SERIES PORTFOLIOS TR

$ELM
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Institutional coverage

14 13F filers hold $ELM.

13F holders
14
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

No exposure this quarter

No top-200 alpha managers currently hold $ELM. The institutional holders table below shows the broader 13F picture.

Institutional holders

Top 10 of 14 · Source: 13F-HR
01
ExodusPoint Capital Management, LP
6.92% of portfolio
6,006,305 sh
02
Elm Partners Management LLC
5.56% of portfolio
4,496,630 sh
03
Private Harbour Investment Management & Counsel, LLC
—
145,335 sh
04
Tanager Wealth Management LLP
0.34% of portfolio
129,100 sh
05
GW&K Investment Management, LLC
0.50% of portfolio
64,797 sh
06
First National Bank Sioux Falls
0.50% of portfolio
64,797 sh
07
Crestline Management, LP
—
54,001 sh
08
Lokken Investment Group LLC
0.08% of portfolio
30,530 sh
09
Uhlmann Price Securities, LLC
0.02% of portfolio
26,030 sh
10
Summit Financial, LLC
0.01% of portfolio
24,234 sh
See all 14 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $ELM in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $ELM in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:35 UTC.