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Who owns ELMWhat ELM owns — n/a

Who owns Elm Market Navigator ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of ELM from SEC Form 13F filings across 15 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 15 institutions disclosed 6.7M shares of Elm Market Navigator ETF worth $196.5M — about 34% of shares outstanding; the largest disclosed holder is Elm Partners Management LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

15

13F holders

$196.5M

value, 2026 filers

34%

of shares outstanding (6.7M sh)

3

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of ELM's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Elm Partners Management LLC6.2M$180.7M6.5%31.1%+2.7%
2HighTower Advisors, LLC145,335$4.3M0.0%0.7%0.0%
3Tanager Wealth Management LLP129,100$3.8M0.3%0.7%0.0%
4FIRST NATIONAL BANK SIOUX FALLS64,797$1.8M0.5%0.3%0.0%
5Creative Planning54,001$1.6M0.0%0.3%0.0%
6Onyx Bridge Wealth Group LLC46,369$1.4M0.1%0.2%+190.8%
7W1M Asset Management Ltd45,978$1.3M0.0%0.2%+89.7%
8WEDBUSH SECURITIES INC32,565$9540.0%0.2%+25.1%
9Insight Advisors, LLC/ PA22,769$667,0420.1%0.1%+49.2%
10STIFEL FINANCIAL CORPNEW12,984$380,3770.0%0.1%new
11JANE STREET GROUP, LLC9,733$285,1370.0%0%-44.3%
12COWA, LLC8,352$244,6790.1%0%-15.8%
13Avion Wealth5,535$1620.0%0%0.0%
14Larson Financial Group LLCNEW1,200$35,1550.0%0%new
15Farther Finance Advisors, LLCNEW685$20,0680.0%0%new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.