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Disclosery

SMAX ISHARES TR

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LARG CAP SEP ETF (fund)

47 managers (47 13F filers) reported a position in SMAX shares at 2024-12-31, 3,419,652 shares in all. 38 filers opened a position and 0 filers sold out during the quarter.

Managers
47
13F filers
47
New
38
Added
0
Reduced
0
Sold out
0
Shares held by filers
3,419,652

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
AE Wealth Management LLC1,424,423$35.9M0.3%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.390,000$9.83M<0.01%new13F-HRTimelineGroup
Strategic Blueprint, LLC278,665$7.02M0.42%new13F-HRTimeline
J. L. Bainbridge & Co., Inc.148,374$3.74M0.35%new13F-HRTimeline
Lloyd Advisory Services, LLC.107,991$2.72M1.29%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…87,210$2.2M<0.01%new13F-HRTimelineGroup
Crown Wealth Group, LLC84,988$2.14M0.87%new13F-HRTimeline
Wellment Financial79,701$2.01M2.52%13F-HRTimeline
Grantvest Financial Group LLC75,474$1.9M2.12%13F-HRTimeline
Csenge Advisory Group68,520$1.73M0.09%new13F-HRTimeline
Great Lakes Retirement, Inc.66,259$1.67M0.22%new13F-HRTimeline
GeoWealth Management, LLC55,011$1.39M0.05%new13F-HRTimeline
POM Investment Strategies, LLC52,163$1.31M0.99%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC45,638$1.15M0.04%new13F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC41,128$1.04M0.29%new13F-HRTimeline
Outlook Wealth Advisors, LLC40,692$1.03M0.29%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC37,113$935K0.81%new13F-HRTimeline
SMART Wealth LLC33,735$850K0.3%new13F-HRTimeline
Snowden Capital Advisors LLC26,441$668K0.02%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC26,472$667K0.25%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,741$649K<0.01%new13F-HRTimeline
Authentikos Wealth Advisory, LLC23,185$584K0.58%new13F-HRTimeline
Tradition Wealth Management, LLC22,003$554K0.05%new13F-HRTimeline
Lord & Richards Wealth Management, LLC21,497$542K1.14%13F-HRTimeline
ARS Investment Partners, LLC19,900$501K0.05%new13F-HRTimeline
FWG Investments, LLC.19,723$497K0.39%new13F-HRTimeline
FSA Advisors, Inc.18,083$456K0.56%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,348$362K<0.01%new13F-HRTimelineGroup
Maxwell Wealth Strategies Inc.13,994$353K0.14%new13F-HRTimeline
LifeWealth Investments, LLC11,213$283K0.19%13F-HRTimeline
OLD MISSION CAPITAL LLC10,764$271K0.01%new13F-HRTimeline
Allie Family Office LLC9,964$252K0.14%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,695$244K<0.01%new13F-HRTimelineGroup
Investment Partners Asset Management, I…8,122$205K0.16%new13F-HRTimeline
OneDigital Investment Advisors LLC8,014$202K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.5,666$143K0.14%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,480$62.5K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,368$59.7K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC933$23.5K0.01%13F-HRTimeline
Capital A Wealth Management, LLC819$20.6K0.03%13F-HRTimeline
Park Square Financial Group, LLC758$19.1K0.01%13F-HRTimeline
Pineridge Advisors LLC171$4.31K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.124$3.12K<0.01%13F-HRTimeline
New Millennium Group LLC55$1.39K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC33$832<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$25<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.