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DMAX ISHARES TR

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LARG CAP DEC ETF (fund)

26 managers (27 13F filers) reported a position in DMAX shares at 2025-06-30, 1,774,324 shares in all. 13 filers opened a position and 3 filers sold out during the quarter.

Managers
26
13F filers
27
New
13
Added
3
Reduced
4
Sold out
3
Shares held by filers
1,774,324

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Strategic Blueprint, LLC687,463$17.7M0.87%-22,78913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.400,000$10.3M<0.01%013F-HRTimelineGroup
Grantvest Financial Group LLC100,430$2.59M1.92%-33,81913F-HRTimeline
FC Advisory LLC100,304$2.59M0.8%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…56,289$1.45M<0.01%+41,64613F-HRTimelineGroup
KM Capital Management Ltd.55,025$1.42M0.7%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.52,916$1.37M0.7%+7,64113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC42,190$1.09M<0.01%+14,22413F-HRTimelineGroup
Crewe Advisors LLC37,807$975K0.14%013F-HRTimeline
Amplius Wealth Advisors, LLC32,100$828K0.08%new13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…26,699$689K0.15%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding25,134$648K+9,404Timeline
Cetera Investment Advisers23,788$614K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning21,814$563K<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC19,264$497K0.01%-6,25113F-HRTimeline
CROSSPOINT FINANCIAL, LLC19,172$495K1.32%013F-HRTimeline
Stuart Chaussee & Associates, Inc.15,000$387K0.09%013F-HRTimeline
High Falls Advisors, Inc14,581$376K0.08%new13F-HRTimeline
ARS Investment Partners, LLC9,990$258K0.02%new13F-HRTimeline
MIDDLETON & CO INC/MA9,550$246K0.03%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,041$233K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC7,827$202K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG7,315$189K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC600$15.5K<0.01%new13F-HRTimeline
IFP Advisors, Inc25$645<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.