NELS — Collaborative Investmnt Ser Institutional Holders · Q2 2026
Who owns Collaborative Investmnt Ser (NELS)? 5 institutions reported holding $53.43M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Belpointe Asset Management LLC ($53.4M), JPMorgan Chase & Co ($13,485), UBS Group AG ($6,980).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | $53.4M | 1.9M | Added |
| 2 | JPMORGAN CHASE & CO | $13,485 | 473 | New |
| 3 | UBS Group AG | $6,980 | 243 | Trimmed |
| 4 | Arax Advisory Partners | $460 | 16 | New |
| 5 | GTS SECURITIES LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30