Who owns STAX?
Nomura Tax-Free USA Short Term ETF · Nomura
5 institutions reported holding STAX, worth $11.1M, in Form 13F filings for June 30, 2026.
Top 5 institutional holders of STAX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Castleview Partners, LLC | Dallas, TX | $5.7M | 223,409 | New position |
| Nomura Asset Management International Inc. | Philadelphia, PA | $4.8M | 190,000 | No change |
| Jane Street Group, LLC | New York, NY | $279K | 10,966 | −11,438 shares |
| UBS Group AG | Zurich, Switzerland | $203K | 7,987 | New position |
| AE Wealth Management LLC | Topeka, KS | $129K | 5,068 | +435 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 STAX?
5 institutional managers reported holding STAX in Form 13F filings for June 30, 2026, worth $11.1M in total. The largest reported position was held by Castleview Partners, LLC, at $5.7M.
Did institutions buy or sell STAX last quarter?
Reported 13F value rose 102.1% from March 31, 2026, which includes price moves as well as buying and selling. 2 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 STAX 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.