DOSSIER · 13F Holders · Q2 2026
NELS

COLLABORATIVE INVESTMNT SER

4 institutions still hold COLLABORATIVE INVESTMNT SER as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 19423L425·4 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$53M
visible holders
Holders
4
filers reporting
Concentration
99.96%
Belpointe Asset Management LLC #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported NELS in Q2 2026. Belpointe Asset Management LLC leads at 100.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Belpointe Asset Management LLC
CIK 0001721242
$53M1.9M1.75%Q2 2026
02
JPMORGAN CHASE & CO
CIK 0000019617
$13K4730.00%Q2 2026
03
UBS Group AG
CIK 0001610520
$7K2430.00%Q2 2026
04
Arax Advisory Partners
CIK 0001586767
$460160.00%Q2 2026