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ELM

ELM — Smart Money Tracker (13F)

Elm Market Navigator ETF

+$40.4M

Net Activity

Institutions Holding

13

Popularity Rank

#9208

Avg Weight

0.62%

Total Value

$173.5M

Ownership Trend

13 institutions currently hold ELM, with 11 net buyers and 3 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

3

Net Buying Institutions

11

Key Holders

Key Holders

Top 5 by Value

EP
Elm Partners Management LLC
$159.6M
HA
HighTower Advisors, LLC
$3.9M
TW
Tanager Wealth Management LLP
$3.5M
FN
First National Bank Sioux Falls
$1.8M
CP
Creative Planning
$1.5M

Top 5 by Conviction

EP
Elm Partners Management LLC
6.92%
FN
First National Bank Sioux Falls
0.50%
TW
Tanager Wealth Management LLP
0.34%
IA
Insight Advisors, LLC/ PA
0.08%
CL
Cowa, LLC
0.07%
View all 13 holding institutions

Across its top 13 institutional holders, ELM's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 15/100, avg. turnover score 19/100).

Quarterly Activity

Recent Activity

+$169.1M

Total Buy Value

$2.3M

Total Sell Value

New buy7
Trim1
Add4
Sold out2

11

Net Buyers

3

Net Sellers

Smart Money Convergence

ELM does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

81752T429

FAQ

Who are the top institutional investors holding ELM MARKET NAVIGATOR ETF (ELM)?
Major stakeholders currently include Elm Partners Management LLC ($159.6M), HighTower Advisors, LLC ($3.9M), Tanager Wealth Management LLP ($3.5M). Based on the latest 13F filings, there are a total of 13 tracked investment funds and institutions maintaining positions in ELM.
What is the overall institutional sentiment toward ELM recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $40.4M, driven by 11 managers accumulating shares while 3 reduced their exposure.
Which institutions have been selling or reducing their ELM positions?
In the latest period, 1 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $2.3M.
Are there any notable investors adding ELM to their portfolios?
Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 4 existing holders added to their shares. The total reported buy value for the quarter amounted to $169.1M.

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