CUSIP 00791R7983EDGE DYNAMIC USEDGUQ4 2025
Aggregate 13F value by quarter
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15 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 821.1K | $23.38M | −110.1K | Reduced |
| 2 | Osaic Holdings, Inc. | 388.7K | $11.07M | −88.4K | Reduced |
| 3 | 3edge Asset Management, LP | 67.6K | $1.93M | −4.8K | Reduced |
| 4 | Potomac Fund Management Inc /Adv | 47.6K | $1.35M |
| −8.2K |
| Reduced |
| 5 | Envestnet Asset Management Inc | 36.6K | $1.04M | −9.2K | Reduced |
| 6 | Private Advisor Group, LLC | 27.5K | $784.0K | −3.5K | Reduced |
| 7 | Lpl Financial LLC | 21.4K | $609.3K | −7.1K | Reduced |
| 8 | Diversify Wealth Management, LLC | 19.3K | $558.4K | +212 | Added |
| 9 | Strategic Blueprint, LLC | 18.6K | $528.2K | −7.9K | Reduced |
| 10 | Gts Securities LLC | 18.4K | $524.4K | −18.4K | Reduced |
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