NELS Institutional Ownership
Collaborative Investment Series Trust - Nelson Select ETF
1W: -0.2%
1M: +0.4%
YTD: +0.1%
$29.23
+0.22 (+0.77%)
Weekly Expected Move ±1.5%
$28
$29
$29
$30
$30
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — NELS
5
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
53M
Total Invested
2
New Positions
1
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (5 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 1,859,268 | $54M | +146,516 | +8.6% | 3Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO NEW | 473 | $14K | — | +0.0% | 1Q | SEC ↗ |
| 3 | UBS Group AG | 243 | $7K | -153 | -38.6% | 3Q | SEC ↗ |
| 4 | Arax Advisory Partners NEW | 16 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 5 | GTS SECURITIES LLC | 0 | $0K | -29,641 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| JPMORGAN CHASE & CO | 473 | $14K |
| Arax Advisory Partners | 16 | $0K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 29,641 | $866K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Belpointe Asset Management LLC | +146,516 | +8.6% | 1,859,268 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -153 | -38.6% | 243 |