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Equibles

ECF

Ellsworth Growth & Income Fund Ltd

Company with tickers: ECF, ECF-PA

CIK
793040
CUSIP
289074106
Shares Outstanding
13,670,303
13F Activity (30d)
17 filings 17 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 40
Total Value: $35,536,336
Total Shares: 3,187,117

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 39 13F filers · Δ vs Dec 31, 2025
Top Holder
18.1%
Sep 2023 → Mar 2026 · range 16.8% – 25.4%
+1.3 pts
Top 5
56.1%
Sep 2023 → Mar 2026 · range 48.9% – 60.9%
+3.6 pts
Top 10
75.5%
Sep 2023 → Mar 2026 · range 67.9% – 75.7%
+1.9 pts
HHI
813
Sep 2023 → Mar 2026 · range 719 – 1,112
Broadly held+52

Quarterly Activity

vs Dec 31, 2025
New
6
Increased
12
Decreased
9
Sold Out
7
Unchanged
13
Holder count: -1
Institutional value: +84.5%
Shares held: +92.5%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC +8,418 208,201
Large GUGGENHEIM CAPITAL LLC +2,185 166,514
Large OSAIC HOLDINGS, INC. +2,139 18,458
Mid Private Advisor Group, LLC +1,916 27,015
Mid Waverly Advisors, LLC +1,300 42,499

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large Pathstone Holdings, LLC −30,753 247,149
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC −22,553 39,594
Large Baird Financial Group, Inc. −9,727 135,153
Small Shaker Financial Services, LLC −6,216 23,431
Large NewEdge Advisors, LLC −4,337 64,650

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega WELLS FARGO & COMPANY/MN 947,639 $10,566,174
Mid Advisors Asset Management, Inc. 405,352 $4,519,674
Small Bulldog Investors, LLP 228,613 $2,549,034
Small K2 PRINCIPAL FUND, L.P. 24,619 $274,501
Mega ENVESTNET ASSET MANAGEMENT INC 10,084 $112,436

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large Cetera Investment Advisers 11,012 $128,069
Mega UBS Group AG 10,627 $123,591
Mid Global Retirement Partners, LLC 2,052 $23,864
Small Cape Investment Advisory, Inc. 1,767 $20,550
Small VALLEY NATIONAL ADVISERS INC 333 $3,872
Filter: New 6 Increased 12 Reduced 9 Sold out 7 Unchanged 13
Showing 40 of 40
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega WELLS FARGO & COMPANY/MN $10,566,174 29.73% 947,639
Mid Advisors Asset Management, Inc. $4,519,674 12.72% 405,352
Large Pathstone Holdings, LLC $2,755,711 7.75% 247,149
Small Bulldog Investors, LLP $2,549,034 7.17% 228,613
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $2,321,441 6.53% 208,201
Large GUGGENHEIM CAPITAL LLC $1,856,631 5.22% 166,514
Large Baird Financial Group, Inc. $1,506,955 4.24% 135,153
Large CAPSTONE INVESTMENT ADVISORS, LLC $908,613 2.56% 81,490
Mega RAYMOND JAMES FINANCIAL INC $906,807 2.55% 81,328
Mid EVOLVE PRIVATE WEALTH, LLC $766,863 2.16% 68,777
Mid UHLMANN PRICE SECURITIES, LLC Broker-Dealer $766,205 2.16% 68,718
Large NewEdge Advisors, LLC $720,847 2.03% 64,650
Small Institute for Wealth Management, LLC. $588,229 1.66% 52,756
Mid Waverly Advisors, LLC $473,863 1.33% 42,499
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $441,473 1.24% 39,594
Large COMMONWEALTH EQUITY SERVICES, LLC $363,400 1.02% 32,592
Large Focus Partners Wealth $356,866 1.00% 32,006
Small Aviance Capital Partners, LLC $342,907 0.96% 30,754
Mid Private Advisor Group, LLC $301,217 0.85% 27,015
Small K2 PRINCIPAL FUND, L.P. $274,501 0.77% 24,619
Mega LPL Financial LLC $261,300 0.74% 23,435
Small Shaker Financial Services, LLC $261,255 0.74% 23,431
Large CAPTRUST FINANCIAL ADVISORS $247,507 0.70% 22,198
Micro Ruggaard & Associates LLC $209,307 0.59% 18,772
Large OSAIC HOLDINGS, INC. $205,806 0.58% 18,458
Micro PMG Family Office LLC Family Office $204,702 0.58% 18,359
Large Cambridge Investment Research Advisors, Inc. $194,790 0.55% 17,470
Micro Beckerman Institutional, LLC $142,653 0.40% 12,794
Small Old Port Advisors $138,438 0.39% 12,416
Small MERIDIAN INVESTMENT COUNSEL INC. $123,765 0.35% 11,100
Mega ENVESTNET ASSET MANAGEMENT INC $112,436 0.32% 10,084
Micro GILPIN WEALTH MANAGEMENT, LLC $44,600 0.13% 4,000
Small AdvisorNet Financial, Inc $33,907 0.10% 3,041
Mid MAI Capital Management $22,300 0.06% 2,000
Small Sunbelt Securities, Inc. Broker-Dealer $22,300 0.06% 2,000
Small Basepoint Wealth LLC $12,053 0.03% 1,081
Large JONES FINANCIAL COMPANIES LLLP $5,073 0.01% 455
Small Medallion Wealth Advisors, LLC $3,924 0.01% 352
Small HIGHLINE WEALTH PARTNERS LLC $2,787 0.01% 250
Mid Parallel Advisors, LLC $22 0.00% 2

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