Who Owns COLLABORATIVE INVESTMNT SER (NELS)?Hedge Fund & Institutional Holders
$25.49+0.32 (+1.27%)BATS
Institutional Holders
3
as of Q4 2025
Total Institutional Value
$4086200.1T
% of Float Held
—
QoQ Change in Holders
+3 / -0
Price History
NELS — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Belpointe Asset Management LLC | New Position | +1.6M | +$40.9B |
| UBS Group AG | New Position | +302 | +$7.0M |
| GTS SECURITIES LLC | New Position | +48K | +$1.0M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 1,586,043 | $40.9B | 1.48% | Share |
| 2 | UBS Group AG | 302 | $7.0M | 0.00% | Share |
| 3 | GTS SECURITIES LLC | 48,007 | $1.0M | 0.03% | Share |
As of Q4 2025, 3 institutional investors hold NELS (COLLABORATIVE INVESTMNT SER). The largest holder is Belpointe Asset Management LLC with $40.9B in shares. This quarter, 3 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own NELS?
As of Q4 2025, 3 institutional investors report holding NELS (COLLABORATIVE INVESTMNT SER) in their 13F filings.
Who is the largest institutional holder of NELS?
The largest institutional holder of NELS is Belpointe Asset Management LLC with $40.9B in shares.
Is institutional ownership of NELS increasing or decreasing?
This quarter, 3 institutions opened new positions in NELS and 0 closed their positions.