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ELM Market Navigator ETF (ELM)

CUSIP: 81752T429 | NYSE | 25 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Tanager Wealth Management LLP129,100
0.3% of portfolio›$3.8M
First National Bank Sioux Falls84,818
0.8% of portfolio›$2.5M
Onyx Bridge Wealth Group LLC54,828
0.1% of portfolio›$1.6M
Creative Planning54,001
0.0% of portfolio›$1.6M
Insight Advisors, LLC/ PA25,988
0.1% of portfolio›$758.9K
Atria Investments, Inc16,581
0.0% of portfolio›$484.2K
Collaborative Capital Advisors LLC11,738
0.2% of portfolio›$342.8K
Cowa, LLC10,811
0.1% of portfolio›$315.7K
Old Second National Bank of Aurora10,000
0.1% of portfolio›$292.0K
Wedbush Securities Inc6,994
0.0% of portfolio›$204
Avion Wealth5,535
0.0% of portfolio›$161
Larson Financial Group LLC1,200
0.0% of portfolio›$35.0K
Farther Finance Advisors, LLC685
0.0% of portfolio›$20.0K
StyleTurnoverLocationFiled
Tanager Wealth Management LLP
129,100$3.8M0.3%ETFLowGoring On Thames, United Kingdom2026-10-19
First National Bank Sioux Falls
84,818$2.5M0.8%ETFVery LowSioux Falls, SD2026-10-13
Onyx Bridge Wealth Group LLC
54,828$1.6M0.1%ETFMediumTarrytown, NY2026-10-16
Creative Planning
54,001$1.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Insight Advisors, LLC/ PA
25,988$758.9K0.1%ETFMediumNewtown, PA2026-10-22
Atria Investments, Inc
16,581$484.2K0.0%CoreMediumCharlotte, NC2026-10-15
Collaborative Capital Advisors LLC
11,738$342.8K0.2%ETFN/ANew York, NY2026-11-06
Cowa, LLC
10,811$315.7K0.1%ETFMediumTulsa, OK2026-10-30
Old Second National Bank of Aurora
10,000$292.0K0.1%CoreLowAurora, IL2026-10-22
Wedbush Securities Inc
6,994$2040.0%CoreLowPasadena, CA2026-10-22
Avion Wealth
5,535$1610.0%ETFLowThe Woodlands, TX2026-11-04
Larson Financial Group LLC
1,200$35.0K0.0%GrowthLowSt Louis, MO2026-11-05
Farther Finance Advisors, LLC
685$20.0K0.0%IndexLowSan Francisco, CA2026-10-08