NELS Institutional Ownership & Shareholders
NELSON SELECT ETF (NELS) is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $53.43M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Belpointe Asset Management Llc is currently the largest disclosed institutional shareholder of NELS tracked by InsiderSet, reporting ownership valued at approximately $53.41M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $53.27M, representing an estimated loss of -0.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed NELS value among the investors covered in this analysis. Major shareholders include Belpointe Asset Management Llc, Jpmorgan Chase & Co, Ubs Group Ag, and several other long-term asset managers with concentrated positions in NELSON SELECT ETF (NELS).
This page ranks the largest institutional NELS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
4
Total Reported Value
$53.43M
Largest Holder
Belpointe Asset Management Llc
Largest Position
$53.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
5
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Belpointe Asset Management Llc | 1.75% | 1,859,268 | $53,409,518 | $53,271,747 | -$137,771 | -0.26% | |
| Jpmorgan Chase & Co | 0.00% | 473 | $13,485 | $13,552 | +$67 | +0.50% | |
| Ubs Group Ag | 0.00% | 243 | $6,980 | $6,962 | -$18 | -0.25% | |
| Arax Advisory Partners | 0.00% | 16 | $460 | $458 | -$2 | -0.34% |
Frequently asked questions about NELS
Who are the largest institutional holders of NELS?
The largest institutional holders of NELS reported in the latest SEC Form 13F filings include Belpointe Asset Management Llc, Jpmorgan Chase & Co, Ubs Group Ag, and Arax Advisory Partners. InsiderSet ranks institutional holders by their latest reported NELS position.
What is NELS institutional ownership?
This page tracks NELS positions reported by institutional investment managers through SEC Form 13F. NELSON SELECT ETF (NELS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NELS?
InsiderSet currently tracks 4 institutional managers reporting NELS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NELS shareholders.
How much NELS stock do institutions own?
Institutional investment managers disclosed approximately $53.43M in NELS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NELS institutional ownership last updated?
The latest NELS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NELS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NELS position after the reporting date.
Are institutions buying or selling NELS?
Institutional buying and selling can be analyzed by comparing NELS positions across consecutive 13F reporting periods. InsiderSet's NELS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NELS ownership changes.
How has NELS institutional ownership changed over time?
InsiderSet tracks NELS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.