ECF

ELLSWORTH GROWTH & INCOME FD

Institutional Ownership · Q4 2025

Filing: Q4 2025

ELLSWORTH GROWTH & INCOME FD (ECF) is held by 46 institutional investors with combined holdings of $70M. Major holders include Saba Capital Management, , WELLS FARGO & COMPANY/MN , SIT INVESTMENT ASSOCIATES.

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Institutional Holders

Total Value

$70.2M

Ownership %

44.1%

🔄 Quarter-over-Quarter Changes

Q3 2025 → Q4 2025

Fund	Current Shares	Previous Shares	Change	% Change
Advisors Asset Management, Inc.	393.9K	—	+393.9K	NEW
Invesco Ltd. (IVZ)	232.2K	—	+232.2K	NEW
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	199.8K	—	+199.8K	NEW
GUGGENHEIM CAPITAL LLC	164.3K	—	+164.3K	NEW
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)	154.8K	—	+154.8K	NEW
Baird Financial Group, Inc.	144.9K	—	+144.9K	NEW
AMERIPRISE FINANCIAL INC (AMP)	107.8K	—	+107.8K	NEW
CAPSTONE INVESTMENT ADVISORS, LLC	81.5K	—	+81.5K	NEW
EVOLVE PRIVATE WEALTH, LLC	69.8K	—	+69.8K	NEW
NewEdge Advisors, LLC	69.0K	—	+69.0K	NEW
UHLMANN PRICE SECURITIES, LLC	67.7K	—	+67.7K	NEW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	62.1K	—	+62.1K	NEW
Institute for Wealth Management, LLC.	53.9K	—	+53.9K	NEW
ROYAL BANK OF CANADA (RY, RYLBF)	47.4K	—	+47.4K	NEW
Saba Capital Management, L.P.	1.7M	1.6M	+45.4K	+2.8%
Bulldog Investors, LLP	267.8K	312.5K	-44,627	-14.3%
SIT INVESTMENT ASSOCIATES INC	932.6K	888.7K	+43.8K	+4.9%
Waverly Advisors, LLC	41.2K	—	+41.2K	NEW
Focus Partners Wealth	32.0K	—	+32.0K	NEW
Aviance Capital Partners, LLC	30.6K	—	+30.6K	NEW