UBS Group
ELM

UBS Group’s Elm Market Navigator ETF ELM Stock Holding History

UBS Group’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 		$15.7K Buy
+579
New +$16.1K ﹤0.01% 8105
2025
Q4 		– Sell
-111
Closed -$3.03K – 11463
2025
Q3 		$3.03K Buy
+111
New +$2.94K ﹤0.01% 9094

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 $103B AUM 28.65% 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 $147B AUM 18.73% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
Jane Street
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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

UBS Group's ELM Position: Q1 2026 in Review

UBS Group opened a new position in Elm Market Navigator ETF (ELM) in Q1 2026: 579 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #8105 among its holdings. This is a return to the name: UBS Group previously reported a position in ELM as recently as Q3 2025.

UBS Group first reported a position in ELM in Q3 2025 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold ELM as of Q1 2026.

  • UBS Group held 579 shares of Elm Market Navigator ETF worth $15.7K as of Q1 2026.
  • Elm Market Navigator ETF was a new UBS Group position in Q1 2026.
  • Elm Market Navigator ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8105 holding.
  • UBS Group first reported a position in Elm Market Navigator ETF in Q3 2025 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Elm Market Navigator ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.