iShares Lg Cap MAX Buff JUN ETF (MAXJ): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of MAXJ (all 13F filers)
- BIP Wealth832 KWealth adviser−69 K
- J. L. Bainbridge552 KType not verified−350 K
- Ashton Thomas Private Wealth108 KWealth adviser+33 K
- Client First Capital89 KType not verified−1,174
- Panoramic Investment Advisors69 KType not verified0
- FC Advisory63 KType not verified−1,252
- Diversify Advisory Services60 KType not verified+60 K
- Diversify Wealth Management60 KWealth adviser+60 K
- HighTower Advisors56 KWealth adviser−2,767
- Balboa Wealth Partners54 KWealth adviser0
- Shares
- 832 K
- Change
- −69 K
See more
- Type
- Wealth adviser
- Value
- $24.2M
- Shares
- 552 K
- Change
- −350 K
See more
- Type
- Type not verified
- Value
- $16.1M
- Shares
- 108 K
- Change
- +33 K
See more
- Type
- Wealth adviser
- Value
- $3.1M
- Client First Capital
- Shares
- 89 K
- Change
- −1,174
See more
- Type
- Type not verified
- Value
- $2.6M
- Panoramic Investment Advisors
- Shares
- 69 K
- Change
- 0
See more
- Type
- Type not verified
- Value
- $2.0M
- FC Advisory
- Shares
- 63 K
- Change
- −1,252
See more
- Type
- Type not verified
- Value
- $1.8M
- Shares
- 60 K
- Change
- +60 K
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- Type
- Type not verified
- Value
- $1.7M
- Shares
- 60 K
- Change
- +60 K
See more
- Type
- Wealth adviser
- Value
- $1.7M
- Shares
- 56 K
- Change
- −2,767
See more
- Type
- Wealth adviser
- Value
- $1.6M
- Balboa Wealth Partners
- Shares
- 54 K
- Change
- 0
See more
- Type
- Wealth adviser
- Value
- $1.6M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- BlackRock Portfolio Managementfell below 5%13G · amendmentfiling ↗Event: Jun 30, 2025 · filed: Jul 15, 2025
- BlackRockchange of filing entity → BlackRock Portfolio Management13G · amendmentfiling ↗Event: Mar 31, 2025 · filed: Apr 22, 2025
- BlackRock Portfolio Management6.7%(previously filed by BlackRock)13Gfiling ↗Event: Mar 31, 2025 · filed: Apr 15, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗