Who Owns ELLSWORTH GROWTH & INCOME FD (ECF)? -- Institutional Holders (2026-06-30)

56 institutions reported holding $85.3M of ELLSWORTH GROWTH & INCOME FD (ECF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Saba Capital Management, L.P. ($21.2M), SIT INVESTMENT ASSOCIATES INC ($12.4M), WELLS FARGO & COMPANY/MN ($12.3M), Advisors Asset Management, Inc. ($5.3M), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ($3.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Saba Capital Management, L.P.$21.2M1.6MHold
2SIT INVESTMENT ASSOCIATES INC$12.4M936,651Added
3WELLS FARGO & COMPANY/MN$12.3M931,846Trimmed
4Advisors Asset Management, Inc.$5.3M402,884Trimmed
5BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$3.2M239,144Added
6Bulldog Investors, LLP$3.0M228,134Trimmed
7Pathstone Holdings, LLC$2.8M209,392Trimmed
8GUGGENHEIM CAPITAL LLC$2.6M193,775Added
9Invesco Ltd.$2.5M191,598Trimmed
10MORGAN STANLEY$1.9M142,802Trimmed
11Baird Financial Group, Inc.$1.8M133,444Trimmed
12AMERIPRISE FINANCIAL INC$1.4M104,102Added
13VIMA LLC$1.2M88,232Trimmed
14CAPSTONE INVESTMENT ADVISORS, LLC$1.1M81,490Hold
15RAYMOND JAMES FINANCIAL INC$1.1M81,328Hold
16WOLVERINE ASSET MANAGEMENT LLC$1.0M76,777Added
17UHLMANN PRICE SECURITIES, LLC$976,09373,888Added
18EVOLVE PRIVATE WEALTH, LLC$874,54266,203Trimmed
19Royal Bank of Canada$722,00054,655Trimmed
20Institute for Wealth Management, LLC.$690,74552,289Trimmed
21NewEdge Advisors, LLC$660,28949,984Trimmed
22Shaker Financial Services, LLC$603,68445,699Added
23Waverly Advisors, LLC$514,11538,919Trimmed
24WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$480,47837,508Trimmed
25COMMONWEALTH EQUITY SERVICES, LLC$430,54032,592Hold

Source: SEC Form 13F filings · as of 2026-06-30