ELM institutional holders
SERIES PORTFOLIOS TR · 13F, 2026Q2
| Managers holding | 15 |
|---|---|
| Shares held | 6,748,052 |
| Reported value | $197.6m |
| Quarter flows | 3 new, 5 added, 2 trimmed, 1 exited |
Top 15 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Elm Partners Management LLC | 6,168,649 | $180.7m | 6.5% |
| HighTower Advisors, LLC | 145,335 | $4.3m | 0.0% |
| Tanager Wealth Management LLP | 129,100 | $3.8m | 0.3% |
| FIRST NATIONAL BANK SIOUX FALLS | 64,797 | $1.8m | 0.5% |
| Creative Planning | 54,001 | $1.6m | 0.0% |
| Onyx Bridge Wealth Group LLC | 46,369 | $1.4m | 0.1% |
| W1M Asset Management Ltd | 45,978 | $1.3m | 0.0% |
| WEDBUSH SECURITIES INC | 32,565 | $954,000 | 0.0% |
| Insight Advisors, LLC/ PA | 22,769 | $667,042 | 0.1% |
| STIFEL FINANCIAL CORP | 12,984 | $380,377 | 0.0% |
| JANE STREET GROUP, LLC | 9,733 | $285,137 | 0.0% |
| COWA, LLC | 8,352 | $244,679 | 0.1% |
| Avion Wealth | 5,535 | $162,000 | 0.0% |
| Larson Financial Group LLC | 1,200 | $35,155 | 0.0% |
| Farther Finance Advisors, LLC | 685 | $20,068 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("ELM"). ELM price history · All 13F data