§ EQUITY
USDFIAX
NICHOLAS FIXED INC ALT ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
4 increased/new, 6 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Tredje AP-fonden | 4.9M | 0.5% | ±0% |
| Nicholas Wealth, LLC. | 641K | 7.7% | −15% |
| AE Wealth Management LLC | 555K | 0.1% | +2% |
| SMART Wealth LLC | 140K | 0.7% | −76% |
| ZEGA Investments, LLC | 74K | 0.1% | n/a |
| Authentikos Wealth Advisory, LLC | 52K | 0.6% | −12% |
◇ AC INTELLIGENCE
Top institutional owners for FIAX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER100.0% · 10 holders
DEALER / BANK0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for FIAX in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention FIAX yet.