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ELM Market Navigator ETF (ELM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Tanager Wealth Management LLP
UNCHANGED
Shares129,100 from 129,100
Change0 (0%)
Value$3.8M (-$12.4K)
Filed 2026-10-19
First National Bank Sioux Falls
INCREASED
Shares84,818 from 64,797
Change+20,021 (+31%)
Value$2.5M (+$639.7K)
Filed 2026-10-13
Onyx Bridge Wealth Group LLC
INCREASED
Shares54,828 from 46,369
Change+8,459 (+18%)
Value$1.6M (+$242.6K)
Filed 2026-10-16
Creative Planning
UNCHANGED
Shares54,001 from 54,001
Change0 (0%)
Value$1.6M (-$5.2K)
Filed 2026-11-02
Insight Advisors, LLC/ PA
INCREASED
Shares25,988 from 22,769
Change+3,219 (+14%)
Value$758.9K (+$91.8K)
Filed 2026-10-22
Atria Investments, Inc
NEW
Shares16,581
Change+16,581
Value$484.2K
Filed 2026-10-15
Collaborative Capital Advisors LLC
NEW
Shares11,738
Change+11,738
Value$342.8K
Filed 2026-11-06
Cowa, LLC
INCREASED
Shares10,811 from 8,352
Change+2,459 (+29%)
Value$315.7K (+$71.0K)
Filed 2026-10-30
Old Second National Bank of Aurora
NEW
Shares10,000
Change+10,000
Value$292.0K
Filed 2026-10-22
Wedbush Securities Inc
DECREASED
Shares6,994 from 32,565
Change-25,571 (-79%)
Value$204 (-$750)
Filed 2026-10-22
Avion Wealth
UNCHANGED
Shares5,535 from 5,535
Change0 (0%)
Value$161 (-$1)
Filed 2026-11-04
Larson Financial Group LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$35.0K (-$115)
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares685 from 685
Change0 (0%)
Value$20.0K (-$66)
Filed 2026-10-08
Elm Partners Management LLC
N/A
Shares— from 6,168,649
Change-6,168,649 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 145,335
Change-145,335 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 45,978
Change-45,978 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 12,984
Change-12,984 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,733
Change-9,733 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 435
Change-435 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 435
Change-435 (-100%)
Value—
Status
Tanager Wealth Management LLP
UNCHANGED129,100129,10000%$3.8M$3.8M-$12.4K2026-10-19
First National Bank Sioux Falls
INCREASED84,81864,797+20,021+31%$1.8M$2.5M+$639.7K2026-10-13
Onyx Bridge Wealth Group LLC
INCREASED54,82846,369+8,459+18%$1.4M$1.6M+$242.6K2026-10-16
Creative Planning
UNCHANGED54,00154,00100%$1.6M$1.6M-$5.2K2026-11-02
Insight Advisors, LLC/ PA
INCREASED25,98822,769+3,219+14%$667.0K$758.9K+$91.8K2026-10-22
Atria Investments, Inc
NEW16,581—+16,581——$484.2K—2026-10-15
Collaborative Capital Advisors LLC
NEW11,738—+11,738——$342.8K—2026-11-06
Cowa, LLC
INCREASED10,8118,352+2,459+29%$244.7K$315.7K+$71.0K2026-10-30
Old Second National Bank of Aurora
NEW10,000—+10,000——$292.0K—2026-10-22
Wedbush Securities Inc
DECREASED6,99432,565-25,571-79%$954$204-$7502026-10-22
Avion Wealth
UNCHANGED5,5355,53500%$162$161-$12026-11-04
Larson Financial Group LLC
UNCHANGED1,2001,20000%$35.2K$35.0K-$1152026-11-05
Farther Finance Advisors, LLC
UNCHANGED68568500%$20.1K$20.0K-$662026-10-08
Elm Partners Management LLC
N/A—6,168,649-6,168,649-100%$180.7M———
HighTower Advisors, LLC
N/A—145,335-145,335-100%$4.3M———
W1m Asset Management Ltd
N/A—45,978-45,978-100%$1.3M———
Stifel Financial Corp
N/A—12,984-12,984-100%$380.4K———
Jane Street Group, LLC
N/A—9,733-9,733-100%$285.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—435-435-100%$12.7K———
BFC Planning, Inc.
N/A—435-435-100%$12.7K———
Showing 20 of 20 institutions