NELS COLLABORATIVE INVESTMNT SER: institutional ownership and insider trading

4 funds reported holding $53.4M of COLLABORATIVE INVESTMNT SER in their latest 13F filings; in Q2 2026 funds net bought $3.37M, with 2 new positions and 1 funds selling out.

Largest institutional holders of NELS

1. Belpointe Asset Management LLC — $53.4M
2. JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) — $13.5K
3. UBS Group AG (UBS) — $6.98K
4. Arax Advisory Partners — $460

All NELS 13F holders