Institutional Ownership
Collaborative Investmnt Ser
CUSIP 19423L425NELSON SELECT ETNELSQ1 2026
Institutional Holders
3
13F filers
Shares Held
1.74M
Aggregate institutional
Institutional Value
$43.19M
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased2
Decreased1
Sold out0
Institutional Holders
3 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 1.71M | $42.45M | +126.7K | Added |
| 2 | Gts Securities LLC | 29.6K | $734.6K | −18.4K | Reduced |
| 3 | Ubs Group AG | 396 | $9.8K | +94 | Added |