HTAX Institutional Ownership & Shareholders
NOMURA NATIONAL HIGH-YIELD M (HTAX) is currently held by 11 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $53.02M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Nomura Asset Management International Inc. is currently the largest disclosed institutional shareholder of HTAX tracked by InsiderSet, reporting ownership valued at approximately $26.24M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $24.80M, representing an estimated loss of -5.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed HTAX value among the investors covered in this analysis. Major shareholders include Nomura Asset Management International Inc., Harbor Group, Inc., Janney Montgomery Scott Llc, and several other long-term asset managers with concentrated positions in NOMURA NATIONAL HIGH-YIELD M (HTAX).
This page ranks the largest institutional HTAX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
11
Total Reported Value
$53.02M
Largest Holder
Nomura Asset Management International Inc.
Largest Position
$26.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
11
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Nomura Asset Management International Inc. | 0.04% | 1,054,100 | $26,237,000 | $24,803,078 | -$1,433,922 | -5.47% | |
| Harbor Group, Inc. | 2.02% | 744,777 | $17,129,880 | $17,524,677 | +$394,797 | +2.30% | |
| Janney Montgomery Scott Llc | 0.01% | 136,995 | $3,416,000 | $3,223,506 | -$192,494 | -5.64% | |
| Truist Financial Corp | 0.00% | 90,645 | $2,084,835 | $2,132,886 | +$48,051 | +2.30% | |
| Intentional Wealth Strategies, Llc | 1.68% | 71,836 | $1,791,222 | $1,690,308 | -$100,914 | -5.63% | |
| Captrust Financial Advisors | 0.00% | 43,582 | $1,086,705 | $1,025,489 | -$61,216 | -5.63% | |
| Jane Street Group, Llc | 0.00% | 17,569 | $438,081 | $413,400 | -$24,681 | -5.63% | |
| Titleist Asset Management, Llc | 0.02% | 15,730 | $361,790 | $370,128 | +$8,338 | +2.30% | |
| Wincap Financial Llc | 0.18% | 14,802 | $340,446 | $348,293 | +$7,847 | +2.30% | |
| Royal Bank Of Canada | 0.00% | 5,229 | $130,000 | $123,039 | -$6,961 | -5.35% | |
| Ubs Group Ag | 0.00% | 260 | $6,483 | $6,118 | -$365 | -5.63% |
Frequently asked questions about HTAX
Who are the largest institutional holders of HTAX?
The largest institutional holders of HTAX reported in the latest SEC Form 13F filings include Nomura Asset Management International Inc., Harbor Group, Inc., Janney Montgomery Scott Llc, Truist Financial Corp, and Intentional Wealth Strategies, Llc. InsiderSet ranks institutional holders by their latest reported HTAX position.
What is HTAX institutional ownership?
This page tracks HTAX positions reported by institutional investment managers through SEC Form 13F. NOMURA NATIONAL HIGH-YIELD M (HTAX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HTAX?
InsiderSet currently tracks 11 institutional managers reporting HTAX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HTAX shareholders.
How much HTAX stock do institutions own?
Institutional investment managers disclosed approximately $53.02M in HTAX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HTAX institutional ownership last updated?
The latest HTAX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HTAX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HTAX position after the reporting date.
Are institutions buying or selling HTAX?
Institutional buying and selling can be analyzed by comparing HTAX positions across consecutive 13F reporting periods. InsiderSet's HTAX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HTAX ownership changes.
How has HTAX institutional ownership changed over time?
InsiderSet tracks HTAX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.