NELS — NELSON SELECT ETF
As of Q2 2026, 2 SEC-registered investment managers reported holding NELS (NELSON SELECT ETF) in their latest 13F filings, with a combined reported value of $20.46K across 716 shares. That is +80.8% by share count (+320 shares) versus the previous quarter, while reported value moved +108.5%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 473 | $13.48K | 0.00% | New |
| UBS Group AG history | 243 | $6.98K | 0.00% | Reduce |
Q1 2026 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 396 | $9.81K | 0.00% | Add |
Q4 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 302 | $7.78K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 473 sh · $13.48K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 2 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|
| JPMorgan Chase & Co | 473 | — | — |
| UBS Group AG | 243 | 396 | 302 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details