iShares LG Cap Max Buff DecDMAXETF
13F holders, Q2 2026 (June 30)45holders +2
7new positions
5sold out
1famous investor
$27.34avg. 13F price*
At the end of Q2 2026, 45 institutions reported holding iShares LG Cap Max Buff Dec (DMAX) in their 13F filings, up 2 from Q1 2026. 7 opened new positions and 5 sold out. The largest holders were BIP Wealth, LLC ($20.1M), J. L. Bainbridge & Co., Inc. ($15.9M) and Crown Wealth Group, LLC ($14.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares LG Cap Max Buff Dec
- CUSIP
- 46438G471
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.3M |
| Exits | 5 | $3.2M |
All 13F filers, Q1 2026 → Q2 2026: 231,751 shares bought and 310,110 shares sold, net −78,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| BIP Wealth, LLC | 0.57% | Reduce -3.1% | 736,972 | $20.1M |
| J. L. Bainbridge & Co., Inc. | 1.27% | Reduce -14.8% | 581,471 | $15.9M |
| Crown Wealth Group, LLC | 3.57% | Add +3.0% | 513,454 | $14.0M |
| BlackRock, Inc. | 0.00% | No change | 400,000 | $10.9M |
| Raymond James Financial Inc. | 0.00% | Add +34.3% | 167,821 | $4.6M |
| FC Advisory LLC | 1.11% | Add +0.4% | 153,596 | $4.2M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +46.8% | 114,196 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 89,962 | $2.5M |
| Grantvest Financial Group LLC | 0.99% | Reduce -2.5% | 62,521 | $1.7M |
| Crewe Advisors LLC | 0.11% | Reduce -24.4% | 57,241 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | No change | 55,025 | $1.5M |
| Kestra Advisory Services, LLC | 0.00% | New | 54,814 | $1.5M |
| Blue Sky Capital Consultants Group, Inc. | 0.60% | Add +2.1% | 51,506 | $1.4M |
| Kestra Investment Management, LLC | 0.03% | New | 48,847 | $1.3M |
| ATX Financial Planning, LLC | 0.72% | Reduce -8.4% | 39,883 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +59.8% | 36,392 | $995K |
| Amplius Wealth Advisors, LLC | 0.06% | No change | 29,647 | $811K |
| Creative Planning | 0.00% | No change | 27,420 | $750K |
| Citadel Advisors | 0.00% | Reduce -7.8% | 27,261 | $745K |
| Encompass More Asset Management | 0.11% | Reduce -16.8% | 26,797 | $733K |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.6% | 26,671 | $729K |
| Smith & Howard Wealth Management, LLC | 0.13% | No change | 23,422 | $640K |
| Crosspoint Financial, LLC | 1.36% | No change | 21,683 | $593K |
| Advisory Services Network, LLC | 0.01% | Add +1.1% | 20,236 | $553K |
| Ausdal Financial Partners, Inc. | 0.02% | No change | 19,641 | $537K |
| Strategic Blueprint, LLC | 0.02% | Reduce -4.2% | 17,165 | $469K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -2.2% | 16,492 | $451K |
| Lido Advisors, LLC | 0.00% | No change | 16,394 | $448K |
| Shared Vision Wealth Group LLC | 0.13% | No change | 14,254 | $390K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 13,533 | $370K |
| Old Mission Capital LLC | 0.01% | Reduce -64.6% | 12,019 | $329K |
| Middleton & Co. Inc. | 0.03% | Reduce -23.1% | 11,800 | $323K |
| ARS Investment Partners, LLC | 0.01% | No change | 9,990 | $273K |
| Kovack Advisors, Inc. | 0.01% | No change | 9,353 | $256K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 8,613 | $235K |
| Sigma Planning Corp | 0.01% | New | 7,839 | $214K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 7,827 | $214K |
| JPMorgan Chase & Co. | 0.00% | New | 6,934 | $189K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,345 | $64K |
| Fiduciary Financial Advisors | 0.00% | New | 1,759 | $48K |
| Harbour Investments, Inc. | 0.00% | No change | 1,683 | $46K |
| Blue Trust, Inc. | 0.00% | New | 1,450 | $40K |
| Bernard Wealth Management Corp. | 0.00% | No change | 371 | $10K |
| AE Wealth Management LLC | 0.00% | New | 211 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 80 | $2K |
"% of holder's portfolio" is DMAX's weight in each manager's 13F, not the share of iShares LG Cap Max Buff Dec the manager owns.