Stifel Financial
ELM

Stifel Financial’s Elm Market Navigator ETF ELM Stock Holding History

Stifel Financial’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 		$380K Buy
+12,984
New +$373K ﹤0.01% 3146

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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Stifel Financial's ELM Position: Q2 2026 in Review

Stifel Financial opened a new position in Elm Market Navigator ETF (ELM) in Q2 2026: 12,984 shares worth $380K. The stake represents ﹤0.01% of the portfolio and ranks #3146 among its holdings.

15 funds tracked by Wall St. Rank hold ELM as of Q2 2026.

  • Stifel Financial held 12,984 shares of Elm Market Navigator ETF worth $380K as of Q2 2026.
  • Elm Market Navigator ETF was a new Stifel Financial position in Q2 2026.
  • Elm Market Navigator ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3146 holding.
  • 15 funds tracked by Wall St. Rank held Elm Market Navigator ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.