DMAX Institutional Ownership & Shareholders
ISHARES LG CAP MAX BUFF DEC (DMAX) is currently held by 42 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $95.04M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Bip Wealth, Llc is currently the largest disclosed institutional shareholder of DMAX tracked by InsiderSet, reporting ownership valued at approximately $21.16M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $21.19M, representing an estimated gain of +0.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed DMAX value among the investors covered in this analysis. Major shareholders include Bip Wealth, Llc, Crown Wealth Group, Llc, J. L. Bainbridge & Co., Inc., and several other long-term asset managers with concentrated positions in ISHARES LG CAP MAX BUFF DEC (DMAX).
This page ranks the largest institutional DMAX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
42
Total Reported Value
$95.04M
Largest Holder
Bip Wealth, Llc
Largest Position
$21.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bip Wealth, Llc | 0.57% | 760,441 | $21,155,166 | $21,193,491 | +$38,325 | +0.18% | |
| Crown Wealth Group, Llc | 3.48% | 504,884 | $14,045,678 | $14,071,117 | +$25,439 | +0.18% | |
| J. L. Bainbridge & Co., Inc. | 1.05% | 490,154 | $13,635,888 | $13,660,592 | +$24,704 | +0.18% | |
| Blackrock, Inc. | 0.00% | 400,000 | $10,935,920 | $11,148,000 | +$212,080 | +1.94% | |
| Raymond James Financial Inc | 0.00% | 167,821 | $4,588,193 | $4,677,171 | +$88,978 | +1.94% | |
| Fc Advisory Llc | 1.12% | 153,436 | $4,268,538 | $4,276,261 | +$7,723 | +0.18% | |
| Ashton Thomas Private Wealth, Llc | 0.07% | 114,196 | $3,122,096 | $3,182,643 | +$60,547 | +1.94% | |
| Envestnet Asset Management Inc | 0.00% | 89,962 | $2,459,543 | $2,507,241 | +$47,698 | +1.94% | |
| Grantvest Financial Group Llc | 0.99% | 61,791 | $1,719,004 | $1,722,115 | +$3,111 | +0.18% | |
| Crewe Advisors Llc | 0.11% | 57,241 | $1,564,958 | $1,595,307 | +$30,349 | +1.94% | |
| Mercer Global Advisors Inc | 0.00% | 55,025 | $1,504,373 | $1,533,547 | +$29,174 | +1.94% | |
| Kestra Advisory Services, Llc | 0.00% | 54,814 | $1,498,602 | $1,527,666 | +$29,064 | +1.94% | |
| Blue Sky Capital Consultants Group, Inc. | 0.47% | 40,110 | $1,115,844 | $1,117,866 | +$2,022 | +0.18% | |
| Atx Financial Planning, Llc | 0.70% | 39,463 | $1,097,845 | $1,099,834 | +$1,989 | +0.18% | |
| Cetera Investment Advisers | 0.00% | 36,392 | $994,957 | $1,014,245 | +$19,288 | +1.94% | |
| Citadel Advisors Llc | 0.00% | 27,261 | $745,310 | $759,764 | +$14,454 | +1.94% | |
| Encompass More Asset Management | 0.10% | 26,555 | $738,749 | $740,088 | +$1,339 | +0.18% | |
| Susquehanna International Group, Llp | 0.00% | 26,671 | $729,180 | $743,321 | +$14,141 | +1.94% | |
| Smith & Howard Wealth Management, Llc | 0.13% | 23,422 | $651,591 | $652,771 | +$1,180 | +0.18% | |
| Crosspoint Financial, Llc | 1.36% | 21,683 | $592,815 | $604,305 | +$11,490 | +1.94% | |
| Advisory Services Network, Llc | 0.01% | 20,236 | $553,248 | $563,977 | +$10,729 | +1.94% | |
| Ausdal Financial Partners, Inc. | 0.02% | 19,641 | $536,981 | $547,395 | +$10,414 | +1.94% | |
| Amplius Wealth Advisors, Llc | 0.04% | 19,000 | $528,572 | $529,530 | +$958 | +0.18% | |
| Strategic Blueprint, Llc | 0.02% | 17,165 | $477,523 | $478,389 | +$866 | +0.18% | |
| Lido Advisors, Llc | 0.00% | 16,394 | $448,211 | $456,901 | +$8,690 | +1.94% | |
| Sagespring Wealth Partners, Llc | 0.01% | 15,969 | $444,251 | $445,056 | +$805 | +0.18% | |
| Shared Vision Wealth Group Llc | 0.13% | 14,254 | $389,702 | $397,259 | +$7,557 | +1.94% | |
| Commonwealth Equity Services, Llc | 0.00% | 13,533 | $370,000 | $377,165 | +$7,165 | +1.94% | |
| Old Mission Capital Llc | 0.01% | 12,019 | $328,597 | $334,970 | +$6,373 | +1.94% | |
| Middleton & Co Inc/Ma | 0.03% | 11,800 | $328,271 | $328,866 | +$595 | +0.18% | |
| Ars Investment Partners, Llc | 0.01% | 9,990 | $273,125 | $278,421 | +$5,296 | +1.94% | |
| Kovack Advisors, Inc. | 0.01% | 9,353 | $255,685 | $260,668 | +$4,983 | +1.95% | |
| Onedigital Investment Advisors Llc | 0.00% | 8,613 | $235,478 | $240,044 | +$4,566 | +1.94% | |
| Prosperity Consulting Group, Llc | 0.01% | 7,827 | $213,989 | $218,138 | +$4,149 | +1.94% | |
| Jpmorgan Chase & Co | 0.00% | 6,934 | $189,264 | $193,251 | +$3,987 | +2.11% | |
| Farther Finance Advisors, Llc | 0.00% | 2,345 | $65,244 | $65,355 | +$111 | +0.17% | |
| Action Point Financial Planning, Llc | 0.01% | 1,759 | $48,091 | $49,023 | +$932 | +1.94% | |
| Harbour Investments, Inc. | 0.00% | 1,683 | $46,013 | $46,905 | +$892 | +1.94% | |
| Bernard Wealth Management Corp. | 0.00% | 371 | $10,144 | $10,340 | +$196 | +1.93% | |
| Ifp Advisors, Inc | 0.00% | 80 | $2,226 | $2,230 | +$4 | +0.16% |
Frequently asked questions about DMAX
Who are the largest institutional holders of DMAX?
The largest institutional holders of DMAX reported in the latest SEC Form 13F filings include Bip Wealth, Llc, Crown Wealth Group, Llc, J. L. Bainbridge & Co., Inc., Blackrock, Inc., and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported DMAX position.
What is DMAX institutional ownership?
This page tracks DMAX positions reported by institutional investment managers through SEC Form 13F. ISHARES LG CAP MAX BUFF DEC (DMAX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DMAX?
InsiderSet currently tracks 42 institutional managers reporting DMAX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DMAX shareholders.
How much DMAX stock do institutions own?
Institutional investment managers disclosed approximately $95.04M in DMAX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DMAX institutional ownership last updated?
The latest DMAX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DMAX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DMAX position after the reporting date.
Are institutions buying or selling DMAX?
Institutional buying and selling can be analyzed by comparing DMAX positions across consecutive 13F reporting periods. InsiderSet's DMAX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DMAX ownership changes.
How has DMAX institutional ownership changed over time?
InsiderSet tracks DMAX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.