Who owns MAXJ?
iShares Large Cap Max Buffer Jun ETF · iShares
46 institutions reported holding MAXJ, worth $75.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MAXJ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| BIP Wealth, LLC | Atlanta, GA | $24.2M | 831,835 | −68,757 shares |
| J. L. Bainbridge & Co., Inc. | Sarasota, FL | $16.1M | 552,310 | −349,860 shares |
| Ashton Thomas Private Wealth, LLC | Scottsdale, AZ | $3.1M | 107,577 | +32,884 shares |
| Client First Capital LLC | San Diego, CA | $2.6M | 89,249 | −1,174 shares |
| Panoramic Investment Advisors, LLC | Denver, CO | $2.0M | 69,150 | No change |
| FC Advisory LLC | West Chester, PA | $1.8M | 63,301 | −1,252 shares |
| Diversify Wealth Management, LLC | Sandy, UT | $1.7M | 59,653 | New position |
| Diversify Advisory Services, LLC | Sandy, UT | $1.7M | 59,653 | New position |
| HighTower Advisors, LLC | Chicago, IL | $1.6M | 56,450 | −2,767 shares |
| Balboa Wealth Partners | Scottsdale, AZ | $1.6M | 53,797 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MAXJ?
46 institutional managers reported holding MAXJ in Form 13F filings for June 30, 2026, worth $75.3M in total. The largest reported position was held by BIP Wealth, LLC, at $24.2M.
Did institutions buy or sell MAXJ last quarter?
Reported 13F value fell 9.2% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MAXJ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.