Who owns HTAX?
Nomura National High-Yield Municipal Bond ETF · Nomura
11 institutions reported holding HTAX, worth $54.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HTAX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Nomura Asset Management International Inc. | Philadelphia, PA | $26.2M | 1,054,100 | New position |
| Harbor Group, Inc. | Bedford, NH | $18.3M | 735,006 | −9,925 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $3.4M | 136,995 | +50,050 shares |
| Truist Financial Corp. | Charlotte, NC | $2.3M | 90,725 | −50,851 shares |
| Intentional Wealth Strategies, LLC | Colorado Springs, CO | $1.8M | 71,836 | +711 shares |
| Captrust Financial Advisors | Raleigh, NC | $1.1M | 43,582 | New position |
| Jane Street Group, LLC | New York, NY | $438K | 17,569 | −7,153 shares |
| Wincap Financial LLC | Boston, MA | $354K | 14,202 | +3,000 shares |
| Titleist Asset Management, LLC | San Antonio, TX | $343K | 13,770 | +91 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $130K | 5,229 | +3,925 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns HTAX?
11 institutional managers reported holding HTAX in Form 13F filings for June 30, 2026, worth $54.4M in total. The largest reported position was held by Nomura Asset Management International Inc., at $26.2M.
Did institutions buy or sell HTAX last quarter?
Reported 13F value rose 105.3% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is HTAX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.