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Disclosery

SMAX ISHARES TR

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LARG CAP SEP ETF (fund)

39 managers (39 13F filers) reported a position in SMAX shares at 2025-03-31, 3,386,814 shares in all. 6 filers opened a position and 14 filers sold out during the quarter.

Managers
39
13F filers
39
New
6
Added
12
Reduced
17
Sold out
14
Shares held by filers
3,386,814

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.1,327,265$33.2M3.38%+1,178,89113F-HRTimeline
AE Wealth Management LLC588,211$14.7M0.12%-836,21213F-HRTimeline
Strategic Blueprint, LLC373,715$9.36M0.51%+95,05013F-HRTimeline
Client First Capital LLC186,937$4.68M2.4%new13F-HRTimeline
Authentikos Wealth Advisory, LLC108,477$2.72M2.12%+85,29213F-HR/ATimeline
HOWARD BAILEY SECURITIES, LLC102,914$2.58M0.86%+76,44213F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…74,488$1.87M<0.01%-12,72213F-HRTimelineGroup
Grantvest Financial Group LLC69,176$1.73M1.4%-6,29813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC44,381$1.11M0.03%-1,25713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO42,376$1.06M<0.01%+39,89613F-HRTimelineGroup
Wellment Financial39,994$1M1.32%-39,70713F-HRTimeline
POM Investment Strategies, LLC38,390$961K1.12%-13,77313F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC37,208$932K0.72%+9513F-HRTimeline
Crewe Advisors LLC34,392$861K0.12%new13F-HRTimeline
GeoWealth Management, LLC28,064$703K0.03%-26,94713F-HRTimeline
Outlook Wealth Advisors, LLC26,475$663K0.18%-14,21713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,749$645K<0.01%+813F-HRTimeline
Crown Wealth Group, LLC22,692$568K0.29%-62,29613F-HRTimeline
Snowden Capital Advisors LLC22,472$563K0.02%-3,96913F-HRTimeline
Tradition Wealth Management, LLC22,005$551K0.05%+213F-HRTimeline
OLD MISSION CAPITAL LLC20,579$515K0.01%+9,81513F-HRTimeline
ARS Investment Partners, LLC19,900$501K0.05%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.20,000$501K<0.01%-370,00013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,980$425K<0.01%new13F-HR/ATimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC15,898$398K0.07%13F-HRTimeline
Creative Planningin group Creative Planning13,994$350K<0.01%new13F-HRTimelineGroup
FSA Advisors, Inc.12,096$303K0.24%-5,98713F-HRTimeline
OneDigital Investment Advisors LLC11,514$288K<0.01%+3,50013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,634$266K<0.01%+93913F-HRTimelineGroup
Allie Family Office LLC9,964$249K0.14%013F-HRTimeline
Blackston Financial Advisory Group, LLC8,701$218K0.15%new13F-HR/ATimeline
Investment Partners Asset Management, I…8,162$204K0.16%+4013F-HRTimeline
Lord & Richards Wealth Management, LLC1,309$32.8K0.04%-20,18813F-HRTimeline
Park Square Financial Group, LLC642$16.1K0.01%-11613F-HRTimeline
Quest 10 Wealth Builders, Inc.615$15.4K0.02%-5,05113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/425$10.6K<0.01%new13F-HRTimelineGroup
Capital A Wealth Management, LLC15$376<0.01%-80413F-HRTimeline
Transce3nd, LLC5$125<0.01%-92813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.