iShares LG Cap Max Buff DecDMAXETF
13F holders, Q1 2026 (March 31)43holders +13
18new positions
4sold out
1famous investor
$26.57avg. 13F price*
At the end of Q1 2026, 43 institutions reported holding iShares LG Cap Max Buff Dec (DMAX) in their 13F filings, up 13 from Q4 2025. 18 opened new positions and 4 sold out. The largest holders were BIP Wealth, LLC ($20.2M), J. L. Bainbridge & Co., Inc. ($18.1M) and Crown Wealth Group, LLC ($13.2M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $32.9M |
| Exits | 4 | $2.1M |
All 13F filers, Q4 2025 → Q1 2026: 1,469,514 shares bought and 157,528 shares sold, net +1,311,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| BIP Wealth, LLC | 0.82% | Reduce -9.0% | 760,919 | $20.2M |
| J. L. Bainbridge & Co., Inc. | 1.63% | New | 682,097 | $18.1M |
| Crown Wealth Group, LLC | 3.89% | Add +3.4% | 498,567 | $13.2M |
| BlackRock, Inc. | 0.00% | No change | 400,000 | $10.6M |
| FC Advisory LLC | 1.19% | Add +57.3% | 152,995 | $4.1M |
| Raymond James Financial Inc. | 0.00% | New | 124,997 | $3.3M |
| Ashton Thomas Securities, LLC | 0.33% | New | 98,855 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +643.0% | 89,705 | $2.4M |
| Ashton Thomas Private Wealth, LLC | 0.05% | New | 77,782 | $2.1M |
| Crewe Advisors LLC | 0.17% | Add +100.2% | 75,690 | $2.0M |
| Grantvest Financial Group LLC | 1.10% | Reduce -4.0% | 64,126 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | No change | 55,025 | $1.5M |
| Blue Sky Capital Consultants Group, Inc. | 0.64% | Add +3.6% | 50,447 | $1.3M |
| ATX Financial Planning, LLC | 0.88% | Add +25.0% | 43,520 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 34,890 | $927K |
| Old Mission Capital LLC | 0.02% | New | 33,969 | $903K |
| Encompass More Asset Management | 0.14% | New | 32,206 | $856K |
| Amplius Wealth Advisors, LLC | 0.07% | No change | 29,647 | $788K |
| Citadel Advisors | 0.00% | Add +247.3% | 29,567 | $786K |
| Creative Planning | 0.00% | No change | 27,420 | $729K |
| Smith & Howard Wealth Management, LLC | 0.13% | New | 23,422 | $622K |
| Cetera Investment Advisers | 0.00% | Add +13.4% | 22,768 | $605K |
| Crosspoint Financial, LLC | 1.45% | New | 21,683 | $576K |
| Advisory Services Network, LLC | 0.01% | New | 20,005 | $532K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 19,641 | $522K |
| Strategic Blueprint, LLC | 0.03% | New | 17,908 | $476K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 16,859 | $448K |
| Lido Advisors, LLC | 0.00% | No change | 16,394 | $436K |
| Middleton & Co. Inc. | 0.05% | Add +60.7% | 15,350 | $408K |
| Shared Vision Wealth Group LLC | 0.15% | No change | 14,254 | $379K |
| Commonwealth Equity Services, LLC | 0.00% | New | 13,533 | $360K |
| Jane Street Group, LLC | 0.00% | New | 11,666 | $310K |
| ARS Investment Partners, LLC | 0.01% | No change | 9,990 | $265K |
| Kovack Advisors, Inc. | 0.01% | Reduce -0.2% | 9,353 | $248K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -5.5% | 8,613 | $229K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 7,827 | $208K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | New | 7,706 | $205K |
| Farther Finance Advisors, LLC | 0.00% | Add +23350.0% | 2,345 | $62K |
| Harbour Investments, Inc. | 0.00% | New | 1,683 | $45K |
| Parallel Advisors, LLC | 0.00% | No change | 600 | $16K |
| UBS Group AG | 0.00% | New | 475 | $13K |
| Bernard Wealth Management Corp. | 0.00% | No change | 371 | $10K |
| IFP Advisors, Inc | 0.00% | Add +128.6% | 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.