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Disclosery

MAXJ ISHARES TR

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LARG CAP JUN ETF (fund)

48 managers (48 13F filers) reported a position in MAXJ shares at 2025-12-31, 3,142,554 shares in all. 3 filers opened a position and 7 filers sold out during the quarter.

Managers
48
13F filers
48
New
3
Added
10
Reduced
19
Sold out
7
Shares held by filers
3,142,554

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
J. L. Bainbridge & Co., Inc.951,277$26.8M2.2%-11,40913F-HRTimeline
BIP Wealth, LLC916,971$25.9M0.91%+899,42413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC126,405$3.56M<0.01%+51613F-HRTimeline
Encompass More Asset Management113,231$3.19M0.59%-21813F-HRTimeline
Client First Capital LLC77,248$2.18M0.93%+86113F-HRTimeline
FC Advisory LLC76,339$2.15M0.62%-1,30113F-HRTimeline
Ashton Thomas Private Wealth, LLC71,765$2.02M0.05%+11,29613F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC68,250$1.92M1.05%013F-HRTimeline
Balboa Wealth Partners68,109$1.92M0.32%-6,75013F-HRTimeline
HighTower Advisors, LLC60,441$1.7M<0.01%-42113F-HRTimeline
CRA Financial Services, LLC41,236$1.16M0.15%-1,09013F-HRTimeline
Crewe Advisors LLC36,295$1.02M0.09%013F-HRTimeline
MIDDLETON & CO INC/MA35,867$1.01M0.11%-25013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC35,265$994K<0.01%-7,49113F-HRTimelineGroup
CROSSPOINT FINANCIAL, LLC34,454$971K2.29%+4113F-HRTimeline
Grantvest Financial Group LLC33,277$938K0.6%-4,51813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,080$848K<0.01%-27,83713F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC29,621$835K0.01%-2,21013F-HR/ATimeline
Amplius Wealth Advisors, LLC29,067$820K0.07%013F-HRTimeline
Foundations Investment Advisors, LLC25,417$717K0.01%+9,87913F-HRTimeline
Cypress Wealth Services, LLC21,997$620K0.09%+18313F-HRTimeline
Tradition Wealth Management, LLC20,195$569K0.04%013F-HRTimeline
Cetera Investment Advisers19,507$550K<0.01%-3,97713F-HRTimeline
NBZ Investment Advisors LLC19,326$545K0.24%-5,83913F-HRTimeline
OneDigital Investment Advisors LLC19,095$538K0.01%-99913F-HRTimeline
Blue Sky Capital Consultants Group, Inc.18,983$535K0.23%-2,68213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,258$515K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,718$471K<0.01%-23,47313F-HRTimelineGroup
OLD MISSION CAPITAL LLC15,980$451K0.02%-19,70913F-HRTimeline
LPL Financial LLC15,023$424K<0.01%-48513F-HRTimeline
Weaver Consulting Group13,500$381K0.09%013F-HRTimeline
BCGM Wealth Management, LLC13,045$368K0.09%+10113F-HRTimeline
Ausdal Financial Partners, Inc.10,817$305K0.01%+10813F-HRTimeline
Proficio Capital Partners LLC10,380$293K0.02%013F-HRTimeline
ARS Investment Partners, LLC9,960$281K0.02%013F-HRTimeline
Snowden Capital Advisors LLC9,606$271K0.01%-18,60413F-HRTimeline
ARS Wealth Advisors Group, LLC7,939$224K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,278$205K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,540$99.8K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.3,507$98.9K<0.01%013F-HRTimeline
EFG International AGin group EFG International AG2,636$74.3K<0.01%13F-HRTimelineGroup
Farther Finance Advisors, LLC1,151$32.5K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,138$32.1K<0.01%+11013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…902$25.4K<0.01%new13F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC844$24K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.478$13.5K<0.01%013F-HRTimeline
AE Wealth Management LLC86$2.42K<0.01%013F-HRTimeline
IFP Advisors, Inc50$1.41K<0.01%013F-HRTimeline