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Disclosery

DMAX ISHARES TR

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LARG CAP DEC ETF (fund)

45 managers (46 13F filers) reported a position in DMAX shares at 2026-06-30, 3,547,191 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
45
13F filers
46
New
8
Added
8
Reduced
12
Sold out
5
Shares held by filers
3,547,191

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BIP Wealth, LLC736,972$20.1M0.57%-23,94713F-HRTimeline
J. L. Bainbridge & Co., Inc.581,471$15.9M1.27%-100,62613F-HRTimeline
Crown Wealth Group, LLC513,454$14M3.57%+14,88713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.400,000$10.9M<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC167,821$4.59M<0.01%+42,82413F-HRTimelineGroup
FC Advisory LLC153,596$4.2M1.11%+60113F-HRTimeline
Ashton Thomas Private Wealth, LLC114,196$3.12M0.07%+36,41413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding103,661$2.83MnewTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC89,962$2.46M<0.01%+25713F-HRTimelineGroup
Grantvest Financial Group LLC62,521$1.71M0.99%-1,60513F-HRTimeline
Crewe Advisors LLC57,241$1.56M0.11%-18,44913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV55,025$1.5M<0.01%013F-HR/ATimeline
Blue Sky Capital Consultants Group, Inc.51,506$1.41M0.6%+1,05913F-HRTimeline
ATX Financial Planning, LLC39,883$1.09M0.72%-3,63713F-HRTimeline
Cetera Investment Advisers36,392$995K<0.01%+13,62413F-HRTimeline
Amplius Wealth Advisors, LLC29,647$811K0.06%013F-HRTimeline
Creative Planningin group Creative Planning27,420$750K<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,261$745K<0.01%-2,30613F-HRTimelineGroup
Encompass More Asset Management26,797$733K0.11%-5,40913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,671$729K<0.01%-8,21913F-HRTimelineGroup
Smith & Howard Wealth Management, LLC23,422$640K0.13%013F-HRTimeline
CROSSPOINT FINANCIAL, LLC21,683$593K1.36%013F-HRTimeline
Advisory Services Network, LLC20,236$553K0.01%+23113F-HRTimeline
Ausdal Financial Partners, Inc.19,641$537K0.02%013F-HRTimeline
Strategic Blueprint, LLC17,165$469K0.02%-74313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC16,492$451K0.01%-36713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,394$448K<0.01%013F-HRTimelineGroup
Shared Vision Wealth Group LLC14,254$390K0.13%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,533$370K<0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC12,019$329K0.01%-21,95013F-HRTimeline
MIDDLETON & CO INC/MA11,800$323K0.03%-3,55013F-HRTimeline
ARS Investment Partners, LLC9,990$273K0.01%013F-HRTimeline
Kovack Advisors, Inc.9,353$256K0.01%013F-HRTimeline
OneDigital Investment Advisors LLC8,613$235K<0.01%013F-HRTimeline
Sigma Planning Corp7,839$214K0.01%new13F-HRTimeline
Prosperity Consulting Group, LLC7,827$214K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,934$189K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC2,345$64.1K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,759$48.1K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,683$46K<0.01%013F-HRTimeline
Blue Trust, Inc.1,450$39.6K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC600$16.4K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.371$10.1K<0.01%013F-HRTimeline
AE Wealth Management LLC211$5.77K<0.01%new13F-HRTimeline
IFP Advisors, Inc80$2.19K<0.01%013F-HRTimeline