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Disclosery

SMAX ISHARES TR

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LARG CAP SEP ETF (fund)

34 managers (37 13F filers) reported a position in SMAX shares at 2026-06-30, 1,867,303 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
34
13F filers
37
New
7
Added
3
Reduced
11
Sold out
4
Shares held by filers
1,867,303

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
J. L. Bainbridge & Co., Inc.947,144$26.4M2.11%-451,11613F-HRTimeline
Client First Capital LLC143,897$4.01M1.62%-1,42313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC93,262$2.6M<0.01%+99313F-HRTimelineGroup
FC Advisory LLC80,533$2.24M0.59%-24213F-HRTimeline
Grantvest Financial Group LLC73,199$2.04M1.18%-1,18213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…69,884$1.95M<0.01%+41,03113F-HRTimelineGroup
Amplius Wealth Advisors, LLC48,101$1.34M0.1%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding45,280$1.26M+23,787Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC44,209$1.23M<0.01%+5713F-HRTimelineGroup
Crewe Advisors LLC38,118$1.06M0.08%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC36,141$1.01M0.41%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,778$746K<0.01%-1,00013F-HRTimeline
Tradition Wealth Management, LLC21,112$588K0.04%013F-HRTimeline
ARS Investment Partners, LLC19,900$555K0.02%013F-HRTimeline
Lifestyle Asset Management, Inc.16,720$466K0.13%-12913F-HRTimeline
Crown Wealth Group, LLC16,701$465K0.12%-5013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,936$444K<0.01%new13F-HRTimelineGroup
Clear Creek Financial Management, LLC15,357$428K0.03%013F-HRTimeline
Kovack Advisors, Inc.14,782$412K0.02%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding14,588$408K+7,294Timeline
Creative Planningin group Creative Planning13,994$390K<0.01%013F-HRTimelineGroup
Blue Sky Capital Consultants Group, Inc.11,667$325K0.14%-11,64013F-HRTimeline
Ausdal Financial Partners, Inc.11,600$323K0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC10,584$295K0.01%-19,63513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,007$251K<0.01%new13F-HRTimelineGroup
Investment Partners Asset Management, I…8,522$237K0.13%013F-HRTimeline
Farther Finance Advisors, LLC7,488$209K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,196$201K0.01%-213F-HRTimelineGroup
AE Wealth Management LLC3,915$109K<0.01%-15413F-HRTimeline
Blue Trust, Inc.1,428$39.8K<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC174$4.85K<0.01%013F-HRTimeline
IFP Advisors, Inc51$1.42K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…34$947<0.01%new13F-HRTimelineGroup
Kingdom Financial Group LLC.1$24<0.01%013F-HRTimeline