5 institutions reported holding $53.4M of COLLABORATIVE INVESTMNT SER (NELS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Belpointe Asset Management LLC ($53.4M), JPMORGAN CHASE & CO ($13,485), UBS Group AG ($6,980), Arax Advisory Partners ($460), GTS SECURITIES LLC ($0). Source: SEC Form 13F.
| 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