Who owns AXS Esoterica NextG Economy ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WUGI from SEC Form 13F filings across 6 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 6 institutions disclosed 13,266 shares of AXS Esoterica NextG Economy ETF worth $1.3M — about 3% of shares outstanding; the largest disclosed holder is WealthBridge Capital Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
6
13F holders
$1.3M
value, 2026 filers
3%
of shares outstanding (13,266 sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of WUGI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WealthBridge Capital Management, LLC | 9,699 | $932,991 | 0.2% | 2.2% | -7.7% |
| 2 | CITADEL ADVISORS LLC | 2,713 | $260,988 | 0.0% | 0.6% | -76.2% |
| 3 | Federation des caisses Desjardins du Quebec | 311 | $29,778 | 0.0% | 0.1% | 0.0% |
| 4 | OSAIC HOLDINGS, INC. | 300 | $28,860 | 0.0% | 0.1% | 0.0% |
| 5 | UBS Group AGNEW | 143 | $13,756 | 0.0% | 0% | new |
| 6 | AdvisorNet Financial, Inc | 100 | $9,620 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.