ISHARES LG CAP MAX BUFF JUN (MAXJ) Institutional Ownership Changes & 13F Activity

ISHARES LG CAP MAX BUFF JUN (MAXJ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include J. L. Bainbridge & Co., Inc., Panoramic Investment Advisors, Llc, Bip Wealth, Llc, Diversify Advisory Services, Llc, and Diversify Wealth Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+1,597+8.5%20,429$595.11KQ2 2026Sep 23, 2026
Citadel Advisors LlcSell-449-1.3%34,501$1.01MQ2 2026Sep 02, 2026
Proficio Capital Partners LlcSell-385-3.7%9,995$291.15KQ2 2026Aug 17, 2026
Ausdal Financial Partners, Inc.Buy+9,671—9,671$281.70KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-6,984-45.3%8,434$245.68KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+6,592+35.8%25,006$728.42KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,018+5090.0%1,038$30.24KQ2 2026Aug 14, 2026
Panoramic Investment Advisors, LlcBuy+69,150—69,150$2.01MQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+12,181+49.0%37,034$1.08MQ2 2026Aug 12, 2026
Diversify Advisory Services, LlcBuy+59,653—59,653$1.74MQ2 2026Aug 10, 2026
Middleton & Co Inc/MaSell-2,000-8.7%21,067$613.68KQ2 2026Aug 10, 2026
Grantvest Financial Group LlcSell-6,406-19.6%26,201$763.24KQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+3,877+29.3%17,100$498.12KQ2 2026Aug 07, 2026
Onedigital Investment Advisors LlcBuy+1,350+7.1%20,445$595.55KQ2 2026Aug 07, 2026
Sigma Planning CorpBuy+1,347+15.1%10,275$299.31KQ2 2026Aug 07, 2026
Blue Sky Capital Consultants Group, Inc.Buy+12,335+64.9%31,344$913.05KQ2 2026Aug 04, 2026
Bip Wealth, LlcSell-68,757-7.6%831,835$24.23MQ2 2026Aug 03, 2026
Diversify Wealth Management, LlcBuy+59,653—59,653$1.74MQ2 2026Jul 30, 2026
Ashton Thomas Private Wealth, LlcBuy+32,884+44.0%107,577$3.13MQ2 2026Jul 29, 2026
Commonwealth Equity Services, LlcSell-2,772-8.6%29,463$858.27KQ2 2026Jul 29, 2026
Weaver Consulting GroupSell-565-4.2%12,935$376.80KQ2 2026Jul 29, 2026
Axxcess Wealth Management, LlcBuy+29,595—29,595$862.11KQ2 2026Jul 28, 2026
Kestra Advisory Services, LlcSell-3,403-10.1%30,451$887.04KQ2 2026Jul 28, 2026
Cra Financial Services, LlcSell-2,500-6.2%37,836$1.10MQ2 2026Jul 24, 2026
J. L. Bainbridge & Co., Inc.Sell-349,860-38.8%552,310$16.09MQ2 2026Jul 22, 2026
Blue Trust, Inc.Buy+1,363—1,363$39.70KQ2 2026Jul 21, 2026
Ifp Advisors, IncBuy+75+150.0%125$3.64KQ2 2026Jul 20, 2026
Amplius Wealth Advisors, LlcSell-2,003-7.6%24,249$706.37KQ2 2026Jul 17, 2026
Farther Finance Advisors, LlcSell-27-0.9%2,914$84.88KQ2 2026Jul 17, 2026
Encompass More Asset ManagementSell-5,111-16.9%25,066$730.17KQ2 2026Jul 14, 2026
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Frequently asked questions about MAXJ activity

  • Which institutional owners are buying MAXJ?

    Institutional owners buying MAXJ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MAXJ activity?

    "Buy" means an investor increased their reported position in MAXJ compared to the prior reporting period. This reflects growing exposure to ISHARES LG CAP MAX BUFF JUN (MAXJ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MAXJ increasing?

    Institutional interest in MAXJ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.