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Disclosery

DMAX ISHARES TR

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LARG CAP DEC ETF (fund)

43 managers (43 13F filers) reported a position in DMAX shares at 2026-03-31, 3,624,950 shares in all. 18 filers opened a position and 4 filers sold out during the quarter.

Managers
43
13F filers
43
New
18
Added
11
Reduced
4
Sold out
4
Shares held by filers
3,624,950

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC760,919$20.2M0.82%-75,13213F-HRTimeline
J. L. Bainbridge & Co., Inc.682,097$18.1M1.63%new13F-HRTimeline
Crown Wealth Group, LLC498,567$13.2M3.89%+16,54013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.400,000$10.6M<0.01%013F-HRTimelineGroup
FC Advisory LLC152,995$4.07M1.19%+55,73113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC124,997$3.32M<0.01%new13F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC98,855$2.63M0.33%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC89,705$2.38M<0.01%+77,63113F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC77,782$2.07M0.05%new13F-HRTimeline
Crewe Advisors LLC75,690$2.01M0.17%+37,88313F-HRTimeline
Grantvest Financial Group LLC64,126$1.7M1.1%-2,65613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV55,025$1.46M<0.01%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.50,447$1.34M0.64%+1,73813F-HRTimeline
ATX Financial Planning, LLC43,520$1.16M0.88%+8,69413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,890$927K<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC33,969$903K0.02%new13F-HRTimeline
Encompass More Asset Management32,206$856K0.14%new13F-HRTimeline
Amplius Wealth Advisors, LLC29,647$788K0.07%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,567$786K<0.01%+21,05313F-HRTimelineGroup
Creative Planningin group Creative Planning27,420$729K<0.01%013F-HRTimelineGroup
Smith & Howard Wealth Management, LLC23,422$622K0.13%new13F-HRTimeline
Cetera Investment Advisers22,768$605K<0.01%+2,68713F-HRTimeline
CROSSPOINT FINANCIAL, LLC21,683$576K1.45%new13F-HRTimeline
Advisory Services Network, LLC20,005$532K0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.19,641$522K0.02%new13F-HRTimeline
Strategic Blueprint, LLC17,908$476K0.03%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC16,859$448K0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,394$436K<0.01%013F-HRTimelineGroup
MIDDLETON & CO INC/MA15,350$408K0.05%+5,80013F-HRTimeline
Shared Vision Wealth Group LLC14,254$379K0.15%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,533$360K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,666$310K<0.01%new13F-HRTimelineGroup
ARS Investment Partners, LLC9,990$265K0.01%013F-HRTimeline
Kovack Advisors, Inc.9,353$248K0.01%-1513F-HRTimeline
OneDigital Investment Advisors LLC8,613$229K<0.01%-50013F-HRTimeline
Prosperity Consulting Group, LLC7,827$208K0.01%013F-HRTimeline
Patriot Financial Group Insurance Agenc…7,706$205K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,345$62.4K<0.01%+2,33513F-HRTimeline
HARBOUR INVESTMENTS, INC.1,683$44.7K<0.01%new13F-HRTimeline
Parallel Advisors, LLC600$15.9K<0.01%013F-HR/ATimeline
UBS Group AGin group UBS Group AG475$12.6K<0.01%new13F-HRTimelineGroup
Bernard Wealth Management Corp.371$9.86K<0.01%013F-HRTimeline
IFP Advisors, Inc80$2.13K<0.01%+4513F-HRTimeline