Nelson Select ETFNELSETF
13F holders, Q2 2026 (June 30)4holders +1
2new positions
1sold out
$28.73avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Nelson Select ETF (NELS) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 1 sold out. The largest holders were Belpointe Asset Management LLC ($53.4M), JPMorgan Chase & Co. ($13K) and UBS Group AG ($7K).
- Company
- Nelson Select ETF
- Filed as
- COLLABORATIVE INVESTMNT SER (Q2 2026)
- CUSIP
- 19423L425
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $14K |
| Exits | 1 | $735K |
All 13F filers, Q1 2026 → Q2 2026: 147,005 shares bought and 29,794 shares sold, net +117,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Belpointe Asset Management LLC | 1.75% | Add +8.6% | 1,859,268 | $53.4M |
| JPMorgan Chase & Co. | 0.00% | New | 473 | $13K |
| UBS Group AG | 0.00% | Reduce -38.6% | 243 | $7K |
| Arax Advisory Partners | 0.00% | New | 16 | $460 |
"% of holder's portfolio" is NELS's weight in each manager's 13F, not the share of Nelson Select ETF the manager owns.