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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 2025-03-31, 2,732,020 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
39
13F filers
39
New
4
Added
11
Reduced
14
Sold out
5
Shares held by filers
2,732,020

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Amplius Wealth Advisors, LLC722,975$18.6M1.94%-208,29213F-HRTimeline
Strategic Blueprint, LLC581,011$15M0.82%+20,32513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.305,000$7.87M<0.01%-15,00013F-HRTimelineGroup
Balboa Wealth Partners183,128$4.72M1.14%-10,80913F-HRTimeline
J. L. Bainbridge & Co., Inc.146,577$3.78M0.38%013F-HRTimeline
OneDigital Investment Advisors LLC78,585$2.03M0.02%-5,45913F-HRTimeline
HighTower Advisors, LLC73,590$1.9M<0.01%-1,81013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC68,650$1.77M1.2%013F-HRTimeline
Snowden Capital Advisors LLC57,428$1.48M0.05%-4,25913F-HRTimeline
CRA Financial Services, LLC57,016$1.47M0.25%+89113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC48,943$1.26M0.03%+1613F-HRTimeline
MIDDLETON & CO INC/MA36,117$931K0.11%-13313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,977$928K<0.01%+5,02113F-HRTimelineGroup
CROSSPOINT FINANCIAL, LLC34,413$888K2.57%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,908$874K<0.01%-2,61813F-HRTimelineGroup
NBZ Investment Advisors LLC29,129$751K0.43%-1,40213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,213$676K<0.01%+30913F-HRTimelineGroup
Tradition Wealth Management, LLC25,963$670K0.06%-6,31813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,273$600K<0.01%-1,31913F-HRTimeline
Grantvest Financial Group LLC18,205$470K0.38%-2,37813F-HRTimeline
UBS Group AGin group UBS Group AG17,176$443K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp16,837$434K0.01%-22,40013F-HRTimeline
Weaver Consulting Group13,800$356K0.11%013F-HRTimeline
BCGM Wealth Management, LLC12,944$334K0.1%+7913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,385$319K0.01%new13F-HRTimelineGroup
Cetera Investment Advisers11,110$287K<0.01%-3013F-HRTimeline
Atria Wealth Solutions, Inc.10,455$270K<0.01%013F-HRTimeline
Proficio Capital Partners LLC10,380$268K0.02%new13F-HRTimeline
ARS Investment Partners, LLC9,960$260K0.02%013F-HRTimeline
ARS Wealth Advisors Group, LLC7,939$205K0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,754$200K<0.01%+6,18113F-HR/ATimelineGroup
Geneos Wealth Management Inc.4,676$121K<0.01%+3,50713F-HRTimeline
Federation des caisses Desjardins du Qu…4,545$117K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,340$86.2K<0.01%+3,30113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,036$52.5K<0.01%+1,01613F-HRTimelineGroup
Physician Wealth Advisors, Inc.478$12.3K<0.01%+413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC100$2.61K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4$127<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.