Who owns ELM?
Elm Market Navigator ETF
15 institutions reported holding ELM, worth $197.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ELM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Elm Partners Management LLC | Philadelphia, PA | $180.7M | 6,168,649 | +162,344 shares |
| HighTower Advisors, LLC | Chicago, IL | $4.3M | 145,335 | No change |
| Tanager Wealth Management LLP | Goring On Thames, United Kingdom | $3.8M | 129,100 | No change |
| First National Bank Sioux Falls | Sioux Falls, SD | $1.8M | 64,797 | No change |
| Creative Planning | Overland Park, KS | $1.6M | 54,001 | No change |
| Onyx Bridge Wealth Group LLC | Tarrytown, NY | $1.4M | 46,369 | +30,422 shares |
| W1M Asset Management Ltd | London, United Kingdom | $1.3M | 45,978 | +21,744 shares |
| Wedbush Securities Inc. | Pasadena, CA | $954K | 32,565 | +6,535 shares |
| Insight Advisors, LLC | Newtown, PA | $667K | 22,769 | +7,504 shares |
| Stifel Financial Corp. | St. Louis, MO | $380K | 12,984 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ELM?
15 institutional managers reported holding ELM in Form 13F filings for June 30, 2026, worth $197.6M in total. The largest reported position was held by Elm Partners Management LLC, at $180.7M.
Did institutions buy or sell ELM last quarter?
Reported 13F value rose 13.9% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ELM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.