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Disclosery

MAXJ ISHARES TR

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LARG CAP JUN ETF (fund)

38 managers (38 13F filers) reported a position in MAXJ shares at 2025-06-30, 2,765,980 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
38
13F filers
38
New
3
Added
5
Reduced
15
Sold out
4
Shares held by filers
2,765,980

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
J. L. Bainbridge & Co., Inc.948,338$26.1M2.4%+801,76113F-HRTimeline
Strategic Blueprint, LLC672,724$18.5M0.91%+91,71313F-HRTimeline
OneDigital Investment Advisors LLC174,955$4.81M0.05%+96,37013F-HRTimeline
Balboa Wealth Partners173,561$4.77M0.96%-9,56713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC125,889$3.46M<0.01%+102,61613F-HRTimeline
HighTower Advisors, LLC73,590$2.02M<0.01%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC68,250$1.88M1.15%-40013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC46,942$1.29M0.03%-2,00113F-HRTimeline
Amplius Wealth Advisors, LLC43,048$1.18M0.11%-679,92713F-HRTimeline
CRA Financial Services, LLC42,876$1.18M0.18%-14,14013F-HRTimeline
MIDDLETON & CO INC/MA36,117$994K0.11%013F-HRTimeline
Snowden Capital Advisors LLC35,800$985K0.03%-21,62813F-HRTimeline
CROSSPOINT FINANCIAL, LLC34,413$947K2.53%013F-HRTimeline
NBZ Investment Advisors LLC29,129$801K0.46%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,776$792K<0.01%-7,20113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,113$718K<0.01%-10013F-HRTimelineGroup
Tradition Wealth Management, LLC25,963$714K0.06%013F-HRTimeline
Cypress Wealth Services, LLC21,814$600K0.11%new13F-HRTimeline
Grantvest Financial Group LLC18,340$505K0.37%+13513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,745$461K<0.01%-17,16313F-HRTimelineGroup
FC Advisory LLC14,799$407K0.13%new13F-HRTimeline
Weaver Consulting Group13,800$380K0.11%013F-HRTimeline
BCGM Wealth Management, LLC12,944$356K0.1%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,385$341K0.01%013F-HRTimelineGroup
Cetera Investment Advisers11,110$306K<0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.10,455$288K0.01%013F-HRTimeline
Proficio Capital Partners LLC10,380$286K0.02%013F-HRTimeline
ARS Investment Partners, LLC9,960$274K0.02%013F-HRTimeline
Sigma Planning Corp8,687$239K0.01%-8,15013F-HRTimeline
ARS Wealth Advisors Group, LLC7,939$218K0.03%013F-HRTimeline
Geneos Wealth Management Inc.3,507$96.5K<0.01%-1,16913F-HRTimeline
Federation des caisses Desjardins du Qu…3,270$90K<0.01%-1,27513F-HRTimeline
Farther Finance Advisors, LLC1,190$32.7K<0.01%-2,15013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,028$28.3K<0.01%-1,00813F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA615$17K<0.01%-7,13913F-HR/ATimelineGroup
Physician Wealth Advisors, Inc.478$13.2K<0.01%013F-HRTimeline
IFP Advisors, Inc50$1.38K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.