HTAX Institutional Ownership
Nomura National High-Yield Municipal Bond ETF
1W: -0.9%
1M: -4.3%
3M: -8.1%
YTD: -5.1%
1Y: -5.4%
$22.93
-0.07 (-0.30%)
Weekly Expected Move ±1.2%
$22
$23
$23
$23
$23
Overview
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Institutional Ownership — HTAX
11
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
51M
Total Invested
3
New Positions
5
Increased
3
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (11 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NOMURA ASSET MANAGEMENT INTERNATIONAL NEW | 1,054,100 | 24M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Harbor Group, Inc. | 735,006 | 17M | -9,925 | -1.3% | 5Q | SEC ↗ |
| 3 | Janney Montgomery Scott LLC | 136,995 | 3M | +50,050 | +57.6% | 3Q | SEC ↗ |
| 4 | TRUIST FINANCIAL CORP | 90,725 | 2M | -50,851 | -35.9% | 5Q | SEC ↗ |
| 5 | Intentional Wealth Strategies, LLC | 71,836 | 2M | +711 | +1.0% | 2Q | SEC ↗ |
| 6 | CAPTRUST FINANCIAL ADVISORS NEW | 43,582 | 999K | — | +0.0% | 1Q | SEC ↗ |
| 7 | JANE STREET GROUP, LLC | 17,569 | 403K | -7,153 | -28.9% | 6Q | SEC ↗ |
| 8 | WINCAP FINANCIAL LLC | 14,202 | 326K | +3,000 | +26.8% | 2Q | SEC ↗ |
| 9 | TITLEIST ASSET MANAGEMENT, LLC | 13,770 | 316K | +91 | +0.7% | 3Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 5,229 | 120K | +3,925 | +301.0% | 2Q | SEC ↗ |
| 11 | UBS Group AG NEW | 260 | 6K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| NOMURA ASSET MANAGEMENT INTERNATION | 1,054,100 | 24M |
| CAPTRUST FINANCIAL ADVISORS | 43,582 | 999K |
| UBS Group AG | 260 | 6K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Janney Montgomery Scott LLC | +50,050 | +57.6% | 136,995 |
| ROYAL BANK OF CANADA | +3,925 | +301.0% | 5,229 |
| WINCAP FINANCIAL LLC | +3,000 | +26.8% | 14,202 |
| Intentional Wealth Strategies, LLC | +711 | +1.0% | 71,836 |
| TITLEIST ASSET MANAGEMENT, LLC | +91 | +0.7% | 13,770 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TRUIST FINANCIAL CORP | -50,851 | -35.9% | 90,725 |
| Harbor Group, Inc. | -9,925 | -1.3% | 735,006 |
| JANE STREET GROUP, LLC | -7,153 | -28.9% | 17,569 |