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EDGU ADVISORS INNER CIRCLE FD II

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3EDGE DYN US ETF (fund)

14 managers (14 13F filers) reported a position in EDGU shares at 2025-06-30, 1,900,005 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
14
13F filers
14
New
3
Added
4
Reduced
6
Sold out
5
Shares held by filers
1,900,005

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC1,040,407$27.1M0.23%-110,08913F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.560,135$14.6M0.03%+560,12413F-HR/ATimelineGroup
3EDGE Asset Management, LP91,011$2.37M0.15%-60,40813F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV54,866$1.43M0.08%+15,34913F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding44,480$1.16M-70,428Timeline
Strategic Blueprint, LLC38,490$1M0.05%-15,43213F-HRTimeline
LPL Financial LLC32,744$852K<0.01%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …18,734$500K0.03%+43213F-HRTimelineGroup
Atria Investments, Inc7,795$203K<0.01%-3,83513F-HRTimeline
Sowell Financial Services LLC7,795$203K0.01%-3,83513F-HRTimeline
Mowery & Schoenfeld Wealth Management, …2,640$68.7K0.11%new13F-HRTimeline
UBS Group AGin group UBS Group AG728$18.9K<0.01%+45713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY180$4.68K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.