Vault-13

ISHARES TR MAXJ

LARGE CAP MAX BU · ETP · CUSIP 46438G612

46 institutional holders -2 vs Q1 2026
2,584,3062.6m shares reported held*
$75.3mreported value*
5 new 11 added 17 reduced 6 sold out net sold ≈ $10.5m (-359.1k 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 ≈ $29.13.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 24: 34Q4 24: 39Q1 25: 39Q2 25: 38Q3 25: 52Q4 25: 48Q1 26: 48Q2 26: 4646Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 202434
Q4 202439
Q1 202539
Q2 202538
Q3 202552
Q4 202548
Q1 202648
Q2 202646

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 24: 11 bought or addedQ4 24: 11 cut or sold outQ4 24Q1 25: 15 bought or addedQ1 25: 19 cut or sold outQ2 25: 8 bought or addedQ2 25: 19 cut or sold outQ2 25Q3 25: 26 bought or addedQ3 25: 15 cut or sold outQ4 25: 13 bought or addedQ4 25: 26 cut or sold outQ4 25Q1 26: 13 bought or addedQ1 26: 25 cut or sold outQ2 26: 16 bought or addedQ2 26: 23 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 20241111
Q1 20251519
Q2 2025819
Q3 20252615
Q4 20251326
Q1 20261325
Q2 20261623

Biggest buyers

DIVERSIFY WEALTH MANAGEMENT, LLC New +59,653+59.7k
Diversify Advisory Services, LLC New +59,653+59.7k
Ashton Thomas Private Wealth, LLC Added +32,884+32.9k
AXXCESS WEALTH MANAGEMENT, LLC New +29,595+29.6k
Blue Sky Capital Consultants Group, Inc. Added +12,335+12.3k
Cetera Investment Advisers Added +12,181+12.2k
Ausdal Financial Partners, Inc. New +9,671+9.7k
JANE STREET GROUP, LLC Added +6,592+6.6k
LPL Financial LLC Added +3,877+3.9k
ENVESTNET ASSET MANAGEMENT INC Added +1,597+1.6k

Biggest sellers

J. L. Bainbridge & Co., Inc. Reduced -349,860-349.9k
ASHTON THOMAS SECURITIES, LLC Sold out -92,109-92.1k
BIP Wealth, LLC Reduced -68,757-68.8k
Foundations Investment Advisors, LLC Sold out -22,185-22.2k
OLD MISSION CAPITAL LLC Sold out -18,909-18.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -6,984-7.0k
Grantvest Financial Group LLC Reduced -6,406-6.4k
Encompass More Asset Management Reduced -5,111-5.1k
Kestra Advisory Services, LLC Reduced -3,403-3.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -2,772-2.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BIP Wealth, LLC 0.69% of their portfolio ATLANTA, GA 831,835831.8k $24.2m $24.2m 0.69% Reduced -68.8k -68,757
2 J. L. Bainbridge & Co., Inc. 1.28% of their portfolio SARASOTA, FL 552,310552.3k $16.1m $16.1m 1.28% Reduced -349.9k -349,860
3 Ashton Thomas Private Wealth, LLC 0.07% of their portfolio SCOTTSDALE, AZ 107,577107.6k $3.1m $3.1m 0.07% Added +32.9k +32,884
4 Client First Capital LLC 1.05% of their portfolio SAN DIEGO, CA 89,24989.2k $2.6m $2.6m 1.05% Reduced -1.2k -1,174
5 PANORAMIC INVESTMENT ADVISORS, LLC 0.96% of their portfolio DENVER, CO 69,15069.2k $2.0m $2.0m 0.96% Unchanged
6 FC Advisory LLC 0.49% of their portfolio WEST CHESTER, PA 63,30163.3k $1.8m $1.8m 0.49% Reduced -1.3k -1,252
7 Diversify Advisory Services, LLC 0.03% of their portfolio SANDY, UT 59,65359.7k $1.7m $1.7m 0.03% New
8 DIVERSIFY WEALTH MANAGEMENT, LLC 0.03% of their portfolio SANDY, UT 59,65359.7k $1.7m $1.7m 0.03% New
9 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 56,45056.5k $1.6m $1.6m 0.00% Reduced -2.8k -2,767
10 Balboa Wealth Partners 0.21% of their portfolio SCOTTSDALE, AZ 53,79753.8k $1.6m $1.6m 0.21% Unchanged
11 CRA Financial Services, LLC 0.13% of their portfolio NORTHFIELD, NJ 37,83637.8k $1.1m $1.1m 0.13% Reduced -2.5k -2,500
12 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 37,03437.0k $1.1m $1.1m 0.00% Added +12.2k +12,181
13 Crewe Advisors LLC 0.08% of their portfolio SALT LAKE CITY, UT 36,29536.3k $1.1m $1.1m 0.08% Unchanged
14 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 34,50134.5k $1.0m $1.0m 0.00% Reduced -449 -449
15 CROSSPOINT FINANCIAL, LLC 2.16% of their portfolio TUSTIN, CA 32,45432.5k $945.4k $945.4k 2.16% Unchanged
16 Blue Sky Capital Consultants Group, Inc. 0.39% of their portfolio Poway, CA 31,34431.3k $913.1k $913.1k 0.39% Added +12.3k +12,335
17 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 30,45130.5k $887.0k $887.0k 0.00% Reduced -3.4k -3,403
18 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 29,59529.6k $862.1k $862.1k 0.01% New
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 29,46329.5k $858.3k $858.3k 0.00% Reduced -2.8k -2,772
20 Grantvest Financial Group LLC 0.44% of their portfolio MATAWAN, NJ 26,20126.2k $763.2k $763.2k 0.44% Reduced -6.4k -6,406
21 Encompass More Asset Management 0.11% of their portfolio Danville, CA 25,06625.1k $730.2k $730.2k 0.11% Reduced -5.1k -5,111
22 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 25,00625.0k $728.4k $728.4k 0.00% Added +6.6k +6,592
23 Amplius Wealth Advisors, LLC 0.05% of their portfolio BLUE BELL, PA 24,24924.2k $706.4k $706.4k 0.05% Reduced -2.0k -2,003
24 Cypress Wealth Services, LLC 0.08% of their portfolio PALM DESERT, CA 21,99722.0k $640.8k $640.8k 0.08% Unchanged
25 MIDDLETON & CO INC/MA 0.07% of their portfolio BOSTON, MA 21,06721.1k $613.7k $613.7k 0.07% Reduced -2.0k -2,000
26 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 20,44520.4k $595.5k $595.5k 0.01% Added +1.4k +1,350
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 20,42920.4k $595.1k $595.1k 0.00% Added +1.6k +1,597
28 Tradition Wealth Management, LLC 0.04% of their portfolio EDINA, MN 20,15620.2k $587.1k $587.1k 0.04% Unchanged
29 NBZ Investment Advisors LLC 0.22% of their portfolio KNOXVILLE, TN 19,32119.3k $562.8k $562.8k 0.22% Unchanged
30 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 17,10017.1k $498.1k $498.1k 0.00% Added +3.9k +3,877
31 BCGM Wealth Management, LLC 0.08% of their portfolio LAFAYETTE, IN 13,04513.0k $380.0k $380.0k 0.08% Unchanged
32 Weaver Consulting Group 0.08% of their portfolio HUNTINGTON BEACH, CA 12,93512.9k $376.8k $376.8k 0.08% Reduced -565 -565
33 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 10,27510.3k $299.3k $299.3k 0.01% Added +1.3k +1,347
34 Proficio Capital Partners LLC 0.01% of their portfolio NEWTON, MA 9,99510.0k $291.2k $291.2k 0.01% Reduced -385 -385
35 ARS Investment Partners, LLC 0.01% of their portfolio New York, NY 9,96010.0k $290.1k $290.1k 0.01% Unchanged
36 Ausdal Financial Partners, Inc. 0.01% of their portfolio Davenport, IA 9,6719.7k $281.7k $281.7k 0.01% New
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,4348.4k $245.7k $245.7k 0.00% Reduced -7.0k -6,984
38 ARS Wealth Advisors Group, LLC 0.02% of their portfolio St. Petersburg, FL 7,9397.9k $231.3k $231.3k 0.02% Unchanged
39 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 7,2787.3k $212.0k $212.0k 0.00% Unchanged
40 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 3,5073.5k $102.2k $102.2k 0.00% Unchanged
41 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,9142.9k $84.9k $84.9k 0.00% Reduced -27 -27
42 EFG International AG 0.00% of their portfolio Zurich, V8 2,6362.6k $76.8k $76.8k 0.00% Unchanged
43 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 1,3631.4k $39.7k $39.7k 0.00% New
44 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,0381.0k $30.2k $30.2k 0.00% Added +1.0k +1,018
45 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 206206 $6.0k $6.0k 0.00% Added +120 +120
46 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 125125 $3.6k $3.6k 0.00% Added +75 +75