Vault-13

ISHARES TR MMAX

LARGE CAP MAX BU · ETP · CUSIP 46438G455

20 institutional holders +3 vs Q1 2026
2,091,3712.1m shares reported held*
$56.6mreported value*
5 new 5 added 5 reduced 2 sold out net bought ≈ $24.4m (+901.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $27.05.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q2 25: 13Q3 25: 17Q4 25: 16Q1 26: 17Q2 26: 2020Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 202513
Q3 202517
Q4 202516
Q1 202617
Q2 202620

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 25: 8 bought or addedQ3 25: 5 cut or sold outQ3 25Q4 25: 6 bought or addedQ4 25: 9 cut or sold outQ4 25Q1 26: 7 bought or addedQ1 26: 5 cut or sold outQ1 26Q2 26: 10 bought or addedQ2 26: 7 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202585
Q4 202569
Q1 202675
Q2 2026107

Biggest buyers

Prosperity Consulting Group, LLC New +783,235+783.2k
J. L. Bainbridge & Co., Inc. Added +39,314+39.3k
Blue Sky Capital Consultants Group, Inc. Added +31,632+31.6k
FC Advisory LLC Added +25,257+25.3k
OLD MISSION CAPITAL LLC New +19,926+19.9k
CAPTRUST FINANCIAL ADVISORS Added +17,870+17.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +17,647+17.6k
RAYMOND JAMES FINANCIAL INC New +13,950+13.9k
Blue Trust, Inc. New +1,457+1.5k
Integrated Wealth Concepts LLC New +600+600

Biggest sellers

JIM SAULNIER & ASSOCIATES, LLC Reduced -18,659-18.7k
Crewe Advisors LLC Reduced -14,221-14.2k
BIP Wealth, LLC Reduced -10,005-10.0k
JPMORGAN CHASE & CO Sold out -5,212-5.2k
Parallel Advisors, LLC Sold out -600-600
ENVESTNET ASSET MANAGEMENT INC Reduced -234-234
Farther Finance Advisors, LLC Reduced -142-142

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock Portfolio Management LLC 13G · institution -16.4 pts · filed 2026-05-06 14.9% -16.4 pts 400.0k≈ $10.8m 2026-05-06

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Prosperity Consulting Group, LLC 0.80% of their portfolio OWINGS MILLS, MD 783,235783.2k $21.2m $21.2m 0.80% New
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 400,000400.0k $10.8m $10.8m 0.00% Unchanged
3 BIP Wealth, LLC 0.22% of their portfolio ATLANTA, GA 288,154288.2k $7.8m $7.8m 0.22% Reduced -10.0k -10,005
4 J. L. Bainbridge & Co., Inc. 0.42% of their portfolio SARASOTA, FL 193,208193.2k $5.2m $5.2m 0.42% Added +39.3k +39,314
5 FC Advisory LLC 0.66% of their portfolio WEST CHESTER, PA 92,29992.3k $2.5m $2.5m 0.66% Added +25.3k +25,257
6 JIM SAULNIER & ASSOCIATES, LLC 0.90% of their portfolio FORT COLLINS, CO 82,92282.9k $2.2m $2.2m 0.90% Reduced -18.7k -18,659
7 Crewe Advisors LLC 0.09% of their portfolio SALT LAKE CITY, UT 47,52747.5k $1.3m $1.3m 0.09% Reduced -14.2k -14,221
8 Blue Sky Capital Consultants Group, Inc. 0.46% of their portfolio Poway, CA 40,05840.1k $1.1m $1.1m 0.46% Added +31.6k +31,632
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 37,80537.8k $1.0m $1.0m 0.00% Added +17.6k +17,647
10 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 32,61132.6k $882.3k $882.3k 0.00% Added +17.9k +17,870
11 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 19,92619.9k $539.1k $539.1k 0.01% New
12 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 16,76116.8k $453.5k $453.5k 0.00% Reduced -142 -142
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 14,35814.4k $388.5k $388.5k 0.00% Reduced -234 -234
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 13,95013.9k $377.4k $377.4k 0.00% New
15 Grantvest Financial Group LLC 0.17% of their portfolio MATAWAN, NJ 10,67410.7k $288.8k $288.8k 0.17% Unchanged
16 Kovack Advisors, Inc. 0.01% of their portfolio FT. LAUDERDALE, FL 10,17410.2k $275.3k $275.3k 0.01% Unchanged
17 Pinnacle Wealth Planning Services, Inc. 0.01% of their portfolio MANSFIELD, OH 5,4975.5k $148.7k $148.7k 0.01% Unchanged
18 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 1,4571.5k $39.4k $39.4k 0.00% New
19 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 600600 $16.2k $16.2k 0.00% New
20 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 155155 $4.2k $4.2k 0.00% Unchanged