EDGI(EDGI)
EDGI
Institutional Ownership
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
Top 28 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Brinker Capital Investments, LLC | 1.74M | Jun 30, 26 | +1.14M | 44.61% |
| ADVISOR GROUP HOLDINGS, INC. | 667.40K | Jun 30, 26 | +411.95K | 17.16% |
| ENVESTNET ASSET MANAGEMENT INC | 103.17K | Jun 30, 26 | +70.95K | 2.65% |
| 3EDGE Asset Management, LP | 91.51K | Jun 30, 26 | +53.09K | 2.35% |
| POTOMAC FUND MANAGEMENT INC /ADV | 71.59K | Jun 30, 26 | +38.31K | 1.84% |
| AMG Asset Management Group, Inc. | 45.86K | Jun 30, 26 | +28.16K | 1.18% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 34.85K | Jun 30, 26 | -37.13K | 0.90% |
| Diversify Advisory Services, LLC | 34.85K | Jun 30, 26 | +34.85K | 0.90% |
| GTS SECURITIES LLC | 33.94K | Jun 30, 26 | +18.44K | 0.87% |
| Strategic Blueprint, LLC | 32.86K | Jun 30, 26 | +21.68K | 0.84% |
| CITADEL ADVISORS LLC | 24.70K | Jun 30, 26 | +24.70K | 0.63% |
| LPL Financial LLC | 24.16K | Jun 30, 26 | +3.05K | 0.62% |
| Silver Grove Financial Group, Inc. | 21.72K | Jun 30, 26 | +21.72K | 0.56% |
| Cambridge Investment Research Advisors, Inc. | 9.23K | Jun 30, 26 | +9.23K | 0.24% |
| Ausdal Financial Partners, Inc. | 6.56K | Jun 30, 26 | +6.56K | 0.17% |
| Ashton Thomas Private Wealth, LLC | 5.41K | Jun 30, 26 | +3.77K | 0.14% |
| Basepoint Wealth LLC | 4.38K | Jun 30, 26 | -- | 0.11% |
| Mowery & Schoenfeld Wealth Management, LLC | 2.39K | Jun 30, 26 | -- | 0.06% |
| HARBOUR INVESTMENTS, INC. | 1.29K | Jun 30, 26 | +1.29K | 0.03% |
| TSFG, LLC | 316 | Jun 30, 26 | -- | 0.01% |
| ASSETMARK, INC | 102 | Jun 30, 26 | +64 | 0.00% |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -37.05K | -- |
| Atria Investments, Inc | -- | Jun 30, 26 | -8.48K | -- |
| Sowell Financial Services LLC | -- | Jun 30, 26 | -8.48K | -- |
| UBS Group AG | -- | Jun 30, 26 | -109 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -9.73K | -- |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -24.86K | -- |
| Orion Portfolio Solutions, LLC | 436.10K | Mar 31, 25 | +436.10K | 11.21% |
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