DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (DMAX)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
45
Reporting holders
$97.0M
Reported value
0.0%
Calls
0.0%
Puts
+2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BIP Wealth, LLC | $20.1M | 736,972 | 0.57% | 3q | -3.1%-$654.7K |
| J. L. Bainbridge & Co., Inc. | $15.9M | 581,471 | 1.25% | 2q | -14.8%-$2.8M |
| Crown Wealth Group, LLC | $14.0M | 513,454 | 3.57% | 4q | +3.0%+$407.0K |
| BlackRock, Inc. | $10.9M | 400,000 | 0.00% | 6q | HELD |
| RAYMOND JAMES FINANCIAL INC | $4.6M | 167,821 | 0.00% | 2q | +34.3%+$1.2M |
| FC Advisory LLC | $4.2M | 153,596 | 1.11% | 5q | HELD |
| Ashton Thomas Private Wealth, LLC | $3.1M | 114,196 | 0.07% | 2q | +46.8%+$995.6K |
| ENVESTNET ASSET MANAGEMENT INC | $2.5M | 89,962 | 0.00% | 6q | HELD |
| Grantvest Financial Group LLC | $1.7M | 62,521 | 0.99% | 6q | -2.5%-$43.9K |
| Crewe Advisors LLC | $1.6M | 57,241 | 0.11% | 6q | -24.4%-$504.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.5M | 55,025 | 0.00% | 3q | HELD |
| Kestra Advisory Services, LLC | $1.5M | 54,814 | 0.00% | new | NEW |
| Blue Sky Capital Consultants Group, Inc. | $1.4M | 51,506 | 0.60% | 6q | +2.1%+$29.0K |
| Kestra Investment Management, LLC | $1.3M | 48,847 | 0.03% | new | NEW |
| ATX Financial Planning, LLC | $1.1M | 39,883 | 0.72% | 3q | -8.4%-$99.4K |
| Cetera Investment Advisers | $995.0K | 36,392 | 0.00% | 5q | +59.8%+$372.5K |
| Amplius Wealth Advisors, LLC | $810.5K | 29,647 | 0.06% | 5q | HELD |
| Creative Planning | $749.7K | 27,420 | 0.00% | 5q | HELD |
| CITADEL ADVISORS LLC | $745.3K | 27,261 | 0.00% | 3q | -7.8%-$63.0K |
| Encompass More Asset Management | $732.6K | 26,797 | 0.11% | 2q | -16.8%-$147.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $729.2K | 26,671 | 0.00% | 2q | -23.6%-$224.7K |
| Smith & Howard Wealth Management, LLC | $640.4K | 23,422 | 0.13% | 2q | HELD |
| CROSSPOINT FINANCIAL, LLC | $592.8K | 21,683 | 1.36% | 2q | HELD |
| Advisory Services Network, LLC | $553.2K | 20,236 | 0.01% | 2q | +1.2%+$6.3K |
| Ausdal Financial Partners, Inc. | $537.0K | 19,641 | 0.02% | 2q | HELD |
| Strategic Blueprint, LLC | $469.3K | 17,165 | 0.02% | 2q | -4.1%-$20.3K |
| SAGESPRING WEALTH PARTNERS, LLC | $450.9K | 16,492 | 0.01% | 2q | -2.2%-$10.0K |
| Lido Advisors, LLC | $448.2K | 16,394 | 0.00% | 3q | HELD |
| Shared Vision Wealth Group LLC | $389.7K | 14,254 | 0.13% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $370.0K | 13,533 | 0.00% | 2q | HELD |
| OLD MISSION CAPITAL LLC | $328.6K | 12,019 | 0.01% | 2q | -64.6%-$600.1K |
| MIDDLETON & CO INC/MA | $322.6K | 11,800 | 0.03% | 6q | -23.1%-$97.1K |
| ARS Investment Partners, LLC | $273.1K | 9,990 | 0.01% | 5q | HELD |
| Kovack Advisors, Inc. | $255.7K | 9,353 | 0.01% | 3q | HELD |
| OneDigital Investment Advisors LLC | $235.5K | 8,613 | 0.00% | 3q | HELD |
| Sigma Planning Corp | $214.3K | 7,839 | 0.01% | new | NEW |
| Prosperity Consulting Group, LLC | $214.0K | 7,827 | 0.01% | 4q | HELD |
| JPMORGAN CHASE & CO | $189.3K | 6,934 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $64.1K | 2,345 | 0.00% | 3q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $48.1K | 1,759 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $46.0K | 1,683 | 0.00% | 2q | HELD |
| Blue Trust, Inc. | $39.6K | 1,450 | 0.00% | new | NEW |
| Bernard Wealth Management Corp. | $10.1K | 371 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $5.8K | 211 | 0.00% | new | NEW |
| IFP Advisors, Inc | $2.2K | 80 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 15 | $60.3M | 2,166,615 | 0 | 1 | 8 | 0.0% |
| Q2 2026 | 45 | $97.0M | 3,546,591 | 7 | 6 | 12 | 0.0% |
| Q1 2026 | 43 | $96.3M | 3,624,950 | 18 | 11 | 3 | 0.0% |
| Q4 2025 | 30 | $62.1M | 2,327,827 | 11 | 6 | 6 | 0.0% |
| Q3 2025 | 26 | $56.5M | 2,137,693 | 3 | 2 | 12 | 0.0% |
| Q2 2025 | 26 | $46.2M | 1,790,054 | 13 | 3 | 3 | 0.0% |
| Q1 2025 | 16 | $40.8M | 1,636,025 | 16 | 0 | 0 | 0.0% |