Who owns GIAX?
Nicholas Global Equity and Income ETF · Nicholas
15 institutions reported holding GIAX, worth $28.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of GIAX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Nicholas Wealth, LLC. | Marietta, GA | $22.3M | 1,294,572 | +32,999 shares |
| AE Wealth Management LLC | Topeka, KS | $2.1M | 123,899 | +21,885 shares |
| Navis Wealth Advisors, LLC | Rye Brook, NY | $1.1M | 65,243 | New position |
| Old Mission Capital LLC | Chicago, IL | $652K | 37,779 | −432 shares |
| ZEGA Investments, LLC | Palm Beach Gardens, FL | $621K | 35,996 | +3,441 shares |
| Safe Harbor Fiduciary, LLC | Pensacola, FL | $479K | 27,749 | +747 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $434K | 25,138 | +24,487 shares |
| HRT Financial LP | New York, NY | $254K | 14,727 | +2,361 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $188K | 10,912 | −15,231 shares |
| Wealth Watch Advisors, INC | Englewood, CO | $174K | 10,095 | −168 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns GIAX?
15 institutional managers reported holding GIAX in Form 13F filings for June 30, 2026, worth $28.4M in total. The largest reported position was held by Nicholas Wealth, LLC., at $22.3M.
Did institutions buy or sell GIAX last quarter?
Reported 13F value rose 26.6% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is GIAX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.