Nelson Select ETFNELSETF

13F holders, Q1 2026 (March 31)
3holders
0new positions
0sold out
$24.78avg. 13F price*

At the end of Q1 2026, 3 institutions reported holding Nelson Select ETF (NELS) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holders were Belpointe Asset Management LLC ($42.4M), GTS Securities LLC ($735K) and UBS Group AG ($10K).

Company
Nelson Select ETF
Filed as
COLLABORATIVE INVESTMNT SER (Q1 2026)
CUSIP
19423L425
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q4 2025: 3Q4 2025Q1 2026: 3Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 126,803 shares bought and 18,366 shares sold, net +108,437 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Belpointe Asset Management LLC 1.55% Add +8.0% 1,712,752 $42.4M
GTS Securities LLC 0.03% Reduce -38.3% 29,641 $735K
UBS Group AG 0.00% Add +31.1% 396 $10K

"% of holder's portfolio" is NELS's weight in each manager's 13F, not the share of Nelson Select ETF the manager owns.