IA
ELM

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

Insight 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
Q2 		$667K Buy
22,769
+7,504
+49% +$216K 0.12% 113
2026
Q1 		$414K Buy
+15,265
New +$425K 0.08% 153

Other funds holding ELM

EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Insight Advisors's ELM Position: Q2 2026 in Review

Insight Advisors increased its Elm Market Navigator ETF (ELM) stake by 49% in Q2 2026, buying an estimated $216K and bringing the position to 22,769 shares worth $667K. The position accounts for 0.12% of the portfolio, ranked #113.

Insight Advisors first reported a position in ELM in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold ELM as of Q2 2026.

  • Insight Advisors held 22,769 shares of Elm Market Navigator ETF worth $667K as of Q2 2026.
  • Insight Advisors bought 7,504 Elm Market Navigator ETF shares in Q2 2026, an estimated $216K.
  • Elm Market Navigator ETF made up 0.12% of Insight Advisors's portfolio in Q2 2026, its #113 holding.
  • Insight Advisors first reported a position in Elm Market Navigator ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Elm Market Navigator ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.