Who owns ZTAX?
X-Square Municipal Income Tax Free ETF
3 institutions reported holding ZTAX, worth $2.8M, in Form 13F filings for June 30, 2026.
Top 3 institutional holders of ZTAX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| X-Square Capital, LLC | Guaynabo, PR | $2.2M | 86,277 | +961 shares |
| Jane Street Group, LLC | New York, NY | $570K | 22,468 | New position |
| JPMorgan Chase & Co | New York, NY | $18K | 710 | −537 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.
Similar ETFs
Compare what they hold: ZTAX vs LFBE, ZTAX vs RCLY, ZTAX vs VBCJ, ZTAX vs CHYG.
Frequently asked questions
Who owns ZTAX?
3 institutional managers reported holding ZTAX in Form 13F filings for June 30, 2026, worth $2.8M in total. The largest reported position was held by X-Square Capital, LLC, at $2.2M.
Did institutions buy or sell ZTAX last quarter?
Reported 13F value rose 26.6% from March 31, 2026, which includes price moves as well as buying and selling. 1 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 ZTAX 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.