ELLSWORTH GROWTH AND INCOME (ECF) Institutional Ownership Changes & 13F Activity
ELLSWORTH GROWTH AND INCOME (ECF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Ameriprise Financial Inc, Wolverine Asset Management Llc, Blue Bell Private Wealth Management, Llc, and Guggenheim Capital Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Ruggaard & Associates Llc | Buy | +18,772 | — | 18,772 | $247.98K | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +191,598 | — | 191,598 | $2.53M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +104,102 | — | 104,102 | $1.38M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -15,793 | -1.7% | 931,846 | $12.31M | Q2 2026 | Aug 14, 2026 |
| Readystate Asset Management Lp | Buy | +11,650 | — | 11,650 | $153.90K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +4,053 | — | 4,053 | $53.54K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -3,580 | -8.4% | 38,919 | $514.12K | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Sell | -2,468 | -0.6% | 402,884 | $5.32M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,373 | +7.4% | 19,831 | $262.00K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -654 | -1.2% | 54,655 | $722.00K | Q2 2026 | Aug 14, 2026 |
| Bulldog Investors, Llp | Sell | -479 | -0.2% | 228,134 | $3.01M | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +8,087 | +66.9% | 20,184 | $266.63K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -3,956 | -17.8% | 18,242 | $240.98K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -1,545 | -1.1% | 142,802 | $1.89M | Q2 2026 | Aug 13, 2026 |
| Guggenheim Capital Llc | Buy | +27,261 | +16.4% | 193,775 | $2.56M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Sell | -14,666 | -22.7% | 49,984 | $660.29K | Q2 2026 | Aug 12, 2026 |
| Sit Investment Associates Inc | Buy | +3,598 | +0.4% | 936,651 | $12.37M | Q2 2026 | Aug 12, 2026 |
| Evolve Private Wealth, Llc | Sell | -2,574 | -3.7% | 66,203 | $874.54K | Q2 2026 | Aug 12, 2026 |
| Clear Street Group Inc. | Buy | +1,835 | — | 1,835 | $24.24K | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Sell | -1,709 | -1.3% | 133,444 | $1.76M | Q2 2026 | Aug 12, 2026 |
| Wolverine Asset Management Llc | Buy | +72,918 | +1889.6% | 76,777 | $1.01M | Q2 2026 | Aug 10, 2026 |
| Basepoint Wealth Llc | Buy | +15 | +1.4% | 1,096 | $14.48K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +111 | +0.5% | 23,546 | $311.04K | Q2 2026 | Aug 07, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +30,943 | +14.9% | 239,144 | $3.16M | Q2 2026 | Aug 06, 2026 |
| Ceera Investments, Llc | Buy | +13,719 | — | 13,719 | $181.23K | Q2 2026 | Aug 06, 2026 |
| Envestnet Asset Management Inc | Buy | +22,248 | +220.6% | 32,332 | $427.11K | Q2 2026 | Aug 03, 2026 |
| Aviance Capital Partners, Llc | Buy | +151 | +0.5% | 30,905 | $408.26K | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -32 | -0.2% | 17,438 | $230.00 | Q2 2026 | Jul 30, 2026 |
| Institute For Wealth Management, Llc. | Sell | -467 | -0.9% | 52,289 | $690.75K | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, Llc | Buy | +14 | +0.1% | 27,029 | $357.05K | Q2 2026 | Jul 27, 2026 |
Frequently asked questions about ECF activity
Which institutional owners are buying ECF?
Institutional owners buying ECF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ECF activity?
"Buy" means an investor increased their reported position in ECF compared to the prior reporting period. This reflects growing exposure to ELLSWORTH GROWTH AND INCOME (ECF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ECF increasing?
Institutional interest in ECF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related ECF Institutional Insights
- ECF Overview
- ECF 13F Institutional Holders
- ECF Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- ECF Insider Trading & SEC Form 4 Activity
- ECF Articles
- Top Institutional Investor Stock Rankings