Who owns NELS?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of NELS from SEC Form 13F filings across 4 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 4 institutions disclosed 1.9M shares of NELS worth $53.4M; the largest disclosed holder is Belpointe Asset Management LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
4
13F holders
$53.4M
value, 2026 filers
1.9M
shares disclosed
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of NELS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 1.9M | $53.4M | 1.7% | — | +8.6% |
| 2 | JPMORGAN CHASE & CONEW | 473 | $13,485 | 0.0% | — | new |
| 3 | UBS Group AG | 243 | $6,980 | 0.0% | — | -38.6% |
| 4 | Arax Advisory PartnersNEW | 16 | $460 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.