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Disclosery

EDGF ADVISORS INNER CIRCLE FD II

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3EDGE FIXED ETF (fund)

33 managers (33 13F filers) reported a position in EDGF shares at 2026-03-31, 23,980,316 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
33
13F filers
33
New
5
Added
24
Reduced
3
Sold out
2
Shares held by filers
23,980,316

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Orion Porfolio Solutions, LLC14,625,175$362M3.08%+6,501,54613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,053,487$150M0.22%+2,460,65913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC794,103$19.6M0.01%+323,92813F-HRTimelineGroup
Strategic Blueprint, LLC407,409$10.1M0.59%+137,22713F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV320,716$7.93M0.28%+215,05513F-HRTimeline
3EDGE Asset Management, LP283,316$7.01M0.34%+192,00913F-HRTimeline
Silver Grove Financial Group, Inc.254,865$6.3M5.07%+76,91313F-HRTimeline
AMG Asset Management Group, Inc.210,610$5.21M4.04%+195,20213F-HRTimeline
GWN SECURITIES INC.149,217$3.69M0.71%+4,90413F-HRTimeline
Private Advisor Group, LLC129,156$3.19M0.01%+97,12613F-HRTimeline
Cambridge Investment Research Advisors,…94,024$2.33M0.01%+17,94113F-HRTimeline
Ausdal Financial Partners, Inc.74,485$1.84M0.08%+24,39113F-HRTimeline
LPL Financial LLC72,863$1.8M<0.01%-15,29813F-HRTimeline
Ashton Thomas Private Wealth, LLC67,490$1.67M0.04%+18,60313F-HRTimeline
PACIFIC FINANCIAL GROUP INC65,391$1.62M0.87%+32,19813F-HRTimeline
INTEGRITY ALLIANCE, LLC.57,027$1.41M0.05%+24,13113F-HRTimeline
CFS Investment Advisory Services, LLC50,782$1.26M0.09%+58813F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …50,745$1.26M0.02%+26,00513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,513$681K<0.01%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp22,348$553K<0.01%+13,57013F-HRTimelineGroup
Sanctuary Advisors, LLC22,347$553K<0.01%+13,57013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,458$481K<0.01%-12,88313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,340$478K<0.01%+3,90213F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC18,821$466K0.01%+9,30013F-HRTimeline
Atria Investments, Inc17,917$443K<0.01%+9,03213F-HRTimeline
Sowell Financial Services LLC17,917$443K0.02%+7,93413F-HRTimeline
Koshinski Asset Management, Inc.17,604$435K0.03%+5,48213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,829$367K<0.01%new13F-HRTimelineGroup
BridgePort Financial Solutions, LLC9,004$223K0.06%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,285$205K0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …2,971$73.5K0.11%new13F-HRTimeline
TSFG, LLC932$23K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC169$4.18K<0.01%-6213F-HRTimelineGroup