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Gaia Inc (GAIA)

CUSIP: 36269P104 | NYSE | Communication Services · Entertainment | Micro Cap | 243 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GOmani R. Carson Living Trust1,017,0665.1%New 5%+ stakeOct 27, 2026No 13F filer matched
13G/AAmeriprise Financial, Inc.
with Columbia Management Investment Advisers, LLC
1,037,4335.2%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AAWM Investment Company, Inc.00.0%No shares heldJun 30, 202691d ahead of 13F (1,252,090 sh) · −1,252,090
13GOmani R. Carson Living Trust1,017,066
5.1% of class · Oct 27, 2026New 5%+ stake
No 13F filer matched
13G/AAmeriprise Financial, Inc.1,037,433
5.2% of class · Jun 30, 2026New 5%+ stake
with Columbia Management Investment Advisers, LLC
No 13F filer matched
13G/AAWM Investment Company, Inc.0
0.0% of class · Jun 30, 2026No shares held
91d ahead of 13F (1,252,090 sh) · −1,252,090

Institutional Holders — Q3 2026

Peapod Lane Capital LLC600,130
0.6% of portfolio›$792.2K
Dimensional Fund Advisors LP230,178
0.0% of portfolio›$304.0K
Sapient Capital LLC32,650
0.0% of portfolio›$43.1K
StoneX Group Inc.12,776
0.0% of portfolio›$16.9K
James Investment Research, Inc.10,600
0.0% of portfolio›$14.0K
Fortitude Family Office, LLC3,237
0.0% of portfolio›$4.3K
Farther Finance Advisors, LLC10
0.0% of portfolio›$13
SBI Securities Co., Ltd.4
0.0% of portfolio›$5
EverSource Wealth Advisors, LLC1
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Peapod Lane Capital LLC
600,130$792.2K0.6%Deep ValueMediumBedford Hills, NY2026-10-22
Dimensional Fund Advisors LP
230,178$304.0K0.0%IndexLowAustin, TX2026-11-04
Sapient Capital LLC
32,650$43.1K0.0%GrowthMediumIndianapolis, IN2026-10-08
StoneX Group Inc.
12,776$16.9K0.0%ETFMediumNew York, NY2026-11-03
James Investment Research, Inc.
10,600$14.0K0.0%CoreLowAlpha, OH2026-10-22
Fortitude Family Office, LLC
3,237$4.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Farther Finance Advisors, LLC
10$130.0%IndexLowSan Francisco, CA2026-10-08
SBI Securities Co., Ltd.
4$50.0%Agg GrowthLowTokyo, Mexico2026-10-22
EverSource Wealth Advisors, LLC
1$10.0%CoreMediumBirmingham, AL2026-11-04