ISHARES LG CAP MAX BUFF DEC (DMAX) Institutional Ownership Changes & 13F Activity
ISHARES LG CAP MAX BUFF DEC (DMAX). 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., Ashton Thomas Securities, Llc, Kestra Advisory Services, Llc, Raymond James Financial Inc, and Ashton Thomas Private Wealth, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +257 | +0.3% | 89,962 | $2.46M | Q2 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Sell | -2,306 | -7.8% | 27,261 | $745.31K | Q2 2026 | Sep 02, 2026 |
| Atx Financial Planning, Llc | Sell | -3,637 | -8.4% | 39,883 | $1.09M | Q2 2026 | Aug 20, 2026 |
| Raymond James Financial Inc | Buy | +42,824 | +34.3% | 167,821 | $4.59M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -21,950 | -64.6% | 12,019 | $328.60K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -8,219 | -23.6% | 26,671 | $729.18K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +1,759 | — | 1,759 | $48.09K | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | Buy | +13,624 | +59.8% | 36,392 | $994.96K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +6,934 | — | 6,934 | $189.26K | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +231 | +1.2% | 20,236 | $553.25K | Q2 2026 | Aug 12, 2026 |
| Middleton & Co Inc/Ma | Sell | -3,550 | -23.1% | 11,800 | $322.61K | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | Buy | +7,839 | — | 7,839 | $214.32K | Q2 2026 | Aug 07, 2026 |
| Grantvest Financial Group Llc | Sell | -1,605 | -2.5% | 62,521 | $1.71M | Q2 2026 | Aug 07, 2026 |
| Blue Sky Capital Consultants Group, Inc. | Buy | +1,059 | +2.1% | 51,506 | $1.41M | Q2 2026 | Aug 04, 2026 |
| Bip Wealth, Llc | Sell | -23,947 | -3.1% | 736,972 | $20.15M | Q2 2026 | Aug 03, 2026 |
| Sagespring Wealth Partners, Llc | Sell | -367 | -2.2% | 16,492 | $450.89K | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, Llc | Buy | +36,414 | +46.8% | 114,196 | $3.12M | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, Llc | Buy | +54,814 | — | 54,814 | $1.50M | Q2 2026 | Jul 28, 2026 |
| Crewe Advisors Llc | Sell | -18,449 | -24.4% | 57,241 | $1.56M | Q2 2026 | Jul 24, 2026 |
| Strategic Blueprint, Llc | Sell | -743 | -4.1% | 17,165 | $469.29K | Q2 2026 | Jul 23, 2026 |
| J. L. Bainbridge & Co., Inc. | Sell | -100,626 | -14.8% | 581,471 | $15.90M | Q2 2026 | Jul 22, 2026 |
| Crown Wealth Group, Llc | Buy | +14,887 | +3.0% | 513,454 | $14.04M | Q2 2026 | Jul 21, 2026 |
| Blue Trust, Inc. | Buy | +1,450 | — | 1,450 | $39.64K | Q2 2026 | Jul 21, 2026 |
| Encompass More Asset Management | Sell | -5,409 | -16.8% | 26,797 | $732.63K | Q2 2026 | Jul 14, 2026 |
| Fc Advisory Llc | Buy | +601 | +0.4% | 153,596 | $4.20M | Q2 2026 | Jul 09, 2026 |
| Ashton Thomas Securities, Llc | Sell | -98,855 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
| Creative Planning | Sell | -27,420 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Jane Street Group, Llc | Sell | -11,666 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Parallel Advisors, Llc | Sell | -600 | -100.0% | 0 | $0.00 | Q2 2026 | May 07, 2026 |
| Ubs Group Ag | Sell | -475 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about DMAX activity
Which institutional owners are buying DMAX?
Institutional owners buying DMAX 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 DMAX activity?
"Buy" means an investor increased their reported position in DMAX compared to the prior reporting period. This reflects growing exposure to ISHARES LG CAP MAX BUFF DEC (DMAX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DMAX increasing?
Institutional interest in DMAX 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.