Institutional Ownership
Xsquare Ser Tr
CUSIP 98422R104MUNICIPAL INCOMEZTAXQ1 2026
Institutional Holders
2
13F filers
Shares Held
86.6K
Aggregate institutional
Institutional Value
$34.5K
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased1
Decreased0
Sold out1
Institutional Holders
2 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co | 1.2K | $32.3K | +1.2K | New |
| 2 | X-Square Capital, LLC | 85.3K | $2.2K | +4.5K | Added |