ELM SERIES PORTFOLIOS TR
FollowELM MAR NAV ETF (fund)
13 managers (13 13F filers) reported a position in ELM shares at 2026-03-31, 6,514,538 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 13
- 13F filers
- 13
- New
- 7
- Added
- 4
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 6,514,538
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Elm Partners Management LLC | 6,006,305 | $160M | 6.92% | +1,509,675 | 13F-HRTimeline |
| HighTower Advisors, LLC | 145,335 | $3.94M | <0.01% | 0 | 13F-HRTimeline |
| Tanager Wealth Management LLP | 129,100 | $3.5M | 0.34% | +6,480 | 13F-HRTimeline |
| FIRST NATIONAL BANK SIOUX FALLS | 64,797 | $1.84M | 0.5% | +32,562 | 13F-HRTimeline |
| Creative Planningin group Creative Planning | 54,001 | $1.46M | <0.01% | new | 13F-HRTimelineGroup |
| WEDBUSH SECURITIES INC | 26,030 | $706K | 0.02% | new | 13F-HRTimeline |
| W1M Asset Management Ltd | 24,234 | $659K | 0.01% | new | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 17,486 | $474K | <0.01% | -44,512 | 13F-HRTimelineGroup |
| Onyx Bridge Wealth Group LLC | 15,947 | $432K | 0.05% | new | 13F-HRTimeline |
| Insight Advisors, LLC/ PA | 15,265 | $414K | 0.08% | new | 13F-HRTimeline |
| COWA, LLC | 9,924 | $269K | 0.07% | new | 13F-HRTimeline |
| Avion Wealth | 5,535 | $150K | 0.03% | +3,246 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 579 | $15.7K | <0.01% | new | 13F-HRTimelineGroup |