ECF

Ellsworth Growth And IncomeETF$12.64 0.24%
UnclassifiedUSCUSIP 289074106· EOD Aug 10, 2026◍ Confluence graph
Tracked 13F Holders
40
-22 QoQ
13F Value (tracked)
$38.7M
13F Moves · latest Q
10 added
3 trimmed
Recent Filings
0

Price & smart-money activity

$12.64 0.24%5Y -13.6%
$6.72$8.86$11.01$13.16$15.30202120222023202420252026233364444473635332324435366815558448226667753
Hover for who · click for detailEnd-of-day closing prices52w $10.56 – $13.76

Who owns ECF?

40 tracked 13F filers

40 tracked 13F filers disclose a position in ECF as of the latest SEC 13F filings, a combined $38.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1WELLS FARGO & COMPANY/MN
$10.6M
948K
+0.1%
Added · +1K sh
Q1 2026
2Advisors Asset Management, Inc.
$4.5M
405K
+2.9%
Added · +11K sh
Q1 2026
3Pathstone Holdings, LLC
$2.8M
247K
−11%
Reduced · −31K sh
Q1 2026
4BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
$3.2M
239K
+15%
Added · +31K sh
Q2 2026
5GUGGENHEIM CAPITAL LLC
$1.9M
167K
+1.3%
Added · +2K sh
Q1 2026
6MORGAN STANLEY
$1.6M
144K
−6.7%
Reduced · −10K sh
Q1 2026
7Baird Financial Group, Inc.
$1.5M
135K
−6.7%
Reduced · −10K sh
Q1 2026
8AMERIPRISE FINANCIAL INC
$1.1M
102K
−5.3%
Reduced · −6K sh
Q1 2026
9VIMA LLC
$1.2M
88K
−11%
Reduced · −11K sh
Q2 2026
10CAPSTONE INVESTMENT ADVISORS, LLC
$909K
81K
Held
Q1 2026
11RAYMOND JAMES FINANCIAL INC
$907K
81K
−0.1%
Reduced · −41 sh
Q1 2026
12UHLMANN PRICE SECURITIES, LLC
$976K
74K
+7.5%
Added · +5K sh
Q2 2026
13EVOLVE PRIVATE WEALTH, LLC
$767K
69K
−1.4%
Reduced · −994 sh
Q1 2026
14NewEdge Advisors, LLC
$721K
65K
−6.3%
Reduced · −4K sh
Q1 2026
15ROYAL BANK OF CANADA
$617K
55K
+17%
Added · +8K sh
Q1 2026
16Institute for Wealth Management, LLC.
$691K
52K
−0.9%
Reduced · −467 sh
Q2 2026
17Shaker Financial Services, LLC
$604K
46K
+95%
Added · +22K sh
Q2 2026
18Waverly Advisors, LLC
$474K
42K
+3.1%
Added · +1K sh
Q1 2026
19WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$480K
38K
−5.3%
Reduced · −2K sh
Q2 2026
20COMMONWEALTH EQUITY SERVICES, LLC
$363K
33K
Held
Q1 2026
21Focus Partners Wealth
$357K
32K
Held
Q1 2026
22Aviance Capital Partners, LLC
$408K
31K
+0.5%
Added · +151 sh
Q2 2026
23Private Advisor Group, LLC
$357K
27K
+0.1%
Added · +14 sh
Q2 2026
24LPL Financial LLC
$261K
23K
+0.5%
Added · +127 sh
Q1 2026
25Ruggaard & Associates LLC
$209K
19K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ECF being bought or sold by institutions?

Last quarter, 1 fund opened a new position in ECF and 9 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
9
funds
Reduced
3
funds
Exited
0
funds

Funds that own ECF also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN14 funds$1.9B
MICROSOFT CORPMSFT14 funds$1.8B
NVIDIA CORPNVDA14 funds$1.7B
APPLE INCAAPL14 funds$1.5B
WALMART INCWMT14 funds$343.9M
JPMORGAN CHASE & COJPM14 funds$301.7M
HOME DEPOT INCHD14 funds$157.1M
ALPHABET INC-CL AGOOGL13 funds$873.4M
SS SPDR S&P 500 ETF TRUST-USSPY13 funds$683.0M
BROADCOM INCAVGO13 funds$571.9M
ADVANCED MICRO DEVICESAMD13 funds$295.4M
COSTCO WHOLESALE CORPCOST13 funds$280.8M

Ranked by how many of ECF's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

13 funds-25 since Q3 2024
02040Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $5.3M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for ECF

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Ask your agent what changed in ECF

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ECF/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ECF.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ECF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.