Who owns Ellsworth Fund?
- Ticker: ECF
- CUSIP Number: 289074106
Tip: Access positions for across all investors
Analyze quarterly positions in Ellsworth Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ellsworth Fund stock
Who bought or sold Ellsworth Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Saba Capital Management | 1.6M | $18M | -5% | Mar 2026 |
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| Wells Fargo & Company | 948k | $11M | 0% | Mar 2026 |
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| Sit Investment Associates | 933k | $10M | 0% | Mar 2026 |
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| Advisors Asset Management | 405k | $4.5M | 3% | Mar 2026 |
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| Pathstone Holdings | 247k | $2.8M | -11% | Mar 2026 |
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| Invesco | 233k | $2.6M | 0% | Mar 2026 |
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| Brooklyn Capital Management | 229k | $2.5M | -15% | Mar 2026 |
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| Blue Bell Private Wealth Management | 208k | $2.3M | 4% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 167k | $1.9M | 1% | Mar 2026 |
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| Baird Financial | 145k | $1.7M | -1% | Dec 2025 |
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| Morgan Stanley | 144k | $1.6M | -7% | Mar 2026 |
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| Ameriprise Financial | 102k | $1.1M | -5% | Mar 2026 |
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| Capstone Investment Advisors | 82k | $909k | 0% | Mar 2026 |
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| Raymond James Financial | 81k | $946k | 1% | Dec 2025 |
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| Evolve Private Wealth | 69k | $767k | 100% | Mar 2026 |
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| Uhlmann Price Securities | 69k | $766k | 1% | Mar 2026 |
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| Goss Wealth Management | 65k | $65k | -6% | Mar 2026 |
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| Royal Bank of Canada | 55k | $617k | 29% | Mar 2026 |
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| Institute For Wealth Management | 53k | $588k | -2% | Mar 2026 |
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| Warren Averett Asset Management | 41k | $479k | 3% | Dec 2025 |
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| Commonwealth Equity Services | 33k | $363k | 0% | Mar 2026 |
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| Colony | 32k | $372k | 100% | Dec 2025 |
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| Aviance Capital Partners | 31k | $343k | 1% | Mar 2026 |
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| Private Advisor | 27k | $301k | 8% | Mar 2026 |
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| K2 Principal Fund | 25k | $286k | 4% | Dec 2025 |
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| LPL Financial | 23k | $261k | 1% | Mar 2026 |
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| Shaker Financial Services | 23k | $261k | -21% | Mar 2026 |
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| Captrust Financial Advisors | 22k | $258k | 0% | Dec 2025 |
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| Ruggaard & Associates | 19k | $209k | 0% | Mar 2026 |
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| PMG Family Office | 18k | $205k | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 18k | $195k | 5% | Mar 2026 |
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| Advisor Group Holdings | 16k | $190k | -6% | Dec 2025 |
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| Beckerman Institutional | 13k | $143k | 0% | Mar 2026 |
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| Old Port Advisors | 12k | $138k | -13% | Mar 2026 |
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| UBS Group | 12k | $135k | 14% | Mar 2026 |
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| Meridian Investment Counsel | 11k | $124k | 0% | Mar 2026 |
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| Envestnet Asset Management | 10k | $112k | 100% | Mar 2026 |
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| Gilpin Wealth Management | 4.0k | $45k | 100% | Mar 2026 |
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| Wolverine Asset Management | 3.9k | $43k | 100% | Mar 2026 |
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| AdvisorNet Financial | 3.0k | $34k | 0% | Mar 2026 |
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| Global Retirement Partners | 2.1k | $24k | -72% | Dec 2025 |
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| MAI Wealth Advisors | 2.0k | $22k | 0% | Mar 2026 |
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| Sunbelt Securities | 2.0k | $22k | 0% | Mar 2026 |
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| Cape Investment Advisory | 1.8k | $21k | 0% | Dec 2025 |
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| Basepoint Wealth | 1.1k | $12k | 2% | Mar 2026 |
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| Jones Financial Companies, L.L | 455.00 | $5.3k | 100% | Dec 2025 |
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| Medallion Wealth Advisors | 352.00 | $3.9k | 0% | Mar 2026 |
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| Highline Wealth Partners | 250.00 | $2.8k | 100% | Mar 2026 |
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| Parallel Advisors | 2.00 | $24.000000 | 0% | Mar 2026 |
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Who sold out of Ellsworth Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 62k | $740k |
| WNY Asset Management | Sep 2025 | 59k | $679k |
| Cetera Investment Advisers | Dec 2025 | 11k | $128k |
| GPS Wealth Strategies Group | Sep 2025 | 382.00 | $4.4k |
| Valley National Advisers | Dec 2025 | 333.00 | $3.0k |
| Brian McDonald | Sep 2025 | 67.00 | $776.999000 |
| Sound Income Strategies | Dec 2025 | 62.00 | $771.001000 |
| GAMMA Investing | Dec 2025 | 15.00 | $174.000000 |