NORTHERN FDS - SHORT-TERM TAX (TAXS) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2025 to Q4 2025

Type / Class
Equity / SHORT-TERM TAX
Symbol
TAXS
Price per share
$50.56
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,399,627
Total reported value
$70,471,220
% of total 13F portfolios
0%
Share change
+1,239,627
Value change
+$62,430,820
Number of holders
3
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 3 institutional investors reported holding 1,399,627 shares of NORTHERN FDS - SHORT-TERM TAX (TAXS).

Institutional Holders of NORTHERN FDS - SHORT-TERM TAX (TAXS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,399,627 $70,471,220 +$62,430,820 $50.35 3
2025 Q3 160,000 $8,035,200 +$8,035,200 $50.22 4