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DMAX ISHARES TR

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LARG CAP DEC ETF (fund)

25 managers (26 13F filers) reported a position in DMAX shares at 2025-09-30, 2,137,693 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
25
13F filers
26
New
3
Added
2
Reduced
12
Sold out
3
Shares held by filers
2,137,693

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC767,314$20.3M0.89%+79,85113F-HRTimeline
Crown Wealth Group, LLC401,375$10.6M3.19%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.400,000$10.6M<0.01%013F-HRTimelineGroup
FC Advisory LLC96,151$2.54M0.74%-4,15313F-HRTimeline
Grantvest Financial Group LLC64,625$1.71M1.18%-35,80513F-HRTimeline
KM Capital Management Ltd.55,025$1.45M0.67%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.50,808$1.34M0.59%-2,10813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC41,913$1.11M<0.01%-27713F-HRTimelineGroup
Crewe Advisors LLC37,807$999K0.1%013F-HRTimeline
Amplius Wealth Advisors, LLC30,100$795K0.07%-2,00013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…25,956$686K0.13%-74313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding25,635$677K+501Timeline
Cetera Investment Advisers22,318$590K<0.01%-1,47013F-HRTimeline
Creative Planningin group Creative Planning21,792$576K<0.01%-2213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,241$508K<0.01%-37,04813F-HRTimelineGroup
CROSSPOINT FINANCIAL, LLC19,172$507K1.24%013F-HRTimeline
High Falls Advisors, Inc14,200$375K0.08%-38113F-HRTimeline
Stuart Chaussee & Associates, Inc.13,950$369K0.08%-1,05013F-HRTimeline
ARS Investment Partners, LLC9,990$264K0.02%013F-HRTimeline
MIDDLETON & CO INC/MA9,550$252K0.03%013F-HRTimeline
Prosperity Consulting Group, LLC7,827$207K0.01%new13F-HRTimeline
Advisory Services Network, LLC1,383$36.5K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG936$24.7K<0.01%-6,37913F-HRTimelineGroup
Parallel Advisors, LLC600$15.9K<0.01%013F-HRTimeline
IFP Advisors, Inc25$660<0.01%013F-HR/ATimeline