DMAXISHARES TR
CUSIP 46438G471 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (DMAX) has 44 institutional holders in Filings Flow’s 13F database, together reporting 3.68M shares worth $98M as of Q1 2026. The largest reported holders are Bip Wealth, LLC, J. L. Bainbridge & Co., Inc., and Crown Wealth Group, LLC.
Institutional Holders
44
Q1 2026
Reported Value
$98M
Ticker
DMAX
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Crown Wealth Group, LLC$340M AUM | 3.89% | $13M | 498.6K | Q1 2026 |
| J. L. Bainbridge & Co., Inc.$1.1B AUM | 1.61% | $18M | 682.1K | Q1 2026 |
| FC Advisory LLC$378M AUM | 1.19% | $4M | 153.0K | Q1 2026 |
| Grantvest Financial Group LLC$154M AUM | 1.10% | $2M | 64.1K | Q1 2026 |
| ATX Financial Planning, LLC$132M AUM | 0.88% | $1M | 43.5K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.82% | $20M | 760.9K | Q1 2026 |
| KM Capital Management Ltd.$149M AUM | 0.67% | $1M | 55.0K | Q3 2025OLDER |
| Blue Sky Capital Consultants Group, Inc.$210M AUM | 0.64% | $1M | 50.4K | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.33% | $3M | 98.9K | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.17% | $2M | 75.7K | Q1 2026 |
| Shared Vision Wealth Group LLC$245M AUM | 0.15% | $378,740 | 14.3K | Q1 2026 |
| Encompass More Asset Management$597M AUM | 0.14% | $855,739 | 32.2K | Q1 2026 |
| Smith & Howard Wealth Management, LLC$462M AUM | 0.13% | $622,341 | 23.4K | Q1 2026 |
| High Falls Advisors, Inc$494M AUM | 0.08% | $396,383 | 14.9K | Q4 2025OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.07% | $787,745 | 29.6K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.05% | $2M | 77.8K | Q1 2026 |
| MIDDLETON & CO INC/MA$877M AUM | 0.05% | $407,862 | 15.3K | Q1 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC$589M AUM | 0.04% | $231,842 | 8.7K | Q4 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.03% | $475,830 | 17.9K | Q1 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $521,877 | 19.6K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $902,583 | 34.0K | Q1 2026 |
| ARS Investment Partners, LLC$2.3B AUM | 0.01% | $265,442 | 10.0K | Q1 2026 |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $248,492 | 9.4K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.01% | $204,746 | 7.7K | Q1 2026 |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.01% | $207,970 | 7.8K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $447,957 | 16.9K | Q1 2026 |
| Kestra Investment Management, LLC$5.8B AUM | 0.01% | $322,014 | 12.1K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $531,549 | 20.0K | Q1 2026 |
| Bernard Wealth Management Corp.$234M AUM | 0.00% | $9,858 | 371 | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $228,854 | 8.6K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 55.0K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $435,604 | 16.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $265,336 | 10.0K | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 125.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $44,719 | 1.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $604,971 | 22.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 89.7K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $62,384 | 2.3K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $202,000 | 7.8K | Q2 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $359,590 | 13.5K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $728,571 | 27.4K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $15,942 | 600 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 80.7K | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $11M | 400.0K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $785,619 | 29.6K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $927,055 | 34.9K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 57.6K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $2,126 | 80 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $309,975 | 11.7K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $24,003 | 900 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $12,621 | 475 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.