Who owns MMAX?
iShares Large Cap Max Buffer Mar ETF · iShares
20 institutions reported holding MMAX, worth $56.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MMAX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Prosperity Consulting Group, LLC | Owings Mills, MD | $21.2M | 783,235 | New position |
| BlackRock, Inc. | New York, NY | $10.8M | 400,000 | No change |
| BIP Wealth, LLC | Atlanta, GA | $7.8M | 288,154 | −10,005 shares |
| J. L. Bainbridge & Co., Inc. | Sarasota, FL | $5.2M | 193,208 | +39,314 shares |
| FC Advisory LLC | West Chester, PA | $2.5M | 92,299 | +25,257 shares |
| Jim Saulnier & Associates, LLC | Fort Collins, CO | $2.2M | 82,922 | −18,659 shares |
| Crewe Advisors LLC | Salt Lake City, UT | $1.3M | 47,527 | −14,221 shares |
| Blue Sky Capital Consultants Group, Inc. | Poway, CA | $1.1M | 40,058 | +31,632 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.0M | 37,805 | +17,647 shares |
| Captrust Financial Advisors | Raleigh, NC | $882K | 32,611 | +17,870 shares |
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 MMAX?
20 institutional managers reported holding MMAX in Form 13F filings for June 30, 2026, worth $56.6M in total. The largest reported position was held by Prosperity Consulting Group, LLC, at $21.2M.
Did institutions buy or sell MMAX last quarter?
Reported 13F value rose 79.0% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 2 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 MMAX 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.