLC2026-06-302026-07-288,147$200,783None
Concurrent Investment Advisors, LLC2026-06-302026-07-281,052$25,922None
3EDGE Asset Management, LP2026-06-302026-07-28155,145$3,823,549None
Koshinski Asset Management, Inc.2026-06-302026-07-2815,610$384,708None
TSFG, LLC2026-06-302026-07-24932$23,000None
Strategic Blueprint, LLC2026-06-302026-07-24341,857$8,425,067None
Sowell Financial Services LLC2026-06-302026-07-2116,041$395,330None
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors2026-06-302026-07-2147,646$1,174,236None
CFS Investment Advisory Services, LLC2026-06-302026-07-1751,504$1,270,096None

90-day public filing window, up to 50 source positions.

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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