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Disclosery

MAXJ ISHARES TR

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LARG CAP JUN ETF (fund)

39 managers (39 13F filers) reported a position in MAXJ shares at 2024-12-31, 3,005,017 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
39
13F filers
39
New
6
Added
5
Reduced
9
Sold out
2
Shares held by filers
3,005,017

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Amplius Wealth Advisors, LLC931,267$24.3M2.5%new13F-HRTimeline
Strategic Blueprint, LLC560,686$14.7M0.87%+289,71913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.320,000$8.36M<0.01%-80,00013F-HRTimelineGroup
Balboa Wealth Partners193,937$5.07M1.16%-8,81813F-HRTimeline
J. L. Bainbridge & Co., Inc.146,577$3.83M0.36%013F-HRTimeline
OneDigital Investment Advisors LLC84,044$2.2M0.03%+80013F-HRTimeline
HighTower Advisors, LLC75,400$1.97M<0.01%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC68,650$1.79M1.17%+11,75013F-HRTimeline
Snowden Capital Advisors LLC61,687$1.63M0.05%-2,88913F-HRTimeline
CRA Financial Services, LLC56,125$1.47M0.25%+4,55013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC48,927$1.28M0.03%013F-HRTimeline
OLD MISSION CAPITAL LLC44,297$1.16M0.03%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,733$1.06M<0.01%-12,31413F-HRTimelineGroup
Sigma Planning Corp39,237$1.03M0.03%-4,50013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,526$955K<0.01%+10,13913F-HRTimelineGroup
MIDDLETON & CO INC/MA36,250$947K0.1%013F-HRTimeline
Tradition Wealth Management, LLC32,281$844K0.07%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,956$809K<0.01%new13F-HRTimelineGroup
NBZ Investment Advisors LLC30,531$798K0.45%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC25,904$677K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC24,592$643K<0.01%-48,90813F-HRTimeline
Grantvest Financial Group LLC20,583$538K0.6%13F-HRTimeline
Weaver Consulting Group13,800$361K0.11%013F-HRTimeline
BCGM Wealth Management, LLC12,865$336K0.11%013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…11,648$304K0.07%013F-HRTimeline
Cetera Investment Advisers11,140$291K<0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.10,455$273K<0.01%013F-HRTimeline
ARS Investment Partners, LLC9,960$260K0.02%013F-HRTimeline
Prospera Financial Services Inc8,300$217K0.01%-4,00013F-HRTimeline
ARS Wealth Advisors Group, LLC7,939$207K0.03%013F-HRTimeline
Federation des caisses Desjardins du Qu…4,545$119K<0.01%-42513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,573$41K<0.01%-431,68513F-HRTimelineGroup
Geneos Wealth Management Inc.1,169$30.6K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,020$26.7K<0.01%013F-HR/ATimelineGroup
Allworth Financial LP800$21.2K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.474$12.4K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC100$2.61K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC39$1.02K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.