NELSON SELECT

NELS

Institutions

Combined AUM (Q2 2026)

$53.4M

Combined Shares (Q2 2026)

1.9M

Overall Trend

Increase

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+147,005

3 institutions added · 2 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-29,794

2 institutions reduced · 1 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+117,211

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$53.4M

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Belpointe Asset Management LLC	1.75%	1.55%	#1	$53.4M	1.9M	$42.4M	1.7M	+146,516+8.55%	Add
JPMORGAN CHASE & CO	<0.01%	—	#4	$13,485	473	$0	0	+473	New Buy
UBS Group AG	<0.01%	<0.01%	#3	$6,980	243	$9,814	396	-153-38.64%	Reduce
Arax Advisory Partners	<0.01%	—	#2	$460	16	$0	0	+16	New Buy

🧭 Institutional Sector Flow Heatmap

⏳

Net Outflow Net Inflow