DOSSIER · 13F Holders · Q2 2026
CBTAX
SIX CIRCLES TRUST TAX AWARE BD
1 institutions still hold SIX CIRCLES TRUST TAX AWARE BD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 83002G801·1 13F holders·last filed Jun 30, 2026
AI Holders Summary · Q2 2026
1 institutions reported CBTAX in Q2 2026. GRACE & WHITE INC /NY leads at 100.0% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.