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MMAX ISHARES TR

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LARG CAP MAR ETF (fund)

20 managers (20 13F filers) reported a position in MMAX shares at 2026-06-30, 2,091,371 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
20
13F filers
20
New
5
Added
5
Reduced
5
Sold out
2
Shares held by filers
2,091,371

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Prosperity Consulting Group, LLC783,235$21.2M0.8%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.400,000$10.8M<0.01%013F-HRTimelineGroup
BIP Wealth, LLC288,154$7.8M0.22%-10,00513F-HRTimeline
J. L. Bainbridge & Co., Inc.193,208$5.23M0.42%+39,31413F-HRTimeline
FC Advisory LLC92,299$2.5M0.66%+25,25713F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC82,922$2.24M0.9%-18,65913F-HRTimeline
Crewe Advisors LLC47,527$1.29M0.09%-14,22113F-HRTimeline
Blue Sky Capital Consultants Group, Inc.40,058$1.08M0.46%+31,63213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,805$1.02M<0.01%+17,64713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS32,611$882K<0.01%+17,87013F-HRTimeline
OLD MISSION CAPITAL LLC19,926$539K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC16,761$453K<0.01%-14213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,358$388K<0.01%-23413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,950$377K<0.01%new13F-HRTimelineGroup
Grantvest Financial Group LLC10,674$289K0.17%013F-HRTimeline
Kovack Advisors, Inc.10,174$275K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.5,497$149K0.01%013F-HRTimeline
Blue Trust, Inc.1,457$39.4K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC600$16.2K<0.01%new13F-HRTimeline
IFP Advisors, Inc155$4.19K<0.01%013F-HRTimeline