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SMAX ISHARES TR

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LARG CAP SEP ETF (fund)

34 managers (34 13F filers) reported a position in SMAX shares at 2026-03-31, 2,312,183 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
34
13F filers
34
New
7
Added
4
Reduced
12
Sold out
5
Shares held by filers
2,312,183

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.1,398,260$37.5M3.38%-434,96913F-HRTimeline
Client First Capital LLC145,320$3.9M1.71%-42,14713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC92,269$2.47M<0.01%-2,38113F-HRTimelineGroup
FC Advisory LLC80,775$2.17M0.63%013F-HRTimeline
Grantvest Financial Group LLC74,381$2M1.29%-6,91013F-HRTimeline
BIP Wealth, LLC56,701$1.52M0.06%-107,96913F-HRTimeline
Amplius Wealth Advisors, LLC48,101$1.29M0.11%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC44,152$1.18M<0.01%+14,32613F-HRTimelineGroup
Crewe Advisors LLC38,118$1.02M0.09%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC36,141$969K0.47%013F-HRTimeline
OLD MISSION CAPITAL LLC30,219$811K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,853$774K<0.01%-22,48013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC27,778$745K<0.01%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.23,307$625K0.3%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding21,493$576K-8,833Timeline
Tradition Wealth Management, LLC21,112$566K0.04%-82213F-HRTimeline
ARS Investment Partners, LLC19,900$534K0.03%013F-HRTimeline
Lifestyle Asset Management, Inc.16,849$452K0.15%-12913F-HRTimeline
Crown Wealth Group, LLC16,751$449K0.13%-13,34213F-HRTimeline
Clear Creek Financial Management, LLC15,357$412K0.03%new13F-HRTimeline
Kovack Advisors, Inc.14,782$397K0.02%-113F-HRTimeline
Creative Planningin group Creative Planning13,994$375K<0.01%013F-HRTimelineGroup
Ausdal Financial Partners, Inc.11,600$311K0.01%013F-HRTimeline
Investment Partners Asset Management, I…8,522$229K0.14%+36013F-HRTimeline
Farther Finance Advisors, LLC7,488$201K<0.01%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …7,294$200K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management7,198$193K0.01%+213F-HRTimelineGroup
AE Wealth Management LLC4,069$109K<0.01%-48213F-HRTimeline
Advisory Services Network, LLC1,000$26.8K<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC174$4.67K<0.01%-47413F-HRTimeline
UBS Group AGin group UBS Group AG172$4.61K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc51$1.37K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.1$23<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.1$23<0.01%013F-HRTimeline