MMAX institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding20
Shares held2,091,371
Reported value$56.6m
Quarter flows5 new, 5 added, 5 trimmed, 2 exited

Top 20 holders

ManagerSharesValue% of manager's 13F
Prosperity Consulting Group, LLC783,235$21.2m0.8%
BlackRock, Inc.400,000$10.8m0.0%
BIP Wealth, LLC288,154$7.8m0.2%
J. L. Bainbridge & Co., Inc.193,208$5.2m0.4%
FC Advisory LLC92,299$2.5m0.7%
JIM SAULNIER & ASSOCIATES, LLC82,922$2.2m0.9%
Crewe Advisors LLC47,527$1.3m0.1%
Blue Sky Capital Consultants Group, Inc.40,058$1.1m0.5%
SUSQUEHANNA INTERNATIONAL GROUP, LLP37,805$1.0m0.0%
CAPTRUST FINANCIAL ADVISORS32,611$882,2910.0%
OLD MISSION CAPITAL LLC19,926$539,0970.0%
Farther Finance Advisors, LLC16,761$453,4780.0%
ENVESTNET ASSET MANAGEMENT INC14,358$388,4560.0%
RAYMOND JAMES FINANCIAL INC13,950$377,4170.0%
Grantvest Financial Group LLC10,674$288,7860.2%
Kovack Advisors, Inc.10,174$275,2560.0%
Pinnacle Wealth Planning Services, Inc.5,497$148,7210.0%
Blue Trust, Inc.1,457$39,4190.0%
Integrated Wealth Concepts LLC600$16,2330.0%
IFP Advisors, Inc155$4,1940.0%

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

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