NELSON SELECT ETF (NELS) Institutional Ownership Changes & 13F Activity
NELSON SELECT ETF (NELS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Belpointe Asset Management Llc, Gts Securities Llc, Jpmorgan Chase & Co, Ubs Group Ag, and Arax Advisory Partners.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | Sell | -153 | -38.6% | 243 | $6.98K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +473 | — | 473 | $13.48K | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | Buy | +16 | — | 16 | $460.00 | Q2 2026 | Aug 10, 2026 |
| Belpointe Asset Management Llc | Buy | +146,516 | +8.6% | 1,859,268 | $53.41M | Q2 2026 | Jul 31, 2026 |
| Gts Securities Llc | Sell | -29,641 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
Frequently asked questions about NELS activity
Which institutional owners are buying NELS?
Institutional owners buying NELS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in NELS activity?
"Buy" means an investor increased their reported position in NELS compared to the prior reporting period. This reflects growing exposure to NELSON SELECT ETF (NELS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in NELS increasing?
Institutional interest in NELS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.