A Schedule 13G was filed on October 29, 2026, by a group of seven related reporting persons led by Carson Group, Inc. and Omani R. Carson, disclosing beneficial ownership of 1,017,066 shares of Gaia, Inc. Class A common stock, representing 5.1% of the class.

Key Highlights

  • Seven reporting persons: Carson, LLC; Momentis, LLC; Carson Group, Inc.; Omani R. Carson Living Trust; Jeanine M. Carson Living Trust; Omani R. Carson; and Jeanine M. Carson each report the same aggregate beneficial ownership.
  • Aggregate shares: Each reporting person lists 1,017,066 shares of Gaia, Inc. Class A common stock as beneficially owned.
  • Ownership percentage: The 1,017,066 shares represent 5.1% of the class, based on 20,025,793 shares reported as issued and outstanding.
  • Shared power only: All reporting persons report 0 sole voting power and 0 sole dispositive power; all voting and dispositive power over the 1,017,066 shares is shared.
  • Triggering event date: The date of the event requiring the filing is stated as October 27, 2026.
  • Share count reference: The 20,025,793 outstanding shares figure is drawn from Gaia, Inc.'s quarterly report for the quarter ended June 30, 2026, according to the filing.

Carson Group and Affiliates Report a 5.1% Position in Gaia Inc. Class A Stock

According to the filing, seven related reporting persons collectively hold shared beneficial ownership over 1,017,066 shares of Gaia, Inc. (NASDAQ:GAIA) Class A common stock. Gaia, Inc. is a subscription-based digital video platform headquartered at 833 West South Boulder Road, Louisville, Colorado 80027. The reporting persons are all based at 14600 Branch Street, Omaha, Nebraska 68154, and include two Nebraska limited liability companies, one Delaware limited liability company, one Nebraska corporation, two Nebraska trusts, and two individual Nebraska residents.

The filing identifies the reporting persons as Carson, LLC (a Nebraska limited liability company), Momentis, LLC (a Delaware limited liability company), Carson Group, Inc. (a Nebraska corporation), the Omani R. Carson Living Trust, the Jeanine M. Carson Living Trust, Omani R. Carson, and Jeanine M. Carson. Each of the seven parties reports identical figures: 1,017,066 shares with shared voting power and shared dispositive power, and zero sole voting or sole dispositive power over any shares. The 5.1% ownership percentage is calculated against the 20,025,793 shares of Class A common stock reported as issued and outstanding on the cover of Gaia, Inc.'s quarterly report for the quarter ended June 30, 2026, as stated in the filing.

The filing was made under Schedule 13G, which applies to certain passive investors crossing ownership thresholds under the Securities Exchange Act of 1934. The event date that required the filing is stated as October 27, 2026. The securities involved carry CUSIP number 36269P104. No purchase price, transaction date, or consideration for the shares is disclosed in this filing.

What Was Disclosed

Seven affiliated reporting persons, including Carson Group, Inc. and Omani R. Carson, disclosed shared beneficial ownership of 1,017,066 shares of Gaia, Inc. Class A common stock, equal to 5.1% of the class based on 20,025,793 shares outstanding as of the June 30, 2026 quarterly report.