ISHARES LG CAP MAX BUFF JUN (MAXJ) Institutional Shareholders
ISHARES LG CAP MAX BUFF JUN (MAXJ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $73.63M in MAXJ holdings during the latest filing period.
Bip Wealth, Llc is currently the largest disclosed institutional shareholder of MAXJ tracked by InsiderSet, reporting ownership valued at approximately $24.23M in its June 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 $24.53M, representing an estimated gain of +1.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed MAXJ value among the investors covered in this analysis. Major shareholders include Bip Wealth, Llc, J. L. Bainbridge & Co., Inc., Ashton Thomas Private Wealth, Llc, and several other long-term asset managers with concentrated positions in ISHARES LG CAP MAX BUFF JUN (MAXJ).
This page ranks the largest institutional MAXJ 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
45
Total Reported Value
$73.63M
Largest Holder
Bip Wealth, Llc
Largest Position
$24.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bip Wealth, Llc | 0.69% | 831,835 | $24,231,344 | $24,530,814 | +$299,470 | +1.24% | |
| J. L. Bainbridge & Co., Inc. | 1.28% | 552,310 | $16,088,790 | $16,287,622 | +$198,832 | +1.24% | |
| Ashton Thomas Private Wealth, Llc | 0.07% | 107,577 | $3,133,713 | $3,172,446 | +$38,733 | +1.24% | |
| Client First Capital Llc | 1.05% | 89,249 | $2,599,823 | $2,631,953 | +$32,130 | +1.24% | |
| Panoramic Investment Advisors, Llc | 0.96% | 69,150 | $2,014,340 | $2,039,234 | +$24,894 | +1.24% | |
| Fc Advisory Llc | 0.49% | 63,301 | $1,843,971 | $1,866,746 | +$22,775 | +1.24% | |
| Diversify Advisory Services, Llc | 0.03% | 59,653 | $1,736,809 | $1,759,167 | +$22,358 | +1.29% | |
| Diversify Wealth Management, Llc | 0.03% | 59,653 | $1,736,809 | $1,759,167 | +$22,358 | +1.29% | |
| Balboa Wealth Partners | 0.21% | 53,797 | $1,567,099 | $1,586,474 | +$19,375 | +1.24% | |
| Cra Financial Services, Llc | 0.13% | 37,836 | $1,102,176 | $1,115,784 | +$13,608 | +1.23% | |
| Cetera Investment Advisers | 0.00% | 37,034 | $1,078,789 | $1,092,133 | +$13,344 | +1.24% | |
| Crewe Advisors Llc | 0.08% | 36,295 | $1,057,274 | $1,070,340 | +$13,066 | +1.24% | |
| Citadel Advisors Llc | 0.00% | 34,501 | $1,005,014 | $1,017,434 | +$12,420 | +1.24% | |
| Crosspoint Financial, Llc | 2.16% | 32,454 | $945,381 | $957,068 | +$11,687 | +1.24% | |
| Blue Sky Capital Consultants Group, Inc. | 0.39% | 31,344 | $913,051 | $924,335 | +$11,284 | +1.24% | |
| Kestra Advisory Services, Llc | 0.00% | 30,451 | $887,045 | $898,000 | +$10,955 | +1.23% | |
| Axxcess Wealth Management, Llc | 0.01% | 29,595 | $862,105 | $872,757 | +$10,652 | +1.24% | |
| Commonwealth Equity Services, Llc | 0.00% | 29,463 | $858,270 | $868,864 | +$10,594 | +1.23% | |
| Grantvest Financial Group Llc | 0.44% | 26,201 | $763,235 | $772,667 | +$9,432 | +1.24% | |
| Encompass More Asset Management | 0.11% | 25,066 | $730,173 | $739,196 | +$9,023 | +1.24% | |
| Jane Street Group, Llc | 0.00% | 25,006 | $728,425 | $737,427 | +$9,002 | +1.24% | |
| Amplius Wealth Advisors, Llc | 0.05% | 24,249 | $706,373 | $715,103 | +$8,730 | +1.24% | |
| Cypress Wealth Services, Llc | 0.08% | 21,997 | $640,769 | $648,692 | +$7,923 | +1.24% | |
| Middleton & Co Inc/Ma | 0.07% | 21,067 | $613,682 | $621,266 | +$7,584 | +1.24% | |
| Onedigital Investment Advisors Llc | 0.01% | 20,445 | $595,550 | $602,923 | +$7,373 | +1.24% | |
| Envestnet Asset Management Inc | 0.00% | 20,429 | $595,108 | $602,451 | +$7,343 | +1.23% | |
| Tradition Wealth Management, Llc | 0.04% | 20,156 | $587,144 | $594,400 | +$7,256 | +1.24% | |
| Nbz Investment Advisors Llc | 0.22% | 19,321 | $562,821 | $569,776 | +$6,955 | +1.24% | |
| Lpl Financial Llc | 0.00% | 17,100 | $498,123 | $504,279 | +$6,156 | +1.24% | |
| Bcgm Wealth Management, Llc | 0.08% | 13,045 | $379,989 | $384,697 | +$4,708 | +1.24% | |
| Weaver Consulting Group | 0.08% | 12,935 | $376,797 | $381,453 | +$4,656 | +1.24% | |
| Sigma Planning Corp | 0.01% | 10,275 | $299,305 | $303,010 | +$3,705 | +1.24% | |
| Proficio Capital Partners Llc | 0.01% | 9,995 | $291,154 | $294,753 | +$3,599 | +1.24% | |
| Ars Investment Partners, Llc | 0.01% | 9,960 | $290,135 | $293,720 | +$3,585 | +1.24% | |
| Ausdal Financial Partners, Inc. | 0.01% | 9,671 | $281,703 | $285,198 | +$3,495 | +1.24% | |
| Susquehanna International Group, Llp | 0.00% | 8,434 | $245,682 | $248,719 | +$3,037 | +1.24% | |
| Ars Wealth Advisors Group, Llc | 0.02% | 7,939 | $231,263 | $234,121 | +$2,858 | +1.24% | |
| Harbour Investments, Inc. | 0.00% | 7,278 | $212,008 | $214,628 | +$2,620 | +1.24% | |
| Geneos Wealth Management Inc. | 0.00% | 3,507 | $102,159 | $103,421 | +$1,262 | +1.24% | |
| Farther Finance Advisors, Llc | 0.00% | 2,914 | $84,880 | $85,934 | +$1,054 | +1.24% | |
| Efg International Ag | 0.00% | 2,636 | $76,787 | $77,736 | +$949 | +1.24% | |
| Blue Trust, Inc. | 0.00% | 1,363 | $39,704 | $40,195 | +$491 | +1.24% | |
| Osaic Holdings, Inc. | 0.00% | 1,038 | $30,242 | $30,611 | +$369 | +1.22% | |
| Ifp Advisors, Inc | 0.00% | 125 | $3,641 | $3,686 | +$45 | +1.24% | |
| Cwm, Llc | 0.00% | 75 | $2,112 | $2,212 | +$100 | +4.72% |
Frequently asked questions about MAXJ
Who are the largest institutional holders of MAXJ?
The largest institutional holders of MAXJ reported in the latest SEC Form 13F filings include Bip Wealth, Llc, J. L. Bainbridge & Co., Inc., Ashton Thomas Private Wealth, Llc, Client First Capital Llc, and Panoramic Investment Advisors, Llc. InsiderSet ranks institutional holders by their latest reported MAXJ position.
What is MAXJ institutional ownership?
This page tracks MAXJ positions reported by institutional investment managers through SEC Form 13F. ISHARES LG CAP MAX BUFF JUN (MAXJ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MAXJ?
InsiderSet currently tracks 45 institutional managers reporting MAXJ 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 MAXJ shareholders.
How much MAXJ stock do institutions own?
Institutional investment managers disclosed approximately $73.63M in MAXJ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MAXJ institutional ownership last updated?
The latest MAXJ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 MAXJ 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 MAXJ position after the reporting date.
Are institutions buying or selling MAXJ?
Institutional buying and selling can be analyzed by comparing MAXJ positions across consecutive 13F reporting periods. InsiderSet's MAXJ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MAXJ ownership changes.
How has MAXJ institutional ownership changed over time?
InsiderSet tracks MAXJ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.