iShares LG Cap Max Buff JunMAXJETF
13F holders, Q1 2026 (March 31)48holders
4new positions
4sold out
1famous investor
$28.16avg. 13F price*
At the end of Q1 2026, 48 institutions reported holding iShares LG Cap Max Buff Jun (MAXJ) in their 13F filings, unchanged from Q4 2025. 4 opened new positions and 4 sold out. The largest holders were J. L. Bainbridge & Co., Inc. ($25.4M), BIP Wealth, LLC ($25.4M) and Ashton Thomas Securities, LLC ($2.6M). 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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3.4M |
| Exits | 4 | $1.5M |
All 13F filers, Q4 2025 → Q1 2026: 153,425 shares bought and 352,477 shares sold, net −199,052 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| J. L. Bainbridge & Co., Inc. | 2.29% | Reduce -5.2% | 902,170 | $25.4M |
| BIP Wealth, LLC | 1.03% | Reduce -1.8% | 900,592 | $25.4M |
| Ashton Thomas Securities, LLC | 0.33% | New | 92,109 | $2.6M |
| Client First Capital LLC | 1.12% | Add +17.1% | 90,423 | $2.5M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +4.1% | 74,693 | $2.1M |
| Panoramic Investment Advisors, LLC | 1.05% | Add +1.3% | 69,150 | $1.9M |
| FC Advisory LLC | 0.53% | Reduce -15.4% | 64,553 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.0% | 59,217 | $1.7M |
| Balboa Wealth Partners | 0.25% | Reduce -21.0% | 53,797 | $1.5M |
| CRA Financial Services, LLC | 0.15% | Reduce -2.2% | 40,336 | $1.1M |
| Crewe Advisors LLC | 0.09% | No change | 36,295 | $1.0M |
| Citadel Advisors | 0.00% | Add +16.2% | 34,950 | $984K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.0% | 33,854 | $953K |
| Grantvest Financial Group LLC | 0.59% | Reduce -2.0% | 32,607 | $918K |
| Crosspoint Financial, LLC | 2.30% | Reduce -5.8% | 32,454 | $914K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -74.5% | 32,235 | $908K |
| Encompass More Asset Management | 0.14% | Reduce -73.3% | 30,177 | $850K |
| Amplius Wealth Advisors, LLC | 0.06% | Reduce -9.7% | 26,252 | $739K |
| Cetera Investment Advisers | 0.00% | Add +27.4% | 24,853 | $700K |
| Middleton & Co. Inc. | 0.07% | Reduce -35.7% | 23,067 | $650K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -12.7% | 22,185 | $625K |
| Cypress Wealth Services, LLC | 0.09% | No change | 21,997 | $619K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -0.2% | 20,156 | $568K |
| NBZ Investment Advisors LLC | 0.24% | Reduce -0.0% | 19,321 | $544K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 19,095 | $538K |
| Blue Sky Capital Consultants Group, Inc. | 0.26% | Add +0.1% | 19,009 | $535K |
| Old Mission Capital LLC | 0.01% | Add +18.3% | 18,909 | $532K |
| Envestnet Asset Management Inc. | 0.00% | New | 18,832 | $530K |
| Jane Street Group, LLC | 0.00% | Add +0.8% | 18,414 | $519K |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.8% | 15,418 | $434K |
| Weaver Consulting Group | 0.09% | No change | 13,500 | $380K |
| LPL Financial LLC | 0.00% | Reduce -12.0% | 13,223 | $372K |
| BCGM Wealth Management, LLC | 0.09% | No change | 13,045 | $367K |
| Proficio Capital Partners LLC | 0.02% | No change | 10,380 | $292K |
| ARS Investment Partners, LLC | 0.01% | No change | 9,960 | $280K |
| Sigma Planning Corp | 0.01% | New | 8,928 | $251K |
| ARS Wealth Advisors Group, LLC | 0.02% | No change | 7,939 | $224K |
| Harbour Investments, Inc. | 0.00% | No change | 7,278 | $205K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,507 | $99K |
| Farther Finance Advisors, LLC | 0.00% | Add +155.5% | 2,941 | $83K |
| EFG International AG | 0.00% | No change | 2,636 | $74K |
| Advisory Services Network, LLC | 0.00% | New | 1,436 | $40K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.2% | 900 | $25K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 478 | $13K |
| AE Wealth Management LLC | 0.00% | No change | 86 | $2K |
| Cwm, LLC | 0.00% | Reduce -91.1% | 75 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 50 | $1K |
| Osaic Holdings, Inc. | 0.00% | Reduce -98.2% | 20 | $563 |
"% 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.