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Disclosery

MAXJ ISHARES TR

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LARG CAP JUN ETF (fund)

45 managers (46 13F filers) reported a position in MAXJ shares at 2026-06-30, 2,584,306 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
45
13F filers
46
New
5
Added
11
Reduced
17
Sold out
6
Shares held by filers
2,584,306

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, LLC831,835$24.2M0.69%-68,75713F-HRTimeline
J. L. Bainbridge & Co., Inc.552,310$16.1M1.28%-349,86013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding119,306$3.47MnewTimeline
Ashton Thomas Private Wealth, LLC107,577$3.13M0.07%+32,88413F-HRTimeline
Client First Capital LLC89,249$2.6M1.05%-1,17413F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC69,150$2.01M0.96%013F-HRTimeline
FC Advisory LLC63,301$1.84M0.49%-1,25213F-HRTimeline
HighTower Advisors, LLC56,450$1.64M<0.01%-2,76713F-HRTimeline
Balboa Wealth Partners53,797$1.57M0.21%013F-HRTimeline
CRA Financial Services, LLC37,836$1.1M0.13%-2,50013F-HRTimeline
Cetera Investment Advisers37,034$1.08M<0.01%+12,18113F-HRTimeline
Crewe Advisors LLC36,295$1.06M0.08%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,501$1.01M<0.01%-44913F-HRTimelineGroup
CROSSPOINT FINANCIAL, LLC32,454$945K2.16%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.31,344$913K0.39%+12,33513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC30,451$887K<0.01%-3,40313F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC29,595$862K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,463$858K<0.01%-2,77213F-HRTimeline
Grantvest Financial Group LLC26,201$763K0.44%-6,40613F-HRTimeline
Encompass More Asset Management25,066$730K0.11%-5,11113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,006$728K<0.01%+6,59213F-HRTimelineGroup
Amplius Wealth Advisors, LLC24,249$706K0.05%-2,00313F-HRTimeline
Cypress Wealth Services, LLC21,997$641K0.08%013F-HRTimeline
MIDDLETON & CO INC/MA21,067$614K0.07%-2,00013F-HRTimeline
OneDigital Investment Advisors LLC20,445$596K0.01%+1,35013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,429$595K<0.01%+1,59713F-HRTimelineGroup
Tradition Wealth Management, LLC20,156$587K0.04%013F-HRTimeline
NBZ Investment Advisors LLC19,321$563K0.22%013F-HRTimeline
LPL Financial LLC17,100$498K<0.01%+3,87713F-HRTimeline
BCGM Wealth Management, LLC13,045$380K0.08%013F-HRTimeline
Weaver Consulting Group12,935$377K0.08%-56513F-HRTimeline
Sigma Planning Corp10,275$299K0.01%+1,34713F-HRTimeline
Proficio Capital Partners LLC9,995$291K0.01%-38513F-HRTimeline
ARS Investment Partners, LLC9,960$290K0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.9,671$282K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,434$246K<0.01%-6,98413F-HRTimelineGroup
ARS Wealth Advisors Group, LLC7,939$231K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,278$212K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,507$102K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,914$84.9K<0.01%-2713F-HRTimeline
EFG International AGin group EFG International AG2,636$76.8K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.1,363$39.7K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,038$30.2K<0.01%+1,01813F-HRTimelineGroup
AE Wealth Management LLC206$6K<0.01%+12013F-HRTimeline
IFP Advisors, Inc125$3.64K<0.01%+7513F-HRTimeline