Elm Partners Management’s Elm Market Navigator ETF ELM Stock Holding History

Elm Partners Management’s Portfolio ELM Stock Details ELM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$160M	Buy	6,006,305 +1,509,675	+34%	+$42.1M	6.92%	5
2025 Q4	$123M	Sell	4,496,630 -1,552,255	-26%	-$42.8M	5.56%	5
2025 Q3	$165M	Sell	6,048,885 -198,906	-3%	-$5.27M	8.26%	3
2025 Q2	$162M	Sell	6,247,791 -4,621,023	-43%	-$115M	9.39%	3
2025 Q1	$268M	Buy	+10,868,814	New	+$270M	17.23%	1

Other funds holding ELM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

FNBSF

First National Bank Sioux Falls Sioux Falls, South Dakota $366M AUM 18.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

LCAM

London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

Elm Partners Management's ELM Position: Q1 2026 in Review

Elm Partners Management increased its Elm Market Navigator ETF (ELM) stake by 34% in Q1 2026, buying an estimated $42.1M and bringing the position to 6,006,305 shares worth $160M. The position accounts for 6.92% of the portfolio, ranked #5.

Elm Partners Management first reported a position in ELM in Q1 2025 and has held it in 5 quarters since. The position peaked at $268M in Q1 2025. 13 funds tracked by Wall St. Rank hold ELM as of Q1 2026.

Elm Partners Management held 6,006,305 shares of Elm Market Navigator ETF worth $160M as of Q1 2026.
Elm Partners Management bought 1,509,675 Elm Market Navigator ETF shares in Q1 2026, an estimated $42.1M.
Elm Market Navigator ETF made up 6.92% of Elm Partners Management's portfolio in Q1 2026, its #5 holding.
Elm Partners Management first reported a position in Elm Market Navigator ETF in Q1 2025 and has held it in 5 quarters since.
Elm Partners Management's Elm Market Navigator ETF position peaked at $268M in Q1 2025.
13 funds tracked by Wall St. Rank held Elm Market Navigator ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.