MAXJ institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding46
Shares held2,584,306
Reported value$75.3m
Quarter flows5 new, 11 added, 17 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BIP Wealth, LLC831,835$24.2m0.7%
J. L. Bainbridge & Co., Inc.552,310$16.1m1.3%
Ashton Thomas Private Wealth, LLC107,577$3.1m0.1%
Client First Capital LLC89,249$2.6m1.0%
PANORAMIC INVESTMENT ADVISORS, LLC69,150$2.0m1.0%
FC Advisory LLC63,301$1.8m0.5%
Diversify Advisory Services, LLC59,653$1.7m0.0%
DIVERSIFY WEALTH MANAGEMENT, LLC59,653$1.7m0.0%
HighTower Advisors, LLC56,450$1.6m0.0%
Balboa Wealth Partners53,797$1.6m0.2%
CRA Financial Services, LLC37,836$1.1m0.1%
Cetera Investment Advisers37,034$1.1m0.0%
Crewe Advisors LLC36,295$1.1m0.1%
CITADEL ADVISORS LLC34,501$1.0m0.0%
CROSSPOINT FINANCIAL, LLC32,454$945,3812.2%
Blue Sky Capital Consultants Group, Inc.31,344$913,0510.4%
Kestra Advisory Services, LLC30,451$887,0450.0%
AXXCESS WEALTH MANAGEMENT, LLC29,595$862,1050.0%
COMMONWEALTH EQUITY SERVICES, LLC29,463$858,2700.0%
Grantvest Financial Group LLC26,201$763,2350.4%
Encompass More Asset Management25,066$730,1730.1%
JANE STREET GROUP, LLC25,006$728,4250.0%
Amplius Wealth Advisors, LLC24,249$706,3730.1%
Cypress Wealth Services, LLC21,997$640,7690.1%
MIDDLETON & CO INC/MA21,067$613,6820.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("MAXJ"). MAXJ price history · All 13F data

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