ETF Holders

Who owns LTAX?

Other

Nomura Tax-Free USA ETF · Nomura

5 institutions reported holding LTAX, worth $6.4M, in Form 13F filings for June 30, 2026.

13F holders
5
Institutional value
$6.4M
Change from prior quarter
+768.8%
+$5.7M, with price moves
New and sold-out firms
4 / 0
0 added, 1 trimmed

Top 5 institutional holders of LTAX

FirmLocationValueSharesChange
Nomura Asset Management International Inc.Philadelphia, PA$4.9M195,000New position
Royal Bank of CanadaToronto, Ontario, Canada$601K23,712−6,186 shares
Jane Street Group, LLCNew York, NY$427K16,837New position
Truist Financial Corp.Charlotte, NC$225K8,844New position
Envestnet Asset Management Inc.Berwyn, PA$224K8,844New position

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.

Similar ETFs

Compare what they hold: LTAX vs DFII, LTAX vs PGRI, LTAX vs YOLO, LTAX vs CIFU.

Frequently asked questions

Who owns LTAX?

5 institutional managers reported holding LTAX in Form 13F filings for June 30, 2026, worth $6.4M in total. The largest reported position was held by Nomura Asset Management International Inc., at $4.9M.

Did institutions buy or sell LTAX last quarter?

Reported 13F value rose 768.8% from March 31, 2026, which includes price moves as well as buying and selling. 4 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 LTAX 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.