SMAX institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding37
Shares held1,867,303
Reported value$52.0m
Quarter flows7 new, 3 added, 11 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
J. L. Bainbridge & Co., Inc.947,144$26.4m2.1%
Client First Capital LLC143,897$4.0m1.6%
RAYMOND JAMES FINANCIAL INC93,262$2.6m0.0%
FC Advisory LLC80,533$2.2m0.6%
Grantvest Financial Group LLC73,199$2.0m1.2%
SUSQUEHANNA INTERNATIONAL GROUP, LLP69,884$1.9m0.0%
Amplius Wealth Advisors, LLC48,101$1.3m0.1%
ENVESTNET ASSET MANAGEMENT INC44,209$1.2m0.0%
Crewe Advisors LLC38,118$1.1m0.1%
JIM SAULNIER & ASSOCIATES, LLC36,141$1.0m0.4%
COMMONWEALTH EQUITY SERVICES, LLC26,778$746,1800.0%
Kestra Advisory Services, LLC21,493$598,8980.0%
Tradition Wealth Management, LLC21,112$588,2990.0%
ARS Investment Partners, LLC19,900$554,5140.0%
Lifestyle Asset Management, Inc.16,720$465,9030.1%
Crown Wealth Group, LLC16,701$465,3730.1%
CITADEL ADVISORS LLC15,936$444,0570.0%
Clear Creek Financial Management, LLC15,357$427,9230.0%
Kestra Investment Management, LLC14,787$412,0370.0%
Kovack Advisors, Inc.14,782$411,9380.0%
Creative Planning13,994$389,9430.0%
Blue Sky Capital Consultants Group, Inc.11,667$325,1010.1%
Ausdal Financial Partners, Inc.11,600$323,2340.0%
OLD MISSION CAPITAL LLC10,584$294,9230.0%
BANK OF AMERICA CORP /DE/9,007$250,9800.0%

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

Get a free API keySee history bundlesDownload free samples