COLLABORATIVE INVESTMNT SER - NELSON SELECT ET (NELS)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / NELSON SELECT ET
Total 13F shares
1,634,352
Share change
+1,634,352
Total reported value
$42,107,445
Price per share
$25.76
Number of holders
3
Value change
+$42,107,445
Number of buys
3

Institutional Holders of COLLABORATIVE INVESTMNT SER - NELSON SELECT ET (NELS) as of Q4 2025

As of 31 Dec 2025, COLLABORATIVE INVESTMNT SER - NELSON SELECT ET (NELS) was held by 3 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,634,352 shares. The largest 3 holders included Belpointe Asset Management LLC, GTS SECURITIES LLC, and UBS Group AG. This page lists 3 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.