Nelson Select ETF (NELS)

ETF ยท Cboe BZX

Nelson Select ETF (NELS) is an exchange-traded fund listed on Cboe BZX, where it has traded since October 14, 2025.

Type
Exchange-traded fund
Listed On
Cboe BZX
Listed Since
October 14, 2025

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 4 institutions reported holding NELS, with 1.9 million shares worth $53.4 million in aggregate. The largest reported holder was Belpointe Asset Management, with 1.9 million shares worth $53.4 million. Of the 4 largest holders listed below, 2 opened new positions in NELS, 1 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
Belpointe Asset Management1,859,268$53MAdded 8.55%
JPMorgan Chase473$13KNew position
UBS Group243$7KReduced 38.64%
Arax Advisory Partners16$460New position

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is NELS?

Nelson Select ETF (NELS) is an exchange-traded fund listed on Cboe BZX, where it has traded since October 14, 2025.

Who are the largest institutional holders of NELS?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of NELS were Belpointe Asset Management, JPMorgan Chase and UBS Group.

How many institutions own NELS?

4 institutions reported a position in NELS for the quarter ended June 30, 2026, worth $53.4 million in total.

Did institutions buy or sell NELS last quarter?

Of the 4 largest reported holders, 2 opened new positions in NELS, 1 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for NELS.

Every reported institutional holder, plus insider and congressional trades in NELS, on SentiSense.