ELM Institutional Ownership
Elm Market Navigator ETF
1W: -0.6%
1M: -1.1%
3M: -0.3%
YTD: +7.1%
1Y: +6.8%
$29.31
+0.11 (+0.38%)
Weekly Expected Move ±1.0%
$29
$29
$29
$30
$30
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Institutional Ownership — ELM
16
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
198M
Total Invested
3
New Positions
5
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (18 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Elm Partners Management LLC | 6,168,649 | 181M | +162,344 | +2.7% | 6Q | SEC ↗ |
| 2 | HighTower Advisors, LLC | 145,335 | 4M | — | +0.0% | 5Q | SEC ↗ |
| 3 | Tanager Wealth Management LLP | 129,100 | 4M | — | +0.0% | 3Q | SEC ↗ |
| 4 | FIRST NATIONAL BANK SIOUX FALLS | 64,797 | 2M | — | +0.0% | 4Q | SEC ↗ |
| 5 | Creative Planning | 54,001 | 2M | — | +0.0% | 2Q | SEC ↗ |
| 6 | Onyx Bridge Wealth Group LLC | 46,369 | 1M | +30,422 | +190.8% | 2Q | SEC ↗ |
| 7 | W1M Asset Management Ltd | 45,978 | 1M | +21,744 | +89.7% | 2Q | SEC ↗ |
| 8 | WEDBUSH SECURITIES INC | 32,565 | 954K | +6,535 | +25.1% | 2Q | SEC ↗ |
| 9 | Insight Advisors, LLC/ PA | 22,769 | 667K | +7,504 | +49.2% | 2Q | SEC ↗ |
| 10 | STIFEL FINANCIAL CORP NEW | 12,984 | 381K | — | +0.0% | 1Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC | 9,733 | 285K | -7,753 | -44.3% | 3Q | SEC ↗ |
| 12 | COWA, LLC | 8,352 | 245K | -1,572 | -15.8% | 2Q | SEC ↗ |
| 13 | Avion Wealth | 5,535 | 162K | — | +0.0% | 5Q | SEC ↗ |
| 14 | Larson Financial Group LLC NEW | 1,200 | 35K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Farther Finance Advisors, LLC NEW | 685 | 20K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Hegarty Advisors, LLC | 0 | 0K | -12,735 | -100.0% | 1Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC | 0 | 0K | -10,758 | -100.0% | 2Q | SEC ↗ |
| 18 | UBS Group AG | 0 | 0K | -579 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| STIFEL FINANCIAL CORP | 12,984 | 381K |
| Larson Financial Group LLC | 1,200 | 35K |
| Farther Finance Advisors, LLC | 685 | 20K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Hegarty Advisors, LLC | 12,735 | 373K |
| CITADEL ADVISORS LLC | 10,758 | 315K |
| UBS Group AG | 579 | 17K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Elm Partners Management LLC | +162,344 | +2.7% | 6,168,649 |
| Onyx Bridge Wealth Group LLC | +30,422 | +190.8% | 46,369 |
| W1M Asset Management Ltd | +21,744 | +89.7% | 45,978 |
| Insight Advisors, LLC/ PA | +7,504 | +49.2% | 22,769 |
| WEDBUSH SECURITIES INC | +6,535 | +25.1% | 32,565 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -7,753 | -44.3% | 9,733 |
| COWA, LLC | -1,572 | -15.8% | 8,352 |