Public ownership evidence

3EDGE Dynamic US Equity ETF (EDGU) Ownership Disclosures

Read EDGU 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 US Equity 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
1,207,705
Value (USD)
$38,646,554
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 EDGU fundamentals

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

Read EDGU 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.2026-06-302026-08-151,207,705$38,646,554None
Orion Porfolio Solutions, LLC2026-06-302026-08-153,151,205$100,838,588None
GTS SECURITIES LLC2026-06-302026-08-1527,897$892,704None
Ausdal Financial Partners, Inc.2026-06-302026-08-1512,125$388,000None
Silver Grove Financial Group, Inc.2026-06-302026-08-1440,137$1,284,400None
Sanctuary Advisors, LLC2026-06-302026-08-149,937$317,995None
UBS Group AG2026-06-302026-08-1422$704None
POTOMAC FUND MANAGEMENT INC /ADV2026-06-302026-08-14129,472$4,143,112None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-132,275$72,792None
Basepoint Wealth LLC2026-06-302026-08-111,836$58,762None
Diversify Advisory Services, LLC2026-06-302026-08-1153,265$1,651,743None
LPL Financial LLC2026-06-302026-08-0825,265$808,480None
Mowery & Schoenfeld Wealth Management, LLC2026-06-302026-08-07963$30,816None
Bank of New York Mellon Corp2026-06-302026-08-072$53None
Bank of New York Mellon Corp2026-06-302026-08-079,937$317,995None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04195,649$6,260,783None
DIVERSIFY WEALTH MANAGEMENT, LLC2026-06-302026-07-3153,265$1,651,743None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3118,568$594,000None
ASSETMARK, INC2026-06-302026-07-3150$1,600None
AMG Asset Management Group, Inc.2026-06-302026-07-3082,229$2,631,337None
Ashton Thomas Private Wealth, LLC2026-06-302026-07-3010,054$321,728None
Atria Investments, Inc2026-06-302026-07-299,440$302,080None
3EDGE Asset Management, LP2026-06-302026-07-28170,424$5,453,568None
TSFG, LLC2026-06-302026-07-24101$3,000None
Strategic Blueprint, LLC2026-06-302026-07-2459,777$1,912,859None
Sowell Financial Services LLC2026-06-302026-07-219,440$302,080None
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors2026-06-302026-07-218,206$262,592None

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

OSAIC HOLDINGS, INC. ↗Orion Porfolio Solutions, LLC ↗GTS SECURITIES LLC ↗Ausdal Financial Partners, Inc. ↗Silver Grove Financial Group, Inc. ↗Sanctuary Advisors, LLC ↗UBS Group AG ↗POTOMAC FUND MANAGEMENT INC /ADV ↗HARBOUR INVESTMENTS, INC. ↗Basepoint Wealth LLC ↗

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.

Institutional source directory ↗Congressional source directory ↗

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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