11 tracked 13F filers disclose a position in ELM as of the latest SEC 13F filings, a combined $195.8M 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Elm Partners Management LLC | $180.7M | 6.2M | ▲+2.7% Added · +162K sh | Q2 2026 | |
| 2 | HighTower Advisors, LLC | $3.9M | 145K | —Held | Q1 2026 | |
| 3 | Tanager Wealth Management LLP | $3.8M | 129K | —Held | Q2 2026 | |
| 4 | FIRST NATIONAL BANK SIOUX FALLS | $1.8M | 65K | —Held | Q2 2026 | |
| 5 | Creative Planning | $1.5M | 54K | ▲New +54K sh | Q1 2026 | |
| 6 | Onyx Bridge Wealth Group LLC | $1.4M | 46K | ▲+191% Added · +30K sh | Q2 2026 | |
| 7 | London & Capital Asset Management Ltd | $1.3M | 46K | ▲+90% Added · +22K sh | Q2 2026 | |
| 8 | Insight Advisors, LLC/ PA | $667K | 23K | ▲+49% Added · +8K sh | Q2 2026 | |
| 9 | JANE STREET GROUP, LLC | $474K | 17K | ▼−72% Reduced · −45K sh | Q1 2026 | |
| 10 | COWA, LLC | $245K | 8K | ▼−16% Reduced · −2K sh | Q2 2026 | |
| 11 | UBS Group AG | $16K | 579 | ▲+225% Added · +401 sh | 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.
Last quarter, 0 funds opened a new position in ELM and 3 added to an existing one, while 1 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).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 4 funds | $588.0M |
| ALPHABET INC-CL AGOOGL | 4 funds | $556.5M |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 4 funds | $518.1M |
| MICROSOFT CORPMSFT | 4 funds | $490.4M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 4 funds | $436.3M |
| INTL BUSINESS MACHINES CORPIBM | 4 funds | $330.1M |
| SPDR GOLD SHARESGLD | 4 funds | $135.9M |
| VANGUARD S&P 500 ETFVOO | 4 funds | $110.0M |
| ALPHABET INC-CL CGOOG | 4 funds | $95.2M |
| APPLE INCAAPL | 4 funds | $61.8M |
| NVIDIA CORPNVDA | 4 funds | $54.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 4 funds | $40.2M |
Ranked by how many of ELM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CLOZUIT EXCHANGE TRADED | 88 funds | $356.7M |
| CLOXTR | 53 funds | $120.1M |
| HEDGExchange Traded Fund | 38 funds | $348.5M |
| ADPVmc | 19 funds | $158.4M |
| ICAPINFRASTRCTUR CAP | 18 funds | $5.3M |
| BNDSINFRASTRUCTURE C | 16 funds | $7.4M |
| ELMthis pageExchange Traded Fund | 11 funds | $195.8M |
| SCAPINFRASTRCTUR CAP | 8 funds | $2.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ELM
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ELM/capital-change-brief"
Use Arkolith's capital_change_brief for ELM. 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 ELM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.