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DMAX ISHARES TR

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LARG CAP DEC ETF (fund)

30 managers (30 13F filers) reported a position in DMAX shares at 2025-12-31, 2,327,827 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
30
13F filers
30
New
11
Added
6
Reduced
6
Sold out
8
Shares held by filers
2,327,827

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC836,051$22.3M0.79%new13F-HRTimeline
Crown Wealth Group, LLC482,027$12.9M3.59%+80,65213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.400,000$10.7M<0.01%013F-HRTimelineGroup
FC Advisory LLC97,264$2.59M0.75%+1,11313F-HRTimeline
Grantvest Financial Group LLC66,782$1.78M1.14%+2,15713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY57,558$1.54M<0.01%new13F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV55,025$1.47M<0.01%new13F-HRTimeline
Blue Sky Capital Consultants Group, Inc.48,709$1.3M0.57%-2,09913F-HRTimeline
Crewe Advisors LLC37,807$1.01M0.09%013F-HRTimeline
ATX Financial Planning, LLC34,826$929K0.72%13F-HRTimeline
Amplius Wealth Advisors, LLC29,647$791K0.07%-45313F-HRTimeline
Creative Planningin group Creative Planning27,420$731K<0.01%+5,62813F-HRTimelineGroup
Cetera Investment Advisers20,081$536K<0.01%-2,23713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,394$437K<0.01%new13F-HRTimelineGroup
High Falls Advisors, Inc14,863$396K0.08%+66313F-HRTimeline
Shared Vision Wealth Group LLC14,254$381K0.15%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,074$322K<0.01%-29,83913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding12,074$322K-13,561Timeline
ARS Investment Partners, LLC9,990$266K0.02%013F-HRTimeline
MIDDLETON & CO INC/MA9,550$255K0.03%013F-HRTimeline
Kovack Advisors, Inc.9,368$250K0.01%new13F-HR/ATimeline
OneDigital Investment Advisors LLC9,113$243K<0.01%new13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…8,693$232K0.04%-17,26313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,514$227K<0.01%new13F-HRTimelineGroup
Prosperity Consulting Group, LLC7,827$209K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…900$24K<0.01%new13F-HR/ATimelineGroup
Parallel Advisors, LLC600$16K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.371$9.89K<0.01%new13F-HRTimeline
IFP Advisors, Inc35$933<0.01%+1013F-HRTimeline
Farther Finance Advisors, LLC10$267<0.01%new13F-HRTimeline