Who owns SMAX?
iShares Large Cap Max Buffer Sep ETF · iShares
37 institutions reported holding SMAX, worth $52.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SMAX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| J. L. Bainbridge & Co., Inc. | Sarasota, FL | $26.4M | 947,144 | −451,116 shares |
| Client First Capital LLC | San Diego, CA | $4.0M | 143,897 | −1,423 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $2.6M | 93,262 | +993 shares |
| FC Advisory LLC | West Chester, PA | $2.2M | 80,533 | −242 shares |
| Grantvest Financial Group LLC | Matawan, NJ | $2.0M | 73,199 | −1,182 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.9M | 69,884 | +41,031 shares |
| Amplius Wealth Advisors, LLC | Blue Bell, PA | $1.3M | 48,101 | No change |
| Envestnet Asset Management Inc. | Berwyn, PA | $1.2M | 44,209 | +57 shares |
| Crewe Advisors LLC | Salt Lake City, UT | $1.1M | 38,118 | No change |
| Jim Saulnier & Associates, LLC | Fort Collins, CO | $1.0M | 36,141 | 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 SMAX?
37 institutional managers reported holding SMAX in Form 13F filings for June 30, 2026, worth $52.0M in total. The largest reported position was held by J. L. Bainbridge & Co., Inc., at $26.4M.
Did institutions buy or sell SMAX last quarter?
Reported 13F value fell 16.1% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 4 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 SMAX 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.