HighTower Advisors’s Elm Market Navigator ETF ELM Stock Holding History

HighTower Advisors’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	$3.94M	Hold	145,335	–	–	﹤0.01%	1326
2025 Q4	$3.96M	Hold	145,335	–	–	﹤0.01%	1285
2025 Q3	$3.97M	Buy	145,335 +79,052	+119%	+$2.09M	﹤0.01%	1245
2025 Q2	$1.72M	Buy	+66,283	New	+$1.64M	﹤0.01%	1652

Other funds holding ELM

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

FNBSF

First National Bank Sioux Falls Sioux Falls, South Dakota $366M AUM 20.15% 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 $1.11B AUM 24.65% 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

HighTower Advisors's ELM Position: Q1 2026 in Review

HighTower Advisors held its Elm Market Navigator ETF (ELM) position steady in Q1 2026 at 145,335 shares worth $3.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

HighTower Advisors first reported a position in ELM in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.97M in Q3 2025. 13 funds tracked by Wall St. Rank hold ELM as of Q1 2026.

HighTower Advisors held 145,335 shares of Elm Market Navigator ETF worth $3.94M as of Q1 2026.
HighTower Advisors left its Elm Market Navigator ETF share count unchanged in Q1 2026.
Elm Market Navigator ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1326 holding.
HighTower Advisors first reported a position in Elm Market Navigator ETF in Q2 2025 and has held it in 4 quarters since.
HighTower Advisors's Elm Market Navigator ETF position peaked at $3.97M in Q3 2025.
13 funds tracked by Wall St. Rank held Elm Market Navigator ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.