Skip to content

EDGI ADVISORS INNER CIRCLE FD II

Follow

3EDGE INTL ETF (fund)

20 managers (20 13F filers) reported a position in EDGI shares at 2026-03-31, 1,163,135 shares in all. 2 filers opened a position and 11 filers sold out during the quarter.

Managers
20
13F filers
20
New
2
Added
2
Reduced
14
Sold out
11
Shares held by filers
1,163,135

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, LLC593,675$16.8M0.14%-3,058,60213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.255,448$7.24M0.01%-1,448,11613F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding71,974$2.12M+4,143Timeline
3EDGE Asset Management, LP38,429$1.09M0.05%-148,99713F-HRTimeline
Private Advisor Group, LLC37,049$1.05M<0.01%-67,37113F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV33,285$943K0.03%-161,02913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,224$913K<0.01%-93,75513F-HRTimelineGroup
LPL Financial LLC21,108$598K<0.01%-3,72013F-HRTimeline
AMG Asset Management Group, Inc.17,704$502K0.39%-10,57413F-HRTimeline
GTS SECURITIES LLC15,494$439K0.02%-36,26913F-HRTimeline
Strategic Blueprint, LLC11,183$317K0.02%-75,28613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,728$276K<0.01%new13F-HRTimelineGroup
Atria Investments, Inc8,479$240K<0.01%-7,96813F-HRTimeline
Sowell Financial Services LLC8,479$240K0.01%-11,10113F-HRTimeline
Basepoint Wealth LLC4,385$124K0.07%+113F-HRTimeline
Mowery & Schoenfeld Wealth Management, …2,393$67.8K0.1%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC1,635$46.3K<0.01%-13,33413F-HRTimeline
TSFG, LLC316$9K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG109$3.09K<0.01%-33213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC38$1.08K<0.01%013F-HRTimelineGroup