AI Holders Summary · Q2 2026

26 institutions reported EDGH in Q2 2026. Orion Porfolio Solutions, LLC leads at 47.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Orion Porfolio Solutions, LLC

CIK 0001360533

$94M3.0M0.72%Q2 2026 02

Orion Portfolio Solutions, LLC

CIK 0001802647

$43M1.7M0.21%Q1 2025 03

OSAIC HOLDINGS, INC.

CIK 0001677044

$36M1.1M0.04%Q2 2026 04

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$6M186K0.00%Q2 2026 05

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$4M112K0.01%Q1 2026 06

POTOMAC FUND MANAGEMENT INC /ADV

CIK 0000826000

$3M82K0.07%Q2 2026 07

3EDGE Asset Management, LP

CIK 0001665605

$3M81K0.11%Q2 2026 08

Strategic Blueprint, LLC

CIK 0001767821

$2M68K0.11%Q2 2026 09

AMG Asset Management Group, Inc.

CIK 0002113282

$2M50K1.00%Q2 2026 10

Silver Grove Financial Group, Inc.

CIK 0002111172

$1M46K0.79%Q2 2026 11

LPL Financial LLC

CIK 0001403438

$1M37K0.00%Q2 2026 12

DIVERSIFY WEALTH MANAGEMENT, LLC

CIK 0002030780

$1M36K0.02%Q2 2026 13

Diversify Advisory Services, LLC

CIK 0002021232

$1M36K0.02%Q2 2026 14

Ashton Thomas Private Wealth, LLC

CIK 0002019663

$548K17K0.01%Q2 2026 15

GTS SECURITIES LLC

CIK 0001452765· Market maker

$473K15K0.01%Q2 2026 16

Ausdal Financial Partners, Inc.

CIK 0001667146

$438K14K0.02%Q2 2026 17

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

CIK 0001965756

$305K10K0.02%Q2 2026 18

CITADEL ADVISORS LLC

CIK 0001423053

$238K7K0.00%Q2 2026 19

Basepoint Wealth LLC

CIK 0002088236

$124K4K0.07%Q2 2026 20

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$88K3K0.00%Q2 2026

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