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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +1,597 | +8.5% | 20,429 | $595.11K | Q2 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Sell | -449 | -1.3% | 34,501 | $1.01M | Q2 2026 | Sep 02, 2026 |
| Proficio Capital Partners Llc | Sell | -385 | -3.7% | 9,995 | $291.15K | Q2 2026 | Aug 17, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +9,671 | — | 9,671 | $281.70K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -6,984 | -45.3% | 8,434 | $245.68K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +6,592 | +35.8% | 25,006 | $728.42K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,018 | +5090.0% | 1,038 | $30.24K | Q2 2026 | Aug 14, 2026 |
| Panoramic Investment Advisors, Llc | Buy | +69,150 | — | 69,150 | $2.01M | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +12,181 | +49.0% | 37,034 | $1.08M | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, Llc | Buy | +59,653 | — | 59,653 | $1.74M | Q2 2026 | Aug 10, 2026 |
| Middleton & Co Inc/Ma | Sell | -2,000 | -8.7% | 21,067 | $613.68K | Q2 2026 | Aug 10, 2026 |
| Grantvest Financial Group Llc | Sell | -6,406 | -19.6% | 26,201 | $763.24K | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +3,877 | +29.3% | 17,100 | $498.12K | Q2 2026 | Aug 07, 2026 |
| Onedigital Investment Advisors Llc | Buy | +1,350 | +7.1% | 20,445 | $595.55K | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | Buy | +1,347 | +15.1% | 10,275 | $299.31K | Q2 2026 | Aug 07, 2026 |
| Blue Sky Capital Consultants Group, Inc. | Buy | +12,335 | +64.9% | 31,344 | $913.05K | Q2 2026 | Aug 04, 2026 |
| Bip Wealth, Llc | Sell | -68,757 | -7.6% | 831,835 | $24.23M | Q2 2026 | Aug 03, 2026 |
| Diversify Wealth Management, Llc | Buy | +59,653 | — | 59,653 | $1.74M | Q2 2026 | Jul 30, 2026 |
| Ashton Thomas Private Wealth, Llc | Buy | +32,884 | +44.0% | 107,577 | $3.13M | Q2 2026 | Jul 29, 2026 |
| Commonwealth Equity Services, Llc | Sell | -2,772 | -8.6% | 29,463 | $858.27K | Q2 2026 | Jul 29, 2026 |
| Weaver Consulting Group | Sell | -565 | -4.2% | 12,935 | $376.80K | Q2 2026 | Jul 29, 2026 |
| Axxcess Wealth Management, Llc | Buy | +29,595 | — | 29,595 | $862.11K | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, Llc | Sell | -3,403 | -10.1% | 30,451 | $887.04K | Q2 2026 | Jul 28, 2026 |
| Cra Financial Services, Llc | Sell | -2,500 | -6.2% | 37,836 | $1.10M | Q2 2026 | Jul 24, 2026 |
| J. L. Bainbridge & Co., Inc. | Sell | -349,860 | -38.8% | 552,310 | $16.09M | Q2 2026 | Jul 22, 2026 |
| Blue Trust, Inc. | Buy | +1,363 | — | 1,363 | $39.70K | Q2 2026 | Jul 21, 2026 |
| Ifp Advisors, Inc | Buy | +75 | +150.0% | 125 | $3.64K | Q2 2026 | Jul 20, 2026 |
| Amplius Wealth Advisors, Llc | Sell | -2,003 | -7.6% | 24,249 | $706.37K | Q2 2026 | Jul 17, 2026 |
| Farther Finance Advisors, Llc | Sell | -27 | -0.9% | 2,914 | $84.88K | Q2 2026 | Jul 17, 2026 |
| Encompass More Asset Management | Sell | -5,111 | -16.9% | 25,066 | $730.17K | Q2 2026 | Jul 14, 2026 |
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.