16 institutions reported holding $197.6M of ELM MARKET NAVIGATOR ETF (ELM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Elm Partners Management LLC ($180.7M), HighTower Advisors, LLC ($4.3M), Tanager Wealth Management LLP ($3.8M), FIRST NATIONAL BANK SIOUX FALLS ($1.8M), Creative Planning ($1.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Elm Partners Management LLC | $180.7M | 6.2M | Added |
| 2 | HighTower Advisors, LLC | $4.3M | 145,335 | Hold |
| 3 | Tanager Wealth Management LLP | $3.8M | 129,100 | Hold |
| 4 | FIRST NATIONAL BANK SIOUX FALLS | $1.8M | 64,797 | Hold |
| 5 | Creative Planning | $1.6M | 54,001 | Hold |
| 6 | Onyx Bridge Wealth Group LLC | $1.4M | 46,369 | Added |
| 7 | London & Capital Asset Management Ltd | $1.3M | 45,978 | Added |
| 8 | WEDBUSH SECURITIES INC | $954,000 | 32,565 | Added |
| 9 | Insight Advisors, LLC/ PA | $667,042 | 22,769 | Added |
| 10 | STIFEL FINANCIAL CORP | $380,377 | 12,984 | New |
| 11 | JANE STREET GROUP, LLC | $285,137 | 9,733 | Trimmed |
| 12 | COWA, LLC | $244,679 | 8,352 | Trimmed |
| 13 | Avion Wealth | $162,000 | 5,535 | Hold |
| 14 | Larson Financial Group LLC | $35,155 | 1,200 | New |
| 15 | Farther Finance Advisors, LLC | $20,068 | 685 | New |
| 16 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30