ELM Institutional Ownership & Shareholders
ELM MARKET NAVIGATOR ETF (ELM) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $174.82M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
Elm Partners Management Llc is currently the largest disclosed institutional shareholder of ELM tracked by InsiderSet, reporting ownership valued at approximately $162.89M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $174.78M, representing an estimated gain of +7.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed ELM value among the investors covered in this analysis. Major shareholders include Elm Partners Management Llc, Tanager Wealth Management Llp, First National Bank Sioux Falls, and several other long-term asset managers with concentrated positions in ELM MARKET NAVIGATOR ETF (ELM).
This page ranks the largest institutional ELM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
15
Total Reported Value
$174.82M
Largest Holder
Elm Partners Management Llc
Largest Position
$162.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Elm Partners Management Llc | 5.61% | 6,006,305 | $162,890,999 | $174,783,476 | +$11,892,477 | +7.30% | |
| Tanager Wealth Management Llp | 0.31% | 129,100 | $3,769,720 | $3,756,810 | -$12,910 | -0.34% | |
| First National Bank Sioux Falls | 0.76% | 84,818 | $2,476,686 | $2,468,204 | -$8,482 | -0.34% | |
| Onyx Bridge Wealth Group Llc | 0.14% | 54,828 | $1,600,978 | $1,595,495 | -$5,483 | -0.34% | |
| London & Capital Asset Management Ltd | 0.01% | 45,978 | $1,347,385 | $1,337,960 | -$9,425 | -0.70% | |
| Insight Advisors, Llc/ Pa | 0.13% | 25,988 | $758,850 | $756,251 | -$2,599 | -0.34% | |
| Atria Investments, Inc | 0.00% | 16,581 | $484,165 | $482,507 | -$1,658 | -0.34% | |
| Stifel Financial Corp | 0.00% | 12,984 | $380,377 | $377,834 | -$2,543 | -0.67% | |
| Cowa, Llc | 0.08% | 10,811 | $315,681 | $314,600 | -$1,081 | -0.34% | |
| Old Second National Bank Of Aurora | 0.06% | 10,000 | $292,000 | $291,000 | -$1,000 | -0.34% | |
| Jane Street Group, Llc | 0.00% | 9,733 | $285,137 | $283,230 | -$1,907 | -0.67% | |
| Avion Wealth | 0.03% | 5,535 | $162,000 | $161,069 | -$932 | -0.57% | |
| Larson Financial Group Llc | 0.00% | 1,200 | $35,155 | $34,920 | -$235 | -0.67% | |
| Farther Finance Advisors, Llc | 0.00% | 685 | $20,002 | $19,934 | -$69 | -0.34% | |
| Wedbush Securities Inc | 0.01% | 6,994 | $204 | $203,525 | +$203,321 | +99667.35% |
Frequently asked questions about ELM
Who are the largest institutional holders of ELM?
The largest institutional holders of ELM reported in the latest SEC Form 13F filings include Elm Partners Management Llc, Tanager Wealth Management Llp, First National Bank Sioux Falls, Onyx Bridge Wealth Group Llc, and London & Capital Asset Management Ltd. InsiderSet ranks institutional holders by their latest reported ELM position.
What is ELM institutional ownership?
This page tracks ELM positions reported by institutional investment managers through SEC Form 13F. ELM MARKET NAVIGATOR ETF (ELM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ELM?
InsiderSet currently tracks 15 institutional managers reporting ELM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ELM shareholders.
How much ELM stock do institutions own?
Institutional investment managers disclosed approximately $174.82M in ELM holdings for Q1 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ELM institutional ownership last updated?
The latest ELM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended March 31, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ELM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ELM position after the reporting date.
Are institutions buying or selling ELM?
Institutional buying and selling can be analyzed by comparing ELM positions across consecutive 13F reporting periods. InsiderSet's ELM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ELM ownership changes.
How has ELM institutional ownership changed over time?
InsiderSet tracks ELM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.