DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
NELS
COLLABORATIVE INVESTMNT SER
3 institutions still hold COLLABORATIVE INVESTMNT SER as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 19423L425·3 13F holders·last filed Mar 31, 2026
AI Holders Summary · Q1 2026
3 institutions reported NELS in Q1 2026. Belpointe Asset Management LLC leads at 98.3% of the visible book. +63 net new institutions vs prior quarter — accumulation reading.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.