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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 2026-03-31, 2,943,502 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
48
13F filers
48
New
4
Added
9
Reduced
21
Sold out
4
Shares held by filers
2,943,502

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
J. L. Bainbridge & Co., Inc.902,170$25.4M2.29%-49,10713F-HRTimeline
BIP Wealth, LLC900,592$25.4M1.03%-16,37913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC92,109$2.59M0.33%new13F-HRTimeline
Client First Capital LLC90,423$2.55M1.12%+13,17513F-HRTimeline
Ashton Thomas Private Wealth, LLC74,693$2.1M0.05%+2,92813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC69,150$1.95M1.05%+90013F-HR/ATimeline
FC Advisory LLC64,553$1.82M0.53%-11,78613F-HRTimeline
HighTower Advisors, LLC59,217$1.67M<0.01%-1,22413F-HRTimeline
Balboa Wealth Partners53,797$1.51M0.25%-14,31213F-HRTimeline
CRA Financial Services, LLC40,336$1.14M0.15%-90013F-HRTimeline
Crewe Advisors LLC36,295$1.02M0.09%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,950$984K<0.01%+4,87013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC33,854$953K<0.01%-1,41113F-HRTimelineGroup
Grantvest Financial Group LLC32,607$918K0.59%-67013F-HRTimeline
CROSSPOINT FINANCIAL, LLC32,454$914K2.3%-2,00013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,235$908K<0.01%-94,17013F-HRTimeline
Encompass More Asset Management30,177$850K0.14%-83,05413F-HRTimeline
Amplius Wealth Advisors, LLC26,252$739K0.06%-2,81513F-HRTimeline
Cetera Investment Advisers24,853$700K<0.01%+5,34613F-HRTimeline
MIDDLETON & CO INC/MA23,067$650K0.07%-12,80013F-HRTimeline
Foundations Investment Advisors, LLC22,185$625K0.01%-3,23213F-HRTimeline
Cypress Wealth Services, LLC21,997$619K0.09%013F-HRTimeline
Tradition Wealth Management, LLC20,156$568K0.04%-3913F-HRTimeline
NBZ Investment Advisors LLC19,321$544K0.24%-513F-HRTimeline
OneDigital Investment Advisors LLC19,095$538K0.01%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.19,009$535K0.26%+2613F-HRTimeline
OLD MISSION CAPITAL LLC18,909$532K0.01%+2,92913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,832$530K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,414$519K<0.01%+15613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,418$434K<0.01%-1,30013F-HRTimelineGroup
Weaver Consulting Group13,500$380K0.09%013F-HRTimeline
LPL Financial LLC13,223$372K<0.01%-1,80013F-HRTimeline
BCGM Wealth Management, LLC13,045$367K0.09%013F-HRTimeline
Proficio Capital Partners LLC10,380$292K0.02%013F-HRTimeline
ARS Investment Partners, LLC9,960$280K0.01%013F-HRTimeline
Sigma Planning Corp8,928$251K0.01%new13F-HRTimeline
ARS Wealth Advisors Group, LLC7,939$224K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,278$205K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,507$98.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,941$83K<0.01%+1,79013F-HRTimeline
EFG International AGin group EFG International AG2,636$74.2K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC1,436$40.4K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…900$25.3K<0.01%-213F-HRTimelineGroup
Physician Wealth Advisors, Inc.478$13.5K<0.01%013F-HRTimeline
AE Wealth Management LLC86$2.42K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC75$2.11K<0.01%-76913F-HRTimelineGroup
IFP Advisors, Inc50$1.41K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20$563<0.01%-1,11813F-HRTimelineGroup