Who Owns Nicholas Global Equity and Income ETF (GIAX)?Hedge Fund & Institutional Holders
Institutional Holders
14
as of Q4 2025
Total Institutional Value
$197831238434308259840.0T
% of Float Held
—
QoQ Change in Holders
+7 / -2
Price History
GIAX — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Nicholas Wealth, LLC. | New Position | +1.2M | +$19.8M |
| AE Wealth Management LLC | New Position | +75K | +$1.2M |
| Safe Harbor Fiduciary, LLC | New Position | +26K | +$434K |
| ZEGA Investments, LLC | New Position | +19K | +$308K |
| Bogart Wealth, LLC | New Position | +1K | +$19K |
| Atlantic Union Bankshares Corp | New Position | +83 | +$1K |
| Cape Investment Advisory, Inc. | New Position | +156 | +$0 |
| WELLS FARGO & COMPANY/MN | Increased | +1 | +$-6K |
| Wealth Watch Advisors, INC | Increased | +10K | +$-70.5M |
| JANE STREET GROUP, LLC | Increased | +3K | +$-475.3M |
GIAX — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -42K | -$740.0M |
| SMART Wealth LLC | Decreased | -2K | -$311.2M |
| CITADEL ADVISORS LLC | Decreased | -624 | -$205.8M |
| BANK OF AMERICA CORP /DE/ | Closed Position | -8K | -$135.2M |
| FMR LLC | Decreased | -149 | -$2.9M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Nicholas Wealth, LLC. | 1,202,680 | $19.8M | 13.26% | Share |
| 2 | AE Wealth Management LLC | 75,259 | $1.2M | 0.01% | Share |
| 3 | Safe Harbor Fiduciary, LLC | 26,443 | $434K | 0.38% | Share |
| 4 | ZEGA Investments, LLC | 18,747 | $308K | 0.04% | Share |
| 5 | SMART Wealth LLC | 15,405 | $253K | 0.08% | Share |
| 6 | Wealth Watch Advisors, INC | 13,984 | $230K | 0.09% | Share |
| 7 | Bogart Wealth, LLC | 1,155 | $19K | 0.00% | Share |
| 8 | Atlantic Union Bankshares Corp | 83 | $1K | 0.00% | Share |
| 9 | AE Wealth Management LLC | 100 | $1K | 0.00% | Share |
| 10 | FMR LLC | 16 | $0 | 0.00% | Share |
| 11 | CITADEL ADVISORS LLC | 11,155 | $0 | 0.00% | Share |
| 12 | JANE STREET GROUP, LLC | 30,196 | $0 | 0.00% | Share |
| 13 | Cape Investment Advisory, Inc. | 156 | $0 | 0.00% | Share |
| 14 | WELLS FARGO & COMPANY/MN | 1 | $0 | 0.00% | Share |
GIAX Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 13 | $22.3M | +5 |
| Q3 2025 | 8 | $1.9B | +0 |
| Q2 2025 | 8 | $31.5B | +0 |
| Q1 2025 | 8 | $26.5B | +3 |
| Q4 2024 | 5 | $890.1M | +3 |
| Q3 2024 | 2 | $2.5B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 14 institutional investors hold GIAX (Nicholas Global Equity and Income ETF). The largest holder is Nicholas Wealth, LLC. with $19.8M in shares. This quarter, 7 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own GIAX?
As of Q4 2025, 14 institutional investors report holding GIAX (Nicholas Global Equity and Income ETF) in their 13F filings.
Who is the largest institutional holder of GIAX?
The largest institutional holder of GIAX is Nicholas Wealth, LLC. with $19.8M in shares.
Is institutional ownership of GIAX increasing or decreasing?
This quarter, 7 institutions opened new positions in GIAX and 2 closed their positions.