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Disclosery

MAXJ ISHARES TR

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LARG CAP JUN ETF (fund)

52 managers (52 13F filers) reported a position in MAXJ shares at 2025-09-30, 3,448,494 shares in all. 18 filers opened a position and 2 filers sold out during the quarter.

Managers
52
13F filers
52
New
18
Added
8
Reduced
12
Sold out
2
Shares held by filers
3,448,494

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.962,686$27M2.28%+14,34813F-HRTimeline
Strategic Blueprint, LLC914,386$25.6M1.12%+241,66213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC125,889$3.53M<0.01%013F-HRTimeline
Encompass More Asset Management113,449$3.18M0.61%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC83,829$2.35M0.33%new13F-HRTimeline
FC Advisory LLC77,640$2.18M0.64%+62,84113F-HRTimeline
Client First Capital LLC76,387$2.14M0.95%new13F-HRTimeline
Balboa Wealth Partners74,859$2.1M0.36%-98,70213F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC68,250$1.91M1.08%013F-HRTimeline
Donald L. Hagan, LLC66,182$1.86M0.91%new13F-HRTimeline
HighTower Advisors, LLC60,862$1.71M<0.01%-12,72813F-HRTimeline
Ashton Thomas Private Wealth, LLC60,469$1.7M0.04%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC57,917$1.62M<0.01%+29,14113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC42,756$1.2M0.01%+16,64313F-HRTimelineGroup
CRA Financial Services, LLC42,326$1.19M0.16%-55013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,191$1.13M<0.01%+23,44613F-HRTimelineGroup
Grantvest Financial Group LLC37,795$1.06M0.73%+19,45513F-HRTimeline
Crewe Advisors LLC36,295$1.02M0.1%new13F-HRTimeline
MIDDLETON & CO INC/MA36,117$1.01M0.11%013F-HRTimeline
OLD MISSION CAPITAL LLC35,689$1M0.04%new13F-HRTimeline
CROSSPOINT FINANCIAL, LLC34,413$965K2.37%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC31,831$893K0.02%-15,11113F-HRTimeline
Crown Wealth Group, LLC31,244$876K0.26%new13F-HRTimeline
Amplius Wealth Advisors, LLC29,067$815K0.07%-13,98113F-HRTimeline
Snowden Capital Advisors LLC28,210$791K0.02%-7,59013F-HRTimeline
NBZ Investment Advisors LLC25,165$706K0.37%-3,96413F-HRTimeline
Cetera Investment Advisers23,484$659K<0.01%+12,37413F-HRTimeline
Cypress Wealth Services, LLC21,814$612K0.1%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.21,665$608K0.27%new13F-HRTimeline
Tradition Wealth Management, LLC20,195$566K0.04%-5,76813F-HRTimeline
OneDigital Investment Advisors LLC20,094$564K0.01%-154,86113F-HRTimeline
BIP Wealth, LLC17,547$492K0.02%new13F-HRTimeline
Foundations Investment Advisors, LLC15,538$436K0.01%new13F-HRTimeline
LPL Financial LLC15,508$435K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,990$392K<0.01%new13F-HRTimelineGroup
Weaver Consulting Group13,500$379K0.1%-30013F-HRTimeline
BCGM Wealth Management, LLC12,944$363K0.09%013F-HRTimeline
Ausdal Financial Partners, Inc.10,709$300K0.01%new13F-HRTimeline
Proficio Capital Partners LLC10,380$291K0.02%013F-HR/ATimeline
ARS Investment Partners, LLC9,960$279K0.02%013F-HRTimeline
ARS Wealth Advisors Group, LLC7,939$223K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,278$204K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.3,507$98.4K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,850$79.9K<0.01%-42013F-HRTimeline
Advisory Services Network, LLC1,436$40.3K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,151$32.3K<0.01%-3913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,028$28.8K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC844$24K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA615$17K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.478$13.4K<0.01%013F-HRTimeline
AE Wealth Management LLC86$2.41K<0.01%new13F-HRTimeline
IFP Advisors, Inc50$1.4K<0.01%013F-HR/ATimeline