iShares LG Cap Max Buff JunMAXJETF

13F holders, Q2 2026 (June 30)
46holders −2
5new positions
6sold out
1famous investor
$29.13avg. 13F price*

At the end of Q2 2026, 46 institutions reported holding iShares LG Cap Max Buff Jun (MAXJ) in their 13F filings, down 2 from Q1 2026. 5 opened new positions and 6 sold out. The largest holders were BIP Wealth, LLC ($24.2M), J. L. Bainbridge & Co., Inc. ($16.1M) and Ashton Thomas Private Wealth, LLC ($3.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares LG Cap Max Buff Jun
CUSIP
46438G612
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q3 2024: 33Q3 2024Q4 2024: 38Q4 2024Q1 2025: 38Q1 2025Q2 2025: 37Q2 2025Q3 2025: 52Q3 2025Q4 2025: 48Q4 2025Q1 2026: 48Q1 2026Q2 2026: 46Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions5$4.7M
Exits6$3.8M

All 13F filers, Q1 2026 → Q2 2026: 233,311 shares bought and 592,432 shares sold, net −359,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 46 holders

BIP Wealth, LLC 0.69% Reduce -7.6% 831,835 $24.2M
J. L. Bainbridge & Co., Inc. 1.28% Reduce -38.8% 552,310 $16.1M
Ashton Thomas Private Wealth, LLC 0.07% Add +44.0% 107,577 $3.1M
Client First Capital LLC 1.05% Reduce -1.3% 89,249 $2.6M
Panoramic Investment Advisors, LLC 0.96% No change 69,150 $2.0M
FC Advisory LLC 0.49% Reduce -1.9% 63,301 $1.8M
Diversify Advisory Services, LLC 0.03% New 59,653 $1.7M
Diversify Wealth Management, LLC 0.03% New 59,653 $1.7M
HighTower Advisors, LLC 0.00% Reduce -4.7% 56,450 $1.6M
Balboa Wealth Partners 0.21% No change 53,797 $1.6M
CRA Financial Services, LLC 0.13% Reduce -6.2% 37,836 $1.1M
Cetera Investment Advisers 0.00% Add +49.0% 37,034 $1.1M
Crewe Advisors LLC 0.08% No change 36,295 $1.1M
Citadel Advisors 0.00% Reduce -1.3% 34,501 $1.0M
Crosspoint Financial, LLC 2.16% No change 32,454 $945K
Blue Sky Capital Consultants Group, Inc. 0.39% Add +64.9% 31,344 $913K
Kestra Advisory Services, LLC 0.00% Reduce -10.1% 30,451 $887K
Axxcess Wealth Management, LLC 0.01% New 29,595 $862K
Commonwealth Equity Services, LLC 0.00% Reduce -8.6% 29,463 $858K
Grantvest Financial Group LLC 0.44% Reduce -19.6% 26,201 $763K
Encompass More Asset Management 0.11% Reduce -16.9% 25,066 $730K
Jane Street Group, LLC 0.00% Add +35.8% 25,006 $728K
Amplius Wealth Advisors, LLC 0.05% Reduce -7.6% 24,249 $706K
Cypress Wealth Services, LLC 0.08% No change 21,997 $641K
Middleton & Co. Inc. 0.07% Reduce -8.7% 21,067 $614K
OneDigital Investment Advisors LLC 0.01% Add +7.1% 20,445 $596K
Envestnet Asset Management Inc. 0.00% Add +8.5% 20,429 $595K
Tradition Wealth Management, LLC 0.04% No change 20,156 $587K
NBZ Investment Advisors LLC 0.22% No change 19,321 $563K
LPL Financial LLC 0.00% Add +29.3% 17,100 $498K
BCGM Wealth Management, LLC 0.08% No change 13,045 $380K
Weaver Consulting Group 0.08% Reduce -4.2% 12,935 $377K
Sigma Planning Corp 0.01% Add +15.1% 10,275 $299K
Proficio Capital Partners LLC 0.01% Reduce -3.7% 9,995 $291K
ARS Investment Partners, LLC 0.01% No change 9,960 $290K
Ausdal Financial Partners, Inc. 0.01% New 9,671 $282K
Susquehanna International Group, LLP 0.00% Reduce -45.3% 8,434 $246K
ARS Wealth Advisors Group, LLC 0.02% No change 7,939 $231K
Harbour Investments, Inc. 0.00% No change 7,278 $212K
Geneos Wealth Management Inc. 0.00% No change 3,507 $102K
Farther Finance Advisors, LLC 0.00% Reduce -0.9% 2,914 $85K
EFG International AG 0.00% No change 2,636 $77K
Blue Trust, Inc. 0.00% New 1,363 $40K
Osaic Holdings, Inc. 0.00% Add +5090.0% 1,038 $30K
AE Wealth Management LLC 0.00% Add +139.5% 206 $6K
IFP Advisors, Inc 0.00% Add +150.0% 125 $4K

"% of holder's portfolio" is MAXJ's weight in each manager's 13F, not the share of iShares LG Cap Max Buff Jun the manager owns.