Q3 2025 13F Holders as of 9/30/2025
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Type / Class
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Equity / Common Shares of Beneficial Interest
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Shares outstanding
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13.5M
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Number of holders
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5
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Total 13F shares, excl. options
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74.3K
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Shares change
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-481
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Total reported value, excl. options
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$861K
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Value change
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-$5.58K
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Number of buys
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2
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Number of sells
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-1
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Price
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$11.60
Significant Holders of Ellsworth Growth and Income - Common Shares of Beneficial Interest (ECF) as of Q3 2025
5 filings reported holding ECF - Ellsworth Growth and Income - Common Shares of Beneficial Interest as of Q3 2025.
Ellsworth Growth and Income - Common Shares of Beneficial Interest (ECF) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 74.3K shares
of 13.5M outstanding shares and own 0.55% of the company stock.
Largest 5 shareholders include Institute for Wealth Management, LLC. (55.9K shares), Old Port Advisors (15.1K shares), AdvisorNet Financial, Inc (3.01K shares), VALLEY NATIONAL ADVISERS INC (333 shares), and GAMMA Investing LLC (15 shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.