STAX Institutional Ownership & Shareholders
NOMURA TAX-FREE USA SHORT TE (STAX) is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.91M 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 STAX tracked by InsiderSet, reporting ownership valued at approximately $4.83M 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 $4.77M, representing an estimated loss of -1.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed STAX value among the investors covered in this analysis. Major shareholders include Nomura Asset Management International Inc., Castleview Partners, Llc, Jane Street Group, Llc, and several other long-term asset managers with concentrated positions in NOMURA TAX-FREE USA SHORT TE (STAX).
This page ranks the largest institutional STAX 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
4
Total Reported Value
$7.91M
Largest Holder
Nomura Asset Management International Inc.
Largest Position
$4.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
5
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. | 0.01% | 190,000 | $4,832,000 | $4,765,200 | -$66,800 | -1.38% | |
| Castleview Partners, Llc | 1.14% | 104,904 | $2,597,746 | $2,630,992 | +$33,246 | +1.28% | |
| Jane Street Group, Llc | 0.00% | 10,966 | $278,909 | $275,027 | -$3,882 | -1.39% | |
| Ubs Group Ag | 0.00% | 7,987 | $203,141 | $200,314 | -$2,827 | -1.39% |
Frequently asked questions about STAX
Who are the largest institutional holders of STAX?
The largest institutional holders of STAX reported in the latest SEC Form 13F filings include Nomura Asset Management International Inc., Castleview Partners, Llc, Jane Street Group, Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported STAX position.
What is STAX institutional ownership?
This page tracks STAX positions reported by institutional investment managers through SEC Form 13F. NOMURA TAX-FREE USA SHORT TE (STAX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own STAX?
InsiderSet currently tracks 4 institutional managers reporting STAX 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 STAX shareholders.
How much STAX stock do institutions own?
Institutional investment managers disclosed approximately $7.91M in STAX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was STAX institutional ownership last updated?
The latest STAX 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 STAX 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 STAX position after the reporting date.
Are institutions buying or selling STAX?
Institutional buying and selling can be analyzed by comparing STAX positions across consecutive 13F reporting periods. InsiderSet's STAX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View STAX ownership changes.
How has STAX institutional ownership changed over time?
InsiderSet tracks STAX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.