Nomura Tax-Free USA Short Term ETF (STAX)

ETF ยท NYSE Arca

Nomura Tax-Free USA Short Term ETF (STAX) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 28, 2023.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
November 28, 2023

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 5 institutions reported holding STAX, with 437,430 shares worth $11.1 million in aggregate. The largest reported holder was Castleview Partners, with 223,409 shares worth $5.7 million. Of the 5 largest holders listed below, 2 opened new positions in STAX, 1 added shares, 1 reduced its position and 1 held its position unchanged during the quarter.

InstitutionSharesValueQuarter change
Castleview Partners223,409$6MNew position
Nomura Asset Management International190,000$5MUnchanged
Jane Street Group10,966$279KReduced 51.05%
UBS Group7,987$203KNew position
AE Wealth Management5,068$129KAdded 9.39%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is STAX?

Nomura Tax-Free USA Short Term ETF (STAX) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 28, 2023.

Who are the largest institutional holders of STAX?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of STAX were Castleview Partners, Nomura Asset Management International and Jane Street Group.

How many institutions own STAX?

5 institutions reported a position in STAX for the quarter ended June 30, 2026, worth $11.1 million in total.

Did institutions buy or sell STAX last quarter?

Of the 5 largest reported holders, 2 opened new positions in STAX, 1 added shares, 1 reduced its position and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for STAX.

Every reported institutional holder, plus insider and congressional trades in STAX, on SentiSense.