15 institutions reported holding $173.5M of ELM (ELM) in SEC 13F filings for 2026-03-31. Largest institutional holders: Elm Partners Management LLC ($159.6M), HighTower Advisors, LLC ($3.9M), Tanager Wealth Management LLP ($3.5M), FIRST NATIONAL BANK SIOUX FALLS ($1.8M), Creative Planning ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Elm Partners Management LLC | $159.6M | 6.0M | Added |
| 2 | HighTower Advisors, LLC | $3.9M | 145,335 | Hold |
| 3 | Tanager Wealth Management LLP | $3.5M | 129,100 | Added |
| 4 | FIRST NATIONAL BANK SIOUX FALLS | $1.8M | 64,797 | Added |
| 5 | Creative Planning | $1.5M | 54,001 | New |
| 6 | WEDBUSH SECURITIES INC | $706,000 | 26,030 | New |
| 7 | London & Capital Asset Management Ltd | $658,559 | 24,234 | New |
| 8 | JANE STREET GROUP, LLC | $474,220 | 17,486 | Trimmed |
| 9 | Onyx Bridge Wealth Group LLC | $432,483 | 15,947 | New |
| 10 | Insight Advisors, LLC/ PA | $413,990 | 15,265 | New |
| 11 | COWA, LLC | $269,139 | 9,924 | New |
| 12 | Avion Wealth | $150,000 | 5,535 | Added |
| 13 | UBS Group AG | $15,702 | 579 | New |
| 14 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 15 | Hegarty Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31